Lengthy-only funding, evaluating firms from an operational, buy-and-hold perspective.Quipus Capital doesn’t give attention to market-driven dynamics and future worth motion. As an alternative, our articles give attention to operational features, understanding the long-term earnings energy of firms, the aggressive dynamics of the industries the place they take part, and shopping for firms that we want to maintain independently of how the value strikes sooner or later. Most QC calls might be holds, and that’s by design. Solely a really small fraction of firms ought to be a purchase at any cut-off date. Nonetheless, maintain articles present essential data for future buyers and a wholesome dose of skepticism to a comparatively bullish-biased market.Disclaimer: All the creator’s articles are written on an “as is” foundation and with out guarantee. They characterize the creator’s opinion solely and on no account 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 selections. The creator disclaims all legal responsibility for any actions taken primarily based on the data contained in any articles printed.
Analyst’s Disclosure:I/now we have no inventory, possibility or comparable by-product 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 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 isn’t any assure of future outcomes. No advice 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 a complete. Looking for Alpha shouldn’t be a licensed securities seller, 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.
