Last week, I publicly wrote that I believe 2026 will be a year where the market could transition from a liquidity- and narrative-driven momentum to a regime where cash flows, capex management, ROIC, and pricing power matter more. ThisI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash ...