I think I'm going to bump this post every now and then.
Essentially, what companies do you own that have had their fundamentals improving, but without a corresponding price change?
I think playside PLY is much better value than at many points in its history, though it may not meet this criteria in the last few months.
I've been reflecting upon some of the investments I've made and something I have noticed is that where I have had success is where I have bought into a company that has been having success without the market noticing for some time.
This naturally leads to the question:
What companies do you own that have had their fundamentals improving, but without a corresponding price change?