Cyclicality And Post-Fraud Woes Turn Orion Into A Contrarian Choice
Core Insights - The stock market is approaching new record highs, making it increasingly challenging to identify undervalued stocks trading at attractive multiples [1] Group 1: Market Conditions - The current stock market environment is characterized by a struggle to find meritorious stocks as valuations rise [1] Group 2: Investment Philosophy - The focus is on identifying underappreciated companies that can return value to investors, aligning with a contrarian investment philosophy [1]