Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Net-Net Stocks Are Making a Comeback in 2026
In this episode of Stock Picking with Fexingo, Lucas and Luna explore the resurgence of net-net stocks — a deep-value strategy popularized by Benjamin Graham that targets companies trading below net current asset value. With the S&P 500 at 7,354 and retail investors chasing momentum, net-nets offer a contrarian alternative. Lucas breaks down how a small industrial company, Electro-Scientific Industries, fits the net-net criteria and why this approach works in a frothy market. Luna questions the risks of value traps and liquidation scenarios. The hosts discuss how to screen for net-nets today…
The skinny
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