Kiniksa: How Category Ownership And Higher Duration Are Translating Into Operating Leverage
Core Insights - The article discusses the author's investment journey, emphasizing a value-investing strategy focused on small to mid-cap stocks [1] Group 1: Investment Strategy - The company adopts a value-investing strategy, prioritizing not overpaying for stocks to mitigate risks associated with overpriced equities [1] - Stocks are typically held until growth prospects diminish or the price-to-earnings ratio justifies a sale [1] Group 2: Community Engagement - The motivation for writing on Seeking Alpha is to share insights and analyses with a broader audience, aiming to build a community of like-minded investors [1]