Group 1 - The analyst previously held a buy rating for Levi Strauss & Co. (NYSE: LEVI) due to the company's effective scaling through its direct-to-consumer (DTC) channel, which is expected to drive earnings growth and margin expansion [1] - The investment approach emphasizes understanding the core economics of a business, including competitive moat, unit economics, reinvestment opportunities, and management quality, which are crucial for long-term free cash flow generation and shareholder value creation [1] - The focus is on sectors with strong secular tailwinds, indicating a preference for industries that are expected to grow over time [1] Group 2 - The analyst is a self-educated investor with 10 years of experience, currently managing personal funds sourced from friends and family [1] - The motivation for writing on Seeking Alpha is to share investment insights and receive feedback from fellow investors, aiming to help readers focus on factors that drive long-term equity value [1] - The analysis is intended to be both analytical and accessible, providing value to readers seeking high-quality, long-term investment opportunities [1]