Any good Value looks or plays for this week given market uncertainty and pullback.
With the market pulling back today, I’m curious how you all are thinking about the current setup. Between higher oil prices, rising Treasury yields, and FOMC decision, it seems like there are a few different forces working against valuations at the moment. Are you guys starting to see genuinely attractive value opportunities, or are you staying patient and waiting for a more meaningful correction? What companies are you watching where the current price is starting to create a compelling margin of safety?