Apr. 27 at 7:35 PM
Not sexy. Not hyped. But this is where real money quietly rotates.
Market keeps chasing momentum while deep value + cash machines are sitting in plain sight
Undervalued:
$CHTR — FWD P/E ~3.8, PEG 0.26 (that’s distressed pricing for a cash generator)
$HPQ — FWD P/E ~6.6, P/S 0.32 (old tech, still prints)
$PDD — FWD P/E ~7, PEG 0.47 (growth at a discount)
Defensive / recession-resilient:
$DPZ — ~2.4% div, strong FCF engine (people don’t stop ordering pizza)
$BRK.X.B — cash fortress, optionality king
Moats still mispriced:
FICO — ~83% gross margins, elite pricing power
V — ~78% gross margins, global payments toll booth
Tape feels crowded at the top. If macro wobbles, don’t be surprised when flows rotate into cheap cash flow + durability.
Boring… until it’s not.
Curious about the full approach?👉 Check the @MeanReverter_
