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SES AI: High-Voltage Batteries, High-Return Stock
Seeking Alphaยท 2025-09-25 14:08
Group 1 - The focus is on long-term investment strategies in U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is highlighted as a more reliable driver of returns than valuation alone [1] - The investment approach is informed by a diverse educational background, enhancing both quantitative analysis and market narrative interpretation [1] Group 2 - The portfolio management is conducted publicly on eToro, allowing others to replicate real-time investment decisions [1] - The investment philosophy aims to balance financial security with the freedom to pursue personal interests and work in fulfilling environments [1]