Investment in competitive advantage
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Powell Industries: Record Margins And Strong Backlog Set Up A Solid FY2026
Seeking Alpha· 2025-12-10 14:09
Core Insights - The article emphasizes the importance of saving and investing wisely, advocating for a disciplined approach to personal finance and investment strategies [1] Group 1: Investment Philosophy - The company suggests saving at least 10% of income consistently, regardless of the amount, as a fundamental principle of financial health [1] - It recommends investing in sectors where one has expertise, such as E&P companies for oil veterans, and suggests seeking professional advice for diversification [1] - The focus is on long-term investing rather than trading, with a strategy of holding investments until the original thesis is invalidated [1] Group 2: Personal Fulfillment - The article encourages pursuing passions over purely financial gains, suggesting that long-term happiness can outweigh short-term monetary benefits [1] - It highlights the importance of balancing work with personal interests, such as reading and spending time with family [1]
Pagaya Technologies: Q3 2025 Beat, Guidance Raised, Bull Case Strengthened
Seeking Alpha· 2025-11-10 20:04
Core Insights - The article emphasizes the importance of saving and investing wisely, suggesting that individuals should save at least 10% of their income regardless of the amount earned [1] - It advocates for investing in sectors where one has expertise, recommending that individuals focus on their competitive advantages rather than diversifying into unfamiliar areas without proper guidance [1] - The piece encourages a long-term investment strategy over trading, highlighting that investments should only be sold if the original investment thesis is no longer valid [1] - It stresses the significance of pursuing passions over purely financial gains, suggesting that long-term happiness can outweigh short-term financial benefits [1] Summary by Categories Saving and Personal Finance - Individuals are advised to save 10% of their income consistently, regardless of the amount, as a fundamental financial principle [1] Investment Strategy - The article recommends investing in familiar sectors where one has a competitive advantage, such as E&P companies for those with oil industry experience, and suggests seeking professional advice for diversification [1] - It promotes a long-term investment approach, indicating that investments should be held unless the underlying thesis changes [1] Career and Personal Fulfillment - The importance of doing what one loves is highlighted, with the notion that pursuing passion can lead to greater long-term satisfaction, even if it means earning less money in the short term [1]
DXP Enterprises Q3 2025 Preview: After Nailing Q2, Here's What I Expect This Time
Seeking Alpha· 2025-11-06 10:03
Investment Philosophy - The importance of saving a portion of income, recommending a minimum of 10% regardless of the amount earned [1] - Emphasis on investing in sectors aligned with one's expertise, suggesting that individuals should focus on their competitive advantages [1] - Advocating for a long-term investment strategy rather than trading, with a focus on maintaining investment validity [1] - Encouragement to pursue passions over purely financial gains, highlighting the long-term happiness that can come from such choices [1] Personal Background - The individual has a diverse background in engineering, finance, and asset management, with experience in various sectors including natural resources, TMT, consumers, industrials, and transportation [1] - Transitioned from hedge fund management to establishing an asset management firm for family, friends, and high-net-worth individuals [1]