Weekly issue — August 20, 2026
**13 stocks, priced against reality.** Market's still partying like it's 1999 in AI-land while quietly torching anyone who signed up for "affordable" healthcare stocks. Multiple expansion is doing the heavy lifting across mega-cap tech, insurance is finally getting some love after years in the penalty box, and managed care is a five-alarm fire nobody wants to stand next to. Thirteen names, sorted by what the business is actually worth versus what the ticker says — let's go.
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