Creator Post Archive
Aria Radnia
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Jul 27, 2026
My favourite investing chart EVER
This video explains how stock returns are composed over different time horizons. In the short term (one year), the P/E ratio (multiple) accounts for about half of the returns. However, over the long term, revenues become the dominant factor, making up three-quarters of stock returns, while the multiple's importance diminishes.
Jul 26, 2026
How to project revenue growth - Visa & Mastercard Example
The creator discusses Visa and Mastercard as exceptional companies with inherent growth drivers like inflation, GDP growth, new card issuance, and increasing take rates, projecting a conservative 10% annual revenue growth. The creator notes that at 30 times earnings, these companies offer a reasonable valuation for achieving this growth.
Jul 26, 2026
"It's not a matter of opinion, it's a mathematical FACT"
The creator discusses the importance of fundamentals in stock investing, covering how they correlate with long-term stock returns, the role of valuation in entry and exit multiples, and the impact of growth. The presentation aims to help investors navigate common struggles like determining undervaluation, reacting to stock price drops, timing entry points, and trusting their own research over external opinions.
Jul 23, 2026
TSMC says ASML is "too expensive"
The creator, a long-term ASML shareholder, discusses Taiwan Semiconductor's (TSMC) complaints about ASML's price hikes. Despite TSMC's complaints, the creator highlights TSMC's strong margins (64% gross, 56% operating) compared to ASML's (37% operating), questioning TSMC's complaints given the value ASML provides.
Jul 22, 2026
Every Stock in my Portfolio Right Now
The creator provides an update on their stock portfolio, highlighting AppLovin (APP) as their top buy due to its strong financial profile, high growth, and undervalued valuation. They also discuss FICO, which they believe is undervalued but less so than AppLovin, noting its high operating margins.
Jul 20, 2026
We're in an AI Bubble Aren't We?
The creator argues against the common narrative of an AI bubble, highlighting that major tech companies are funding their significant capital expenditures with profits rather than debt or equity issuance, unlike the dot-com era. They point to the low net debt to EBITDA ratios of hyper-scalers (Google, Meta, Amazon, Microsoft) as evidence of financial health, with Oracle being an exception in terms of debt raising but still within manageable earnings.
Jul 19, 2026
Netflix Stock is Flat After 5 Years...
This video discusses Netflix's stock performance, highlighting that despite significant revenue and profit growth, investors who bought at the 2021 peak have seen no returns due to the high valuation at that time. The creator uses this as a lesson that even great businesses can yield poor returns if purchased at an excessive price.
Jul 18, 2026
The WORST Investing Mistakes (seriously)
The creator outlines five major investing mistakes: trading too frequently, selling winners too early, selling losers too late, borrowing conviction from others, and the error of omission (failing to invest in or go heavy enough on great opportunities). The discussion emphasizes the importance of own due diligence and understanding a company's growth and valuation rather than just price action.
Jul 15, 2026
ASML Q2 EARNINGS ARE OUT
The creator discusses ASML's Q2 earnings, highlighting the CEO's expectation to increase 2027 capacity by 30%. This growth, combined with historical price increases on EUV machines, suggests potential for 40-50% revenue growth. The creator notes that ASML has averaged 14-15% price increases annually over the last 15 years, with a significant 24% increase last year.
Jul 15, 2026
ASML'S BLOWOUT EARNINGS ARE OUT
The creator discusses ASML's strong earnings report, highlighting better-than-expected revenue and net income, improved margins, and unprecedented visibility into future demand due to a strong backlog extending into 2027-2028. The CEO's comments suggest ASML is selling machines at higher prices, leading to expanded margins, a trend expected to continue.
Jul 14, 2026
Microsoft Stock. 17 Years. Zero Returns.
This content discusses Microsoft's stock performance, highlighting that buying at a high valuation (60x earnings during the dot-com bubble) led to 17 years of flat or negative returns despite strong business growth. It emphasizes that even great companies can underperform if purchased at the wrong price.
Jul 12, 2026
They're not simply "credit card companies"
This video clarifies that Visa and MasterCard are not traditional credit card companies but rather transaction facilitators that earn revenue from transaction volume. The creator highlights their high profitability and significant global payment volume, positioning them as superior to tech giants like Google and Apple.
Jul 11, 2026
Six Years, Zero Stock Returns, The Airbnb IPO.
The creator discusses Airbnb's poor stock performance since its IPO, attributing it to an excessively high IPO valuation (24x sales) and subsequent multiple compression, despite the company's strong revenue growth. The creator notes that most investors did not get shares at the initial IPO price.
Jul 1, 2026
this is starting to get a LITTLE ridiculous now
The creator is discussing a dilemma regarding their significant gains in ASML, debating whether to trim profits or hold the position. They lean towards holding ASML despite its large portfolio weight, citing common stock market sayings about not trimming winners. A potential investment in a private company could influence this decision.
Jun 28, 2026
Reddit is Problematically Good at Advertising
The creator argues that Reddit (RDDT) is poised to become the number two player in social media advertising, challenging Meta's dominance. The analysis will cover Reddit's financials, moat, revenue streams, and valuation, highlighting its accelerating topline revenue growth driven by user engagement and ad pricing.
Jun 24, 2026
how to blow up 100 billion dollars
The creator discusses AT&T's 2018 acquisition of Time Warner for $110 billion, detailing the vision of combining AT&T's distribution with Time Warner's content assets to compete with Netflix. However, the creator notes that this vision ultimately did not materialize.
Jun 24, 2026
how to blow up a couple billions dollars I guess
This video discusses disastrous acquisitions in history, highlighting how they often destroy shareholder value. It details the AOL Time Warner merger as the largest and one of the worst, followed by Yahoo's acquisition of Tumblr, which resulted in a near-total loss of value. Microsoft is also mentioned as a company with a history of poor capital allocation through acquisitions.
Jun 19, 2026
Adobe Stock...
Adobe reported a strong quarter with 13% revenue growth, record AI revenues, and significant user growth for its Express and Gen Studio products. Despite these positive results, the stock price declined to a level not seen since February 2018, which the creator attributes to the CFO's unexpected departure.
Jun 16, 2026
the most RANDOM stocks you can buy
The creator discusses obscure and random stocks that are not typically covered by mainstream investing channels. The video highlights companies with unique business models, such as a toll road operator and a real estate investment trust (REIT) tied to casino properties, aiming to provide investors with less conventional investment opportunities.
Jun 13, 2026
The most hilarious Petery Lynch story
This video highlights Peter Lynch's investment prowess, using Walmart as a prime example of the power of compounding. It details how an investment in Walmart made in 1994, the year Lynch gave his famous speech, would have yielded a 5,500% return by the time of the video's creation.
Jun 11, 2026
How Adobe is Defending Against Canva
Adobe is strategically offering a premium tier to attract younger users who are currently only using Canva, aiming to build a relationship and upsell them to other Adobe products later. This approach is expected to cause short-term ARR deceleration due to the influx of free users.
Jun 11, 2026
does it really surprise you anymore?
Adobe's earnings report showed fantastic results with 13% revenue growth (12% organic) and stable gross margins, despite a 7% after-hours stock drop. The company also demonstrated strong buyback activity, with a yield nearing 12% and a 5% year-over-year decline in shares outstanding. The stock was trading at a low valuation (below 12x earnings) prior to the report, with no signs of disruption.
Jun 10, 2026
Daily Stock Market Brief
The daily stock market brief covers the release of Claude's stable five model and its comparison to other models. It also notes a market drop and recovery following a tweet and provides an update on Michael Burry's short position on Palantir, which is down 40% since initiation.
Jun 9, 2026
Daily Dose of the Market
The creator discusses several market events, including OpenAI's confidential S-1 filing for an IPO, Nvidia CEO Jensen Huang's comment on stock valuations, Booking.com's attractive low valuation despite revenue growth, Apple's perceived wasteful celebrity ad campaign, Salesforce's acquisition of Meter, and the creator's personal 150% gain on ASML.
Jun 5, 2026
biggest piece of advice i could give myself
The creator advises focusing on increasing investment capital rather than micromanaging stock picks. They suggest buying solid, consensus stocks like Amazon or other big tech companies and prioritizing earning more money through budgeting, debt reduction, and career advancement to maximize compounding returns.
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