Chocolate Chips over Computer Chi...

Chocolate Chips over Computer Chips? The value in Independent Power Producers and Consumer Staples.

AI
Let's Be Frank by Brian Frank
S1 · E4
Jun 19, 2026
04:40

Episode notes

This week Brian discusses the positive reversal in Vistra Corp (NYSE: VST) and the case for Independent Power Producers. Next, although Consumer Staples like Hershey's (NYSE: HSY) have stock price weakness, the fundamentals are still strong. Finally, why investors should consider Consumer Staples as an offset to AI Infrastructure and Index positions.

Keywords

value investing
defensive stocks
disciplined investing
low correlation
tech stocks
investing process
consumer staples
nuclear power
independent power producers