Weekly issue — September 17, 2026
Markets keep chasing the same ten momentum names while entire corners of financials and insurance trade like they're going out of business — they're not. This week's screen turned up a rare glut of quality: seven names that pass BOTH the Graham cheapness test and the Buffett "is this actually a good business" test, which almost never happens all at once. Grab your coffee — we're leading heavy on the green this week, and the cyclicals-in-drag stay in the "cheap for a reason" bucket where they belong.
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