On November 12, the U.S. Mint pressed its last penny . The coin had been in use since 1792 , featuring on one side the image of PresidentI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation al ...

Core Insights - Hudson Technologies Inc. (HDSN) is well-positioned in the refrigerant supply chain, focusing on reclaiming used refrigerants and selling them to wholesalers and end-users [1] Company Overview - HDSN operates in the refrigerant supply chain, emphasizing the reclamation of used refrigerants [1] - The company targets both wholesalers and end-users for its products [1] Investment Perspective - The company is considered a suitable fit for Berkshire's investment portfolio due to its strategic positioning and potential for sustained profitability [1] - The focus on strong margins, stable and expanding free cash flow, and high returns on invested capital is highlighted as a reliable driver of returns [1]

Core Insights - SES AI Corporation has reported its Q3 earnings, which were highly anticipated by investors due to the significant implications for the company's future performance [1]. Financial Performance - The Q3 earnings report is crucial for understanding SES's profitability and operational efficiency, which are key indicators for potential investment opportunities [1]. Investment Perspective - The focus on sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is emphasized as a more reliable driver of returns than valuation alone [1].

Group 1 - The article discusses the investment philosophy focused on sustained profitability, emphasizing strong margins, stable and expanding free cash flow, and high returns on invested capital as key drivers of returns rather than valuation alone [1] - The author manages a portfolio on eToro, highlighting the importance of being a Popular Investor, which allows others to copy real-time investment decisions [1] - The interdisciplinary background of the author, including Economics, Classical Philology, Philosophy, and Theology, enhances both quantitative analysis and the interpretation of market narratives [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Caterpillar or the broader industry [2][3]

Core Insights - UniCredit has emerged as one of the hottest stocks in Europe, having nearly increased tenfold in value over the past four years and is now looking to acquire a German bank [1] Group 1: Company Performance - The significant growth of UniCredit's stock price indicates strong market performance and investor interest [1] Group 2: Investment Strategy - The focus on 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]

Core Insights - The article emphasizes the importance of sustained profitability as a more reliable driver of returns compared to valuation alone, highlighting strong margins, stable and expanding free cash flow, and high returns on invested capital as key indicators [1]. Group 1 - The author focuses on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1]. - The investment philosophy is rooted in an interdisciplinary background, which enhances both quantitative analysis and market narrative interpretation [1]. - The goal of investment is to ensure financial freedom for the author and their children, allowing for the ability to work in a fulfilling manner rather than seeking to escape work altogether [1].

Group 1 - Equifax (NYSE: EFX) is positioned to benefit from regulatory changes affecting Fair Isaac Corporation (FICO), which has seen a 15% downward revision in its fair value compared to its actual price [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] Group 2 - The analyst has a beneficial long position in FICO shares through stock ownership, options, or other derivatives [2] - The article expresses the analyst's personal opinions and does not involve compensation from any company mentioned [2]

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 an interdisciplinary background in Economics, Classical Philology, Philosophy, and Theology, enhancing both quantitative analysis and market narrative interpretation [1] Group 2 - The goal of investment is to ensure sufficient assets for freedom in work and life, rather than to escape work entirely [1]

Core Insights - The U.S. economy is currently influenced by three convergent forces, likened to the Bermuda Triangle, which may create uncertainty in the market [1] Group 1: Investment Strategy - The focus is on 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] Group 2: Personal Investment Philosophy - The investment approach aims to ensure sufficient assets for freedom in work and life, rather than complete financial independence [1] - The interdisciplinary background in Economics, Classical Philology, Philosophy, and Theology enhances both quantitative analysis and market narrative interpretation [1]

Group 1 - The article emphasizes the importance of sustained profitability, which is characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, as a more reliable driver of returns than valuation alone [1] - The author manages a portfolio on eToro, where they are recognized as a Popular Investor, allowing others to replicate their investment decisions in real-time [1] - The investment philosophy is rooted in a long-term perspective, focusing on undervalued growth stocks and high-quality dividend growers in the U.S. and European markets [1] Group 2 - The author has a diverse academic background, including Economics, Classical Philology, Philosophy, and Theology, which enhances both quantitative analysis and the interpretation of market narratives [1] - The motivation for investing is to ensure financial freedom for the author's family, aiming for a balance where there are enough assets to allow for personal expression and choice in work [1]