デイビッド・ライアン: 業種グループが、仕事の大半をしている
Institutional money moves through themes, not one ticker at a time. When an industry group is being accumulated, the buying spills across its…
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Story Category: candidate-selection
ミネルヴィニ: 掘り出し物探しは銘柄選びではない
A low price is not something you discovered. It is a running verdict, set by everyone who already looked at the same company and declined to pay…
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ワインスタイン: 安いものはさらに安くなる
Weinstein is warning against one of the most natural and costly instincts in the market — treating a beaten-down price as a discount. A stock that…
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オニール: 高すぎると思われるものは、たいていさらに上がる
O’Neil calls this the great paradox because it runs against everything our bargain-hunting instinct wants. Strength tends to beget strength. A stock…
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ミネルヴィニ: 無名の銘柄にこそ:大きな勝者が潜む
Minervini is pushing against a very human bias — we reach for the familiar, the household names, because they feel safe. But true superperformers are…
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