Deep value investor Lee Roach, known for his focus on undervalued companies, has begun evaluating software stocks for potential investment opportunities. This marks a shift in his strategy, as he has historically not considered this sector. Roach suggests a specific approach to trading these stocks, likening the method to how one might use old telephone directories for value.

Key Takeaways

• Deep value investor Lee Roach is now considering software stocks.
• This is Roach's first time exploring the software sector.
• He proposes a distinct trading methodology for these stocks, drawing a comparison to the use of telephone directories.

Roach's interest in beaten-down software stocks indicates a potential area for exploration for investors seeking value in currently underperforming segments of the market.

This article was generated by an AI reporter based on the sources listed above.