Creator Post Archive
Dividend Compounders with Cheese
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Nov 27, 2025
Top Pharma Stocks: Deep Dive with a Former Worker Part 1
The creator, a former pharmaceutical industry insider, discusses the sector's challenges, particularly the impact of Medicare negotiating lower drug prices. While generally avoiding pharma stocks, he will analyze popular companies under duress, starting with Novo Nordisk and its drug Ozempic, highlighting the potential for reduced revenue due to price cuts.
Nov 25, 2025
CALM Stock Deep Dive: The Math Behind the Egg Business
The creator analyzes Cal-Maine Foods (CALM), highlighting its strong financial metrics, dominant market share in the egg industry, and recent positive earnings. Despite the seemingly 'boring' business, the creator suggests it may be undervalued with a low P/E ratio, high dividend yield, zero debt, and substantial cash reserves, making it a potential hidden gem.
Nov 23, 2025
Your Favorite Stocks… My Real Thoughts
The creator provides opinionated takes on viewer-requested names in a broad commentary format.
Nov 21, 2025
Dividend Explosion: 17 Companies Just Increased Payouts. But I’m Only Buying 4
The creator discusses the importance of dividend growth rates as an indicator of business quality and reviews several companies that recently increased their payouts. He expresses a buy rating for Beckton Dickinson (BDX) based on personal observation and perceived undervaluation, while advising against investing in CH Robinson (CHRW) and Amcor (AMCR) due to competitive landscape and unsustainable payout ratios, respectively.
Nov 17, 2025
I Bought Waste Connections (And the Math Says It’s a Monster)
The creator analyzes Waste Connections (WCN), highlighting its strong historical performance and solid business model focused on secondary and rural markets. Despite a recent slight miss on revenue and a dip in recycled materials income, the company announced an 11.1% dividend increase and initiated a share buyback program, leading the creator to express a bullish stance.
Nov 15, 2025
TXN Stock Looks Boring… Until You See the Math
The creator analyzes Texas Instruments (TXN), moving beyond its calculator image to explore its role as a significant analog and embedded chip manufacturer. Despite recent stock price underperformance, the creator highlights the company's business model, its support role in AI infrastructure, and its dividend yield, with a plan to calculate its intrinsic worth and compare it to other compounders.
Nov 13, 2025
This Portfolio Made Me Say ‘Bro… You Might Survive a Layoff!’
The creator reviews a viewer's portfolio, which is heavily concentrated in tech stocks like Meta, Nvidia, and Amazon. The viewer, facing a potential layoff, is considering a shift to dividend growth ETFs and is seeking validation of his current holdings. The creator acknowledges the viewer's sound philosophy of focusing on quality holdings for long-term returns.
Nov 12, 2025
Is Duolingo the Next Big Thing… or a Bubble Waiting to Pop?
The creator discusses Duolingo's recent poor stock performance, highlighting a significant drop after earnings and underwhelming year-to-date and total historical returns. Despite the negative sentiment around the stock's performance, the creator aims to analyze the company further to determine its long-term potential.
Nov 10, 2025
Let’s talk about Meta Stock!
The creator believes Meta is the most undervalued member of the Mag 7, despite not currently being invested. They see the recent sell-off as an opportunity to buy before an inevitable rebound, drawing parallels to the past performance of other Mag 7 companies.
Nov 8, 2025
Everyone’s Scared of META… But I Ran the Numbers
The creator believes the current fear surrounding Meta (Facebook) is overblown and sees it as an undervalued opportunity, similar to previous successful calls on Nvidia, Microsoft, Google, and Amazon. He highlights Meta's low year-to-date performance and recent dips as a potential entry point, citing its current PE ratio of 27 as attractive. He also recounts his past successful investment in Meta at around $100 per share when the market was fearful.
Nov 4, 2025
Kimberly-Clark & Kenvue (My Thoughts)
The creator questions Kimberly-Clark's (KMB) decision to acquire Kenvue (KVUE) for a premium, analyzing the potential financial implications for shareholders of both companies.
Nov 4, 2025
Kimberly-Clark Went ALL IN Kenvue… But Should You? (My Analysis)
The creator analyzes Kimberly-Clark (KMB) and Kenvue (KVUE), noting both have experienced significant year-to-date stock declines. While acknowledging their status as household names, the creator expresses concerns about Kimberly-Clark's stagnant revenue growth over the past decade, declining EPS, high debt relative to cash, and a significant year-over-year drop in free cash flow, leading to a negative outlook on the company.
Nov 1, 2025
ETFs That Offer Pure Compounding WITHOUT Dividends.
The creator discusses the XD ETF, an actively managed fund designed to mirror the S&P 500's performance without distributing dividends. The strategy involves rotating between different S&P 500 ETFs around their ex-dividend dates to avoid taxable dividend income for investors. While the ETF has only been public for a few months, its performance has been in line with major S&P 500 benchmarks.
Oct 31, 2025
I Tried to Warn You About Amazon…(Undervalued!!)
The creator reiterates his bullish stance on Amazon, highlighting its recent strong earnings report which exceeded expectations for both revenue and earnings per share. He emphasizes the accelerated growth in AWS and frames the company's significant capital expenditures as necessary investments for future growth, particularly in cloud infrastructure.
Oct 30, 2025
My UNH Investment Just Got Complicated. Here’s What I’m Doing About It
The creator is evaluating their UnitedHealth Group (UNH) investment after recent earnings. While the company beat revenue and EPS expectations and raised guidance, operating income dropped significantly due to increased medical claims and expenses, leading to a lower net margin. The creator is questioning the company's bullish outlook given these concerning operational numbers.
Oct 28, 2025
Retiring on Dividends Is a Scam, Unless You Do THIS (Retirement ETFs)
The creator discusses dividend investing for retirement, emphasizing passive income and capital preservation over traditional FIRE methods. They present three ETF combinations for high yield, with the first combo featuring SCHD and VNQ.
Oct 26, 2025
The “Sleep-Well-at-Night” ETF Combo (Safe & Steady Growth)
The creator discusses a "sleep-well-at-night" ETF combo for busy professionals with a conservative risk tolerance, focusing on safe and steady growth. The first part of the series introduces Vanguard's Total World Stock ETF (VT) and Schwab U.S. Dividend Equity ETF (SCHD), emphasizing diversification and modest dividend yields for reinvestment.
Oct 25, 2025
Set It and Forget It: The Best ETF Combos for Long-Term Dividend Investors
The creator argues that most investors are better off with ETFs than individual stocks, especially those focused on dividends, due to lower volatility and outperformance over the long run. He introduces the first ETF combo in a series, which includes SCHD, QQQI, and potentially IBIT or HODL, aiming for a blend of growth and dividends.
Oct 13, 2025
Chipotle (CMG): I Ran the Numbers So You Don’t Have To
The creator is analyzing Chipotle (CMG) to determine if it's a high-quality company worth buying on a dip, despite recent negative performance and concerns about low-income consumer traffic. The analysis will involve calculating intrinsic value and placing it on a compounder chart.
Oct 12, 2025
I Ran the Numbers on Sezzle (SEZL). The Most Underrated Fintech Stock
The creator analyzes Sezzle (SEZL), a fintech company in the buy now, pay later (BNPL) sector, highlighting its focus on Gen Z and individuals with lower credit scores as a key differentiator from traditional credit cards. The video aims to calculate Sezzle's intrinsic value and position it within a compounder framework, while also touching on broader market sentiment and recent sell-offs potentially related to tariffs and chip export restrictions.
Oct 10, 2025
Buy Now, Pay Later: The Most Misunderstood Fintech Boom
The creator is researching the buy now, pay later (BNPL) sector, highlighting its disruptive potential in finance. BNPL services differ from credit cards by charging merchants fees and offering loans to consumers with lower credit scores, often without reporting to credit bureaus. While many BNPL users are highly leveraged and may be late on payments, BNPL companies are developing their own credit scoring systems. The creator sees this sector as a significant investment opportunity due to its widespread adoption and potential to disintermediate traditional finance.
Oct 9, 2025
I Ran the Numbers on Amazon. The Most Undervalued of the Magnificent 7
The creator believes Amazon is undervalued compared to other "Magnificent 7" stocks and is poised for a significant rally. The video aims to investigate Amazon's valuation, calculate its intrinsic worth, and outline a game plan for investors.
Oct 7, 2025
All Tech, No Diversification (Let’s Talk About This Portfolio)
The creator reviews a viewer's growth-focused portfolio, highlighting a mix of profitable growth stocks and index funds. The portfolio is characterized by a high allocation to individual stocks with strong growth potential but also high valuations, aligning with a young investor's risk tolerance.
Oct 6, 2025
I Ran the Numbers on Lululemon and I’m Seriously Concerned
The creator is investigating Lululemon, noting its significant stock price decline and questioning if it's a value trap or an opportunity. Despite recent struggles, the company has a strong long-term track record as a compounder and boasts impressive sales per square foot in its physical stores.
Oct 5, 2025
I Ran the Numbers on Adobe (ADBE): Is This a Hidden Bargain?
The creator is investigating Adobe (ADBE) due to its significant year-to-date and one-year stock price decline, despite its historical strong performance and growth rate compared to the S&P 500. The video aims to determine if the current dip presents a buying opportunity by analyzing the company's business segments and competitive advantages.
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