Evaluating companies from a long-term investment only, an operational, buy-and-hold perspective. Quipus Capital does not focus on market driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding companies’ long-term earnings power, the competitive dynamics of the industries in which they participate, and buying companies that we would like to hold independently. How does the price change in the future? Most QC calls will be on hold, and this is by design. Only a very small fraction of companies should be bought at any given time. However, hold articles provide important information for prospective investors and a healthy dose of skepticism for a relatively bullish market. They represent the opinion of the author only and in no way constitute professional investment advice. It is the responsibility of readers to do their own due diligence and seek investment advice from a licensed professional before making any investment decision. The author disclaims all responsibility for any action taken based on the information contained in any article published.
Analyst Disclosure: I/We do not hold any stock, option or similar derivative position in any of the companies mentioned, and have no plans to initiate any such position within the next 72 hours. This article is written by myself, and it expresses my own opinion. I’m not getting paid for this (other than looking for alpha). I have no business relationship with any of the companies whose stock is mentioned in this article.
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