Core Insights - The article emphasizes the importance of identifying high-potential investment opportunities before they become mainstream, focusing on asymmetric risk-reward scenarios where the upside potential significantly outweighs the downside risk [1] Group 1: Investment Strategy - The investment strategy involves leveraging market inefficiencies and contrarian insights to maximize long-term compounding while safeguarding against capital impairment [1] - A strong margin of safety is prioritized to protect against potential capital losses, ensuring that risk management is a key component of the investment approach [1] - The investment horizon is set at 2-3 years, allowing the company to endure market volatility and focus on disciplined capital allocation for superior returns over time [1]