What Worked in Value:

Defense contractors had a great week, bolstered unfortunately by another flare up in the middle east conflict, but also by encouraging earnings reports from Booz Allen ticker BAH.

What didn't work?

Buying the dip worked as a trade but certainly did not work as of the end of this week.

On the Hunting Trail for Value

I found an interesting IPO to research this week, and no, it was not Spacex. Especially when markets become more volatile, IPOs can breakdown quickly and trade below their IPO price.

Website: https://frankfunds.com

Brian X Account: https://x.com/bfrankvalue

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