Seeking Alpha·2026-01-14 22:00Group 1 - Eli Lilly's stock appreciated nearly 42% since early August, reaching a $1 trillion market cap, marking it as the first in the pharmaceutical industry to achieve this milestone [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but is now considered valuable, indicating a shift in investor sentiment [1] Group 2 - The analyst expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities, citing examples like Microsoft/Activision Blizzard and Spirit Airlines/JetBlue [1] - There is a clear aversion to investing in high-tech businesses and certain consumer goods, with a preference for more traditional products like Levi's jeans [1] - The analyst does not understand the appeal of cryptocurrencies, indicating a focus on more conventional investment avenues [1]