Diligent Dollar (https://diligent-dollar.com/) and I discuss his Value Trap Coffee Can Portfolio (VTCCP). We discuss the five names currently in VTCCP ($STRT, $ALSN, $AXL, $ANF and $CATO) and why opportunities exist specifically in auto suppliers and retail. Diligent also pitches Bath and Bodyworks ($BBWI) and the potential for the stock to be a compounder with strong organic growth and buybacks. We close out with some updates on Triton ($TRTN), 180 Degree Capital Corp. ($TURN) and National CineMedia ($NCMI).
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