Group 1 - Bombardier Recreational Products (BRP) and Polaris have experienced significant declines in their share prices over the past two years due to various factors, including a pullback in consumer demand [1] - The decline in share prices indicates a potential mispricing in the market, suggesting that there may be investment opportunities for those who evaluate businesses beyond just stock tickers [1] Group 2 - The article emphasizes the importance of understanding businesses fundamentally and highlights the author's investment philosophy, which is influenced by renowned investors like Warren Buffet and Charlie Munger [1]