Group 1 - The article emphasizes the importance of sustained profitability, which is characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, as a more reliable driver of returns than valuation alone [1] - The author manages a portfolio on eToro, where they have achieved the status of Popular Investor, allowing others to replicate their investment decisions in real-time [1] - The author's interdisciplinary background in Economics, Classical Philology, Philosophy, and Theology enhances both quantitative analysis and the interpretation of market narratives from a long-term perspective [1] Group 2 - The author began investing with the goal of ensuring financial freedom for themselves and their children, aiming for a balance where they have enough assets to pursue desired activities without being burdened by excessive wealth [1] - The focus is on long-term investment strategies in U.S. and European equities, particularly in undervalued growth stocks and high-quality dividend growers [1]
Constellation Brands: The Limits Of A Beer-Only Story (NYSE:STZ)