On Holding: Premium Positioning Should Soften Potential Tariff Blows

Group 1 - The article emphasizes the importance of identifying "divergent stocks," which are disruptive companies with strong fundamentals and long growth potential but currently undervalued prices [1] - The investment strategy focuses on long-term growth and seeks innovative companies that contribute positively to society [1] Group 2 - The author has a beneficial long position in ONON shares, indicating a personal investment interest in the company [1]