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Super Micro Computer: Most of the arguments in the short report are unfounded (NASDAQ:SMCI)

This article was written by

More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term and focused on quality growth. I look for companies specializing in niche markets with strong growth potential, a solid management team, sound capital allocation policy and, most importantly, a reasonable valuation. I do not chase quarterly results nor do I follow the herd mentality. I do not use short-term stock performance as a measure of a company's quality. I aim for an annual return of 15% in my portfolio. I typically build my portfolio with 15-20 stocks, focusing on holding diversification, risk management, macro-driven sector weights and disciplined trading and valuations as key factors. Disclosure: Lighting Rock and I work on the same investment team. I write here independently.

Analyst Disclosure: I/we have a favorable long position in SMCI shares, either through stock ownership, options or other derivatives. I wrote this article myself and it expresses my own opinions. I am not being compensated for it (except from Seeking Alpha). I have no business relationship with any company whose stocks are mentioned in this article.

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