公司概况 - 雀巢公司是食品行业巨头 旗下拥有Nescafé KitKat和Purina等品牌[1] - 业务覆盖全球超过180个国家 并在多数市场占据主导地位[1] 分析师背景 - 分析师拥有10年以上公司研究经验 深度研究超过1000家企业[1] - 研究范围涵盖大宗商品(石油 天然气 黄金 铜)和科技公司(谷歌 诺基亚)以及新兴市场股票[1] - 近三年转向价值投资领域研究 已分析数百家不同企业[1] - 重点关注金属与矿业股 同时熟悉可选消费品/必需消费品 REITs和公用事业等行业[1] 研究独立性 - 分析师未持有任何提及公司的股票 期权或衍生品头寸[2] - 未来72小时内无任何建仓计划[2] - 研究内容基于独立观点 未获得除Seeking Alpha外任何形式的补偿[2] - 与提及公司不存在业务关联关系[2]

Nestlé S.A. ( OTCPK:NSRGF ) ( OTCPK:NSRGY ) is one of the titans of the food industry, with brands such as Nescafé, KitKat, and Purina, dominating most of their markets in over 180 countries where theyAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help ...

An Active ETF Leveraging Sprott’s Specialized Metals and Mining Leadership to Invest in Companies Across the Industry LifecycleTORONTO, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Sprott Inc. (“Sprott”) (NYSE/TSX: SII) today announced the launch of the Sprott Active Metals & Miners ETF (Nasdaq: METL) (“METL”), an actively managed ETF that aims to provide long-term capital appreciation by investing in companies across the metals and mining industry lifecycle, including miners, recyclers, and royalty and streaming com ...

Following the strong debut of its first ETF, Tweedy, Browne Company has launched a second fund today. This is an internationally focused sibling aimed at replicating the firm's initial success. In December 2024, the Tweedy, Browne Insider + Value ETF (COPY) began trading. As of September 5, the fund was up 22% in 2025, and its assets had climbed to $145 million. In the last three months, net inflows exceeded $90 million. Today, the Tweedy, Browne International Insider + Value ETF (ICPY)Â hopes to follow in ...

投资理念 - 采用价值投资策略 专注于寻找具有安全边际或长期盈利能力显著折价的股票机会 [1] - 偏好被严重低估的投资情境 强调对商业模式和行业资本周期的精细化理解 [1] - 注重识别潜在尾部风险 青睐具备可持续竞争优势和管理层与股东利益一致的公司 [1] 投资组合 - 通过股票、期权或其他衍生工具持有TRBR:CA的多头头寸 [2] 研究重点 - 偶尔投资周期性或转型企业 需具备下行保护和高反转概率 [1] - 善于发现市场未关注的数据和非常规投资观点 [1]

Chord Energy (NASDAQ: CHRD ) is a company engaged in oil and gas exploration and production in the United States, focusing its business on the Williston Basin. Chord is not part of the integrated oil and gas industry, butI am an individual investor with over 10 years of trading. I have been developing as a stock analyst for the last five years. I am inclined to search for Value companies, mainly linked to the production of commodities. I mainly focus on companies that show sustained free cash flows over tim ...

Being a value investor is about looking for opportunities that the market provides. Sometimes I get these comments in articles about a value investment proclaiming why they don't like it because it isn't outperforming theMy experience stems from the hedge fund industry beginning in the mid-90's, working as a Portfolio Manager, Domestic Equity Analyst and Trader. I was the Portfolio Manager of a domestic Long/Short Equity product with gross assets that peaked over 1 Billion dollars. I am a fundamental, botto ...

投资策略 - 价值投资策略聚焦市场提供的投资机会 寻找非常规投资和被忽视的证券[1] - 采用基本面自下而上的价值投资方法进行多头投资 同时以催化剂导向进行空头投资[1] - 结合技术分析作为基本面研究的补充 并作为整体投资哲学中的风险管理手段[1] 投资组合 - 通过股票所有权、期权或其他衍生品持有FMC和LYB的多头仓位[2] 从业背景 - 对冲基金行业从业经验始于90年代中期 曾担任投资组合经理、国内股票分析师和交易员[1] - 管理过峰值资产超10亿美元的国内多空股票产品[1] - 在加密资产领域担任投资者和分析师角色[1]

Uniti Group (NASDAQ: UNIT ) was a formerly distressed REIT that just accomplished a merger with its main customer, beginning a turnaround process as a new company. While this eases some pressure, plenty of hurdles remain. Their indebtedness won'tI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and sha ...

When I published my previous article on New Gold (NYSE: NGD ) (TSX: NGD:CA ) in early August, the stock was trading at around $4.31 per ADR. At the time I still had some prudence: the companyI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect ...