Creator Post Archive
Playing FTSE
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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.
Jan 11, 2026
Is Now the Time to Buy Defence Stocks? - Here's Whats Changing!
The creator discusses two announcements related to US defense companies: a potential ban on dividends and share buybacks by Trump, and a proposed increase in the US defense budget to $1.5 trillion in 2027. While the initial announcement caused share prices to drop, they recovered on the prospect of increased government spending.
Dec 21, 2025
Are We Jetting Off To Buy This UK Stock?
The creator discusses Jet 2, a UK-based holiday company, highlighting its surprisingly low valuation and strong net cash position. Despite the cyclical nature of the airline industry, Jet 2 appears to be an exception due to its financial health and potentially overlooked status.
Dec 14, 2025
Duopoly That's Never Lost A Customer?!
The creator discusses Synopsys (SNPS), highlighting its fiscal year 2025 results, including revenue growth and the integration of its acquisition, Ansys. The company operates in a duopoly with Cadence Design Systems in the electronic design automation (EDA) software market.
Dec 14, 2025
Photoshopping Gains? Are Adobe Shares in Trouble?
The creator analyzes Adobe's recent earnings and valuation, noting that while growth is slowing to low double digits, the stock may be entering value territory at 20-21x earnings.
Nov 9, 2025
Unsexy, Unloved, S&P 500 Outperformer.
The creator discusses Tyler Technologies (TYL), a software company serving local and state governments in the US. Despite being in the software sector, TYL is presented as a resilient business due to its niche market and the slow-moving nature of its clients, making it less susceptible to AI disruption.
Nov 9, 2025
Datacentre Picks & Shovels Play?!
The creator introduces Coherent, a global technology company specializing in photonics and materials engineering, highlighting its role in AI networking, silicon carbide for EVs and power grids, and industrial lasers. The discussion also touches on the CEO's significant compensation package.
Nov 2, 2025
Paypal Stock Still Isn't Performing
The creator discusses PayPal's recent earnings and its partnership with OpenAI, expressing skepticism about the stock's temporary price surge and the deal's actual financial impact.
Nov 2, 2025
Meta shares crash - is the stock market next?
The creator analyzes Meta's stock crash, attributing it to massive AI spending that lacks the immediate external demand seen at competitors.
Nov 2, 2025
Googles Incredible Earnings
The creator provides a highly positive review of Alphabet's Q3 earnings, emphasizing record-breaking revenue and the successful monetization of AI across its business segments.
Oct 26, 2025
A Buy Case For Case New Holland Stock
The creator presents a bullish case for CNH Industrial, highlighting its transition toward autonomous farming technology and the potential for significant margin expansion by 2030 despite current cyclical headwinds.
Oct 26, 2025
Netflix Shares Sink On Good Earnings - A Chance to Buy?
The creator analyzes Netflix's Q3 earnings, suggesting the recent 10% stock drop is an overreaction to a non-recurring tax settlement. Underlying revenue growth and the scaling advertising tier point toward a positive trajectory for the company.
Oct 19, 2025
Have LVMH shares Finally Bottomed Out?
The creator analyzes LVMH's recent earnings as a sign of a potential bottom in the luxury sector and notes that Diageo's recovery is likely still lagging due to weakness in spirits.
Oct 12, 2025
JD Wetherspoon: A FTSE 250 stock in trouble?
The creator discusses JD Wetherspoon's full-year results, noting revenue growth and stable operating margins despite cost pressures. However, increased net debt raises concerns about future interest rate risks.
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