The S&P 500 hit a new all-time high. But 59% of the stocks inside it are trading 20% or more below their own highs. One in six is down 50% or more. Nineteen of the 20 stocks driving the index this year are tied to AI. Together, they account for the entire 13% gain. The other 480 are collectively flat. And that's the market Whitney Tilson has been waiting for. Whitney is an old-school Buffett-Munger value investor at Stansberry Research. Back in 2012, he pitched Netflix when it was a $3 billion company. It went on to become a 100-bagger in eight years. Right now, he says he's finding a target-rich list of beaten-down stocks. In a new interview, he named three of them. One speculative small cap. One mid-cap. One trillion-dollar giant. None of them is an AI play. See Whitney's 3 Beaten-Down Stocks Here The one I can't stop thinking about is the mid-cap. Whitney went back through the history books and found something remarkable. In mid-1988, Walmart was doing about $18.6 billion in trailing sales. That's roughly what this company does today. He compared profitability. Identical. He compared the forward P/E. Identical. From there, Walmart became nearly a 100-bagger, and that doesn't count dividends. Whitney isn't promising a repeat. But this stock just dropped 34% in two months. And he says nothing about its long-term growth runway has changed. It's a name Wall Street knows well, and most investors walk right past it. Then there's the speculative pick. Whitney recommended it at $7. It tripled. Now it's right back at $7. He believes that if the core business doesn't pan out, it could trigger "the mother of all bidding wars." And the giant has a late-stage pipeline drug that Whitney expects to dominate its category. He also sees a use case he thinks the market is badly underestimating. While everyone else crowds into the same 20 stocks, these three are sitting at a discount. Watch the Full Interview and Get All 3 Names → Bridget Bennett
MarketBeat P.S. Whitney and the Stansberry team flagged copper before it tripled and uranium before that sector doubled. Their monthly newsletter, The Commodity Supercycle, is built to catch the next move like that before the rest of the market does. Access the Commodity Supercycle Here →
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