CarGurus: Great Value As International Growth Takes Off

2026-02-20 10:34:22 ET

In my view, the volatile stock market in 2026 is a perfect environment for stock-picking. As we've readily seen since the start of the year, the S&P 500 is continuing to hold on very close to last year's highs, but at the same time, large sector shifts are happening underneath. The software sector, as well as other industries like professional services and gaming that are expected to take a backseat as agentic AI products become more capable, has seen large corrections. Underneath the hood, investors are still looking for value stocks in an expensive market but are also demanding companies whose businesses are rock-solid and not in danger of any near-term disruption....

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