The hosts recommend selling cash-secured puts on Alexandria Real Estate, noting it is trading at a deep discount to its historical FFO multiple.
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Sell the Fear: Why Volatility Pays Patient Investors
Oct 7, 2026
The hosts discuss their 'Value Options Letter' service, which focuses on using cash-secured puts and covered calls to generate income from high-quality stocks trading at discounts to intrinsic value. They provide specific examples of how they apply this 'wheel' strategy to stocks like Blue Owl, Service Now, Fiserv, and Alexandria Real Estate Equities.
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The hosts suggest selling cash-secured puts on Service Now, citing a significant valuation discount relative to its historical average.
The hosts recommend selling covered calls on Blue Owl, viewing the stock as an undervalued alternative asset manager.
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