Ask The Compound

Which Beaten Down Stocks Are Worth a Closer Look?

11 snips
Apr 1, 2026
They dig into which beaten-down stocks are worth a closer look and share a watchlist of heavily down names across software, fintech, credit cards and private equity sectors. They discuss how MAG7 drawdowns affect the S&P and which sectors have been cushioning the index. They debate round-the-clock trading and why financials have struggled this year.
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INSIGHT

MAG7 Selloff Doesn’t Necessarily Crash The Market

  • The MAG7 can plunge while the broader market holds up because other sectors like energy and materials can offset their weight.
  • This year MAG7 fell ~14% while the equal-weight S&P was flat and energy rallied nearly 40%, cushioning the index.
INSIGHT

Market Gains Hide Deep Individual Stock Losses

  • Despite a double-digit rise in the Russell 3000 over 12 months, many individual stocks suffer heavy losses beneath the surface.
  • Nearly one-third of stocks are down ≥10% and ~20% are down ≥20% even as the market is up.
ADVICE

Buy Big Tech Only If You Can Hold Long Term

  • Consider 'plug your nose' buying large, high-quality tech names when they're deeply down and be prepared to hold for years.
  • Ben highlights Microsoft and Meta (~down a third) as highest-probability buys and suggests not checking them for five years.
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