Confluent(CFLT) Seeking Alpha·2025-04-20 05:36Group 1 - Moretus Investments L.P. is a value-focused hedge fund that specializes in identifying deeply undervalued businesses trading significantly below intrinsic value [1] - The firm has a disciplined, fundamentals-driven approach that has produced exceptional returns, exemplified by an early recommendation of Carvana at $5, which generated a 50x return for investors within two years [1] - The Chief Investment Officer's early career experiences at Saxo Bank and Bloomberg have shaped the investment philosophy and approach at Moretus [1] Group 2 - The goal of the Chief Investment Officer on Seeking Alpha is to share practical, actionable insights drawn from experience as a hedge fund manager [1] - The content is aimed at long-term investors seeking compelling value opportunities amidst daily market fluctuations, providing rigorous analysis and clear perspectives [1]