Group 1 - Ryan Messick employs a fundamentally-driven approach to value investing, focusing on companies with a strong margin of safety and growth catalysts [1] - The investment philosophy is influenced by legendary investors such as Benjamin Graham, Warren Buffett, Charlie Munger, and Joel Greenblatt [1] - The analysis primarily targets microcap and small cap value stocks, although larger companies are considered if they meet value criteria [1] Group 2 - Ryan Messick emphasizes long-term investment as a key strategy for gaining an edge in the market [1] - The focus is on value investing and growth at a reasonable price, with occasional analysis of special situations and merger arbitrage [1] - Ryan Messick is a graduate of Syracuse University, which may contribute to his analytical approach [1]
United Microelectronics: Geopolitical Risks Now Outweigh Rewards