The Joseph Carlson Show 10 Deep Value Stocks To Buy Now
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Sep 17, 2025 Discover the top ten deep-value stock picks that could be game-changers for investors. Delve into compelling cases for names like Option Care Health and Twilio, alongside insights on U-Haul and Elf Beauty. The market is buzzing with a recent Fed rate cut and a fascinating update on Waymo’s safety and partnership with Lyft. Engage with listener questions that touch on major players like Microsoft, Duolingo, and Netflix, revealing strategies and convictions for smart investing.
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Barron's Value Picks Merit Review
- Barron's picks deep-value stocks using valuation and sum-of-the-parts analysis, and some past calls (like Alphabet) paid off.
- Joseph recommends reviewing their theses but applies his own risk and sector preferences before buying.
Home-Infusion Has Secular Tailwinds
- Option Care Health benefits from secular growth in at-home infusion therapy and rising margins.
- Joseph warns of higher debt and volatility despite a reasonable PE and free-cash-flow yield.
Consumption Model Scales Yet Has Risks
- Twilio's consumption model scales with customer usage and has long streaks of revenue beats.
- Joseph notes customer risk of in‑house replacement and telecom margin pressure despite attractive valuation.