buy
Mentioned 5/28/2026
Current ROI
+0.96%
Creator Profile
Investing Moats with Varun
YouTube | Stock
5,090 followers
Visit creator profileTracked since March 3, 2026
Return Since March 3, 2026
Creator Strategy+4.18%
Market Index (SPY)+11.65%
Recent Posts
Latest published research
May 28, 2026
Every SaaS Earnings Report Ranked from Worst to Best
The creator reviews SaaS earnings reports, ranking them from worst to best. He expresses strong negative sentiment towards Trade Desk due to slowing growth and competition, but is bullish on AppLovin for its AI capabilities in ad tech and potential in e-commerce. Service Now is seen as a high-quality business with AI tailwinds despite a market overreaction to margin guidance, while Salesforce is viewed as a mature cash flow story rather than a growth play.
19 tracked mentions4 linked signals
May 26, 2026
The Real Reason AI Kills SaaS Stocks
The creator discusses the risks AI poses to SaaS companies, specifically focusing on the potential for in-house AI development (vibe coding) and the transition from per-seat pricing to usage-based models. While in-house development is deemed overrated, the shift to usage-based pricing is considered underrated due to its potential to disrupt revenue streams for SaaS providers.
8 tracked mentionsNo linked signals detected
May 23, 2026
Ranking the Most Overrated Stocks
The creator ranks several stocks as overrated, placing Tesla and MicroStrategy at the top of the overrated list (1 and 3 respectively), while expressing a softer spot for SoFi (4) and liking Robinhood's business (2). Coinbase is ranked fifth due to its structurally disadvantaged business model.
5 tracked mentions2 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
buy
Mentioned 5/28/2026
Current ROI
+9.17%sell
Mentioned 5/28/2026
Current ROI
+0.24%Tracked Portfolio Performance Since March 3, 2026
Total Tickers
40
Success Rate
Locked
Average Return
Locked
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