Group 1 - The European Union is facing challenges with strained relations with the United States, a threat from Russia in the east, and a growing trade deficit with China [1] - Observing megatrends can provide insights into societal advancements and potential investment opportunities, despite the difficulty in identifying them [1] - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for uncovering investment opportunities [1] Group 2 - The focus has been on marketing and business strategy for medium-sized companies and startups, with experience in evaluating startups and emerging industries/technologies [1] - The integration of personal interests in megatrends and technological developments with a focus on fundamentals and technicals is highlighted as vital for investment analysis [1]
EWG: Amid Fracturing Global Order, Germany Must Rise To The Occasion
Seeking Alpha·2026-03-13 04:57