JAKKS Pacific, Inc. (NASDAQ: JAKK ) reported concerning Q2 results – the company is understandably caught in significant tariff turbulence due to sourcing from China. The toy company previously had strong operational momentum with content-led sales growth, but such momentum isI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mi ...

公司分析 - 康明斯公司(NYSE: CMI)被视作市场上最被低估的"复利型"企业之一 其业务模式稳健且具备抗风险能力 [1] - 公司具备高质量企业特征 包括由纪律严明的资本配置者领导 能够实现卓越资本回报率 并长期保持资本复利增长 [1] 投资观点 - 作者自2023年9月起将康明斯股票列为"买入"评级 认为其投资价值未被充分认知 [1] - 作者投资哲学聚焦于购买高质量股票和优质企业 尤其青睐符合上述标准的企业 [1] 持仓情况 - 作者通过股票持有、期权或其他衍生品对康明斯公司持有多头仓位 [2]