This Sale Won't Last – 5 Stocks Worth Buying

BWB - Business With Brian•Aug 16, 2026

Summary

Brian presents a thesis centered on 'buying the receipts,' which involves identifying high-quality companies that have already signed massive multi-year contracts but are being ignored or punished by Wall Street for temporary reasons. Brian explains that while the market often trades on guesses or future hopes, certain infrastructure and AI-related stocks possess legally binding revenue streams that provide a floor for valuation. Brian emphasizes that the current volatility is a gift for long-term investors to pick up 'best-in-class' businesses that have seen their stock prices drop 40% to 60% from recent highs despite record-breaking order books.

Oracle (ORCL): Brian highlights the company's $638 billion in signed contracted revenue, which grew fourfold in a single year. Brian acknowledges that massive spending on data centers has flipped free cash flow negative, but Brian believes the $300 billion OpenAI deal makes the stock a bargain at current levels. Brian is accumulating the stock slowly on weakness as it trades well below its pre-deal valuation.

Inodata (INOD): Brian describes Inodata as a neutral 'shovel seller' providing clean data for AI training, currently valued at $2 billion. Brian notes that its independence is a major selling point now that its main rival is partially owned by Meta. Brian maintains a small, high-risk position in Inodata to manage volatility while betting on its 58% revenue growth.

Sterling Infrastructure (STRL): Brian focuses on the $5.5 billion backlog for data center groundwork, which is more work than the company completed in the last two years combined. Brian argues that the market overreacted to a slight margin dip caused by a recent acquisition. Brian views Sterling as an elite, net-cash business and holds it with high conviction despite it trading 46% below its high.

MasTec (MTZ): Brian identifies MasTec as a key player in rebuilding the electrical grid to support AI power demands, sitting on a record $21 billion backlog. Brian observes that a temporary slowdown in the telecom division caused a sell-off, which Brian sees as the 'tail wagging the dog.' Brian is starting a small position and waiting for the technical setup to improve before adding more.

AppLovin (APP): Brian considers AppLovin the highest quality business on the list, boasting nearly 80% operating margins and 53% revenue growth. Brian notes that the stock is undervalued at 21 times next year's earnings, especially since the SEC closed its investigation with no action. Brian already owns a significant position and plans to add more once the stock finds a floor.

Mayfair Gold (MFG): Brian highlights this pre-production gold developer due to its heavy insider ownership of 35% and backing from institutional investors like Howard Marks. Brian mentions the Finn Gibb project's pre-feasibility study showing a $652 million Canadian after-tax value. Brian recommends looking into Mayfair Gold as a near-term producer in a top mining jurisdiction.

Mentioned Stocks

MTZ

Sentiment: BUYAction: BOUGHT

Reasoning: Brian identifies a record $21 billion backlog driven by the need to rebuild the US power grid for AI. Brian argues the sell-off due to a telecom slowdown is irrational compared to the growth in the power division. Brian is starting a small position and adding on weakness.

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ORCL

Sentiment: BUYAction: BOUGHT

Reasoning: Brian notes that Oracle has $638 billion in signed contracts, including a massive $300 billion OpenAI deal. Brian argues that the stock is a bargain because it trades 40% lower than its value before the OpenAI deal was even signed. Brian is accumulating shares slowly on weakness.

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STRL

Sentiment: BUYAction: BOUGHT

Reasoning: Brian states that Sterling has a $5.5 billion backlog for data center infrastructure, which is more work than the last two years combined. Brian believes the market overreacted to a minor margin dip from an acquisition. Brian holds this stock with high conviction as an elite margin builder.

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INOD

Sentiment: BUYAction: BOUGHT

Reasoning: Brian views Inodata as a critical 'shovel seller' for AI data training that benefits from being an independent alternative to competitors. Brian acknowledges high volatility and insider selling but maintains a small position because the core business engine remains strong with 58% growth.

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APP

Sentiment: BUYAction: BOUGHT

Reasoning: Brian considers AppLovin an 'impeccable company' with elite 80% operating margins that is currently trading at a multi-year low multiple. Brian emphasizes that the SEC clearing its investigation removed the biggest risk factor. Brian already owns a large position and plans to buy more near the floor.

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MFG

Sentiment: BUYAction: RECOMMENDED

Reasoning: Brian highlights Mayfair Gold's strong institutional backing from Howard Marks and Oaktree Capital, who own 4.5 million shares. Brian points to the high insider ownership and the project's $652 million Canadian after-tax value as key reasons for optimism.

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