Creator Profile
Investing Moats with Varun
YouTube | Stock
7,010 followers
Visit creator profileReturn Since March 3, 2026
Recent Posts
Latest published research
July 6, 2026
Top 4 SaaS Stocks to BUY NOW
The creator discusses ServiceNow (NOW) as a potential buy, highlighting its strong renewal rates, enterprise adoption, and strategic positioning in the AI control tower space. Despite a recent stock price drop, the creator believes the current valuation offers a fair price, supported by insider buying and a positive outlook on AI as a tailwind for the company.
June 15, 2026
Most Growth Stocks Are Not Cheap (Ranked)
The creator and guest discuss whether Amazon is overrated or underrated, focusing on its survival through AI, valuation, and management. They conclude that Amazon is currently underrated, benefits significantly from AI, has a strong moat, and is undervalued when considering its operating cash flow.
June 9, 2026
EVERY Stock Michael Burry Is Buying Right Now (Ranked)
The creator analyzes Salesforce (CRM) as a potential buy, highlighting its sticky enterprise sales, deep integrations, and potential for AI to build on top of its platform rather than replace it. Despite some risks with new pricing models, the stock is considered cheap at 16 times earnings with steady growth.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
High-Conviction Portfolio Performance Since March 3, 2026
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