Netflix is a strong buy, representing deep value as a high-quality business trading at a significant discount to its historical normal valuation, with strong profit generation from its subscriber base.
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7 Strong Buy Stocks Hiding in Plain Sight
Jul 16, 2026
The Wide Moat Show highlights seven "strong buy" stocks across various sectors, emphasizing high-quality businesses with durable competitive advantages and an attractive margin of safety. The first stock discussed is Royal Gold (RGLD), a royalty and streaming company that finances mining operations, offering an asset-light model with strong historical returns and recent record-breaking financial performance.
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Tickers discussed in this post
KKR is a strong buy due to its evolution into a leading alternative asset manager with significant investments in essential physical assets like energy and digital infrastructure.
Constellation Energy (CEG), a leading private power provider, is a strong pick due to its growth in supplying data centers, its significant acquisition of Calpine, and re-accelerating growth expectations.
Owens Corning (OC) is a cyclical company that was stopped out due to risk management protocols after a -40% drop, despite fundamentals remaining strong.
Armstrong World Industries (AWI) is a building supply company trading at less than 20 times earnings, down from 30 times a year ago, making it an attractive buy with strong fundamentals and growth prospects.
Meta's stock has risen 25% in the last month, indicating that companies with compute power are expected to be future winners.
Intercontinental Exchange is mentioned as part of the exchange operator cohort that has recently declined, with CME Group being highlighted for its dividend yield.
Nasdaq is mentioned as part of the exchange operator cohort that has recently declined, with CME Group being highlighted for its dividend yield.
The creator owns Goldman Sachs as part of a portfolio of large banks, believing they have an advantage in AI investment.
The creator owns JP Morgan as part of a portfolio of large banks, believing they have an advantage in AI investment.
