Core Viewpoint - PayPal Holdings, Inc. (PYPL) is viewed as a battleground stock, with opinions divided on its valuation, where some consider it undervalued while others see it as a value trap [1] Investment Strategy - The focus is on identifying companies with exceptional quality that can reinvest capital for impressive returns, aiming for a long-term capability of capital compounding [1] - The ideal scenario includes a high compound annual growth rate that could potentially deliver tenfold returns or greater [1] - A conservative investment strategy is primarily adopted, with occasional pursuit of favorable risk-reward opportunities that have substantial upside and limited downside [1] Market Perspective - There is a belief that maintaining a long-term perspective on investments will yield higher returns compared to market indices, especially in a rapidly evolving investment landscape [1]

CEVA, Inc. ( CEVA ) is a relatively small company, in terms of market capitalization, in the wireless communication and Edge AI sector. But this is an area that will definitely be in the spotlightMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potent ...