Preston: Herding into mega-cap tech leaves other stocks undervalued

We just showed a live shot of the House floor. How important is the House vote on the big beautiful bill for markets. Uh these headlines keep cutting.Politics is an absolute roller coaster right now. We would say to investors, be prepared to put those aside and really look for companies that are trading below their fair value because that's where you can get some great returns. And of course, as a portfolio manager, Ben, it's your job to pick what those companies are.So take us through where you are seeing ...