Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...

Odyssey Marine Exploration ( OMEX ) is a marine mining exploration company. The company has participated in several projects around the world trying to prospect and eventually develop mining concessions under the sea, either in shallowLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies ...

Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...

Group 1 - The results indicate a negative trend, particularly in Tommy Bahama and Long-only investments, with potential marginal improvements [1] - Quipus Capital emphasizes an operational focus rather than market-driven dynamics, assessing companies based on long-term earnings power and competitive dynamics [1] - The majority of Quipus Capital's recommendations will be holds, reflecting a cautious approach in a bullish market [1] Group 2 - A very small fraction of companies are considered buy opportunities at any given time, highlighting a selective investment strategy [1] - Hold articles are intended to provide valuable information for future investors and introduce skepticism in a generally optimistic market [1]

Group 1 - The quarter shows no change in trend, with ongoing challenges on the topline, although there is a sequential improvement [1] - Operational losses are close to breakeven when adjusted, occurring in one of the company's strongest seasonal quarters [1] - The investment approach focuses on operational aspects and long-term earnings power, rather than market-driven dynamics [1] Group 2 - The company emphasizes a buy-and-hold perspective, indicating that most calls will be holds by design [1] - A very small fraction of companies are considered a buy at any point in time, highlighting a cautious investment strategy [1] - Hold articles are intended to provide important information for future investors and introduce skepticism in a bullish market [1]

Group 1 - The quarterly results were positively received by the market, with the company's stock closing up 40% on the day following the release [1] - The company's sales experienced a decline but showed sequential improvement [1] - The investment approach focuses on operational aspects and long-term earnings potential rather than market-driven dynamics [1] Group 2 - The investment strategy emphasizes holding companies for the long term, with most recommendations being holds rather than buys [1] - A small fraction of companies are considered suitable for buy recommendations at any given time [1] - Hold articles are intended to provide valuable information for future investors and introduce skepticism in a bullish market [1]

Core Viewpoint - The focus is on long-only investment strategies that evaluate companies from an operational and buy-and-hold perspective, emphasizing long-term earnings power and competitive dynamics rather than market-driven price actions [1]. Group 1: Investment Philosophy - The investment approach prioritizes operational aspects and the long-term potential of companies, suggesting that most recommendations will be holds, reflecting a cautious stance in a bullish market [1]. - The company believes that only a small fraction of companies should be considered for buying at any given time, indicating a selective investment strategy [1]. Group 2: Analyst Disclosures - The analyst has no current stock or derivative positions in the companies mentioned and does not plan to initiate any positions in the next 72 hours, ensuring objectivity in the analysis [2]. - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned, reinforcing the independence of the analysis [2]. Group 3: General Disclaimers - Past performance is not indicative of future results, and no specific investment recommendations are made, highlighting the need for individual due diligence [3]. - The views expressed may not represent those of the broader platform, indicating a diversity of opinions among analysts [3].

Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...

Group 1 - The historical CEO of the company has stepped down, indicating a potential shift in leadership and strategy [1] - Tucows is planning to sell its Ting division, which may impact its operational focus and revenue streams [1] - A financier has raised concerns about a potential 'Return Breach,' which could lead to increased long-only investment interest in the company [1] Group 2 - The investment approach of Quipus Capital emphasizes operational aspects and long-term earnings power rather than market-driven dynamics [1] - The majority of Quipus Capital's recommendations are holds, reflecting a cautious stance in a bullish market [1] - The article suggests that only a small fraction of companies are deemed suitable for a buy recommendation at any given time [1]

Group 1 - The core investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [1] - Most recommendations will be holds, indicating a cautious approach to investment, with only a small fraction of companies deemed suitable for buying at any given time [1] Group 2 - The articles aim to provide important information for future investors and introduce a healthy skepticism towards a generally bullish market [1] - There is a clear distinction made between the author's opinions and professional investment advice, emphasizing the need for readers to conduct their own due diligence [2][3]