核心观点 - 重申对亚马逊的强烈买入评级 尽管自上次看涨观点以来股价仅小幅上涨[1] - 公司在电子商务和云计算领域拥有无可争议的领导地位[1] 公司业务与优势 - 公司在电子商务和云计算领域拥有无可争议的领导地位[1] - 公司展现出强大的实力[1] 作者背景与立场 - 作者在四大审计公司有十年工作经验 专注于银行、矿业和能源领域 具备扎实的金融和战略基础[1] - 作者目前是一家领先零售房地产所有者和运营商的财务总监 负责复杂的财务运营和战略[1] - 作者在美国股市有13年活跃投资经验 投资组合采用平衡方法 在保持对增长机会敞口的同时 日益关注价值股[1] - 作者的投资理念植根于深入研究与长期视角[1] - 作者对亚马逊持有看涨的多头头寸 可能通过股票、期权或其他衍生品持有[2]

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By and large, when a company is good at something, investors are right to be wary when that company ventures away from its core and into new businesses. In the case of Commercial Metals Company ( CMC ), though, the company’sAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o ...

公司股价表现 - 四角地产信托的股价在10个月内从约28美元下跌至约23.50美元 [1] 分析师背景与投资理念 - 分析师采用逆向投资策略，专注于不受欢迎且被低估的资产，并保持长期投资视角 [2] - 分析师拥有金融与银行学士学位以及金融管理与投资硕士学位，具备扎实的金融学术基础 [2] - 分析师持有资本市场与证券分析师以及金融建模与估值分析师认证，并已通过CFA三个级别的考试，专长于评估复杂金融工具、进行估值和构建金融模型 [2] - 分析师目前在四大会计师事务所的估值与建模部门工作，运用其分析技能与实战经验 [2] - 作为全行业投资者，分析师分析各行业机会，偏好消费防御、公用事业和房地产等现金流稳定的板块 [2] - 其投资哲学以价值投资原则为核心，寻找交易价格低于内在价值的股票，并长期持有以获得增值和股息 [2]

The Avantis All Equity Markets ETF ( AVGE ) is an actively managed exchange-traded fund (also known as an ETF) that attempts to replicate a portfolio of globally listed stocks. The point of this ETF isWith over three years of finance and consulting experience, Nikola is laser focused on finding value in North American public equities and ETF's. His professional experience includes corporate credit risk analysis, consulting for government entities, and venture capital analysis in the med-tech space. More rec ...

I focus on investment ideas about companies that pay a (healthy) dividend and have a clear potential for capital appreciation. I like to find good businesses which reward shareholders. The shares of the company should be for a temporary reason undervalued in relation to its fundamentals, peers and/or historical levels. Technically and fundamentally there needs to be high odds for capital appreciation preferably by foreseeable catalysts. These elements provide a simple filter to invest in companies that rewa ...

全球市场环境 - 全球央行政策出现分化 同时美国特朗普政府的贸易政策带来了市场波动 在此环境下 制定深思熟虑的全球市场策略至关重要 [1] 分析师背景与研究方法 - 分析师拥有金融学硕士学位 投资背景涵盖公司金融 并购和投资分析 重点关注房地产 可再生能源和股票市场 [2] - 分析师擅长金融建模 估值和定性分析 在私募股权 资产管理和房地产领域有实践经验 [2] - 分析师旨在分享对感兴趣公司的见解和分析 并通过辩论不断完善观点 以助力做出明智的决策 [2]

铜的战略地位与需求驱动 - 铜作为全球能源转型和人工智能革命的基础，已从纯粹的工业金属转变为战略性商品[1] - 该金属正面临前所未有的需求[1] 研究机构背景 - FinHeim Research 专注于投资分析和投资组合管理，对全球金融市场保持全球视角[1] - 该公司在投资组合构建和优化方面拥有专业知识，并采用长期投资视角[1] - 其研究涵盖主题投资研究和主题ETF，热衷于在传统公司和科技公司中发现价值[1] - 主要写作目标是分享隐藏的价值和富有洞察力的事实与观点，提供客观分析以帮助投资者根据其目标和策略选择最佳选项[1]

The Vanguard U.S. Value Factor ETF Shares ( VFVA ), launched on 02/13/2018 and managed by The Vanguard Group, Inc., provides exposure to U.S. equities with value characteristics across most size segments. It manages $750 million and charges an expense ratioI began learning about markets when I was 19. Today, my trading is informed by macro insights and technical indicators.When I'm neither working on my next article nor reading about macro and markets, I either run, cycle, or lift (probably thinking about m ...

基金产品概况 - Vanguard U.S. Value Factor ETF Shares (VFVA) 于2018年2月13日推出 由The Vanguard Group, Inc.管理 [1] - 该基金提供覆盖大多数市值区段的、具有价值型特征的美国股票敞口 [1] - 基金管理资产规模为7.5亿美元 [1] 基金管理与费用 - 该基金收取费用比率（具体比率未在提供内容中披露）[1]