Mobileye: Putting 2024 In The Rearview Mirror

Group 1 - Mobileye's share price has rebounded due to Q3 results showing sequential growth despite challenges from delayed adoption of advanced solutions [1] - Narweena, an asset manager, focuses on identifying market dislocations and believes in achieving excess risk-adjusted returns through secular growth opportunities in markets with entry barriers [1] - Narweena's investment strategy emphasizes company and industry fundamentals, targeting deeply undervalued stocks with a high risk appetite and long-term horizon [1] Group 2 - The aging population, low population growth, and stagnating productivity growth are expected to create new investment opportunities distinct from past trends [1] - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - The economy is increasingly influenced by asset-light businesses, leading to a declining need for infrastructure investments and a limited set of investment opportunities driving up asset prices [1]