HomeMarketsU.S. EconomyConnor Browne’s Valuation Gap Picks: FLEX, AMG

Connor Browne’s Valuation Gap Picks: FLEX, AMG

Connor Browne thinks valuation dispersion between large caps and small & mid caps remains wide and creates opportunities to own high-quality businesses that haven’t been re-rated yet. He also thinks small and mid caps could be favored this year as investors begin to choose value over growth. Some of his picks include Flex Ltd (FLEX) and Affiliated Managers Group (AMG).

The Watch List

12 Jan 2026

SHARE

ON AIR
6:00 pm
The Wrap
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
education
4:30 pm
Liz Ann Live
REPLAY
5:00 pm
Next Gen Investing
REPLAY
ON AIR
6:00 pm
The Wrap
REPLAY
education
7:30 pm
Liz Ann Live
REPLAY
8:00 pm
Market Overtime
REPLAY
8:30 pm
Market On Close
REPLAY
education
10:00 pm
Liz Ann Live
REPLAY
10:30 pm
The Wrap
REPLAY

Schwab Network's Newsletters

Daily insights for every investor