Dan Bin added NVDA · NVIDIA CORP
$281M · now 0.2% of the portfolio
TRADED BY
Sep 30
FILED
Oct 22
YOU SEE IT
Oct 22
22 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$212 now
OUR VALUE
$212 today
low $133mid $177high $221
3 models, as of 2026-10-21.
Fairly priced now: inside our value range. The easy part has happened.
週一價值信
每週一封：傑出價值投資者買了什麼、賣了什麼，以及我們的看法。