Apple is considered expensive, trading at a high multiple of sales despite its market dominance.
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AI is in a Mania… But Value is Finally Waking Up
Oct 22, 2026
The hosts discuss the current market dichotomy where AI-related mega-caps are driving index performance while small and mid-cap stocks remain undervalued. They emphasize the importance of value investing in the current environment, highlighting specific opportunities in BDCs and REITs while cautioning against the high valuations of AI-focused tech stocks.
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Agree Realty is a high-quality REIT trading at an attractive valuation with a strong tenant base and consistent growth.
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