Key Takeaways Aveanna Healthcare joins four GARP picks with discounted PEG and P/E plus a 14.9% long-term growth rate. Hewlett Packard offers discounted PEG and P/E alongside a 32% long-term expected growth rate.Lenovo combines discounted PEG and P/E with a 10.2% long-term expected growth rate as a GARP pick.The current macroeconomic backdrop makes a balanced investment approach particularly compelling. While the U.S. economy continues to expand, sticky inflation, elevated interest rates and lingering geopo ...

Rubicon Research is an independent long/short equity analyst and investor who focuses on finding deep value and GARP in equities, as well as event-driven special situations. Investment Philosophy: We practice a mix of expectation investing and gauging market psychology as the main tools for our investment decisions. A stock's price implies a certain expectation for the company. We take a long or short position when the expectation diverges too much from what we believe to be the fundamental value of a compa ...