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Lengthy-only funding, evaluating corporations from an operational, buy-and-hold perspective.Quipus Capital doesn’t concentrate on market-driven dynamics and future value motion. As a substitute, our articles concentrate on operational facets, understanding the long-term earnings energy of corporations, the aggressive dynamics of the industries the place they take part, and shopping for corporations that we wish to maintain independently of how the worth strikes sooner or later. Most QC calls will probably be holds, and that’s by design. Solely a really small fraction of corporations ought to be a purchase at any time limit. Nevertheless, maintain articles present essential data for future buyers and a wholesome dose of skepticism to a comparatively bullish-biased market.Disclaimer: All the writer’s articles are written on an “as is” foundation and with out guarantee. They signify the writer’s opinion solely and under no circumstances represent skilled funding recommendation. It’s the accountability of the reader to conduct their due diligence and search funding recommendation from a licensed skilled earlier than making any funding choices. The writer disclaims all legal responsibility for any actions taken based mostly on the data contained in any articles printed.
Analyst’s Disclosure: I/we’ve got no inventory, possibility or comparable spinoff place in any of the businesses talked about, and no plans to provoke any such positions inside the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from Searching for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Searching for Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a specific investor. Any views or opinions expressed above might not mirror these of Searching for Alpha as an entire. Searching for Alpha is just not a licensed securities vendor, dealer or US funding adviser or funding financial institution. Our analysts are third occasion authors that embrace each skilled buyers and particular person buyers who might not be licensed or licensed by any institute or regulatory physique.