Group 1 - The article discusses the aftermarket sector and highlights the importance of identifying undercovered opportunities and momentum-driven sectors for investment [1] - The author emphasizes a mixed approach of long-term conviction holdings combined with tactical sector rotations to maximize returns [1] Group 2 - The author has a background in Finance and Accounting and previous experience in financial advisory, which informs their investment analysis [1] - The article is presented as a personal opinion and does not constitute financial advice [2][3]

Core Insights - The article emphasizes the importance of a mixed investment strategy that combines long-term conviction holdings with tactical sector rotations, highlighting that successful investing is more about profitability than being right [1]. Group 1 - The author has a background in Finance and Accounting, along with experience in financial advisory, which informs their investment approach [1]. - The investment strategy focuses on undercovered opportunities and momentum-driven sectors, suggesting a proactive approach to identifying potential growth areas [1].