Creator Post Archive
Dividend Compounders with Cheese
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Oct 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.
Sep 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.
Sep 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.
Sep 15, 2026
The stock market is selling off. And I’m buying the dip. #investing
The creator discusses the current stock market sell-off driven by fear and an upcoming rate hike decision. They advocate for buying the dip, highlighting that high-quality companies are significantly discounted from their all-time highs. The creator shares their personal strategy of dollar-cost averaging and opening new positions during such downturns, referencing a past positive experience with Microsoft.
Sep 13, 2026
How I Decide What Stocks to Buy & My New Position (Ep. 10)
The creator outlines their stock selection process, emphasizing patience, a margin of safety, and a focus on compounders. They use Zylm (XYL) as a case study, highlighting its recent stock price decline as a potential buying opportunity due to its market leadership in water heat transfer equipment and its alignment with the thesis of hyperscalers building data centers in water-stressed regions. Despite slowing revenue due to divestitures, the creator expects improved profitability and free cash flow.
Sep 12, 2026
Stocks Investors Are Actually Buying/Selling!
This video analyzes retail investor trading activity based on brokerage data, highlighting popular buys and sells. It notes significant activity in VOO, Nvidia, Micron, Apple, VTI, QQQ, Tesla, AMD, Amazon, Google, and Microsoft, providing a snapshot of what amateur investors are doing.
Sep 7, 2026
Is Dividend Investing Worth It? Why I’m Changing My Mind
The creator reflects on their investment philosophy, contrasting a high-growth portfolio (33% CAGR) with a dividend-focused approach (6.3% CAGR). They conclude that dividend investing is not optimal for their wealth accumulation phase, though they will continue to hold certain dividend stocks like SCD and Realty Income Corporation (O) for long-term yield on cost, but will not prioritize them. The overall portfolio returned 22.6% annualized since 2019.
Aug 30, 2026
The Bottleneck Opportunity in Data Centers? Water.
The creator discusses the AI bubble and data center infrastructure, highlighting chip designers and physical infrastructure providers. They propose that water infrastructure is the next major opportunity, driven by the cooling needs of data centers. The creator outlines both the bear and bull cases for water infrastructure stocks, emphasizing the essential nature of water and the growing demand from data center expansion.
Aug 23, 2026
Medline Stock Deep Dive & Analysis
The creator analyzes Medline (MDLN), a medical supplies company, discussing its business model, recent stock performance, and key considerations. Despite recent price drops due to inflation, tariffs, and FDA issues, the creator believes the company's strong customer retention and focus on private label products present potential.
Aug 22, 2026
How I Know It's Time to Sell a Stock at a Loss (Ep. 9)
The creator discusses selling The Trade Desk (TTD) at a significant loss, citing a shift in the advertising landscape due to increased competition from Amazon and Google. The creator highlights declining revenue growth, negative profitability, and a worsening balance sheet as key reasons for the sale, indicating a catastrophic shift in the company's competitive advantage and future prospects.
Aug 19, 2026
What Investors are Buying & Selling!
The creator reviews brokerage data to see what stocks and ETFs investors are buying and selling. Key mentions include Moderna (MRNA) with significant buy and sell orders following a cancer breakthrough, Vanguard S&P 500 ETF (VOO) with consistent buying, and AI infrastructure players like Broadcom (AVGO), Nvidia (NVDA), and Intel (INTC) which are mostly in the red but seeing more buys than sells. Tesla (TSLA) is mentioned as having more sellers than buyers despite being in the green, and SEDD is noted as a favorite dividend growth ETF.
Aug 18, 2026
Will Nike Stock Continue to Fall Further? (Part 2)
The creator discusses Nike's stock, noting consumer dissatisfaction with high prices and declining quality. While acknowledging the stock's fall, they advocate for dollar-cost averaging rather than lump-sum investing. They believe Nike stock has more room to fall, potentially hitting $30, and might consider buying in the low $20s.
Aug 18, 2026
Will Nike Stock Continue to Fall Further? (Part 1)
The creator discusses Nike's current stock performance, noting it has reached a decade low. They attribute this to operational headwinds, declining market share in China, loss of street credibility, and increased competition from brands like Puma and Adidas. While not expecting Nike to become obsolete, the creator anticipates potential quality cuts and price increases to offset declining revenue, which they believe could be a recipe for disaster.
Aug 18, 2026
What investors are actually doing today + Klarna sell-off!
The creator reviews brokerage data to see what retail investors are doing, noting buying activity in Micron and SanDisk during their sell-offs, and selling in Apple and Microsoft. As a value investor, they believe most top stocks are fairly or overvalued and are not buying today, but are watching Klarna closely after its 20% drop, ultimately deciding against it due to its market position, leadership changes, reduced guidance, and cash burn.
Aug 16, 2026
Compounders Corner: Weekly Earnings Express
The creator discusses upcoming earnings reports from major retail and Chinese tech companies, including Walmart, Target, Home Depot, Lowe's, Alibaba, and Baidu. He also mentions two recent videos where he shared undervalued stock picks based on historical price and fundamentals, and shares personal anecdotes about friendship and isolation.
Aug 15, 2026
Stocks That Are Cheap And High-Quality (Data-Based)
The creator discusses a systematic, data-driven approach to finding undervalued, high-quality compound stocks, inspired by Joel Greenblatt's magic formula but with personal optimizations. The focus is on companies with strong financials and fundamentals, avoiding value traps by ensuring that low valuations are paired with declining numbers. Key criteria include market capitalization over $900 million, US-based operations, a forward PE under 19, a return on invested capital (ROIC) of 12% or above, and positive year-over-year free cash flow.
Aug 13, 2026
Market Too Expensive? Where to Find Undervalued Stocks Right Now
The creator argues that despite the market reaching all-time highs, not all stocks are overvalued. They highlight that sector rotations, temporary headwinds, or negative sentiment can create opportunities to buy high-quality companies on sale. The video aims to identify these undervalued stocks by examining lagging sectors and industries within the broader market.
Aug 5, 2026
Is Palantir stock overvalued? #PLTR #PLTRSTOCK #PalantirStock #PLTRStock
The creator discusses Palantir (PLTR), initially believing it was undervalued and stating there was no in-between for its stock performance. Following strong earnings, the stock surged 28%, and is now down 2.7% due to profit-taking. The creator argues Palantir is undervalued despite a high P/E ratio of 140, citing a PEG ratio under 0.5 based on 287% EPS growth and 149% US commercial revenue growth, suggesting it's a bargain. While the creator sold cash-secured puts and benefited, they wish they had bought the stock directly.
Aug 3, 2026
What Investors Are ACTUALLY Buying/Selling
This video analyzes retail investor trading data, highlighting significant buying in Micron, Apple, and SpaceX, while noting profit-taking in Microsoft and Amazon. The creator also observes a consistent buy-and-hold trend for VOO and mixed sentiment for Nvidia.
Jul 31, 2026
Jersey Mike’s Stock is Beautiful?? Pump the Brakes!!!
The creator discusses the recent IPO of Jersey Mike's Subs, deeming it significantly overpriced with a forward P/E of 40 and a trading multiple of 327, which they believe is not justified by its projected growth rates. They compare it unfavorably to Shake Shack and Cava, suggesting that while those companies are also expensive, their valuations and growth prospects are more appealing.
Jul 29, 2026
Meta stock to $499?
Meta's recent earnings report was rough, with the stock dropping significantly after hours. The creator notes misses on the bottom line, a year-over-year decrease in revenue, and a substantial drop in operating margin. A key concern is the increased Capital Expenditure (CapEx) for data centers and AI infrastructure, which Wall Street is punishing. Despite these issues, the creator believes this is a temporary problem and plans to buy Meta stock if it falls "deep enough into the red."
Jul 29, 2026
SoFi Stock crushes earnings and...
The creator discusses SoFi's stock performance, noting a significant drop despite strong earnings growth and customer acquisition. They compare SoFi's situation to PayPal's past execution issues and criticize the market's treatment of SoFi, suggesting it's unfair. While acknowledging SoFi is now profitable and printing cash, the creator does not yet consider it undervalued, stating interest around $10-$11, and contemplates a swing trade.
Jul 29, 2026
My thoughts on DRAM & Memory stocks (Part 2)
The creator discusses the selloff in DRAM and memory stocks like Micron and SanDisk, attributing it to China's accelerating domestic semiconductor buildout, which is expected to erode pricing power. While acknowledging the severity of the pullback, the creator remains on the sidelines, preferring to avoid emotional decisions and focus on fundamentals, and is unsure if the current panic presents a buying opportunity.
Jul 29, 2026
Selling Off: DRAM, MU, SNDK, & more (Part 1)
The creator discusses a significant sell-off in the DRAM, SSD, RAM, memory, and storage sector, citing SK Hynix, Micron, SanDisk, and Seagate as examples. They believe the AI infrastructure bubble has burst and that the current pullback is overblown, though they had anticipated a smaller correction. The creator previously advised caution against FOMO-driven investments in this space, emphasizing fundamentals over speculative gains.
Jul 23, 2026
A Level-Headed Perspective on the IBM Sell-off
The creator discusses International Business Machines (IBM) following a recent sell-off, aiming to provide a level-headed perspective and estimate its fair value. The video breaks down IBM's business segments, including software (Red Hat, Watson X), consulting, and hardware, and touches on recent market reactions ahead of earnings, noting concerns about supply shortages influencing server purchases.
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