Starbucks has struggled in recent years, raising questions about its competitive moat.
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7 Bargain Stocks We Like Better Than SpaceX Right Now
Jun 18, 2026
The creators discuss market movements, geopolitical news regarding Iran, and the recent IPO of SpaceX. They express skepticism about the sustainability of the rally and the valuation of SpaceX, while also mentioning CBL Properties as a REIT headquartered in Chattanooga. The focus shifts to identifying long-term investment opportunities.
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Tickers discussed in this post
Dutch Bros. is considered a buy due to strong expected earnings growth and management's expansion strategy, despite its high valuation.
Dutch Bros. (BRO) is presented as a strong growth story with a long expansion runway, driven by impressive revenue growth, same-shop sales, and aggressive store openings, despite a high valuation.
Devon Energy is listed among the 'big oil' companies expected to see significantly higher earnings this year.
Occidental Petroleum is mentioned as one of the big oil companies making real overprofits, with earnings expected to be much higher this year.
Exxon, along with Chevron, has a proven track record of sustainable dividend growth, making it a reliable investment despite the cyclical nature of the oil business.
Chevron is a super easy bet with a 4% yield approaching, offering more yield than short-term Treasuries and sustainable dividend growth.
Prologis is mentioned as an example of a company that has seen a massive increase in value due to a narrative shift towards being a data play.
American Tower, the largest cell tower REIT, is a compelling buy due to increasing data demand and its valuable infrastructure assets, trading below its normal valuation.
Raytheon (RTX) is mentioned as a defense stock that is slightly up, differentiating it from the group.
