Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially in ...

Group 1 - Consumer behavior is shifting as individuals seek to cut costs, leading to an increase in car payment delinquencies and rising credit card delinquencies [1] - Despite relatively stable inflation, these financial challenges are becoming more pronounced [1] - Observing megatrends can provide insights into societal advancements and potential investment opportunities, although identifying the right companies to capitalize on these trends is complex [1] Group 2 - The focus on fundamentals, quality of leadership, and product pipeline is essential for uncovering investment opportunities [1] - Recent emphasis has been placed on marketing and business strategy for medium-sized companies and startups [1] - Experience includes evaluating startups and emerging industries/technologies, indicating a strong background in assessing growth potential [1]

I am rating Oscar Health, Inc. (NYSE: OSCR ) as a hold due to a proposed steep budget cut of $163 billion in the 2026 budget estimates. The Health and Human Services (HHS) cut is estimated to be $33.3 billion, an $18 billion cutFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling m ...

Group 1 - The article emphasizes the importance of insulating investment portfolios against potential economic downturns by analyzing company performance during past recessions [1] - It highlights the significance of observing megatrends and technological advancements to identify investment opportunities [1] - The focus is on the fundamentals of companies, including leadership quality and product pipeline, as essential factors for investment decisions [1] Group 2 - The analyst has experience in evaluating startups and emerging industries, indicating a strong background in identifying growth potential [1] - There is a noted interest in marketing and business strategy for medium-sized companies and startups, suggesting a focus on innovative business models [1] - The article reflects a commitment to integrating various insights from macrotrends and technological developments with fundamental analysis for investment opportunities [1]

Group 1 - The quick-service fast food industry is viewed as a potential safe haven during economic downturns and high inflation due to local sourcing of ingredients, which may mitigate the impact of tariffs [1] - Observing megatrends can provide insights into societal advancements and investment opportunities, although identifying these trends can be challenging [1] - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for uncovering investment opportunities, alongside an interest in macrotrends and emerging technologies [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 strong emphasis on fundamentals and technical analysis is highlighted as crucial for investment decisions [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Research Approach - The "First Principles" approach allows the company to uncover overlooked investment opportunities by simplifying complex financial and technological problems [1] - The company is committed to sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

Group 1 - The article discusses the surprising performance of Netflix (NFLX) over the years, suggesting that its value should align more with movie studios like Disney rather than traditional high-profile companies [1] - The author emphasizes the importance of observing megatrends and technological advancements to identify investment opportunities, while also highlighting the necessity of focusing on fundamentals, leadership quality, and product pipelines [1] - Recent focus has been on marketing and business strategy for medium-sized companies and startups, with experience in evaluating startups and emerging industries/technologies [1] Group 2 - The article does not provide any specific financial data or performance metrics related to NFLX or the industry [2][3]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Analyst's Perspective - The analyst expresses a passion for sharing insights with a wider audience and learning from fellow investors, aiming to drive positive change and contribute to a more sustainable and innovative world [1]