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Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach does not prioritize market-driven dynamics or future price action, instead emphasizing the long-term earnings potential of companies [1] - The majority of recommendations will be holds, indicating a cautious approach to market conditions and a belief that only a small fraction of companies are suitable for purchase at any given time [1] Group 2 - The articles aim to provide valuable information for future investors while maintaining a healthy skepticism towards a generally bullish market [1]

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

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 ...

Afya Limited (NASDAQ: AFYA ) released 1Q25 earnings in early May, with results approximately in line with expectations and with the seasonality of the business. That is, the company grew significantly thanks to the integration of a large acquisition (Unidompedro) last year andLong-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 ...

With so much uncertainty in the US stock market as of late, I recently wanted to find some new potential holdings that wouldn't just survive in a volatile macro regime, but potentially thrive.I am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader market on a risk-adjusted return basis. In addition to managing my family's investment portfolio, I have e ...

Group 1 - Vinci Partners Investments Ltd. reported Q1 2025 earnings, marking the second quarter after the merger with Compass and the first with a complete three months of integration [1] - The company focuses on long-only investment strategies, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - Quipus Capital emphasizes understanding the long-term earnings power of companies and the competitive dynamics of their industries, advocating for a cautious approach to investment [1] Group 2 - The article indicates that most investment calls will be holds, reflecting a design choice to maintain a healthy skepticism in a bullish market [1] - A very small fraction of companies are deemed suitable for a buy at any given time, highlighting a selective investment strategy [1]

Core Viewpoint - The analysis of Otis Worldwide (NYSE: OTIS) indicates a Hold rating due to its premium valuation and weak momentum, despite the strength of its business model [1] Company Analysis - Otis Worldwide has a strong business model that is central to its operations, which is a positive aspect noted in the analysis [1] - The analyst has a beneficial long position in Otis shares, indicating confidence in the company's potential [1] Investment Strategy - The focus is on identifying long-only opportunities that provide safe and growing dividends, aiming to outperform the broader market on a risk-adjusted return basis [1] - The analyst's background includes extensive experience in real estate investment, having sourced over $100 million in commercial real estate investments [1]