<p>萊昂·庫珀曼（Leon Cooperman）是華爾街傳奇人物之一，許多投資者密切關注他。他在高盛集團（Goldman Sachs）資產管理部門的出色表現之後，於 1991 年創立了自己的對沖基金 Omega Advisors。這家對沖基金表現強勁，但庫珀曼於 2018 年關閉了基金，選擇將資產轉移到自己的慈善基金會，計劃捐出大部分財富。然而，由於他的長期投資風格和對價值的敏鋭嗅覺，許多投資者仍然密切關注他的交易。</p>
<p>最近，庫珀曼對美國經濟表達了謹慎看法，暗示目前不可持續體系可能會出現崩潰。此外，他認為，在當前利率水平下，市場中很少有被低估的資產，並認為這些高利率在短期內構成風險。</p>
<p>有了這些想法，讓我們深入瞭解他的前三大持倉，並看看我們能從他的選擇中得到什麼啓示。</p>
<h2>本文要點：</h2>
<ul>
<li>萊昂·庫珀曼被認為是最偉大的長期價值投資者之一，許多人密切關注他的交易。</li>
<li>他的前三大持倉對於那些更傾向於防禦性、價值導向的投資者來説肯定是引人注目的選擇，值得研究。</li>
<li>如果您正在尋找一些潛力巨大的股票，請務必獲取我們全新的 “下一個英偉達” 報告的免費副本。報告中介紹了一家我們確信具有 10 倍潛力的軟件公司。</li>
</ul>
<h2>庫珀先生（COOP）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/04/shutterstock-1667087182-huge-licensed-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/04/shutterstock-1667087182-huge-licensed-scaled.jpg"/></p>
<p>一個木屋頂上有一堆硬幣的計算器</p>
<p><strong>庫珀先生</strong>（NASDAQ:COOP）是美國非銀行住房抵押貸款服務商，專注於美國市場。在過去五年裏，這支股票表現出色，漲幅近 800%。因此，毫無疑問，這對庫珀曼來説是一個很好的選擇，跟隨他的投資者很可能很高興地加入。</p>
<p>該股票最近創下歷史新高，反映了市場對公司的強勁表現的信心。庫珀先生受益於美聯儲的 0.5% 利率削減，因為公司的估值與房地產市場的強勁程度密切相關。預期低利率可能刺激再融資活動和更多的購買活動，投資者對這家公司和整個房地產行業持樂觀態度。</p>
<p>令人印象深刻的是，庫珀曼在 COOP 股票投資的平均成本約為每股 12 美元，而現在股價接近 100 美元，這在短短几年內獲得了非常可觀的回報。他在這家抵押貸款服務公司的持股價值接近 25 億美元，是該公司第三大投資者。</p>
<p>對於那些尋找一位我們這一代最偉大價值投資者的高信仰選擇的人來説，這絕對是一個值得深入研究的選擇。</p>
<h2>能源轉移（ET）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2014/03/covepointlng.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2014/03/covepointlng.jpg"/></p>
<p>中游能源公司設施</p>
<p><strong>能源轉移</strong>（NYSE:ET）是美國領先的能源中游提供商，是庫珀曼等投資者喜歡的 “無聊” 公司。該公司的管道網絡服務於 185 座發電廠。因此，這支股票可以被視為北美能源獨立的一種投資。</p>
<p>能源轉移顯然已經利用上升的天然氣需求，過去兩年已經確保了額外 50 萬 MMBtu/d 的交易。該公司旨在進一步擴大其覆蓋範圍，向連接的工廠提供超過 10 億立方英尺/天的天然氣，並追求新的連接，總計超過 50 億立方英尺/天。與數據中心討論的 30 億立方英尺/天的交易也正在進行中。這些交易將使能源轉移能夠優化現有產能，進一步擴大天然氣採集和加工能力。</p>
<p>重要的是，當涉及到競爭時，能源轉移並沒有坐以待斃。該公司繼續整合這一領域，去年完成了兩項重大收購。該公司以 15 億美元收購了 Lotus Midstream，並於 11 月完成了與 Crestwood Equity Partners 價值 71 億美元的合併。</p>
<h2>Vertiv（VRT）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/06/1280px-Vertiv_logo.svg_.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/06/1280px-Vertiv_logo.svg_.png"/></p>
<p>Vertiv 標誌</p>
<p><strong>Vertiv Holdings</strong>（NYSE:VRT）是另一家在萊昂·庫珀曼的關注下大幅上漲的股票，過去三年漲幅約為 200%，因為該公司繼續受益於物聯網和雲計算數字基礎設施需求的增加，毫無疑問，隨着人工智能技術的興起，公司的增長加速。然而，與許多人工智能股票不同，Vertiv 從人工智能的興起中看到了其營收和利潤的顯著增長，而不是隻有微不足道的影響。</p>
<p>由於這些數據，公司提高了銷售、營業利潤和自由現金流的指導。此外，Vertiv 的管理團隊強調了這種勢頭可能會持續下去的高可能性，因為人工智能技術在許多關鍵領域開始發揮作用。</p>
<p>有 13% 的有機增長，許多投資者（如庫珀曼）認為 Vertiv 有望繼續取得成功。我也同意。只要公司能夠繼續從數據中心領域的增加研發和擴張計劃中受益，這是一支值得長期持有的股票。我認為庫珀曼在 Vertiv 上做得很好。</p>
<h2>您的資金是否獲得了最佳利率？<strong>（贊助）</strong></h2>
<p>讓我們面對現實：如果您的資金只是放在支票賬户中，您每天都在失去價值。由於大多數支票賬户提供的利息微乎其微，您辛苦存下的現金正逐漸被通貨膨脹侵蝕。</p>
<p>然而，將這筆資金轉入高收益儲蓄賬户，可以讓您的資金開始運轉，穩步增長，幾乎不需要您付出任何努力。只需點擊幾下，您就可以開設一個高收益儲蓄賬户，立即開始賺取利息。</p>
<p>有許多信譽良好的銀行和在線平台提供競爭性利率，其中許多不收取任何費用，也沒有最低餘額要求。點擊這裏查看您是否正在獲得最佳利率！</p>
<p>億萬富翁 Leon Cooperman 利用這 3 支股票作為其投資基石，打造了一個世界一流的投資組合。這篇文章最初發布在 24/7 Wall St.上。</p>

COOP

<p>億萬富翁萊昂·庫珀曼是一位著名的長期價值投資者，他建立了以三家主要股票為中心的投資組合：Mr. Cooper（COOP）、Energy Transfer（ET）和 Vertiv（VRT）。庫珀曼曾經管理過 Omega Advisors，2018 年關閉其對沖基金後轉向慈善事業。他對美國經濟和高利率表示謹慎，而他的頭號持股反映了一種防禦性、價值導向的策略。Mr. Cooper 股價大幅增長，Energy Transfer 正在擴大其管道網絡，而 Vertiv 受益於數字基礎設施需求的增長</p>

<p>Leon Cooperman is among the Wall Street legends many investors follow closely. His impressive performance as a <strong>Goldman Sachs</strong>(NYSE:GS) running the company’s asset management division was followed by the founding of his very own hedge fund, Omega Advisors in 1991. This hedge fund posted strong performance, but Cooperman closed the fund in 2018, choosing to focus on shifting his assets to his charitable foundation with a plan to give away most of his wealth. However, given his long-term investing style and his nose for value, many investors still follow his trades closely.</p>
<div class="lb-trans"><p>萊昂·庫珀曼（Leon Cooperman）是華爾街傳奇人物之一，許多投資者密切關注他。他在高盛集團（Goldman Sachs）資產管理部門的出色表現之後，於 1991 年創立了自己的對沖基金 Omega Advisors。這家對沖基金表現強勁，但庫珀曼於 2018 年關閉了基金，選擇將資產轉移到自己的慈善基金會，計劃捐出大部分財富。然而，由於他的長期投資風格和對價值的敏鋭嗅覺，許多投資者仍然密切關注他的交易。</p>
</div><p>Of late, Cooperman has expressed a cautious view on the U.S. economy, suggesting that an unraveling of the currently unsustainable system could be in order. Additionally, he views very little in the market as undervalued, given where interest rates are, and considers these high interest rates a risk in the near-term.</p>
<div class="lb-trans"><p>最近，庫珀曼對美國經濟表達了謹慎看法，暗示目前不可持續體系可能會出現崩潰。此外，他認為，在當前利率水平下，市場中很少有被低估的資產，並認為這些高利率在短期內構成風險。</p>
</div><p>With this in mind, let’s dive into his top three holdings, and see what we can glean from his picks.</p>
<div class="lb-trans"><p>有了這些想法，讓我們深入瞭解他的前三大持倉，並看看我們能從他的選擇中得到什麼啓示。</p>
</div><h2>Key Points About This Article:</h2>
<ul>
<li>Leon Cooperman is considered to be one of the greatest long-term value investors, with many following his trades closely.</li>
<li>His top three holdings are certainly compelling picks for investors with a more defensive, value-oriented tilt, and are worth examining.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our <strong>brand-new “The Next NVIDIA” report</strong>. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><h2>本文要點：</h2>
<ul>
<li>萊昂·庫珀曼被認為是最偉大的長期價值投資者之一，許多人密切關注他的交易。</li>
<li>他的前三大持倉對於那些更傾向於防禦性、價值導向的投資者來説肯定是引人注目的選擇，值得研究。</li>
<li>如果您正在尋找一些潛力巨大的股票，請務必獲取我們全新的 “下一個英偉達” 報告的免費副本。報告中介紹了一家我們確信具有 10 倍潛力的軟件公司。</li>
</ul>
</div><h2>Mr. Cooper (COOP)</h2>
<div class="lb-trans"><h2>庫珀先生（COOP）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/04/shutterstock-1667087182-huge-licensed-scaled.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/04/shutterstock-1667087182-huge-licensed-scaled.jpg"/></p>
<p>A wooden house with a stack of coins on top of a calculator</p>
<div class="lb-trans"><p>一個木屋頂上有一堆硬幣的計算器</p>
</div><p><strong>Mr Cooper</strong> (NASDAQ:COOP) is a top non-bank servicer of residential mortgages, focused on the U.S. market. This is a stock that has been on an incredible run over the past five years, up nearly 800% over this time frame. Accordingly, it’s undoubtedly been a great pick for Cooperman, and one investors riding his coattails are likely happy to have added.</p>
<div class="lb-trans"><p><strong>庫珀先生</strong>（NASDAQ:COOP）是美國非銀行住房抵押貸款服務商，專注於美國市場。在過去五年裏，這支股票表現出色，漲幅近 800%。因此，毫無疑問，這對庫珀曼來説是一個很好的選擇，跟隨他的投資者很可能很高興地加入。</p>
</div><p>The stock recently reached a new all-time high, reflecting strong confidence in the company from the market amid its strong performance. Mr. Cooper is a beneficiary of the Federal Reserve’s 0.5% rate cut, as the company’s valuation is closely tied to the strength of the housing market. Expectations that lower rates could spur refinancing activity and greater buying activity has investors taking a bullish tilt on this company and the housing sector overall.</p>
<div class="lb-trans"><p>該股票最近創下歷史新高，反映了市場對公司的強勁表現的信心。庫珀先生受益於美聯儲的 0.5% 利率削減，因為公司的估值與房地產市場的強勁程度密切相關。預期低利率可能刺激再融資活動和更多的購買活動，投資者對這家公司和整個房地產行業持樂觀態度。</p>
</div><p>Impressively, Cooperman’s average base cost of his COOP stock investment is around $12 per share, and with the stock now approaching $100, this is a very decent return over just a few years. His stake in the mortgage servicing company is worth nearly a quarter billion dollars, and he’s the company’s third largest investor.</p>
<div class="lb-trans"><p>令人印象深刻的是，庫珀曼在 COOP 股票投資的平均成本約為每股 12 美元，而現在股價接近 100 美元，這在短短几年內獲得了非常可觀的回報。他在這家抵押貸款服務公司的持股價值接近 25 億美元，是該公司第三大投資者。</p>
</div><p>For those looking for a high conviction pick from one of the greatest value investors of our generation, this is one to certainly dive into.</p>
<div class="lb-trans"><p>對於那些尋找一位我們這一代最偉大價值投資者的高信仰選擇的人來説，這絕對是一個值得深入研究的選擇。</p>
</div><h2>Energy Transfer (ET)</h2>
<div class="lb-trans"><h2>能源轉移（ET）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2014/03/covepointlng.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2014/03/covepointlng.jpg"/></p>
<p>Midstream energy company facility</p>
<div class="lb-trans"><p>中游能源公司設施</p>
</div><p><strong>Energy Transfer</strong> (NYSE:ET) is a leading U.S. energy midstream provider, and is the kind of “boring” company investors like Cooperman prefer. The company’s pipeline network serves 185 power plants. Thus, this stock can be viewed as a play on energy independence in North America.</p>
<div class="lb-trans"><p><strong>能源轉移</strong>（NYSE:ET）是美國領先的能源中游提供商，是庫珀曼等投資者喜歡的 “無聊” 公司。該公司的管道網絡服務於 185 座發電廠。因此，這支股票可以被視為北美能源獨立的一種投資。</p>
</div><p>Energy Transfer has clearly capitalized on rising gas demand, securing deals for an additional 500,000 MMBtu/d over the past two years. The company aims to expand its reach further, supplying over 1 Bcf/d to connected plants and pursuing new connections totaling over 5 Bcf/d. Discussions with data centers for 3 Bcf/d are also underway. Such deals would enable Energy Transfer to optimize existing capacity and expand gas gathering and processing capabilities further.</p>
<div class="lb-trans"><p>能源轉移顯然已經利用上升的天然氣需求，過去兩年已經確保了額外 50 萬 MMBtu/d 的交易。該公司旨在進一步擴大其覆蓋範圍，向連接的工廠提供超過 10 億立方英尺/天的天然氣，並追求新的連接，總計超過 50 億立方英尺/天。與數據中心討論的 30 億立方英尺/天的交易也正在進行中。這些交易將使能源轉移能夠優化現有產能，進一步擴大天然氣採集和加工能力。</p>
</div><p>Importantly, Energy Transfer hasn’t sat on its hands when it comes to the competition either. The company has continued to consolidate this space, completing two major acquisitions last year. The company’s acquisition of Lotus Midstream for $1.5 billion was finalized in May and its $7.1 billion merger with Crestwood Equity Partners closed in November.</p>
<div class="lb-trans"><p>重要的是，當涉及到競爭時，能源轉移並沒有坐以待斃。該公司繼續整合這一領域，去年完成了兩項重大收購。該公司以 15 億美元收購了 Lotus Midstream，並於 11 月完成了與 Crestwood Equity Partners 價值 71 億美元的合併。</p>
</div><h2>Vertiv (VRT)</h2>
<div class="lb-trans"><h2>Vertiv（VRT）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/06/1280px-Vertiv_logo.svg_.png" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/06/1280px-Vertiv_logo.svg_.png"/></p>
<p>Vertiv logo</p>
<div class="lb-trans"><p>Vertiv 標誌</p>
</div><p><strong>Vertiv Holdings</strong> (NYSE:VRT) is another stock that’s surged on Leon Cooperman’s watch, having surged around 200% over the past three years as the company has continued to benefit from increasing demand for digital infrastructure in IoT and cloud computing, Unsurprisingly, the company’s growth accelerated with the rise of AI technologies. However, unlike many AI stocks with little in the way of meaningful top and bottom line impacts from the rise of AI, it’s quit the opposite from Vertiv, which has seen its Q2 adjusted free cash flow surged to $333 million with a net leverage ratio of 1.8-times.</p>
<div class="lb-trans"><p><strong>Vertiv Holdings</strong>（NYSE:VRT）是另一家在萊昂·庫珀曼的關注下大幅上漲的股票，過去三年漲幅約為 200%，因為該公司繼續受益於物聯網和雲計算數字基礎設施需求的增加，毫無疑問，隨着人工智能技術的興起，公司的增長加速。然而，與許多人工智能股票不同，Vertiv 從人工智能的興起中看到了其營收和利潤的顯著增長，而不是隻有微不足道的影響。</p>
</div><p>The company raised its guidance for sales, operating profit and free cash flow as a result of these numbers. Additionally, Vertiv’s management team highlighted a high likelihood of this momentum continuing, as AI advancements take hold in a number of key sectors.</p>
<div class="lb-trans"><p>由於這些數據，公司提高了銷售、營業利潤和自由現金流的指導。此外，Vertiv 的管理團隊強調了這種勢頭可能會持續下去的高可能性，因為人工智能技術在許多關鍵領域開始發揮作用。</p>
</div><p>With 13% organic growth, many investors (like Cooperman) believe Vertiv is well-positioned to see continued success. I tend to agree. So long as the company can continue to benefit from increased R&amp;D and expansion initiatives in the data center space, this is a stock to buy and hold for the long-term. I think Cooperman has a good one with Vertiv.</p>
<div class="lb-trans"><p>有 13% 的有機增長，許多投資者（如庫珀曼）認為 Vertiv 有望繼續取得成功。我也同意。只要公司能夠繼續從數據中心領域的增加研發和擴張計劃中受益，這是一支值得長期持有的股票。我認為庫珀曼在 Vertiv 上做得很好。</p>
</div><h2>Is Your Money Earning the Best Possible Rate? <strong>(Sponsor)</strong></h2>
<div class="lb-trans"><h2>您的資金是否獲得了最佳利率？<strong>（贊助）</strong></h2>
</div><p>Let’s face it: If your money is just sitting in a checking account, you’re losing value every single day. With most checking accounts offering little to no interest, the cash you worked so hard to save is gradually being eroded by inflation.</p>
<div class="lb-trans"><p>讓我們面對現實：如果您的資金只是放在支票賬户中，您每天都在失去價值。由於大多數支票賬户提供的利息微乎其微，您辛苦存下的現金正逐漸被通貨膨脹侵蝕。</p>
</div><p>However, by moving that money into a high-yield savings account, you can put your cash to work, growing steadily with little to no effort on your part. In just a few clicks, you can set up a high-yield savings account and start earning interest immediately.</p>
<div class="lb-trans"><p>然而，將這筆資金轉入高收益儲蓄賬户，可以讓您的資金開始運轉，穩步增長，幾乎不需要您付出任何努力。只需點擊幾下，您就可以開設一個高收益儲蓄賬户，立即開始賺取利息。</p>
</div><p>There are plenty of reputable banks and online platforms that offer competitive rates, and many of them come with zero fees and no minimum balance requirements. Click here to see if you’re earning the best possible rate on your money!</p>
<div class="lb-trans"><p>有許多信譽良好的銀行和在線平台提供競爭性利率，其中許多不收取任何費用，也沒有最低餘額要求。點擊這裏查看您是否正在獲得最佳利率！</p>
</div><p>The post Billionaire Leon Cooperman Built a World-Class Portfolio Using These 3 Stocks As His Bedrock appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>億萬富翁 Leon Cooperman 利用這 3 支股票作為其投資基石，打造了一個世界一流的投資組合。這篇文章最初發布在 24/7 Wall St.上。</p>
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Billionaire Leon Cooperman Built a World-Class Portfolio Using These 3 Stocks As His Bedrock

億萬富翁萊昂·庫珀曼以這三隻股票為基石構建了一個世界級的投資組合