Creator Post Archive
Dividend Compounders with Cheese
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Jan 5, 2026
Venezuela Crisis: Who Actually Wins in the Stock Market?
The creator discusses the implications of a recent military operation in Venezuela, focusing on the role of electronic warfare technology and its impact on defense stocks. While initially considering defense contractors like RTX, Northrop Grumman, and Lockheed Martin, the creator believes they are overvalued. Instead, the creator pivots to suggest that the real opportunity lies with major oil companies like Chevron, ExxonMobil, and ConocoPhillips, given Venezuela's vast oil reserves.
Jan 5, 2026
Economic Moat
The creator believes Costco possesses the strongest economic moat in retail due to its membership model, brand loyalty, and strategic shift to private labeling. However, despite this strong fundamental view, the creator finds the current stock valuation too high and would only consider buying after a significant pullback.
Jan 5, 2026
Stop Investing in "Stocks". Start Investing in Moats (Part 2)
The creator discusses economic moats as a key investment factor, highlighting cost advantage (using Amazon as an example), regional dominance (with a focus on water utilities), and brand loyalty (mentioning Coca-Cola and Starbucks). The creator expresses strong conviction in American Water Works as a dividend compounder.
Jan 4, 2026
Most Investors Misunderstand Economic Moats (Part 1)
This video discusses the concept of economic moats, using GoPro as an example of a company that lost market share due to a lack of competitive advantage. It then explores intangible assets and scale as moats, highlighting Novo Nordisk's patent expirations and Eli Lilly's success due to superior scale in manufacturing and supply chain, and briefly touches on Apple's ecosystem moat.
Jan 3, 2026
Undervalued Dividend Compounders (Regional Banks)
The creator argues regional banks offer value opportunities for conservative dividend-focused investors.
Jan 2, 2026
Is My YouTube Channel a "Buy" or "Sell" in 2026
The creator analyzes their YouTube channel's performance in 2025 as if it were a stock, focusing on subscriber growth, views, and watch time. While acknowledging strong percentage growth in these metrics compared to 2024, they note that their overall view count is modest compared to other finance YouTubers and express concern about a lower-than-ideal click-through rate and average view duration.
Dec 31, 2025
Buying the Dip: Lessons from My Best Performing Stocks
The creator discusses their best performing stocks from 2025, focusing on lessons learned from buying dips and taking profits. They highlight Nvidia and AMD, explaining their initial undervaluation thesis, successful purchases during dips, and subsequent sales due to valuation concerns, which they now regret as the stocks continued to rise.
Dec 30, 2025
The Art of High-Conviction Investing
The creator, Amos, discusses his active, high-conviction investing strategy for 2025, which involves buying high-quality compounders during market dips and selling them once they reach his price targets. He contrasts this with a passive buy-and-hold approach for dividend stocks like Realty Income, SCHD, Altria, and Rexford Industrial. His personal portfolio returned 28.1% in 2025, outperforming the S&P 500's 19% return.
Dec 27, 2025
Roasting a Viewer’s Portfolio Full of Underrated A.I. Plays (Smart Strategy?)
The creator reviews a viewer's portfolio, which employs a barbell strategy with concentrated bets on AI infrastructure and stable blue-chip companies. The viewer aims to grow $200,000 to $2 million in 10 years. The creator approves of the large ETF holding as a market return anchor.
Dec 26, 2025
Brown & Brown (BRO) Stock Deep Dive (I Ran the Numbers)
The creator analyzes Brown & Brown (BRO), an insurance broker, highlighting its consistent revenue growth, impressive long-term shareholder returns, and strong dividend growth, despite recent stock price underperformance. The video aims to determine the company's intrinsic value and the creator's investment strategy.
Dec 24, 2025
Your Top Picks. My Realistic Price Targets. Part 3
The creator discusses PayPal, noting its significant underperformance despite a fundamentally sound business with growing revenue and earnings. While acknowledging the competitive landscape, the creator tentatively places PayPal in the S tier, suggesting it could be an attractive investment if it were to operate more like an online bank.
Dec 21, 2025
Here’s What I’d Actually Pay for Popular Stocks (GARP Valuations) Part 1
The creator introduces a GARP (Growth at a Reasonable Price) valuation model based on revenue growth and profit margins, and begins ranking popular stocks. The first stock analyzed is Nvidia, which the creator is very bullish on due to its best-in-class GPUs and the recent approval for AI chip sales to China, expecting a significant top-line boost.
Dec 19, 2025
I ran the numbers on Hims & Hers... it’s not what I expected.
The creator is analyzing Hims & Hers Health (HIMS) to determine if it's a potential investment. Despite a significant stock price drop from its peak, the company has shown impressive revenue growth and operates a fully integrated online healthcare platform for sensitive conditions. The creator is currently evaluating the financials and business model to decide whether to invest.
Dec 18, 2025
I Analyzed Marriott Vacations Worldwide So You Don’t Have To
The creator analyzes Marriott Vacations Worldwide (VAC), explaining its timeshare business model, target demographic, and recent performance. The video aims to determine if the stock is currently a good investment based on its financials and market position.
Dec 15, 2025
Oracle Stock Analysis
The creator discusses Oracle (ORCL) as an indirect investment into OpenAI, highlighting a significant deal for Oracle to support OpenAI's infrastructure. The creator also touches on Oracle's potential price drop and its relationship with the current administration as factors supporting the stock.
Dec 12, 2025
Serve Robotics: The Most Misunderstood Growth Story on Wall Street
The creator presents a bullish robotics adoption thesis and frames Serve Robotics as underappreciated by the market.
Dec 10, 2025
This Tiny Stock Could Explode… or Get Delisted (GAMB Stock Analysis)
The creator analyzes Gambling.com (GAMB), highlighting its impressive revenue and free cash flow growth despite a significant stock price decline. The company operates as an affiliate marketer for online gambling sites, earning fees by directing traffic to operators.
Dec 8, 2025
Housing Market. Oracle the next AI King. A Few Stocks I Want to Buy (Earnings Week)
The creator discusses the importance of earnings per share and PE ratios for stock valuation. He highlights Toll Brothers as a company reporting earnings this week, noting its mixed year-to-date and one-year performance but strong five-year returns, while also reflecting on a past career decision related to real estate.
Dec 7, 2025
This Patreon-Only Stock Pick Returned 58% (Now You Can Watch It Free)
The creator discusses Marvell Technology (MRVL) as a player in the AI chip market, highlighting their strategy of offering customized, lower-cost AI chips compared to Nvidia and AMD. The creator bought shares in September at around $63 and believes Marvell's approach can gain traction with hyperscalers looking to optimize costs.
Dec 6, 2025
I Didn’t Expect THIS From Salesforce… (My CRM Position Reveal)
The creator is highly bullish on Salesforce (CRM) following its recent earnings report, highlighting strong AI growth and overall business performance. Despite some market skepticism, the creator views CRM as a core holding, making up 20% of their portfolio.
Dec 5, 2025
Where Dividend Investors Park Cash Safely (T-Bills Edition)
The creator discusses safe places to park cash within a brokerage account, focusing on Treasury ETFs. He explains the differences between T-bills, T-notes, and T-bonds, emphasizing that T-bill ETFs are designed for capital preservation and yield, not high returns. The first T-bill ETF mentioned is SGV, the iShares 0-3 Month Treasury Bond ETF.
Dec 4, 2025
I Ran the Math on MDLZ (Is Mondelez Undervalued?)
The creator analyzes Mondelez International (MDLZ), highlighting its strong dividend history and iconic brands. Despite recent stock price underperformance and a mixed Q3 earnings report with a guidance cut due to lower European sales, the creator is exploring whether the stock is undervalued, especially in comparison to Hershey.
Dec 1, 2025
Salesforce, Chipotle, & the Used Car Market (Earnings This Week & More!)
The creator discusses upcoming earnings reports, focusing on companies like Newegg and CrowdStrike. He expresses strong skepticism about Newegg's fundamentals despite its past meme stock performance and shares his past trading activity in Morll.
Nov 30, 2025
The Stocks I Lost Money On (And the Lessons I’m Keeping)
The creator discusses his experience selling YieldMax ETFs (Alti and Misti) at a loss, highlighting the unsustainability of their high dividend yields and significant NAV erosion. He warns that such high yields are often red flags and advises against them.
Nov 28, 2025
The Only Pharma Stock I’d Go Near Part 2
The creator analyzes Eli Lilly (LLY), highlighting its strong revenue growth driven by GLP-1 drugs, impressive profit expansion, and healthy free cash flow. Despite a high P/E ratio, the creator is impressed by the company's financial performance and dividend growth, making it the only pharmaceutical stock they would consider investing in.
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