Weekly issue — September 10, 2026
Markets keep chasing the same ten mega-cap names while entire sectors — banks, insurers, timber, retail — trade like the business cycle just ended forever. It didn't. This week's screen turned up six names that pass BOTH the Graham math and the Buffett filing read, plus five statistically cheap names where the filings tell you exactly why Mr. Market is right to be suspicious. Let's get into it.
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