RECS: High-Achiever ETF Continues To Deliver; Buy Rating Maintained
Seeking Alpha·2025-12-30 10:56

Group 1 - Vasily Zyryanov focuses on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - The research emphasizes the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - A meticulous analysis of Free Cash Flow and Return on Capital is essential for deeper insights beyond simple profit and sales analysis [1] Group 2 - Zyryanov acknowledges that some growth stocks may deserve their premium valuations, highlighting the importance of assessing market opinions [1]