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Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio

Why Value Stocks Are Quietly Outperforming Growth

The Russell 2000 just rallied 3.4 percent in five days while the NASDAQ barely budged. Lucas and Luna break down what's happening beneath the surface: value stocks like Bank of America and Apple are gaining while former high-flyers like Nvidia and Alphabet slip. They walk through the rotation from momentum to fundamentals, explain what the Russell divergence means for portfolio construction, and share a simple framework for spotting durable value in a market that's been trained to chase growth. Ep 7 of Stock Picking with Fexingo.

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