Seeking Alphaยท2025-09-02 17:08Group 1 - The article discusses the author's investment philosophy, focusing on undervalued and disliked companies with strong fundamentals and good cash flows [1] - Energy Transfer is highlighted as a company that was previously overlooked but has shown potential for substantial returns [1] - The author expresses a preference for long-term value investing while occasionally engaging in deal arbitrage opportunities [1] Group 2 - The author emphasizes a lack of understanding in high-tech businesses and certain consumer goods, indicating a preference for more traditional investments [1] - There is a clear skepticism towards cryptocurrencies, with the author questioning their investment viability [1] - The article aims to foster a community of investors seeking superior returns and informed decision-making through platforms like Seeking Alpha [1]