Creator Post Archive
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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.
Feb 15, 2026
Why the Stock Market Doesn't Like Monday's (Earnings)?
The creator analyzes monday.com's recent earnings, noting a significant beat on both revenue and EPS while highlighting the platform's intuitive no-code interface.
Feb 15, 2026
Roper Technologies: A SaaS Stock to Buy as Share Prices Plummet?
The creator analyzes Roper Technologies as a potential value play following a significant share price decline and a broader software sector sell-off.
Feb 8, 2026
Atlassian: Time to Buy Software Stocks?
The creator analyzes Atlassian's Q2 2026 earnings, highlighting a major cloud revenue milestone and a massive backlog of contracted work despite a cautious market reaction.
Feb 8, 2026
Alphabet Shares Sink on Huge Capex Spend
The creator analyzes Alphabet's impressive earnings, highlighting massive growth in Google Cloud and the successful integration of Gemini AI into Search.
Feb 8, 2026
Amazon Stock Crashes -- Time to Buy?
The creator analyzes Amazon's recent earnings-related sell-off, arguing that the market's negative reaction to increased capex is overblown given strong growth in AWS and advertising.
Feb 1, 2026
Up 38% In a Day -- Is Stride Still a Buy Here?
The creator provides a bullish thesis update on Stride, highlighting resolved technical issues, strong earnings growth, and explosive performance in the career learning segment.
Feb 1, 2026
Is it Safe to Buy Meta Shares Again?
The creator discusses Meta's recent stock performance following Q4 earnings, noting a significant increase in AI spending plans and strong revenue growth from its core family of apps.
Feb 1, 2026
SAAS Stocks Crash! Is This The Buying Opportunity of a Lifetime?
The creators analyze the dramatic price collapses of prominent SaaS companies, questioning if the current valuations represent a generational buying opportunity.
Jan 18, 2026
Is the Diageo Share Price Set to Bounce Back in 2026?
The creator discusses Diageo's potential turnaround under new leadership, highlighting the need to sell non-core assets and focus on key brands. Despite macroeconomic challenges and changing consumer habits, the new CEO has a playbook that has worked elsewhere.
Jan 18, 2026
Up 14%! An AI Toll Bridge to Buy Now?
The creator discusses VAT Group (VTA), a Swiss company specializing in high-end vacuum valves, highlighting their strong Q4 2025 results driven by increased demand from hyperscalers and memory manufacturers for AI data centers. The creator views VAT Group as a market leader with significant growth potential due to the increasing complexity of semiconductor manufacturing.
Jan 18, 2026
S&P 500 Financials -- Stocks to Buy Beyond Banks?
The creator reviews Q4 earnings for major US banks, noting strong interest income but expressing caution about the sector's near-term direction.
Jan 11, 2026
Two HUGE Institutional Investors Gobble 12%+ Of This UK Stock
The creator discusses Granger (GRG.L), highlighting recent price appreciation driven by institutional investment from Sir Michael Ashley and Norway's sovereign wealth fund. The stock is seen as undervalued with a significant discount to its net asset value.
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