Creator Post Archive
Deep Value Hunter
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Sep 27, 2026
I'm BUYING a High Quality Business at a DIRT CHEAP price - PDD Stock Analysis
The creator is increasing their position in Pinduoduo (PDD), a high-quality e-commerce company that has disrupted the market. They highlight PDD's rapid growth, profitability, strong balance sheet with significant cash reserves, and trading at single-digit multiples. The creator believes PDD is exceptionally cheap and offers a high-quality business at a bargain price.
Sep 20, 2026
The EASIEST DOUBLE, I'm BUYING More - FIS Stock Analysis
The creator discusses the concept of an "easiest double" in the stock market, cautioning against the idea that any investment is truly easy. He revisits Elevance Health (ELV) as a past example and then introduces Fidelity National Information Services (FIS) as his current pick for the "easiest double," highlighting its critical technology role for banks and its stable business model.
Sep 17, 2026
1 DEEP VALUE and 1 VALUE TRAP?! - DECK + NIKE Stock Analysis
The creator analyzes Deckers and Nike, noting that while both stocks are down, this does not automatically make them cheap. The analysis focuses on brand strength, market share, competition, and margin trends within the footwear industry. Deckers' growth is attributed to Hoka, while Nike is seen as losing market share. The creator emphasizes that stock price drops don't guarantee value and that risk-reward should be assessed today.
Sep 11, 2026
Adobe at 13x Earnings?! What I'm DOING - ADBE Stock Analysis
The creator discusses Adobe's (ADBE) recent earnings report, noting the stock's slight dip and the market's mixed reaction. They share their personal buying history and average cost, emphasizing that market reactions shouldn't dictate value assessments. The creator highlights the CEO transition and management changes as sources of near-term uncertainty but finds the reported numbers to be in line with expectations, with 12% topline growth and $460 EPS. They express a preference for GAAP results over non-GAAP, which they view as potentially misleading due to stock-based compensation add-backs.
Sep 4, 2026
Lululemon CRASHING, What I'm Doing - LULU Stock Analysis
The creator discusses Lululemon's significant stock price drop following its earnings report, noting the stock is down over 80% from its peak. While the creator previously owned LULU and had a thesis based on international growth and a strong balance sheet, they now find the current results concerning, particularly the decline in same-store sales and the impact of a tariff refund on reported earnings. The creator does not currently own the stock.
Sep 1, 2026
Why I'm Betting on LYFT - LYFT Stock Analysis
The creator discusses Lyft (LYFT), highlighting its strong financial performance including double-digit free cash flow yield, record gross bookings and revenue, and returning capital via buybacks. Despite acknowledging Uber's stronger position, the creator believes Lyft offers a good risk-reward at its current valuation, trading at less than six times free cash flow. The creator also mentions owning a position in Lyft and having trimmed and added to it previously.
Aug 26, 2026
I BOUGHT Kohl's and it's still CHEAP - KSS Stock Analysis
The creator discusses Kohl's (KSS), highlighting its strong free cash flow generation and significant real estate assets that they believe are undervalued by the market. Despite acknowledging the company's struggles in a competitive retail environment, the creator views the stock as cheap based on both its asset value and cash flow power, especially at their purchase price.
Aug 23, 2026
5 WAYS I Find DEEP VALUE Stocks!
The creator explains five methods for finding deep value stocks, emphasizing the need for a filtering process to narrow down the vast universe of stocks. The first method discussed is using stock screeners with specific financial criteria, though the creator cautions that screeners alone do not guarantee a buy list and can sometimes highlight stocks that are cheap for valid reasons. Examples of companies that might appear on a screener list include StoneCo, Lyft, Pinduod, and Casper.
Aug 19, 2026
I'm BUYING a High-Quality Business for CHEAP - FIS Stock Analysis
The creator discusses Fidelity National Information Services (FIS), a technology company providing software to banks, highlighting its recurring revenue, market leadership, and strong cash flow. The creator believes the company is significantly undervalued and has initiated a position, citing a single-digit multiple as a key indicator of its cheapness.
Aug 17, 2026
I BOUGHT this DEEP VALUE Stock! - STNE Stock Analysis
The creator discusses Stoneco (STNE), a Brazilian payments processor, highlighting its current trading multiple of 4-5x earnings and significant cash distribution through buybacks and a special dividend. Despite a tough macro environment and recent stock price decline, the creator sees an opportunity due to the company's strong net cash position, focus on SMBs, and evolving business model towards banking services, suggesting a favorable risk-reward profile at the current price.
Aug 14, 2026
Nomad Foods is 7x EARNINGS - What I'm Doing with NOMD
The creator discusses Nomad Foods (NOMD), a European frozen food market leader, highlighting its compelling valuation at 7x normalized earnings with strong cash flow and a 6% dividend. Despite recent revenue and margin declines attributed to retailer disputes and price negotiations, the creator believes these are temporary headwinds and the business is fundamentally sound, though they are reviewing their position after the latest earnings report.
Aug 5, 2026
2 DEEP VALUE Stocks for AUGUST!
The creator presents two deep value stock ideas for August, focusing on companies trading at low multiples with high free cash flow yields. The first stock discussed is Crescent Energy (CRNC), an oil and gas producer, which the creator owns after their previous investment in Vital Energy was acquired by Crescent. The creator believes the energy sector, particularly natural gas, has upside potential.
Aug 3, 2026
Here's What I'm Doing With MOH and CNC Stock...
The creator discusses Molina (MOH) and Centene (CNC), two health insurance companies with significant Medicaid exposure. He highlights his past bullish stance on both, noting he bought Centene at $26 and Molina under $130, and both have since appreciated significantly. The video delves into the recent earnings reports, the dynamics of the Medicaid program, and the potential future risk-reward for these stocks.
Jul 30, 2026
Is this the CHEAPEST STOCK in the Market??
The creator discusses Charter Communications (CHTR) following its Q2 earnings, addressing comments and clarifying valuation methodologies, particularly regarding enterprise value. Despite acknowledging the stock's deep value and potential risks associated with its high debt, the creator emphasizes that the video is not a recommendation to buy and shares their personal investment approach and position sizing for Charter.
Jul 28, 2026
Paypal CRUSHES Earnings!! - What I'm doing today...
The creator discusses PayPal's second-quarter earnings report, noting that the market response was initially modest. They highlight that PayPal exceeded the previous guidance, particularly in earnings per share and transaction margin growth. The creator also mentions their personal history with the stock, having bought more at $40 when they believed it was undervalued, and recently trimming a small position to buy Charter Communications (CHTR).
Jul 26, 2026
I'm BUYING BIG into this DEEP VALUE Stock - CHTR Stock Analysis
The creator discusses Charter Communications (CHTR), highlighting its deep value potential despite significant stock price declines and ongoing challenges like debt, declining revenue, and customer loss. The creator believes the stock is currently undervalued due to its low price-to-earnings and price-to-free cash flow multiples, with expectations of rising cash flow in the coming years.
Jul 23, 2026
Is INTUIT a BUY Today?? - INTU Stock Analysis
The creator analyzes Intuit (INTU), noting its significant stock price drop from over $800 to under $300, despite historical revenue and profit growth. The analysis questions whether this growth is sustainable, as it appears driven by price increases and migration to online services rather than user growth, potentially leading to customer churn to competitors. The creator shares a personal experience of switching away from QuickBooks due to pricing and subscription models, suggesting Intuit may be losing its moat.
Jul 11, 2026
The BIGGEST BANK just said THIS about Stocks for 2026...
The creator discusses JP Morgan's Guide to the Markets, focusing on the S&P 500's valuation. The S&P 500 is trading at over 20 times forward earnings, which is considered expensive, about a standard deviation above the 30-year average and comparable to the dot-com bubble and 2021. While higher quality companies and profit margins might justify a higher multiple, expensive markets typically lead to lower expected future returns, with mid-single-digit annualized returns expected over the next 5 years.
Jun 13, 2026
Adobe BEATS EARNINGS, I'm BUYING - ADBE Stock Analysis
The creator discusses Adobe's (ADBE) recent earnings report, noting the stock's decline to a new 52-week low. Despite market sentiment, the creator expresses a bullish view, highlighting Adobe's entrenched position in the creative professional market and the success of its subscription model, which has driven consistent revenue and operating income growth.
Jun 3, 2026
2 DEEP VALUE Stocks for JUNE!
The creator discusses two stocks they bought in June, focusing on Stoneco (STNE) as a deep value opportunity. They highlight Stoneco's attractive valuation, profitability, and growth potential in its credit segment, despite challenges in its payment processing business due to Pix. The creator also mentions a second stock, which will be detailed in the next chunk.
May 23, 2026
2 DEEP VALUE Stocks That I BOUGHT! - NOMD + GSL update
The creator discusses two deep value stocks they own: Nomad Foods and Global Ship Lease (GSL). They provide an update on GSL, highlighting its business model of owning and leasing container ships, its strong revenue visibility through 2027, and its insulation from fuel price volatility. While acknowledging the inherent volatility of shipping rates as a commodity, the creator notes GSL's focus on smaller ships and the current strength in charter rates.
May 15, 2026
This DEEP VALUE Stock is my BIGGEST HOLDING!
The creator discusses KSPI, their largest holding, highlighting its dominant position in Kazakhstan's fintech market, strong cash flow, and an attractive dividend yield. Despite past selling pressure from early investors, a recent investment by Tencent and insider buying suggest positive momentum. The creator believes the risk-reward is favorable.
May 6, 2026
PAYPAL Earnings CRASH! - Here's what I'm doing with PYPL today...
The creator discusses PayPal's (PYPL) recent earnings report, noting the stock's significant decline over the past few years. Despite slowing growth and increased competition, the creator maintains a positive outlook due to PayPal's strong assets like Venmo, its profitable core business, and a low free cash flow multiple. They view the company as stagnating rather than dying and are increasing their position.
Apr 22, 2026
UNH BEATS Earnings - What I'm doing with UNH today...
The creator discusses UnitedHealth Group (UNH) following its recent earnings report. They highlight the company's historical margin pressures due to high medical costs and UNH's strategy to focus on margin recovery, even at the expense of membership growth. The video delves into UNH's diversified business segments, including insurance and Optum's health services, and explains the seasonal trends in health insurance earnings.
Apr 15, 2026
2 DEEP VALUE Stocks for APRIL!
The creator discusses two deep value stock picks for April: Charter Communications (CHTR) and Pinduoduo (PDD). Charter is presented as a cash flow machine with a high free cash flow yield despite significant debt and stagnant revenue, with the thesis resting on reduced future CapEx. Pinduoduo is highlighted as a fast-growing e-commerce company with a strong balance sheet and attractive valuation, despite risks associated with being a Chinese company and potential quality control issues.
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