Citigroup is highlighted as the cheapest among the major banks, despite trading at a premium to book value.
Source Post
The Market Looks Fine. Why Are So Many Stocks Getting Crushed?
Sep 30, 2026
The hosts discuss the disconnect between major market indices, which remain near highs, and the internal market carnage affecting small-cap, mid-cap, and consumer staple stocks. They attribute this divergence to AI-driven concentration and high interest rates, while highlighting potential value opportunities in homebuilders, insurance, and banking sectors.
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Tickers discussed in this post
Ally Financial is noted for trading at a significant discount to book value despite strong and improving margins.
Assured Guaranty is identified as an extremely cheap insurance stock trading at one of its lowest levels relative to adjusted book value.
Meritage Homes is highlighted as a homebuilder trading below book value, presenting a potential value opportunity.
Lennar is noted as a homebuilder that appears to be a reasonable value investment, with shares trading below book value.
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