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.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。