Weekly issue — August 29, 2026
Markets keep chasing the same ten AI names to the moon while an entire aisle of insurance, banking, and specialty-materials stocks sits at high-single-digit P/Es with double-digit ROEs — that's the whole Edge Thirteen thesis in one sentence. This week the cheap-stock screen is stacked with insurers and financials trading at 7-11x earnings and mid-teens-to-30%+ returns on equity, which is Buffett's favorite combination: rented money working hard, priced like it's going out of style. Twelve value picks this week — a genuinely fat pitch — so let's get to it.
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