Lengthy-only funding, evaluating corporations from an operational, buy-and-hold perspective.Quipus Capital doesn’t give attention to market-driven dynamics and future value motion. As a substitute, our articles give attention to 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 might be holds, and that’s by design. Solely a really small fraction of corporations must be a purchase at any cut-off date. Nonetheless, maintain articles present necessary info for future traders and a wholesome dose of skepticism to a comparatively bullish-biased market.Disclaimer: The entire writer’s articles are written on an “as is” foundation and with out guarantee. They characterize 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 knowledge contained in any articles revealed.
Analyst’s Disclosure:I/now we have no inventory, choice or related spinoff place in any of the businesses talked about, and no plans to provoke any such positions throughout the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Looking for Alpha’s Disclosure: Previous efficiency is not any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a specific investor. Any views or opinions expressed above might not mirror these of Looking for Alpha as an entire. Looking for Alpha is just not a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embody each skilled traders and particular person traders who will not be licensed or licensed by any institute or regulatory physique.
