Creator Post Archive
Playing FTSE
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
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.
Oct 5, 2025
Why Pharma Stocks Are Going Up!
The creator discusses how Pfizer's pricing agreement with the US government has boosted sentiment across the pharmaceutical sector by removing regulatory uncertainty and avoiding potential tariffs.
Sep 21, 2025
Is Trump Ruining Stock Market Transparency? How You Are Affected!
Open the source post to review the creator thesis, linked mentions, and linked signals.
Sep 7, 2025
Zscaler's growth is zero-ing in on new highs
The creator discusses Zscaler's (ZS) Q4 2025 results, highlighting strong revenue growth (21% YoY) and billings (32% YoY), with remaining performance obligations up 31%. While net income was negative, operating and free cash flow margins were robust at 35% and 24% respectively. The creator notes that emerging products contributed 27% of new business. The outlook for Q1 and full-year 2026 suggests continued growth around 23%. The creator expresses some skepticism about deferred revenue as a metric but acknowledges the company's "rule of 50" performance.
Sep 7, 2025
Google Antitrust - The Winners & Losers
The creator discusses the verdict in Google's antitrust case, focusing on the judge's decision not to force the sale of Chrome or other key assets. The ruling acknowledges Google's illegal monopoly in search but aims to address it without dismantling core parts of the business.
Aug 31, 2025
SSP Stock: Lower Than When They Were ACTUALLY SHUT DOWN?
The creator discusses SSP, a FTSE 250 company that operates food and beverage outlets in travel locations like airports and train stations. The creator questions the brand recognition and customer experience of SSP's outlets, drawing a parallel to WH Smith's recent accounting issues.
Aug 31, 2025
CrowdStrike's Soaring Stock: Blip Forgotten, Valuation Remains...Hmm
The creator analyzes CrowdStrike's strong Q2 2026 results, noting that the business has effectively moved past its 2024 outage with reaccelerating revenue and raised guidance.
Aug 31, 2025
Our Take On Nvidia's Earnings
The creator analyzes Nvidia's exceptionally strong Q2 2026 earnings, highlighting record revenue, massive AI infrastructure demand, and a significant backlog supporting future growth.
Aug 24, 2025
Brown & Brown's Gone Down & Down
The creator discusses Brown & Brown (BRO), an insurance broker, noting its recent stock performance and business model. The company operates by acquiring smaller insurance brokers to expand its scale and reach within the specialist insurance broking industry. Despite the stock's recent decline, the company has no debt and holds significant net cash.
Aug 17, 2025
Quickfire Round + MELI!
The creator discusses Tesla in a quickfire round, stating they previously owned and sold the stock in January. While acknowledging Tesla's leadership in an emerging industry and its optionality, the creator expresses reservations about its current appeal.
Aug 17, 2025
How Jamie Picks Stocks
The creator discusses his 'Rule Breaker' investment philosophy, emphasizing the importance of industry leaders, founder-led management, and sustainable competitive advantages.
Aug 17, 2025
A Deep Dive Into Axon Enterprise!
The creator discusses their investment style, which is influenced by the "rule breaker investing" podcast. They emphasize investing in top-tier companies within emerging industries that have a sustainable competitive advantage and a strong history of price appreciation.
Aug 17, 2025
A Catch Up With Stocks & Savings!
Open the source post to review the creator thesis, linked mentions, and linked signals.
Showing 51-75 of 114 posts · Page 3 of 5