Leidos: Contract Wins, Improving Backlog, And A Reasonable Valuation

Group 1 - The article emphasizes the value of contrarian investing, suggesting that going against prevailing market sentiments can be beneficial [1] - In February, concerns about government spending cuts from the Department of Government Efficiency (DOGE) negatively impacted market sentiment, leading to a decline in stock prices [1] Group 2 - The author expresses a preference for investing in high-quality stocks and businesses that are managed by disciplined capital allocators [1] - The focus is on companies that generate exceptional returns on capital and have the ability to compound invested capital over long periods [1]