Core Insights - The article emphasizes the importance of sustained profitability as a more reliable driver of returns compared to valuation alone, highlighting strong margins, stable and expanding free cash flow, and high returns on invested capital as key indicators [1]. Group 1 - The author focuses on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1]. - The investment philosophy is rooted in an interdisciplinary background, which enhances both quantitative analysis and market narrative interpretation [1]. - The goal of investment is to ensure financial freedom for the author and their children, allowing for the ability to work in a fulfilling manner rather than seeking to escape work altogether [1].
Electrovaya: Profits Don't Lie, Ample Upside Expected