Creator Post Archive
Daniel Pronk
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Aug 28, 2026
I'm Buying More Meta After The Settlement - Here's Why
The creator discusses Meta's recent settlement, analyzing its impact on the business and share price. They also touch upon the rally in software stocks and the end of the "SAS apocalypse." The settlement's financial and legal implications for Meta are detailed, with the creator concluding that the financial impact is non-material to Meta's overall business and thesis, and that the removal of the large legal overhang is bullish for the company.
Aug 25, 2026
5 Stocks I'm Selling, Buying & Watching After Earnings
The creator recaps earnings for several stocks, providing updates on their investment theses. They discuss selling Limbach (LMB) after their investment thesis broke due to declining margins despite revenue growth, and mention buying a new speculative stock due to compelling numbers and price.
Aug 21, 2026
Meta Stock is Crashing Again - Here's Why I'm Buying
The creator discusses the recent sell-off in Meta stock, driven by fears surrounding potential damages from lawsuits related to child safety. While acknowledging the significant headlines and potential fines, the creator argues that the $1.4 trillion figure is exaggerated for shock value and that the actual penalties are likely to be in the tens of billions, not enough to bankrupt the company. The creator implies a buying opportunity due to this fear.
Aug 14, 2026
These Are Best Hyperscalers to Buy Now - Full Analysis
The creator analyzes four hyperscaler companies (Amazon, Google, Meta, and Microsoft) after their Q2 earnings reports, focusing on their advertising and cloud businesses. While all show strong fundamentals, the creator believes Meta is performing best in advertising and AWS is adding the most incremental cloud revenue. Valuation-wise, Amazon and Meta are considered most attractive, Microsoft is fairly valued, and Google is the most expensive.
Aug 11, 2026
The Best Dividend Growth Stock to Buy Now
Daniel Pronk provides an update on Brookfield Asset Management (BAM), highlighting strong Q2 earnings and significant bullish developments. He explains why he believes BAM is a top dividend growth stock, detailing his personal investment strategy and the rationale behind it, including the company's role in AI infrastructure development and its recent partnership with Nvidia. The summary covers fundraising records, earnings growth, capital deployment, and carried interest, all contributing to a positive outlook on BAM.
Aug 7, 2026
I Just Bought $17,000 More of This Stock
The creator discusses Construction Partners (ROOK), highlighting its strong Q3 2026 earnings report with significant year-over-year growth in revenue, net income, and EBITDA. The company also raised its fiscal year 2026 outlook and acquired Ellsworth Construction to expand its footprint and capabilities in data center construction. The creator believes the stock is undervalued and presents an opportunity to buy more shares, especially if there's any weakness related to the AI trade.
Jul 2, 2026
I Made My Own Index! Questrade Custom Indexing Tutorial
The creator introduces Questrade's new custom indexing feature in Canada, allowing investors to build personalized portfolios. He explains how this differs from traditional ETFs by offering control over stock selection and weightings, and shares his own "Fortress Index" which focuses on high-quality, durable businesses with wide moats.
Jun 30, 2026
7 Deep Value Stocks Burry is Buying Now
The creator discusses Michael Burry's deep value stock picks, focusing on Adobe. Despite a significant sell-off, Adobe reported record revenue growth of 11% (constant currency) in its recent quarter, raised full-year targets, and saw its AI-related revenue triple. The company also generated substantial operating cash flow and repurchased shares.
Jun 25, 2026
When to Buy MSFT Stock?
The creator discusses Microsoft's stock performance, noting a significant drop from all-time highs despite strong underlying business fundamentals. They address three main bear arguments against the stock: AI disruption, unrewarding CapEx due to rising chip costs, and reliance on OpenAI. The creator refutes these arguments, highlighting Microsoft's defensible position in AI, strong AI revenue growth, and embedded enterprise software.
Jun 23, 2026
Netflix Stock is Crashing - Is It A Buy Now?
Daniel Pronk discusses Netflix's recent stock performance, which is down 45% from its highs. He analyzes the company's reported acquisition attempts (Roku, Lionsgate) and the market's interpretation of these as signs of a struggling core business. Pronk argues that Netflix walking away from high bids indicates they are not desperate, and that potential acquisitions could offer growth optionality rather than being a necessity. He also reviews Netflix's recent earnings, showing 14% revenue growth and projected margin expansion, with engagement metrics at all-time highs.
Jun 19, 2026
5 Undervalued Stocks to Buy Now
The creator identifies five undervalued stocks that are attractive buys in the current market sell-off, noting that he owns all of them and is actively purchasing more. He highlights Amazon as a top pick, viewing it as an ETF due to its exposure to various high-growth industries like AI, cloud computing, and robotics. Despite strong underlying fundamentals, Amazon's stock performance has lagged, but recent developments, such as exploring the sale of its AI chips to challenge Nvidia, suggest a potential revaluation.
Jun 16, 2026
My Warning to SPCX Investors - Here's What You Need to Know
The creator discusses the upcoming SpaceX IPO, sharing insights from investor Steve Eisman. Eisman expresses a negative view on the IPO, citing SpaceX's increasing capital intensity, particularly in AI development with Grok, and compares it to the capital demands of other tech giants like Google. He believes the AI market is becoming commoditized with no clear moats.
Jun 12, 2026
Revealing My New Largest Stock Position
The creator reveals their new largest stock position, Tasmea (TEA.AX), an Australian mid-cap company they've held for over a year. Despite the stock being up over 100% and near all-time highs, they believe it's still undervalued and have been actively buying in the $7.50 to $8 range. The video serves as an introduction to the company and the creator's investment thesis.
Jun 9, 2026
3 Undervalued Stocks Bill Ackman Is Buying Now
The creator discusses Bill Ackman's perspective on market parallels to the year 2000, highlighting how high-quality companies like Amazon, Meta, and Microsoft might be undervalued due to a focus on newer trends like AI and semiconductors. He also touches on the potential for Meta and Google to raise capital for capex and mentions concerns about certain software companies like Salesforce in the context of AI enablement.
Jun 4, 2026
5 Stocks I'm Buying In June 2026
The creator highlights five high-quality companies trading at compelling prices, agreeing with Bill Ackman's sentiment about ignoring quality stocks. He focuses on Limbach (LMB), a specialty contractor, as a key pick due to its growing data center business and strong gross profit and IBITa growth, despite flat revenue. The creator is actively buying LMB for his own portfolio.
May 29, 2026
I Just Bought $10,000 More of This Stock - Huge New Updates
The creator discusses Micron stock, noting its significant price increase but also its historically cyclical earnings. Despite current high revenue and earnings, the creator expresses caution due to past patterns of earnings decline after spikes, suggesting the current low forward P/E ratio might be misleading. The video also briefly mentions Meta's AGM and Snowflake's earnings.
May 27, 2026
How I'm Investing With The Market at All Time Highs
The creator discusses the current market sentiment, comparing it to 2020-2021 euphoria, and analyzes SpaceX's S-1 filing. While Starlink shows strong revenue and profitability, the AI and Space segments are underperforming with significant losses, leading to an overall substantial loss for the company despite revenue growth. The creator expresses concern over SpaceX's projected $2 trillion valuation given these financials.
May 23, 2026
5 Undervalued Stocks to Buy Now
The creator discusses several stocks mentioned by viewers, highlighting Sea Limited (SE) as a key focus. Sea Limited, with its e-commerce, fintech, and gaming segments, shows strong revenue growth across all divisions, particularly in its e-commerce and lending businesses. Despite investing heavily in growth which compresses short-term margins, the company's overall performance is positive.
May 20, 2026
I Just Trimmed More BN For More BAM - Here's Why
The creator discusses a significant portfolio shift, trimming Brookfield Corporation (BN) to increase holdings in Brookfield Asset Management (BAM). This decision is driven by BN's potential to miss its 2025 guidance due to underperforming insurance business growth, leading to a lowered future return outlook for BN. Conversely, BAM is seen as having a better track record and execution, offering more value.
May 13, 2026
5 Undervalued Stocks to Buy After Earnings
The creator discusses how the S&P 500 is making new highs, but many stocks are still off their peaks and offer value. He highlights Skyward (SKWD) as an undervalued specialty insurance company with strong earnings growth and a resilient business model, despite headwinds in the broader insurance market.
May 8, 2026
MELI Stock is Crashing - Here's Everything You Need to Know
Mercado Libre (MELI) stock is down 13% despite strong Q1 earnings with 49% revenue growth. The company is intentionally sacrificing short-term margins to invest in long-term growth and market share capture, particularly in Brazil and fintech across Latin America. While the market reacted negatively to the margin compression, the creator highlights the accelerating revenue growth and the significant market opportunity as bullish points.
May 5, 2026
I Bought More Amazon Stock - Here's Why
Daniel Pronk discusses his decision to significantly increase his Amazon (AMZN) position following a strong Q1 earnings report. Despite a decrease in free cash flow, he highlights the impressive 30% growth in operating cash flow, indicating successful reinvestment in AI and AWS growth. He believes Amazon is undervalued given its performance and potential in the AI space.
May 2, 2026
META Stock is Crashing - Here's Why I'm Buying More
Daniel Pronk discusses Meta's Q1 2026 earnings, noting a 10% stock drop despite strong revenue and operating income growth. He acknowledges concerns about expenses rising faster than revenue but believes 30% operating income growth is impressive. Pronk is buying more shares due to the dip, citing Meta's continued strong revenue outlook and his positive overall view of the company's performance.
May 1, 2026
I'm Buying These 2 Stocks Before Earnings - Here's Why
The creator is trimming their position in Brookfield Corporation (BN) to increase their stake in Brookfield Asset Management (BAM), believing BAM offers more value and higher growth potential. They are also buying Amazon (AMZN) due to its strong fundamentals, AI-related growth opportunities via AWS and its chip business, and its current undervaluation relative to historical multiples and analyst expectations.
Apr 23, 2026
ServiceNow Stock is Crashing - What You Need to Know
ServiceNow's stock experienced a significant drop after its earnings report, with revenue growth remaining strong but margins declining. The company increased its revenue guidance, largely due to acquisitions, while lowering its profit margin outlook for the full year. The creator suggests this reaction might be an overreaction, as underlying revenue growth is still robust.
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