Miles Lewis compares small cap vs large cap banks, favoring the former. He argues as the economy broadens, small caps tend to do better, along with tax benefits and reshoring. He highlights Home Bancshares (HOMB), which he calls a best-in-class. Outside of banks, he likes J&J Snack Foods (JJSF), which is “relatively well-insulated,” and he anticipates bigger margins as they implement tech updates.