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 facets, 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 will likely be holds, and that’s by design. Solely a really small fraction of firms needs 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 on no account 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 choices. The writer disclaims all legal responsibility for any actions taken primarily based on the data contained in any articles printed.
Analyst’s Disclosure: I/we have now no inventory, possibility or related by-product 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 (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 is not any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a selected investor. Any views or opinions expressed above could not replicate these of Looking for Alpha as an entire. Looking for Alpha will not be a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third social gathering authors that embody each skilled buyers and particular person buyers who might not be licensed or licensed by any institute or regulatory physique.