Group 1: Intel - Intel has faced significant challenges in recent years due to manufacturing missteps and product delays, impacting its competitiveness against AMD and TSMC [2][3] - The company's comeback plan focuses on catching up to TSMC in manufacturing and aims to become the world's second-largest foundry by rapidly bringing new process nodes to production [2][3] - Intel's stock is currently valued below $140 billion, over $100 billion less than AMD, and is considered very cheap relative to its book value [3] Group 2: Disney - Disney's investment potential lies in its ability to leverage its vast collection of characters and franchises across various businesses, despite recent missteps in the Marvel franchise and linear TV [4] - The company expects to generate around $8 billion in free cash flow this year, with a price-to-free cash flow ratio of approximately 20, indicating potential for growth as it focuses on streaming and quality content [5] - Disney's stock has recently declined to around $90 per share, presenting an opportunity for investment as the company works to improve its film business and enhance cash flow from streaming and parks [5]
I Just Bought More of These Two Bargain Stocks