AI Builds, ONEOK Bills: I Am Buying This AI-Resistant Stock (NYSE:OKE)

Group 1 - The current bull market is primarily driven by AI-related capital expenditures, raising concerns about potential circular accounting and the risk of a market bubble [1] - The focus is on identifying stocks that are "AI-resistant," which implies they are not entirely immune to market fluctuations but may offer stability [1] - Long-term investment strategies emphasize the importance of sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, rather than relying solely on valuation metrics [1] Group 2 - The investment approach includes a dual emphasis on undervalued growth stocks and high-quality dividend growers within the U.S. and European equity markets [1] - The investor's background in various disciplines enhances both quantitative analysis and the interpretation of market narratives, providing a broader long-term perspective [1] - The ultimate goal of investment is to achieve financial freedom that allows for personal expression and choice in work, rather than merely escaping work altogether [1]