Group 1 - The article discusses the concept of geo-capex investing and promises a detailed analysis of specific stocks mentioned previously [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] - The author highlights that sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is a more reliable driver of returns than valuation alone [1] Group 2 - The author manages a public portfolio on eToro, where they are recognized as a Popular Investor, allowing others to replicate their investment decisions in real-time [1] - The interdisciplinary background of the author, which includes Economics, Classical Philology, Philosophy, and Theology, enhances both quantitative analysis and the interpretation of market narratives [1] - The motivation for investing is to ensure financial freedom for the author and their children, aiming for a balance between work and personal fulfillment [1]