$INTU

Explicit claim • strong conviction • basis: drawdown discount

Yet, the stock sold off 5% the next day. That stock is into it, ticker symbol INTU. ... Right now, into it stock is down 56% from its all-time high. That's despite the company being at its record high in earnings per share and showing continued high growth year after year. ... if you're a dividend growth investor or a value investor into its stock is looking pretty attractive on most metrics.

Explicit claim • strong conviction • basis: explicit term

PE of 13. So low, so undervalued despite coming back from the gray from about 250 to 260, up about 20% from that standpoint. Go ahead, Bert. >> This could be one of those rare stocks in that opportunity where it was so low, it was even so far undervalued at that time that when it comes back up, it still is undervalued.

Explicit claim • strong conviction • basis: market mispricing

Are you looking at a falling knife that's just going to keep cutting your portfolio or is this a classic scenario where the baby is being thrown out with the bathwater and the market is just completely mispricing the reality of the business?

Explicit claim • strong conviction • basis: multiple relative

And this next one is Intuate. And this one is fascinating because Inuit is down almost 40% year to date. That is a brutal move, but unlike Entia, the growth numbers here still look very strong.