Group 1 - The article discusses the author's long-term and contrarian approach to equities investing, initially focusing on the Tech sector and now expanding to Commodities and Energy sectors due to the ongoing energy transition [1] Group 2 - No relevant content available for this section [2][3]

Group 1 - The article discusses a long-term, contrarian approach to equities investing, with a focus on the Tech, Commodities, and Energy sectors as the world undergoes an energy transition [1]

Group 1 - The article discusses a long-term, contrarian approach to equities investing, with a focus on the Tech, Commodities, and Energy sectors as the world undergoes an energy transition [1] Group 2 - No specific company or stock positions are disclosed, indicating a neutral stance on investment recommendations [2][3]