Lengthy-only funding, evaluating firms from an operational, buy-and-hold perspective.Quipus Capital doesn’t deal with market-driven dynamics and future worth motion. As a substitute, our articles deal with operational points, 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 worth 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 time limit. Nonetheless, maintain articles present necessary 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 characterize the writer’s opinion solely and by no means represent skilled funding recommendation. It’s the duty of the reader to conduct their due diligence and search funding recommendation from a licensed skilled earlier than making any funding selections. The writer disclaims all legal responsibility for any actions taken based mostly on the data contained in any articles printed.
Analyst’s Disclosure:I/now we have a useful lengthy place within the shares of SMID both by means of inventory possession, choices, or different derivatives. 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 isn’t 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 could not mirror these of Looking for Alpha as an entire. Looking for Alpha just isn’t a licensed securities supplier, 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 is probably not licensed or licensed by any institute or regulatory physique.
