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Don't Miss The 2025 AI Wave - Dividend Investors Edition
Seeking Alpha· 2025-06-26 19:22
Core Insights - The company focuses on helping individual investors achieve financial independence through strategic dividend investing [1][2] - The investment strategy emphasizes a straightforward approach: "Buy Low, Sell High, Get Paid to Wait," which has proven effective in volatile markets [2] - Membership provides access to model portfolios tailored for different investing styles, all of which have outperformed the market since inception [3] Investment Strategy - The company offers three model portfolios designed for high yield, high growth, and balanced approaches [3] - Members receive exclusive analysis of 100 selected dividend stocks, along with weekly buy/watch/sell lists [3] - Proprietary DFT Charts are provided to assist in making informed investment decisions [3] Community and Support - Membership includes access to a supportive community of dividend investors who share similar goals [4] - The company promotes transparency and engagement, creating an environment for learning and growth [4] - Support is available for both novice and experienced investors to help realize retirement aspirations [4]
Bill Guerley谈美国一级市场问题:僵尸独角兽、估值失真、IPO困境、公司不想上市
IPO早知道· 2025-06-14 02:10
作者:MD 出品:明亮公司 近日,知名投资播客 Inv est Like the Best 再次邀请到 Be nchmark 的合伙人 Bill Gurley,全面 讨论 了当下美国一级市场的现实问题,以及 AI企业目前的估值和投资矛盾。 在访谈中, Bill剖析了当前风险投资行业的结构性变化与挑战。 他指出,MegaFund的崛起使得资金 规模成倍增长, 早期和后期投资界限模糊, 巨额资本推动了大量 AI和科技独角兽的诞生。然而, 这些公司中存在大量"僵尸独角兽",即融资巨大但增长乏力、真实价值存疑的企业。 Bill强调,当前 市场中,无论是GP、LP还是创始人 ,可能 缺乏准确标记资产和主动修正估值的动力, 导致账面价 值与实际价值严重背离,激励机制错位。 在访谈中, Bill 还分析了零利率环境下的投资(投机)环境,资本过剩延长了公司 "存活期",使得 本应被市场淘汰的企业依然存在,市场竞争格局变得异常复杂。与此同时,IPO和并购窗口的关闭让 大量资本被 困 在一级市场 , LP的流动性问题日益突出, 甚至名校捐赠基金也不得不通过发债或抛 售私募资产来应对资金压力。 Bill 还 认为, AI浪潮的到来 ...