Correct thesis on a company, not getting rewarded

Mainly just making this post to vent. I’ve done my research and bought companies at fair valuations with good growth. They have continually beat earnings and revenue but the market doesn’t care. Meanwhile high valuation stocks are rewarded much more. I don’t get it. I will keep holding these companies as long as they continue to improve their fundamentals but this is getting very frustrating. Good thing I have over half my portfolio in an S&P Index fund. Anyone else going through this??

FWIW some positions I’m referring to are ELY, IIPR, MBUU, DE, CRSR, DBX, and AYX


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