Creator Post Archive
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Oct 4, 2026
Steve D's Q3 Portfolio Update
The creator provides a Q3 portfolio update, noting underperformance compared to indices like the S&P 500 and VWRP. They discuss portfolio additions, sales, and individual stock performance, highlighting both strong performers and laggards. The creator mentions having 34 positions and expresses a need to trim the portfolio size.
Oct 4, 2026
Steve W's Q3 Portfolio Update
The creator provides a Q3 portfolio update, noting a 1.2% decrease in their portfolio over the last three months, underperforming the VWRP, S&P 500, and FTSE 100. They discuss adding to Nintendo, Ashtead Technology, LVMH, and others, as well as new positions in Stryker, Netflix, and others. Sales included Amazon, ASML, and Accelus Technology, with the creator citing valuation concerns and a desire to reallocate capital.
Sep 27, 2026
On Sign Mbappe - Is Nike's Reign Over?
The creator discusses On Holding (ONON), a Swiss running shoe brand, highlighting its growth, a recent stock price drop due to wholesale slowdown, and management's strategy to protect full prices and brand image. The company has outlined ambitious growth targets for 2029, announced a significant share buyback program, and secured Kylian Mbappé for its new football division, structured partly with equity. The creator compares ONON to Nike (NKE), noting similar forward P/E multiples but contrasting revenue stagnation at Nike with ONON's growth.
Sep 27, 2026
Forget Lambo's - 50% Off Ferrari Here!
The creator discusses Exor, a Dutch holding company of a wealthy Italian family, highlighting its significant discount to Net Asset Value (NAV). The company's portfolio includes stakes in Ferrari, Stellantis, CNH, Philips, Juventus, and The Economist. Despite a substantial discount, the creator notes that Exor's stock has underperformed recently, with several of its holdings also declining. The discussion touches on Ferrari's recent performance and the market's reaction to its new electric vehicle, as well as positive performance from CNH and Exor's asset management arm, Lingotto.
Sep 27, 2026
Vistry's House Tumbles Down Again!
The creator discusses Vistry's (VTY.L) recent interim results, highlighting significant issues with cost overruns, particularly in the South East division, and a shift in strategy towards a pre-sale model. The company has revised its financial targets and is undergoing restructuring, leading to a negative outlook on its valuation and future prospects.
Sep 20, 2026
Buy, Sell, or Hold? Featuring ISA Investor UK
The creator discusses several stocks, expressing a negative sentiment towards Airbnb due to personal experience and financial concerns, and a mixed but cautious view on Alibaba due to its opacity and valuation. For ASML, the creator acknowledges its monopolistic position but expresses reservations about its high valuation and potential competition, leading to a bullish but not buying stance.
Sep 20, 2026
A Low-Cost Copper Mining Stock to Consider Buying?
The creator discusses KGHM, a copper and silver miner, comparing it to Southern Copper. The thesis suggests KGHM could become more attractive if silver prices rise, potentially lowering their cash costs disproportionately more than other miners. The discussion also touches on the company's operational jurisdictions and their relative stability compared to other mining regions.
Sep 20, 2026
Inside the Portfolio of an ISA Millionaire
The creator discusses their investment portfolio, which is broadly structured around a 60/40 split between stocks and other assets like gold, silver, and crypto. Within the stock allocation, they focus on specific sectors such as semiconductors, copper miners, financial infrastructure companies, and industrial automation. The investment philosophy centers on identifying long-term physical asset themes and "picks and shovels" plays, looking 5-10 years into the future, rather than traditional software or "Mag 7" tech stocks.
Sep 13, 2026
The UK's Number 1 Stock Picker's Largest Investment
The creator discusses Rosebank, a UK-based company that floated on the AIM in July 2024 and joined the Footsie 250 in May 2024. Despite a recent pre-tax loss of $52 million, its shares rose 5%. The company is valued not for its accounts but for its management team, which consists of former Melrose executives. Rosebank employs a buy, improve, sell business model, aiming to double shareholders' money within 3-5 years by acquiring underperforming industrial businesses, restructuring them, and selling them on. The creator views this as a buy, comparing it to Melrose Industries and Havan Trans.
Sep 13, 2026
An under-the-radar UK stock to buy?
The creator discusses Frontier Developments (FDEV), an AIM-listed UK game studio, highlighting its recent strong financial results with record revenue and profit. The company's success is driven by its popular simulation games like Jurassic World Evolution, Planet Coaster, and Planet Zoo, which contribute significantly to sales. The creator notes a special dividend and a substantial share buyback, while also mentioning a dip in gross margin due to royalty costs and physical sales, and a beneficial change in the UK's video games tax relief system.
Sep 6, 2026
Another 5 Solar Stocks for Your Watchlist
The creator discusses Solar Edge (SEDG) and Enphase Energy (ENPH), two solar companies. Solar Edge has seen a significant market cap drop and is currently not GAAP profitable, with free cash flow evaporating. Enphase also experienced a sharp decline in US sell-through due to tax credit expirations, though it remains cash generative and is seeing growth in Europe. Both companies are exploring new products for AI data centers.
Sep 6, 2026
5 Solar Stocks to Consider Buying Right Now?
The creator discusses a thesis that AI data centers' rapid growth is outpacing traditional power infrastructure, leading to a demand for solar and storage solutions that can be deployed quickly. The focus is on companies positioned to benefit from this specific AI-driven power demand, considering US policy crosscurrents like tariffs and tax credits that impact domestic manufacturers versus those relying on imported supply chains.
Aug 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.
Aug 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.
Aug 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.
Aug 30, 2026
What's in James Fox's Portfolio?
The creator discusses their successful stock market performance over the past year, averaging 4.2% per month, driven by identifying key thematics and valuations. They highlight Micron as a major winner, having entered at $130 and bought more at $220, benefiting from the memory bottleneck and AI revolution. The creator also mentions selling winners like Barclays and Lloyds, exiting Rolls-Royce, and taking positions in companies like Credo, Marvell, SanDisk, Sanmina, and Jet2 during market pullbacks in March, emphasizing the importance of investing in weak markets and finding stocks with growth potential at attractive valuations.
Aug 23, 2026
Why Doesn't the Stock Market Like Klarna?
Klarna reported strong Q2 earnings, beating on key metrics like revenue and swinging to net income positive. However, the stock was hammered due to significantly lowered guidance for GMV and revenue, despite an increase in transaction margin dollar guidance. Management cited currency translation, softer consumer spending in Germany, and accounting changes as reasons for the guidance cut.
Aug 16, 2026
Why the stock market doesn't like Monday's... earnings
The creator discusses monday.com's Q2 earnings, noting solid results but a stock price decline attributed to conservative guidance and a strategic pivot towards AI. Despite strong enterprise growth and ARR increases, the company's workforce reduction and reinvestment strategy, coupled with a lower revenue growth forecast, spooked investors. The stock experienced a dip but has since recovered partially, with the buyback authorization now fully utilized.
Aug 16, 2026
After Warren Buffett, Berkshire Hathaway is buying stocks!
The creator discusses Berkshire Hathaway's recent earnings report, highlighting strong operating earnings growth driven by various segments like manufacturing, services, retail, energy, and BNSF railroad. However, insurance results, particularly from Geico, were weak due to increased claim frequency and magnitude, leading to a mixed market view on the stock despite overall positive operational performance.
Aug 16, 2026
Is Adyen still one of the best stocks to buy right now?
The creator discusses Adyen's recent earnings report, highlighting revenue and processed volume growth. They focus on management's strategic moves, including acquisitions and new product launches aimed at integrating further into merchant operations and leveraging AI. The report also notes significant enterprise customer wins and Adyen's efforts to secure direct access to payment systems and shape future commerce infrastructure.
Aug 9, 2026
No Amazon, No Problem? This US Company Marches On! Or Does It?
The creator discusses Progyny (PGNY), a fertility and women's health benefits business for large employers. Despite losing Amazon as its largest customer, Progyny showed strong underlying growth in its second quarter of 2026, with revenue increasing 11% when adjusted for the loss. The company maintains a clean balance sheet with no debt and has seen growth in client count and member access to its services.
Aug 9, 2026
Time to Buy Uber Shares on Robotaxi Fears?
Uber's stock has seen volatility, down 24% over 12 months, largely due to concerns about its significant investment in autonomous vehicle technology and robotaxis. Despite strong recent earnings growth and free cash flow, investors are wary of the shift from a capital-light model to a heavy investment phase, a pattern seen in other tech companies like Amazon and hyperscalers.
Aug 9, 2026
SAAS Winners, Losers, and Disasters: Is AI Killing Software Stocks?
The creator discusses how AI is acting as a sorting mechanism for software stocks, separating essential businesses from optional ones. They highlight Atlassian (TEAM) as a prime example of a company well-positioned for the AI era due to its "teamwork graph" and contextual AI product, "Rovo." Despite a temporary accounting wrinkle affecting reported revenue, the underlying business shows strong, compounding growth.
Aug 9, 2026
MercadoLibre Shares Down! Time to Buy for Long-Term Investors?
The creator discusses MercadoLibre's recent 7% stock drop following Q2 earnings, noting that despite revenue growth and increased user engagement, operating income is down due to the company reinvesting heavily in its ecosystem, similar to Amazon's strategy. While the market dislikes this short-term profit sacrifice, the creator suggests it could lead to long-term competitiveness, comparing it to other companies like Wise, JD Wetherspoon, Compass Group, and Costco.
May 31, 2026
MongoDB Surges on Huge Earnings and AI Strength
MongoDB (MDB) is highlighted as an "unsung hero" of the AI revolution, benefiting from its flexible, cloud-native database platform built on JSON-shaped data. The company recently reported strong earnings, exceeding revenue guidance with significant growth in its Atlas product, and showing increased customer adoption of multiple features. The AI narrative is gaining traction with customer examples, suggesting durable momentum and a strategic shift towards platform-level commitments from enterprises.
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