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Why I Am Trimming My Micron Position (Rating Downgrade) (NASDAQ:MU)
Seeking Alpha· 2025-09-16 18:53
If you have found my strategies interesting, useful, or profitable, consider supporting my continued research by joining the Cyclical Investor's Club . It's only $499/year.I have a unique and unusual strategy when it comes to investing in the stocks of deeply cyclical businesses like Micron Technology, Inc. (NASDAQ: MU ). Because of the uniqueness of the strategy, I like toCory leads the investing group The Cyclical Investor's Club where he shares his unique mix of investing strategies that focus on All-Wea ...
It's Time To Dip Your Toe Into On Holding's Stock
Seeking Alpha· 2025-07-21 13:10
投资策略 - 过去十年全球市场的大部分盈利增长集中在少数美国大型科技公司 [1] - 大多数指数高度集中于少数大型科技公司 [1] - 投资策略注重全周期增长,兼顾经济周期和市场周期 [1] - 目标是在降低损失风险的同时保持中长期投资组合回报 [1] 投资俱乐部 - 提供独家中小盘股投资机会 [1] - 年费为500美元 [1] - 分享最新研究成果 [1]
Southeast Asia Tariffs Won't Last: Deckers Outdoor Stock Is A Buy
Seeking Alpha· 2025-04-15 21:08
文章核心观点 文章介绍了The Cyclical Investor's Club投资俱乐部,强调投资者需学会关注中期未来,俱乐部策略兼顾经济和市场周期与长期增长以降低损失风险 [1]。 俱乐部相关 - 俱乐部每月收费400美元,提供最新研究和独家中小盘股投资思路,有两周免费试用 [1] - Cory领导该俱乐部,分享专注于全天候增长的独特投资策略 [1] - 俱乐部策略目标是兼顾经济和市场周期,同时为长期增长投资,有助于降低损失风险且不降低中长期投资组合回报 [1]
It's Time To Start Layering Into Micron Stock Again
Seeking Alpha· 2025-04-07 06:00
文章核心观点 - 推荐加入Cyclical Investor's Club支持研究,该俱乐部年费400美元,可获取最新研究和中小盘股独家观点,有两周免费试用;作者多次在美光科技(Micron)股价下行周期买入并撰写相关文章;Cyclical Investor's Club投资策略注重全天候增长,兼顾经济和市场周期以降低损失风险且不降低中长期投资组合回报 [1] 分组1:Cyclical Investor's Club相关 - 加入Cyclical Investor's Club可支持研究,年费400美元,分享最新研究和中小盘股独家观点,有两周免费试用 [1] - Cyclical Investor's Club投资策略聚焦全天候增长,兼顾经济和市场周期,降低损失风险且不降低中长期投资组合回报 [1] 分组2:美光科技相关 - 作者多次在美光科技股价下行周期买入并在Seeking Alpha上撰写购买文章 [1]