Group 1 - The analyst downgraded ASML Holding N.V. to a Hold rating in April due to technical weakness and a poor macroenvironment despite its undervaluation [1] - The analyst acknowledges that the focus should have been on ASML's undervaluation rather than the negative technical indicators [1] - The analyst emphasizes the importance of core values such as Excellence, Integrity, Transparency, and Respect for long-term success [1] Group 2 - The article does not provide specific financial data or performance metrics related to ASML or the tech sector [2]

Core Viewpoint - Copa Holdings (NYSE: CPA) has been initiated as a "Strong Buy" and has returned 26% since the recommendation, outperforming the market, yet the stock remains undervalued [1] Summary by Relevant Sections - **Stock Performance** - The stock has returned 26% including dividends since the initiation of coverage [1] - **Valuation** - Despite the positive price action, the stock is still considered undervalued, albeit to a lesser extent [1] - **Investment Philosophy** - The analysis reflects a long-term investment approach, emphasizing the importance of knowledge compounding and strategic thinking in investing [1]

Group 1 - Schlumberger may encounter challenges due to a softening production environment as new barrels enter the market through OPEC+ [1] - Despite potential market challenges, Schlumberger is finding strength in its operations [1] Group 2 - The article highlights the importance of considering the entire investment ecosystem rather than evaluating a company in isolation [1]