Creator Post Archive
Deep Value Hunter
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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
5 VALUE Stocks - Should We BUY? - MELI, JD, FICO, GIS, FDS
The creator discusses five value stocks: General Mills (GIS), FactSet (FDS), JD.com (JD), Mercado Libre (MELI), and Fair Isaac (FICO). He expresses a negative outlook on General Mills due to lack of growth and high debt, and on FactSet due to AI disruption risks. He is bullish on JD.com due to its logistics network and potential for margin expansion, but notes it's a Chinese company. He likes Mercado Libre but wants to buy it at a cheaper price, citing high valuation. He views Fair Isaac as risky due to its government-imposed monopoly and low projected returns.
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.
Mar 15, 2026
Adobe BEATS EARNINGS, I'm BUYING - ADBE Stock Analysis
The creator discusses Adobe's (ADBE) recent earnings report, noting the stock's significant drop despite strong revenue and profit growth. They believe the market is overreacting to concerns about AI and the CEO stepping down, highlighting Adobe's market leadership, recurring revenue model, and potential for AI integration as tailwinds. The creator plans to initiate a position in ADBE, viewing it as undervalued with a favorable risk-reward profile.
Mar 15, 2026
A Stock for 1x FREE CASH FLOW! + Kohl's KSS Stock Analysis
The creator discusses Kohl's (KSS) as a deep value investment, highlighting its strong free cash flow generation, undervalued assets, and significant debt reduction. Despite acknowledging the company's business challenges, the creator believes the stock is undervalued based on cash flow, asset value, and potential buyout comparisons, leading to a 'hold' sentiment with medium conviction.
Mar 15, 2026
Is DUOLINGO a BUY TODAY? - DUOL Stock Analysis
The creator re-evaluates Duolingo (DUOL) after its stock price dropped below $100. While acknowledging strong user growth and revenue, the creator expresses concerns about decelerating growth, particularly in North America, and the company's shift in strategy to prioritize user growth over monetization. The creator believes the stock is not yet compelling at current prices, suggesting a price closer to $70-$80 would be more attractive.
Mar 15, 2026
2 DEEP VALUE Stocks for MARCH!
The creator discusses two stocks for March: Future PLC, a media conglomerate trading at a low valuation with strong free cash flow, and Over-the-Counter Markets, a high-quality company with a near-monopoly in its niche, currently trading at a discount to peers. While not currently owning either, the creator sees good risk-reward for both, particularly if Over-the-Counter Markets becomes cheaper.
Mar 15, 2026
What's Going on with SOFTWARE STOCKS? + Opportunities NOW!
The creator analyzes the software stock sector, noting that many companies have experienced significant price drops due to high initial valuations and concerns about AI disruption. While some stocks like DocuSign and Constellation Software are deemed too expensive despite recent declines, others like Microsoft and Adobe are presented as potentially interesting opportunities due to their strong market positions and more reasonable valuations, though the creator expresses a desire to buy them at even lower prices.
Mar 15, 2026
I Sold a 10X STOCK and I'm BUYING THIS...
The creator discusses the impact of tariffs on consumer stocks like Nike, Target, and Kohl's, noting that the market reaction was muted as it was largely priced in. The main focus is on a significant portfolio change: selling Google (GOOGL) after a decade of holding it, due to its high valuation and increased capital expenditure on AI, which introduces more uncertainty. The proceeds were used to buy Molina Healthcare (MOH), a Medicaid insurance provider, which the creator believes is undervalued despite recent stock price increases.
Mar 15, 2026
I Bought 2 DEEP VALUE Stocks! - KSPI, NOMD Stock Analysis
The creator discusses two stocks, Kaspi (KSPI) and Nomad Foods (NOMD), following their recent earnings reports. For Kaspi, he highlights its market leadership in Kazakhstan, strong growth metrics, and expansion into Turkey, viewing it as undervalued despite market concerns like dividend cuts and institutional selling. For Nomad Foods, he acknowledges a mediocre earnings report with declining revenue and margins but believes the sell-out demand is stable and price negotiations with retailers could improve future performance. He expresses a bullish stance on Kaspi and a hold/buy more stance on Nomad Foods.
Mar 15, 2026
Here's What Super Investors are BUYING!!
The creator analyzes Q4 13F filings from hedge funds and investors to identify potential stock purchases. Key investors like Warren Buffett (Berkshire Hathaway), Li Lu, Seth Klarman, David Tepper, and Mohnish Pabrai made notable moves. The video also discusses aggregated data on net buys and sells across thousands of funds, highlighting trends in large-cap tech and specific sectors like offshore drilling and healthcare.