Werner Adds Leverage At The Bottom Of The Cycle

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective rather than market-driven dynamics [1] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [1] - The majority of recommendations will be holds, indicating a cautious approach to buying, with only a small fraction of companies deemed suitable for purchase at any given time [1] Group 2 - Hold articles are intended to provide valuable information for future investors and introduce a healthy skepticism in a generally bullish market [1]