Today is Saturday, August 14th 2026 and I am a day late but not a dollar short.

Before July, in the last runup of momentum stocks, good earnings reports lacked follow through on value stocks.

What Worked in Value:

Frank Value Fund holdings H&R Block had a great week, appreciating over 16% on a fantastic earnings report.

What didn't work?

While my portfolio had a nice week, it still feels like we are running against the wind with momentum stocks regaining excitement.

Next up is On the Hunting Trail for Value

The Lion had a good meal this week as I found a compelling idea for a chunk of my clients' capital. This time we bought a spinoff company.

Website: https://frankfunds.com

 ...