
Most Investors Think They Understand Value - They Don't
Value investing is about identifying misalignments between price and medium to long-term fundamentals, not just low multiples. I focus on high-quality, cyclical value stocks like Union Pacific, Old Dominion Freight Line, and Carlisle Companies during downturns. Hidden growth and undervalued quality, as seen in Texas Pacific Land and ONEOK, offer significant upside when the market misjudges resilience or growth.


















