Opportunity Report

Opportunity Report

Cashing In on Clunkers

Issue #73. June 2026

Mike Kafanov's avatar
Mike Kafanov
Jun 11, 2026
∙ Paid

Today, we’re making the case for one of the most unglamorous trades imaginable: buying shares of U.S. auto-parts suppliers. The thesis isn’t complicated: these stocks look undervalued, and the structural necessity of car ownership in America should keep demand growing for years to come.

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