核心观点 - 自上次覆盖以来 基本面持续改善 现金流加速 股票回购规模扩大 管理层对前景表述明确 但市场表现与基本面的脱节却在加剧 [1] 分析师背景 - 分析师James Foord为经济学家 拥有十年全球市场分析经验 其领导的投资小组专注于构建稳健且真正多元化的投资组合 覆盖领域包括全球宏观 国际股票 大宗商品 科技和加密货币 [1]

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...