Microsoft is mentioned as one of the companies on which successful trades have been executed on the platform.
Source Post
Rates, Oil & Big Tech: Where the Value Is Hiding Now | Value Options Letter
Sep 24, 2026
The Acquirers Podcast discusses value investing strategies, focusing on how to generate income and reduce risk by combining undervalued stocks with options strategies like covered calls and cash-secured puts. They also touch upon the current macroeconomic environment, noting rising interest rates and their impact on asset prices, and highlight VICI Properties as an example of a real estate investment trust (REIT) with attractive dividend yields and inflation protection.
Linked Mentions
Tickers discussed in this post
Apple was considered a laggard but is now trading at very high multiples.
Amazon's stock has declined over the past two months, despite the Nasdaq reaching new highs, indicating a market concentration in a few tech stocks.
The creator notes a significant price increase for a whey protein powder purchased through Shopify, illustrating ongoing inflation.
Realty Income is trading at a historically low valuation, presenting a potential buying opportunity in the current difficult market conditions.
VICI Properties is highlighted as a REIT with an attractive initial dividend yield of 7.5%, an actual cash flow yield closer to 10%, and built-in inflation protection through CPI-linked leases.
Linked Signals
Tracked calls opened from this post
Obuy opened Sep 24, 2026
+2.18%