Forwarded from 加美财经
这位基金经理被称为欧洲最优秀的投资者，来看看他偏好的股票 https://caus.com/all-articles/finance/417644/
的公司还有一个优势就是长期持有。TCI投资组合中平均每项持仓的时间为8年，而典型的机构投资者持有时间不到一年。他提到穆迪——这是一只他在全球金融危机后买入、卖出、又再次买入的股票——其在过去一百年的平均营收增长率为10%。
“如果你拥有优秀的公司，它的内在价值会增长，”霍恩说，“关于估值倍数的问题，当你从长期来看时，它们远没有增长重要。”
的公司还有一个优势就是长期持有。TCI投资组合中平均每项持仓的时间为8年，而典型的机构投资者持有时间不到一年。他提到穆迪——这是一只他在全球金融危机后买入、卖出、又再次买入的股票——其在过去一百年的平均营收增长率为10%。
“如果你拥有优秀的公司，它的内在价值会增长，”霍恩说，“关于估值倍数的问题，当你从长期来看时，它们远没有增长重要。”
gorklon rust (Twitter)
RT @edwards345: SpaceX has assembled the most talented team of space vehicle innovators, builders, and operators the world has ever seen. I may be biased, but I truly believe this. And we are just getting started. Our future in space has never been brighter!
If you have a passion for space, thrive on hard work, and want to see your efforts contribute to monumental human achievements, come join us at SpaceX. The journey is just beginning.
RT @edwards345: SpaceX has assembled the most talented team of space vehicle innovators, builders, and operators the world has ever seen. I may be biased, but I truly believe this. And we are just getting started. Our future in space has never been brighter!
If you have a passion for space, thrive on hard work, and want to see your efforts contribute to monumental human achievements, come join us at SpaceX. The journey is just beginning.
vxTwitter / fixvx
gorklon rust (@elonmusk)
Great work by the @SpaceX team!
【QRT of Brian Basson (@BassonBrain):】
'Congrats SpaceX, this marks 1,029 satellites deployed so far in 2025.
Starlink 2025 Stats;
- 42nd Starlink launch for 2025
- 1,029 satellites launched to orbit
Per Month:
- May:…
【QRT of Brian Basson (@BassonBrain):】
'Congrats SpaceX, this marks 1,029 satellites deployed so far in 2025.
Starlink 2025 Stats;
- 42nd Starlink launch for 2025
- 1,029 satellites launched to orbit
Per Month:
- May:…
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gorklon rust (Twitter)
RT @EndWokeness: BREAKING: Arlington, Virginia bans their police from cooperating with ICE, even against gang members, kiIIers, etc
"Will you reverse it if it backfires?"
Arlington Chair: "NO!!"
RT @EndWokeness: BREAKING: Arlington, Virginia bans their police from cooperating with ICE, even against gang members, kiIIers, etc
"Will you reverse it if it backfires?"
Arlington Chair: "NO!!"
gorklon rust (Twitter)
This is the end of humanity if not reversed https://twitter.com/libsoftiktok/status/1923421149733503281#m
This is the end of humanity if not reversed https://twitter.com/libsoftiktok/status/1923421149733503281#m
These are the forces that fueled Wall Street's big week — and why 1 group lagged behind
US Top News and Analysis (RSS)
US Top News and Analysis (RSS)
CNBC
These are the forces that fueled Wall Street's big week — and why 1 group lagged behind
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Nvidia, Cisco and OpenAI are backing the UAE Stargate data center project
US Top News and Analysis (RSS)
US Top News and Analysis (RSS)
CNBC
Nvidia, Cisco, Oracle and OpenAI are backing the UAE Stargate data center project
President Donald Trump traveled to the United Arab Emirates as part of his first state visit abroad in his second term. Trump also visited Saudi Arabia.
gorklon rust (Twitter)
RT @Starlink: Starlink Mini is portable, fits in a backpack and connects to high-speed internet in minutes.
Now $299 ($200 off the standard price) for the Starlink Mini Kit in the US until May 28. Puppy not included.
Easy to order online → starlink.com/roam-mini
RT @Starlink: Starlink Mini is portable, fits in a backpack and connects to high-speed internet in minutes.
Now $299 ($200 off the standard price) for the Starlink Mini Kit in the US until May 28. Puppy not included.
Easy to order online → starlink.com/roam-mini
gorklon rust (Twitter)
RT @JessePeltan: If "too much solar" is what's keeping us from growing,
how was China able to grow 7.5x since 2000?
RT @JessePeltan: If "too much solar" is what's keeping us from growing,
how was China able to grow 7.5x since 2000?
SEC bitcoin hack case gets Alabama man sentenced to 14 months in prison
US Top News and Analysis (RSS)
US Top News and Analysis (RSS)
CNBC
SEC bitcoin hack case gets Alabama man sentenced to 14 months in prison
Prosecutors said a statement purportedly made by the defendant claimed that the hack of the Securities and Exchange Commission X account "was an inside job."
Moody's downgrades United States credit rating on increase in government debt
US Top News and Analysis (RSS)
US Top News and Analysis (RSS)
CNBC
Moody's downgrades United States credit rating, citing growth in government debt
Moody's had been a holdout in keeping U.S. sovereign debt at the highest credit rating possible, and brings the 116-year-old agency into line with its rivals.