Group 1 - ASM International NV operates in the semiconductor deposition market, which is valued at over $27 billion, contributing to a total wafer market exceeding $100 billion [1] - The focus of the analysis is on growth companies, particularly in mid-cap segments, with an emphasis on sectors such as biotechnology, computer chips, cloud technology, energy, and commodities [1] - A systematic balance sheet analysis will be conducted, as many growing businesses struggle with funding, while a stress test will evaluate the safety of each business model [1] Group 2 - The investment strategy prioritizes long-term capital appreciation over short-term speculation [1] - The analyst aims to identify companies that can leverage their intellectual property and play significant roles in current geopolitical contexts [1]