CoreWeave: I See Some Risks, But They Will Probably Only Become Relevant In The Long Term

Core Insights - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion that can reinvest capital for significant returns [1] - A long-term investment perspective is emphasized to achieve higher returns compared to market indices, especially in a landscape favoring short-term holdings [1] - A conservative investment strategy is primarily adopted, with selective opportunities pursued based on favorable risk-reward ratios [1] Investment Strategy - Target companies should demonstrate a long-term capability of capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or more [1] - The investment approach includes maintaining overall portfolio stability while allocating a proportional amount to high-potential ventures [1]