Creator Profile
Dividend Compounders with Cheese
YouTube | Stock
21.8K followers
Visit creator profilePerformance since February 19, 2026
- Creator strategy
- +2.46%
- S&P 500
- +4.06%
- Edge
- -1.60%
- Success rate
- Locked
Industry allocation
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Ticker Signal History
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Recent Stock Calls
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Recent Posts
Latest published research
October 3, 2026
My Audience Is Buying These Stocks. Here’s What They’re Missing. (Part 4)
The creator discusses Construction Partners (ROADS), noting its business model and dependence on transportation budgets. While bullish on the company's compounding potential, they find it currently overvalued due to a high PE ratio, suggesting a target PE of 18-21. The creator also briefly mentions Fair Isaac Corporation (FICO) as a company they would avoid due to a weakening business model and lack of dividend, preferring S&P Global or Moody's instead. Finally, PepsiCo (PEP) and Celsius (CEL) are mentioned as upcoming topics.
September 24, 2026
Everyone Sees Opportunity. I See Problems.
The creator discusses Tempest AI (TEM), a medical testing and diagnostics company, expressing bullishness on its business model and future trajectory despite current unprofitability. They believe the stock is fairly valued at current prices but becomes undervalued between $40-$45. The creator also touches on Boston Scientific, a medical device company, highlighting uncertainties in health insurance coverage for procedures.
September 17, 2026
Why Great Stocks Can Still Be Terrible Investments (3 Traps)
The creator discusses the "expectation gap" in stock investing, using Uber as a prime example. Despite strong financial metrics and growth, Uber's stock performance may suffer due to market sentiment and future competition from autonomous vehicles. The creator highlights Uber's PE ratio, sales growth, and ROIC, but notes its Rule of 40 performance falls short, and questions the long-term narrative against potential competitors like Waymo.