$TFPM $SU $PSX $LUV $PINS $BMRN $BN $ETSY $LBRDK $SPY $MSTR $COIN $BTC Paul Singer & Elliot Managment Q1 2025 Strategy: Old-School Activist Investing "The best opportunities come when everyone else is running the other way. That's when you find real value - whether it's a distressed or a mismanaged company… We don't create distress; we invest in it. Our job is to find value where others see chaos, and we do it by enforcing the rules of the market… Activism is about unlocking value that management or markets have overlooked. It's not personal - it's about making businesses better and delivering for shareholders… I don't predict market crashes for sport, but when you see valuations detached from reality - like today's Al bubble - you position yourself to profit when the correction comes… The key to surviving in this business is to never lose money. You can't afford to be wrong too often, so you hedge, you diversify, and you stay paranoid… We're not day traders. Our average holding period is nearly two years because real value creation takes time, research, and persistence." -Paul Singer Founder, Elliot Management

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$SU monthly. I think 2025/2026 will be the last chance to buy this Canadian oil company at these prices. If you can find an opportunity below $40, buy it all.

Stocks battle $EMR vs $SU Ok, so here we can see convergence on most charts in terms of historical indicators such as earnings yield, ROIC (~11%), NOPAT margin (12-14%). Price multiples are also very similar. But when we look at trend, we can see an interesting story. During previous 10Y, Schneider has delivered superior cumulative shareholder returns ~15% (vs EMR 12%), driven by higher EPS growth and more stable operations. Let’s dive deeper here to see what the drivers were behind this outperformance. Operating margin of SU was improving consistently in the last decade, with the only exception of 2020 (COVID year). As a result, in 2024 SU generated twice more operating profit than it was generating back in 2015 (EUR 6.6B vs EUR 3.4B), while invested capital only grew 1.44 times (47.5B vs 33B). Emerson, on the other side, is generating almost same operating profit USD 3B on twice higher capital base (USD 36B vs USD 17B). Schneider’s intentional blend of sharp pricing, enhanced operational efficiency, digital innovation, and sustainability integration catalyzed a sustained improvement in its ROIC since 2022. The company’s ability to drive premium growth while controlling costs and capital intensity has positioned it as a benchmark in efficient value creation among global industrial peers. Not surprised at all to see 3Y stock’s average return of SU @ 26.22% beating EMR’s 22.4%. You remember what drives value, right? I hope I don’t need to repeat this here again. ✅ Bottom Line Schneider Electric decisively outshines Emerson Electric on returns, growth, profitability, and even shareholder total returns. Investors looking for robust, consistent compounding with a focus on sustainability and digital opportunity will find Schneider Electric the clear winner - especially with its current reasonable valuation. Emerson remains a solid operator, but appears priced for perfection despite weaker fundamentals, suggesting caution is warranted at current levels. __________________________ Follow for daily actionable investing frameworks

Suncor Energy Inc (TSX-SU, NYSE-SU) $SU.CA $SU Dividend Growth Resource.

Suitizen NFTs will rise above, get yours while the floor is low. @suiuniversal $SUI $SU

@suiuniversal Can't wait for the $SU pets 💙