I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the compa ...

I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the compa ...

投资策略 - 采用长期投资结合短期做空的策略以挖掘超额收益机会 [1] - 投资方法基于自下而上的分析 深入研究公司的基本面优劣势 [1] - 投资期限为中长期 旨在寻找具有扎实基本面 可持续竞争优势和增长潜力的公司 [1]

投资策略 - 投资策略聚焦长期投资同时结合短期做空以发掘超额收益机会 [1] - 采用自下而上的分析方法深入研究公司基本面优劣 [1] - 投资期限设定为中长期 [1] - 核心目标是发掘具备扎实基本面、可持续竞争优势和增长潜力的公司 [1]

投资策略 - 投资策略采用自下而上分析方法 专注于挖掘公司基本面优劣势 [1] - 投资期限为中长期 旨在发现具有扎实基本面 可持续竞争优势和增长潜力的公司 [1] - 投资组合构建结合长期投资与短期做空策略 以发掘超额收益机会 [1]

投资观点 - 对Verisk Analytics (NASDAQ: VRSK)的评级为买入 因看好其强劲的增长前景能够支撑估值溢价 且上行空间具有吸引力 [1] - 1Q25的稳健业绩验证了这一投资论点 [1] 投资策略 - 投资方法以自下而上分析为核心 深入研究公司的基本面和优劣势 [1] - 投资期限为中长期 旨在发掘具有扎实基本面、可持续竞争优势和增长潜力的公司 [1]