sell
Mentioned 8/30/2026
Current ROI
-1.40%
Creator Profile
Playing FTSE
YouTube | Stock
3.5K followers
Visit creator profileTracked since February 22, 2026
Performance since March 1, 2026
- Creator strategy
- +7.89%
- S&P 500
- +6.06%
- Edge
- +1.83%
- Success rate
- Locked
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sell
Mentioned 8/30/2026
Current ROI
-5.50%Recent Posts
Latest published research
August 30, 2026
Buy, Sell, or Hold? Here's What the Doctor Says About Some of Our Favourite Stocks...
The creator discusses several stocks in a rapid-fire round, providing brief 'in' or 'out' assessments. Adobe is deemed 'out' due to potential disintermediation. BAE Systems is 'out' if above 200 pounds, but could be 'in' if it drops to 1700. Barrett Redrow is a 'hold' with the expectation of a UK property market turnaround. Mercado Libre is a 'hold' at the right price, but concerns about competing with Amazon and recent earnings overreaction are noted. Meta Platforms is considered not expensive for an IT company but valued as a communications stock, with potential if CapEx is tempered.
8 tracked mentionsNo linked signals detected
August 30, 2026
The UK's Number 1 Independent Stock Picker On the UK's Warren Buffet!
The creator discusses Terry Smith and Fundsmith's recent investment decisions, particularly their move into tech names like TSMC and AppLovin. The creator shares personal experience buying AppLovin at a lower valuation and notes that Fundsmith's entry point for AppLovin at $450 didn't appear phenomenal. The discussion touches on the difficulty of fund management, the importance of not losing money, and the concept of a "flaw" in valuation or market mispricing.
3 tracked mentionsNo linked signals detected
August 30, 2026
Is It Too Late to Buy AI Stocks?
The creator discusses the future of AI stocks, emphasizing that AI must deliver more than just basic utility to justify current hyperscaler spending. They note that while companies like Nvidia have benefited from AI demand, lower-quality companies like Intel are also seeing share price increases despite not having competitive products, suggesting a market driven by scarcity and demand rather than fundamental value in some cases.
9 tracked mentions2 linked signals