我是卢明浩 【千万粉丝私域操盘手】 【深度私域陪跑服务企业超50+】 【私域三心力与三步曲首创】 这是我的第 697 篇原创文章 感谢您的悦读 ▲ 算起来，我做知识付费这个赛道已经有好几个年头了。 经常看我公众号的读者都知道，我从事的是私域领域，主要的付费项目就是给企业提供私域陪跑，也就是所谓的咨询顾问服务，toB业务。 toC业务做的不算多，偶尔会讲讲课，做了一个私域社群圈子，但不是我的重心所在。 最近这两年经常会听到的一句话，知识付费已经不能做了，还在做知识付费的肯定完蛋。 要我说啊，知识付费不会死，而且还会一直存在，但它已经换壳了，不会再像以前那么容易，用户不会那么容易被忽悠了。 知识付费经常会跟一个词联系在一起，割韭菜，但我不认同这个词，每个人对于知识的价值感知是不一样的，你不能因为自己主观的认为课程或者服务不 值这个钱，就认为是割韭菜，更多的可能还是不适合吧。 为知识买单这件事情，我认为是对创作者的尊重，对知识的尊重，而不是一味的白嫖，拿来主义，什么都想着免费获取，这样的心态注定学不到东西。 有一句话怎么说来着，免费的东西其实才是最贵的。 最近这两年，确实能够感觉到知识付费的寒冬，就是以前很好卖的课 ...

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the Russell 3000 Index rising 2.4%. A copy of the letter can be downloaded here. The market highlighted how investors balanced the optimism on earnings growth and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio ...

Core Insights - The London Company Large Cap Strategy reported a 0.4% return in Q4 2025, underperforming the Russell 1000 Index which rose by 2.4% [1] - The economic environment heading into 2026 presents a mix of confidence and doubt, impacting investor sentiment [1] Company Performance - Chubb Limited (NYSE:CB) was highlighted as a leading contributor in the portfolio, achieving an all-time high stock price of $331.89 on February 17, 2026 [2][3] - Chubb Limited's one-month return was 10.64%, and its shares increased by 24.56% over the past twelve months, with a market capitalization of $130.62 billion [2] Financial Metrics - Chubb Limited reported record core operating income and industry-leading combined ratios, indicating strong financial health [3] - The company's diversified portfolio and disciplined underwriting practices have reinforced confidence in its ability to generate attractive returns [3] Hedge Fund Interest - Chubb Limited is held by 64 hedge fund portfolios as of the end of Q3 2025, an increase from 61 in the previous quarter [5] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential [5]

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the Russell 3000 Index rising 2.4%. A copy of the letter can be downloaded here. The market highlighted how investors balanced the optimism on earnings growth and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio ...

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the Russell 3000 Index rising 2.4%. A copy of the letter can be downloaded here. The market highlighted how investors balanced the optimism on earnings growth and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio ...

Veradigm (OTCPK:MDRX) Update / briefing February 18, 2026 08:00 AM ET Company ParticipantsDon Trigg - CEOEric Percher - Co-founderGeorge Hill - Managing DirectorJeff Garro - Managing DirectorJenny Gelinas - VP of Investor RelationsLee Westerfield - Interim CFOConference Call ParticipantsCharles Rhyee - Stock AnalystOperatorWelcome to the Veradigm Update Conference Call. At this time, all participants are in a listen-only mode. As a reminder, this conference is being recorded. I would now like to turn the ca ...

Global-E Online (NasdaqGS:GLBE) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAlan Katz - Head of Investor RelationsAmir Schlachet - Co‑Founder and CEOKoji Ikeda - Director in Enterprise Software Equity ResearchNir Debbi - Co-founder and PresidentOfer Koren - CFOConference Call ParticipantsBilly Fitzsimmons - Equity Research AnalystBrian Petersen - Managing Director and Senior Equity Research AnalystChristopher Zhang - AnalystJames Faucette - Equity Research AnalystPatrick Walraven ...

Global Payments (NYSE:GPN) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAndrew Schmidt - Managing DirectorBob Cortopassi - COOCameron Bready - CEODarrin Peller - Managing DirectorDominic Ball - VP of Equity ResearchJosh Whipple - CFONathan Rozof - SVP of Investor RelationsTien-Tsin Huang - Managing DirectorConference Call ParticipantsDan Dolev - Senior Analyst of FinTech Equity ResearchDave Koning - Equity Research AnalystDave Koning - Senior Research AnalystJames Cantwell - Senio ...

Global Payments (NYSE:GPN) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAndrew Schmidt - Managing DirectorBob Cortopassi - COOCameron Bready - CEODarrin Peller - Managing DirectorDominic Ball - VP of Equity ResearchJosh Whipple - CFONate Rozof - SVP of Investor RelationsTien-Tsin Huang - Managing DirectorConference Call ParticipantsDan Dolev - Senior Analyst of FinTech Equity ResearchDave Koning - Equity Research AnalystDave Koning - Senior Research AnalystJames Cantwell - Senior ...

Global-E Online (NasdaqGS:GLBE) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAlan Katz - Head of Investor RelationsAmir Schlachet - Co‑Founder and CEOKoji Ikeda - Director in Enterprise Software Equity ResearchNir Debbi - Co-founder and PresidentOfer Koren - CFOConference Call ParticipantsBilly Fitzsimmons - Equity Research AnalystBrian Petersen - Managing Director and Senior Equity Research AnalystChristopher Zhang - AnalystJames Faucette - Equity Research AnalystPatrick Walraven ...