ASML: World-Class Yet Undervalued

Group 1 - ASML Holding N.V. is a significant player in AI development, despite facing stock price challenges in the previous year [1] - The focus is on identifying high-caliber companies with a market capitalization of less than $10 billion, which present growth opportunities [1] - The ideal companies should demonstrate long-term capital compounding capabilities with a high compound annual growth rate, potentially delivering tenfold returns or more [1] Group 2 - A long-term investment perspective is emphasized, as it is believed to yield higher returns compared to market indices in a rapidly changing investment environment [1] - A conservative investment strategy is primarily adopted, with occasional pursuit of favorable risk-reward opportunities [1] - Investments are carefully considered and allocated proportionally within the portfolio to maintain overall stability [1]