Group 1 - The article presents a 'Neutral/Hold' view on investment performance, indicating that this perspective has been accurate so far [1] - The author manages a family portfolio through a Self Managed Super Fund, focusing on generating alpha against the S&P 500 [2] - The typical investment holding period ranges from a few quarters to multiple years, suggesting a long-term investment strategy [2] Group 2 - The article emphasizes the importance of reviewing the ratings history of published articles to gauge the author's investment recommendations and skill [2] - There is a clear disclosure that the author has no current stock or derivative positions in the mentioned companies, ensuring transparency [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]
ASML: Why I'm Reissuing My Sell Rating