I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...

Edwards Lifesciences (NYSE: EW ) is a high-quality company with a solid history of growth and high returns. It is a dominant player in the high-tech medical device segment, offering solutions for treatments to structural heart patients. Share prices have underperformed the S&P 500We use Cash Flow Returns On Investment based DCF valuation tools provided by our affiliate company, ROCGA Research.With over 20 years of experience in investment analysis, we are actively seeking out undervalued and quality compani ...

During the meeting, Dr. Tian shared how users can take advantage of GuruFocus features to find good investment opportunities in the market. He discussed how users can view insider buy-to-sell ratio trends to uncover potential market bottoms. He also explained how valuation works, including the GF Score, GF Value, DCF, reverse DCF, and valuation correlations. We hope you learned how to get the most out of your membership. Please like, subscribe and comment below! --------------------------------------------- ...