$TDY 📈 A defense and imaging compounder with record Q3 sales and rising guidance, up 32.6% YTD. - Teledyne Technologies, defense, aerospace, and digital imaging systems - $677.46, Oct 29 close (down ~2.3% intraday today to ~$662 in the broad selloff.. a dip, no thesis news) - YTD total +32.6% (no dividend.. price return alone) - Net debt 0.8x EBITDA ($562M cash vs ~$2.03B debt at Sep 27), at 29x earnings - Q3 reported Oct 21 (sales $1.68B +9.4%, EPS beat, guidance raised for the third straight quarter); next earnings Jan 20, 2027

$TW 📈 A dominant electronic bond marketplace with net cash and 54% EBITDA margins, up 10.9% YTD. - Tradeweb Markets, the electronic trading venue for rates, credit, and money markets - $118.88, Oct 29 close (down 0.78% on the print day; rebounding ~3% this morning) - YTD total +10.9% (price +10.54% + dividends) - Net cash ($2.1B cash at Sep 30, undrawn $500M revolver, no funded debt), at 31x earnings - Q3 reported Oct 29 (revenue $584.5M +14.9%, average daily volume $3.15T +22.4%, adjusted EBITDA margin 54.5%); next earnings late January - One honest footnote: that $2.1B cash pile is largely earmarked for the $1.89B cash portion of its Trumid acquisition, targeted to close in H1 2027.. Tradeweb is the buyer here, not a takeover stub.

Today’s two most undervalued names 👇 1. Jabil $JBL - Cheap on sales at a 0.8 price-to-sales ratio, Zacks Rank #1# (Strong Buy), with a mean analyst target around $425.. roughly 46% above current levels - AI-infrastructure catalyst: fiscal Q4 reported Sep 30 showed strong AI growth, and analysts expect earnings up ~34.5% in fiscal 2027 - Pullback entry: well below its $428.93 52-week high, roughly flat over the past month - Heads-up: down another ~3% pre-market this morning to ~$279 2. Micron $MU - Strikingly cheap on growth: forward P/E ~5.3 vs ~19.4 for the industry, PEG ~0.17 vs 1.42 - AI memory catalyst: high-bandwidth memory reportedly sold out for 2026, with ~75% of fiscal 2027 shipments already contracted - The drop is sector-wide, not a Micron miss: down another ~6% pre-market to ~$879 as Intel's weak guidance hits chip stocks broadly - Volatility warning: up 227% year-to-date with a ~2.39 beta — a value-on-earnings case, not a calm one.

$AFG 📈 A specialty P&C insurer with net debt of just 0.3x EBITDA, a 91.5% combined ratio, and +15.8% YTD. Quiet compounder, not the day's hype name. - American Financial Group, specialty property-and-casualty insurance through Great American - $153.10, Oct 29 close (up 1.9% on the day, just below its $154.99 52-week high) - YTD total +15.8% (price +12.0% on a $136.68 baseline + $5.11 in dividends, including a February special) - Net debt ~0.3x EBITDA on cash-only math ($1,438M cash vs $1,821M long-term debt), at 13.1x earnings - Reports Nov 3 at market close.

$MNST 📈 The energy-drink leader with Coke distribution, a debt-free balance sheet and 30% margins, up 20.9% YTD. - Monster Beverage, the energy-drink leader distributed through Coca-Cola's system - $46.35, Oct 29 close (up 1.5% on the day, 7.8% below its $50.17 July high) - YTD total +20.9% (no dividend.. price return alone) - Net cash ~$3.4B (zero debt on the balance sheet), at 42x earnings - Reports Nov 5

Fun fact: $MO is currently my 8th largest position in my Roth IRA. 🚬💰 Yes, I own Altria. Yes, I know smoking is bad for you. And yes, I still enjoy collecting those dividends. 😂 While everyone is chasing the next AI stock that’s going to revolutionize the universe, I’ve got a tobacco company quietly helping fund my retirement. I’m not here to encourage bad habits. I’m here to encourage good investing habits. Growth stocks for wealth creation. Dividend stocks for cash flow. A little balance never hurt anybody. The only thing I want smoking in retirement is my portfolio. 🔥📈 $MO #RothIRA# #DividendInvesting#