Group 1 - Credo Technology Group (NASDAQ: CRDO) is starting to resemble Super Micro Computer (SMCI) in its trading profile, similar to SMCI's performance in 2022 when it was trading around $81 [1] - Henriot Capital emphasizes a quant-driven investment approach, focusing on simplicity and common sense to drive success [1] - The investment strategy involves a motto of "invest first, investigate later," where stock selections are based on model recommendations without human bias [1]

Group 1 - Recent wildfires in Los Angeles in January 2025 have positively impacted property and casualty insurers, leading to a surge in their performance [1] - Mercury General was significantly affected by the wildfires, indicating potential vulnerabilities within the company [1] Group 2 - Henriot Capital emphasizes a quant-driven investment approach, focusing on data-driven decisions without human bias [1] - The investment strategy of Henriot Capital is characterized by a motto of "invest first, investigate later," which prioritizes model recommendations over individual analysis [1]