Group 1 - The article emphasizes the rarity of acquiring valuable assets at significantly discounted prices, suggesting that investors should be cautious and follow a fundamentals-first approach [1] - The author has been managing investments since 1999, gaining insights through various market cycles, and focuses on identifying mispriced assets that the market has overlooked [1] - The analysis acknowledges the importance of sentiment and technical factors in today's algorithm-driven investment environment, but maintains that fundamental analysis should remain the primary guide [1]