Warner Brothers Discovery (WBD) is mentioned as a comparison due to its past situation of high debt but strong free cash flow, which was available at a very cheap price.
Source Post
2 DEEP VALUE Stocks for JUNE!
Jun 3, 2026
The creator discusses two stocks they bought in June, focusing on Stoneco (STNE) as a deep value opportunity. They highlight Stoneco's attractive valuation, profitability, and growth potential in its credit segment, despite challenges in its payment processing business due to Pix. The creator also mentions a second stock, which will be detailed in the next chunk.
Linked Mentions
Tickers discussed in this post
Charter Communications is a primary buy, despite its severely depressed stock price and poor chart, as the creator is building a position due to its cheapness and contrarian value investing approach.
The creator bought more Stoneco (STNE) stock, believing it is very cheap with a good risk-reward profile, trading under five times earnings and being extremely profitable.
Linked Signals
Tracked calls opened from this post
STNEbuy opened Jun 3, 2026
-0.69%