This dip is an opportunity to think about what matters most with this asset.Investing for the long term is, in large part, the art of not confusing any individual signpost for the contour of the landscape itself. On that note, a lot of investors are fretting that Bitcoin (BTC 0.05%) has fallen below $90,000 after a weak 2025.But I'm still accumulating it, and I'm not worried at all about this asset. Here are three reasons why. 1. The long run is still the only period that countsThe first reason I'm not conc ...

投资理念与策略 - 核心目标是识别并长期持有具备卓越资本再投资能力、能产生高回报的优质公司[1] - 理想的投资标的是能够长期进行资本复利、并具备高复合年增长率以实现十倍或更高回报潜力的公司[1] - 投资策略以长期视角为主，认为在短期持有日益普遍的环境下，此方法能产生超越市场指数的回报[1] - 主要采用保守的投资策略，但偶尔会审慎地追求风险回报比有利、上行潜力大而下行有限的机会[1] - 此类机会性投资在投资组合中会按比例配置，以维持整体稳定性[1] 分析师持仓披露 - 分析师通过持股、期权或其他衍生品，对NBIS、GOOG、NVDA、AMD、ORCL、META拥有多头仓位[2]

Coffee remains a staple around the world, so maybe it's a good idea to own some coffee companies. Yet when looking at coffee franchises with extensive reach, Starbucks ( SBUX ) and maybe Dunkin' (privately held) are the only names that comeI am currently an undergraduate student who will be going into financial services. I've had experience in investing through prior PE and equities-focused HF internships. I am writing on Seeking Alpha to give my opinion on underfollowed, promising stocks with a focus on co ...

Two investors whom I greatly respect, Akre Capital Management and Giverny Capital Management, had held a position in CarMax ( KMX ) for a long time in their funds. That's why I took a closer look atMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to pote ...

Key Points Austin-based Beck Capital Management added 151,835 shares of METC in the third quarter. The value of the position increased by about $5 million from the previous period. This marked a new holding for Beck Capital, which did not report holding METC shares in the previous period. These 10 stocks could mint the next wave of millionaires › On November 14, Austin-based Beck Capital Management disclosed a new position in Ramaco Resources (NASDAQ:METC), acquiring 151,835 shares valued at app ...

Warren Buffett is known for being incredibly frugal… for a billionaire, that is. He lives in the same modest house he bought decades ago, drives around in an old car with hail dents, and doesn’t shell out loads of money on superficial‌ things. That’s why one of his old Christmas traditions always felt a little out of place. Every year, he’d give each of his family members $10,000 in cash. Not bad, huh? More News from Barchart Well, Buffett eventually stopped that tradition and decided to switch things ...

On Dec. 9, JPMorgan warned it would spend more next year than it had previously forecast. Shares tanked. Within days, the bank's stock had recovered. That trading dynamic is a rapid-fire microcosm of an approach that billionaire fund manager Ron Baron says underlies a key part of his investment philosophy: making bets on the companies that the market is punishing in the short-term for spending on the priorities they need for their long-term growth.Baron, the founder and CEO of Baron Capital, in recent years ...

投资观点与评级 - 对Klarna给出买入评级 因其增长前景受到强有力的合作伙伴关系和难以复制的独特融资模式支持 [1] 投资方法论 - 投资方法侧重于自下而上的基本面分析 深入剖析公司的核心优势与弱点 [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] - 在关注长期投资的同时 结合短期做空策略以挖掘超额收益机会 [1]

When it comes to Palantir Technologies Inc. ( PLTR ), I often feel like many people forget that they are talking about a company that has no real competition. The qualitative factorMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver t ...

I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time inves ...