Core Insights - The article emphasizes the long-term investment strategy focused on identifying companies with high potential for revenue and earnings growth that are not fully reflected in current market prices [1]. Group 1: Investment Philosophy - The investment approach is centered around finding "multi-baggers" over a 5-10 year horizon, with a preference for holding positions indefinitely [1]. - The investor typically avoids stocks that are GAAP unprofitable, and if such positions are taken, they are kept small [1]. - There is a preference for investing in less cyclical and higher growth sectors, with a geographical bias towards the United States [1]. Group 2: Research and Accountability - Writing is viewed as a method to clarify thoughts and maintain rigor in the research process, which also aids in accountability [1]. - The article encourages all active investors to engage in writing as a means to avoid mentally re-writing history [1]. Group 3: Community Engagement - Seeking Alpha is highlighted as a valuable resource with a vibrant community, and contributing to it is seen as a natural progression for the investor [1].
Amazon: Growth Scare Presents An Opportunity