Ali's Bargain Outlet (OLLI) is a new retail pick that the creator is discussing, noting it's a company they know well and have discussed with Nick.
Source Post
7 More Bargain Stocks We'd Buy Right Now (Massive Discounts)
Jul 23, 2026
The creator discusses stocks to avoid and highlights their success in identifying a "sucker yield" pick, Kagra, which subsequently cut its dividend. They also mention avoiding technology stocks like "Fermy" and SpaceX, noting SpaceX's decline since its listing. The discussion touches on the speculative nature of SpaceX and strategies for generating income from it.
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Tickers discussed in this post
CarMax is the creator's current top performer, up 71% so far.
Denny's was a previous pick that ended up going through M&A.
Advanced Auto Parts was a previous pick that yielded about 100% return in 90 days, as the company was considered very cheap at the time.
The creator mentions Coca-Cola as a stock they like.
The creator mentions Home Depot as a stock they like.
The creator notes that healthcare names like AVY could benefit from AI.
Shares are trading at a 9.7% implied cap rate and a price to AFO of 8.5 times compared with a normal multiple of 17.1 times, with a 10% dividend yield, suggesting a substantial discount and attractive return potential.
The creator is holding shares of the infrastructure CEF ASGI, as the recent conversion to a perpetual fund model instead of a liquidation date is not a concern and is viewed positively.
The creator mentions Blue Owl Capital Corporation (OBDC) as a BDC that is often discussed, but cautions about BDCs in general due to potentially compelling valuations reminiscent of pre-COVID mall investments.
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