Group 1 - The focus is on owning high-quality compounding companies with defensible competitive advantages and unique assets [1] - The investment philosophy emphasizes strong competitive advantages, high free cash flow margins, secure balance sheets, and understandable business models [1] - The portfolio is shared on Seeking Alpha, allowing others to follow the investment journey [1] Group 2 - The analysis aims to be rational and objective, with the goal of finding companies that outperform index funds over the long term [1]