
Core Insights - The article emphasizes the importance of purchasing shares of Super Micro Computer (NASDAQ: SMCI) before the company's deadline to file its FY24 10-K and Q1 FY25 10Q [1] Group 1 - The author manages a family portfolio primarily through a Self Managed Super Fund, focusing on generating alpha against the S&P 500 [1] - The typical holding period for investments ranges from a few quarters to multiple years, indicating a long-term investment strategy [1] - The author encourages readers to review the ratings history of published articles to gauge the effectiveness of recommendations [1] Group 2 - The author has a beneficial long position in the shares of VOO and SMCI, indicating confidence in these investments [2] - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [2]