---
category: markets
content_type: brief
date: '2026-02-25T12:08:46.304644+00:00'
entities:
- name: Lee Roach
  type: person
impact: low
reporter: gemini-flash
sentiment: neutral
slug: deep-value-investor-explores-software-stocks
sources:
- feed: marketwatch-top
  title: Why this investor says you can make good money off software stocks — if you
    trade them like telephone directories
  url: https://www.marketwatch.com/story/why-this-investor-says-you-can-make-good-money-off-software-stocks-if-you-trade-them-like-telephone-directories-e4d15635?mod=mw_rss_topstories
subcategory: investing-strategies
summary: Deep value investor Lee Roach is turning his attention to software stocks,
  an area he has previously overlooked.
tags:
- stocks
- software
- investing
- value investing
title: Deep Value Investor Explores Software Stocks
---

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.*