Core Insights - Oliver Rodzianko is an investment analyst with a focus on the technology sector, emphasizing value principles and resilient management [1] - His expertise includes AI, semiconductors, software, and renewable energy, targeting companies with lasting competitive advantages [1] - Rodzianko employs a value trading strategy at inflection points, typically holding investments for one to two years [1] Investment Strategy - The investment approach is characterized by a wealth-preservation portfolio and advanced risk-mitigation strategies to navigate recessions and market crashes [1] - The Rodzianko Asset Management Rating System categorizes investments into five ratings: Strong Buy, Buy, Hold, Sell, and Strong Sell, each with specific expected annual returns [1] - For value trading, a Strong Buy anticipates annual returns of 30% or above, while a Buy expects returns of 25% or above [1] - Long-term investments are expected to yield annual returns of 20% or above for Strong Buy and 15% or above for Buy [1] - The Hold rating anticipates returns of 15% or above for value trading and 10% or above for long-term investments [1] - Sell and Strong Sell ratings indicate lower expected returns, with Strong Sell anticipating zero or negative returns [1]
ASML Q4 And FY25 Outlook: Buy ASML Stock Now To Stay Ahead Of The Curve