Group 1 - 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 [1] - The author manages a portfolio on eToro, where they are recognized as a Popular Investor, allowing others to replicate their investment decisions in real-time [1] - The investment strategy focuses on undervalued growth stocks and high-quality dividend growers within the U.S. and European equities markets [1] Group 2 - The author has a diverse academic background in Economics, Classical Philology, Philosophy, and Theology, which enhances both quantitative analysis and market narrative interpretation [1] - The motivation behind investing is to ensure financial freedom for the author's family, aiming for a balance where they have enough assets to pursue desired activities without being burdened by excessive wealth [1]
2026: The Revenge Of The S&P 493 (Market Outlook)
Seeking Alpha·2025-12-13 13:30