Creator Post Archive
Playing FTSE
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
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.
May 31, 2026
A Chance to Buy Shares in a FTSE 100 Giant?
The creator discusses BP, a FTSE 100 company, which has seen its stock price decline due to external factors like oil price volatility and internal issues, including the removal of its chairman over alleged inappropriate behavior. Despite short-term market reactions, the creator suggests a long-term perspective is warranted, highlighting BP's past struggles with renewable energy investments and a recent strategic shift back to hydrocarbons under new leadership.
May 31, 2026
Costco: Still a Top Quality Growth Stock?
The creator discusses Costco (COST), highlighting its unique membership-based model where fees subsidize low merchandise margins, creating a strong value proposition. Despite a recent 8% drop and mixed Q3 results with slower comparable sales growth when excluding gas and FX, the company's gas business saw extraordinary performance due to widened price gaps, attracting new customers who tend to spend more and renew memberships at higher rates. The creator notes the stock is trading around $950.
May 31, 2026
Warren Buffett's Company Buys an Airline... Again
Berkshire Hathaway, under new leadership, has made a significant investment in Delta Air Lines, marking a return to the airline sector after a previous unsuccessful foray. This investment is seen as a contrarian bet, with the author highlighting Delta's strong year-to-date performance compared to its peers and the current industry downturn.
May 17, 2026
Is Monday.com Actually a Stock Market AI Winner?
The creator discusses monday.com's pivot to an AI work platform, analyzing its financial performance, customer growth, and new AI features. The discussion also touches on the rising costs of AI tokens versus human labor, questioning the long-term economic viability of AI-driven automation for certain tasks.
May 10, 2026
Up 19% in a Month! Time to Buy Duolingo Shares?
The creator discusses Duolingo's (DUOL) recent performance, highlighting strong revenue and EPS growth despite a negative market reaction to softer Q2 guidance and a user-prioritization strategy. The company is focusing on long-term user growth over immediate monetization, aiming for 100 million daily active users by 2028, and is investing in AI and new features to enhance user experience and content velocity.
May 10, 2026
Is Berkshire Hathaway a Buy Without Warren Buffett?
The creator discusses Berkshire Hathaway's rising cash balance and the implications for its future under Greg Abel. While revenues and profits are up, the focus is on the $380 billion cash pile. The creator speculates that Abel may not have the same freedom as Buffett to hold cash and suggests a potential buyback of Buffett's stake as a possibility.
May 10, 2026
Down 45%! Is it Finally Time to Move on From Transmedics Shares?
Transmedics (TMDX) experienced a significant stock price drop following its Q1 earnings report, primarily due to an EPS miss and margin compression. Despite the market's negative reaction, management has signaled 2026 as a heavy investment year focused on R&D for new products and international expansion. Key growth catalysts include the Enhance heart and Denovo lung trials, with FDA approval expected in 2026.
May 3, 2026
Mastercard: A Serial Stock Market Outperformer?
The creator discusses Mastercard's business model as a network operator, highlighting its strong Q1 2026 financial results with significant revenue and net income growth. The company's accelerated buybacks suggest confidence in its current valuation and long-term growth potential, driven by the global shift from cash to digital payments.
May 3, 2026
Alphabet, Amazon, Meta, & Microsoft! A Huge Week for the Stock Market
The creator discusses recent earnings reports from big tech companies, focusing on cloud and ad revenue growth for Microsoft, Alphabet (Google), Amazon, and Meta. While Google Cloud shows the fastest percentage growth, all three hyperscalers are adding significant dollar amounts of new business. In advertising, Meta and Google show strong growth, with Google continuing to dominate the ad market.
May 3, 2026
Down 29% in 2026! Is it Time to Buy Nike Shares?
The creator discusses Nike's (NKE) stock, noting it's down significantly from its all-time highs and currently trading around $44. Despite recent earnings beating analyst expectations for revenue and EPS, the stock fell over 8% in extended trading. The creator expresses past interest in buying if the stock reached the $40s range and is now evaluating if it's a good time to buy.
Apr 26, 2026
Thinking of Buying Nvidia Shares? Check This Out First...
The creator discusses SK Hynix, a South Korean memory chip maker, highlighting its role as Nvidia's primary supplier for high bandwidth memory (HBM) used in AI accelerators. The company has sold out production through 2026-2027, driven by parabolic HBM demand and surging DRAM prices. SK Hynix reported blowout earnings with record operating margins, significantly outperforming industry averages and demonstrating a strong balance sheet.
Apr 26, 2026
Netflix Shares Down! Time to Buy?
The creator discusses Netflix's recent earnings report, noting a stock price dip due to Q2 expectations being lower than anticipated. Despite a significant boost to EPS from a collapsed Warner Brothers Discovery deal, the underlying operating leverage is modest. The creator also touches on the failed WBD acquisition and Paramount's subsequent deal, suggesting Netflix might be able to acquire WBD assets later for less.
Showing 1-25 of 126 posts · Page 1 of 6