Creator Post Archive
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Apr 26, 2026
Intuitive Surgical: Time to Buy this S&P 500 Heavyweight?
The creator discusses Intuitive Surgical (ISRG), highlighting its strong recent earnings report with significant year-over-year growth in revenue and EPS, driven by strong performance across all business segments and increased system placements. The company's "razor and blade" model, particularly its recurring revenue from instruments and accessories, is noted as a key strength. Despite a historically high valuation, the stock's performance post-earnings suggests continued investor interest.
Apr 15, 2026
Salesforce Launches HUGE Share Buyback!
The creator discusses Salesforce's aggressive $25 billion share buyback plan funded by debt, questioning its brilliance or desperation. The move is contrasted with Charter Communications' past buyback strategy, which ultimately failed due to industry decline and rising interest rates. The creator expresses skepticism about Salesforce's strategy, especially given the AI threat and slowing growth, and notes similarities with Adobe's current situation.
Apr 15, 2026
UK Stocks: What We're Doing Ahead of Q2
The creator discusses their UK stock portfolio, highlighting strong performers like Senior and Cohort, while considering potential changes. They are contemplating selling Senior due to its turnaround being priced in and potentially replacing it with Compass Group, despite Compass's recent struggles in the US. Another potential swap discussed is replacing MoneySuperMarket, due to concerns about AI disintermediation and declining ad margins, with "Having Trans" which is seen as having a brighter future. The creator expresses general satisfaction with the portfolio's performance and a willingness to let it run.
Apr 15, 2026
Gamma Communications Shares Surge on Takeover News! But...
The creator discusses Gamma Communications (GAMA) which has surged due to takeover news. While the stock is up significantly, the creator expresses disappointment as they are currently holding the stock at a loss and the potential takeover price might not be favorable. The creator also analyzes Gamma's recent earnings, highlighting challenges with revenue growth and the transition to digital services, concluding that they would not buy the stock at this time.
Apr 15, 2026
Need Extra Cash? This Bank Stock Looks Interesting...
The creator discusses Dave (DAVE), a fintech company offering cash advances and banking services to Americans living paycheck to paycheck. Despite a rocky past, including a SPAC merger and significant stock price decline, Dave has undergone a turnaround with improved monetization, a proprietary AI model for credit assessment, and expanded product offerings. The company is now profitable with strong revenue growth and free cash flow, leading the creator to consider it a compelling investment, though regulatory risks and potential economic downturns are noted.
Apr 15, 2026
Why Serial Acquirers Are Some of the Best Growth Stocks Around
The creator discusses the appeal of serial acquirers, highlighting their ability to achieve growth through strategic acquisitions at high returns on capital. Companies like Diploma, Constellation Software, and Topicus are mentioned as examples of successful serial acquirers that diversify their holdings, reduce risk, and maintain strong return metrics even when paying slightly higher multiples for quality businesses.
Apr 15, 2026
11 Stocks to Consider Buying?
The creator discusses several stocks, providing brief opinions on their investment potential. Key mentions include Apple (too expensive), Berkshire Hathaway (good business despite Buffett's absence), Cohort (right place, right time but not high quality), Games Workshop (strong franchise but not a personal fit), Judges Scientific (good business but dependent on funding and volatile), Rolls-Royce (benefiting from tailwinds but needs testing in a weaker environment), Renew Holdings (not a desired ownership), Wise (payments area too dynamic), ASML (not a preferred investment type), and Danaher (good business with temporary headwinds, but concerns about valuation and China competition).
Apr 15, 2026
No Excuses: Why Fundsmith is Falling Short
The creator discusses the Fundsmith annual shareholder meeting, focusing on Terry Smith's explanations for the fund's recent underperformance. While agreeing with Smith's point that passive investing is active, the creator disagrees with his conclusions on AI and drug companies, and criticizes his defensive stance on underperformance and his avoidance of capital expenditure.
Apr 15, 2026
Are SaaS Stocks Dead or in Deep Value Territory?
The creator discusses the impact of AI on the stock market, expressing nervousness about high spending in AI and historical trends suggesting poor investment returns from technological change. They analyze specific companies like Adobe, Salesforce, Experian, Wolters Kluwer, and Roper Technologies, focusing on valuation, disruption risk, and business models in the context of AI. The creator leans towards companies with diverse, niche software businesses and strong cash generation, like Roper Technologies, seeing them as less vulnerable to AI disruption.
Apr 15, 2026
How to Find Top Quality Shares to Buy
The creator discusses the concept of "quality" in investing, emphasizing durability and resilience over mere growth. They analyze companies like Netflix, Heinz, Unilever, Reckitt Benckiser, and National Grid, highlighting the challenges of maintaining relevance and competitive advantage over time. The discussion then focuses on Diageo, exploring its transition under a new CEO, its challenges with declining sales in key categories like tequila, and the strategic shift towards ready-to-drink formats and catering to the "squeezed middle" to improve overall profit levels, despite the inherent risks.
Apr 15, 2026
European Stocks Crash in Q1! Time to Buy?
The creator discusses the poor performance of European stocks in Q1, highlighting both strong performers like Xtralis and ASML, and significant laggards such as Klarna and Adyen. They are considering portfolio changes, with Wolters Kluwer being a potential new addition due to its recent downturn, while Carl Zeiss Meditec and Safran are candidates for removal.
Apr 15, 2026
How Did Steve W's Stocks and Shares ISA do in Q1?
The creator reviews their Q1 portfolio performance, which was down 6%, underperforming the FTSE 100 and S&P 500. They discuss specific stock movements, including gains in Cord Energy, CNH, Rentokil, and Bunzl, and losses in Vistry, Gamma Communications, and Celebrus. The creator also details their recent buying activity in Microsoft and Roper Technologies, and selling of CNH and Cord Energy, explaining their investment theses for each. They also touch upon adding to existing positions like Amazon, Bunzl, Wetherspoon, and Diageo, and express interest in future investments like Judges Scientific, M&G, and Vistry.
Apr 12, 2026
4% Dividend Yield: A Rare Change to Buy Unilever Shares?
Unilever's stock dropped 7% after announcing the sale of its food business to McCormick for $44.8 billion. The deal, which includes a significant portion paid in stock, has led to a lower valuation multiple for Unilever's remaining personal care and beauty businesses. The creator suggests that while the market views the deal negatively, holding Unilever shares for about a year might become interesting due to the increased dividend yield and potential for the remaining business to be re-rated.
Apr 12, 2026
Meet Rubrik: A High-Growth-Low-Value SAAS Stock to Buy Right Now?
The creator discusses Rubrik (RBRK), a data security SaaS company, highlighting its strong revenue growth, increasing subscription ARR, and improving margins. Despite a net loss, the company is nearing break-even on a non-GAAP basis, and the enterprise customer base is expanding, leading the creator to add it to their portfolio.
Apr 12, 2026
Selling an Outstanding FTSE 250 Stock to Buy...
The creator is selling Money Supermarket (MONY) due to concerns about AI disintermediation and limited growth, despite its dividend and low PE. They are buying Avtrans (AVTR) as a replacement, seeing it as a disciplined capital allocator in specialist engineering with strong growth potential and a different risk profile.
Apr 12, 2026
The European Stocks We're Buying and Selling in Q2
The creator is making changes to their stock portfolio, specifically selling Extron due to contracting revenue and compressing margins, and buying Spotify. The rationale for selling Extron is its weakness in the silicon carbide segment and reliance on future recovery. Spotify is being bought for its exceptional Q4 performance, user growth, and expanding margins, despite a high P/E ratio.
Mar 8, 2026
A Huge Chance to Buy this FTSE 100 Stock?
The creator discusses Informa's stock drop due to geopolitical concerns in the Middle East, which impacts their trade show business. Despite the volatility, the creator views the current price as a buying opportunity, supported by the company's commitment to a share buyback program.
Mar 8, 2026
A Small UK Growth Stock with Huge Prospects
The creator discusses Avingtrans (AVG), an AIM-listed engineering company, highlighting its involvement in key growth sectors like nuclear energy, AI data centers, and medical imaging. The company's strategy focuses on acquiring undervalued niche businesses, investing in them, and exiting at a premium.
Mar 8, 2026
A FTSE 250 Stock in Deep Value Territory
The creator discusses Vistry's recent earnings report, noting a significant stock price drop following the release. Key concerns include weaker guidance for 2026, strategic price reductions impacting margins in the open market segment, and the upcoming retirement of the CEO.
Mar 1, 2026
A Pharma Stock to Consider Buying Before April?
The creator highlights Axsome Therapeutics as a compelling buy ahead of a major FDA catalyst in April, citing strong revenue growth and a clear path to profitability.
Mar 1, 2026
Is Axon Still One of the Top Growth Stocks Post-AI?
The creator analyzes Axon Enterprise, highlighting its impressive revenue growth and AI potential while cautioning against its high valuation and stock-based compensation.
Mar 1, 2026
A US Stock Set to Explode?
The creator presents a strong bullish case for Transmedics, highlighting its dominant position in organ preservation technology and its potential for massive expansion into the kidney transplant market.
Mar 1, 2026
Dividend Cut for a FTSE 100 Income Stock! Time to Sell?
The creator discusses Diageo's significant dividend cut and weak earnings report, expressing major concerns over the company's strategic shift away from premium products.
Mar 1, 2026
Is it Too Late to Buy Cava Shares?
The creator evaluates Cava's growth potential as a 'Mediterranean Chipotle' while weighing its strong execution against a high valuation and slowing traffic.
Feb 22, 2026
Molina Healthcare: A Deep Value Stock to Buy Right Now?
The creator analyzes Molina Healthcare as a deep value opportunity, noting that while 2026 may be a transition year, its industry-leading cost structure makes it attractive to prominent value investors.
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