DCLA's Sarat Sethi: Position portfolio where valuations do not reflect long-term fundamentals

Sati is managing partner and portfolio manager at DCLA. Sat, it's great to have you. And what is important to you about this? I mean, I think people would say, "All right, fine. So, I pick up a little bit of a turnaround, but I'd still rather go chase the, you know, the double in uh, you know, in Marll or whatever based on our conversation with Vakaria. I I'm curious to hear more.>> Well, I think Kelly, you just hit the nail on the head there. A lot of investors and traders are now moving away from what we ...