On Accenture, I think the market is overreacting. They provide consulting and implementation services for AI so I think they can actually make money off AI in the long run.

Their recent acquisitions do seem pretty aggressive though so I think it’s fair the market is skeptical and punishing them for those.

Accenture did seem overvalued in early 2025 but right now they seem to be undervalued.

It also seems to be a good dividend play right now with that 5% dividend.

Texas Roadhouse has an amazing management team, they have done a phenomenal job. They do need to continue to grow their FCF aggressively (10-15% CAGR over the next 5 years) to justify their stock price though; I think that growth is very achievable with their management team. Texas Roadhouse seems fairly priced to me.