Core Insights - Recent headlines have predominantly focused on market corrections, bursting bubbles, and recessions, overshadowing bullish scenarios [1] Group 1: Market Sentiment - The current media narrative is heavily tilted towards negative market outlooks, indicating a prevailing sense of caution among investors [1] Group 2: Investment Strategy - The approach to investment emphasizes uncovering mispriced assets that the market has overlooked, guided by a fundamentals-first methodology [1] - Acknowledgment of the importance of sentiment and technicals in today's algorithm-driven investment environment, while still prioritizing fundamental analysis [1]