AAR Corp.: Well Positioned To Capitalize On Current Demand/Supply Dynamic (NYSE:AIR)

Group 1 - The article emphasizes a fundamentals-based approach to value investing, arguing against the misconception that low multiple stocks are inherently cheap [1] - The focus is on identifying companies with long-term durability, steady growth, and strong balance sheets, rather than just low valuations [1] - It acknowledges the risks of overpaying for successful companies but suggests that in certain cases, the potential for growth can outweigh immediate price concerns [1]