Creator Post Archive
Playing FTSE
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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!
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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!
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Aug 10, 2025
Dutch Bros: The Sweetest Thing on the NYSE?
The creator discusses Dutch Brothers, highlighting its strong revenue growth, impressive earnings beat, and positive same-store sales. Despite the company's mission focused on coffee, its primary offerings are sugary drinks. The creator notes the long queues at Dutch Brothers locations, suggesting that improved service could further boost performance. The company has also raised its financial guidance and plans to open new stores.
Aug 10, 2025
We Check In on Airbnb
The creator discusses Airbnb's valuation, noting that despite a higher PE ratio now compared to a year ago, the free cash flow multiple remains similar. The stock is down 6% after Q2 earnings, and the creator is re-evaluating their previous stance.
Aug 10, 2025
Toast's Growth Is Anything But Crumby!
The creator discusses Toast, a technology platform for restaurants, highlighting its Q2 performance with strong revenue growth and increased net income and free cash flow. Despite a slight miss on EPS, the company raised its full-year adjusted EBITDA guidance and added a record number of new locations. Key developments include international expansion into Australia and a new partnership with American Express.
Aug 3, 2025
Transmedics Soars - Earnings Of The Week?
The creator highlights TransMedics' exceptional earnings performance, noting significant beats on revenue and EPS while dismissing previous short-seller concerns.
Aug 3, 2025
Amazon Plummets On Weak Earnings?
The creator analyzes Amazon's 8% post-earnings decline, attributing the sell-off to weak Q3 guidance and AWS growth lagging behind competitors despite a beat on revenue and earnings.
Aug 3, 2025
Taylor Wimpey's Earnings Deep Dive - Green Shoots!?
The creator bought Taylor Wimpey shares despite a mixed earnings report, citing resilience in underlying performance and a strong balance sheet. The company faced significant charges for fire safety remediation and defects, leading to a pre-tax loss, but reiterated full-year completion guidance.
Jul 27, 2025
A Very Important Hidden Company! Manhattan Associates
The creator discusses Manhattan Associates (MANH), a software company that helps businesses manage supply chains. While revenue growth was modest, the company is transitioning to a recurring revenue model and is a leader in its space, serving major clients like Walmart and Home Depot.
Jul 27, 2025
Alphabet Strong Earnings - Cloud Growth Up BIG!
The creator highlights Alphabet's strong quarterly performance, specifically noting massive growth in cloud revenue and the successful integration of AI into search.
Jul 20, 2025
Did ASML Just PULL Guidance?
The creator discusses ASML's Q2 2025 earnings, noting a slight dip in sales and net income but a significant increase in bookings. The main concern arose from the company's inability to confirm 2026 growth due to macroeconomic and geopolitical uncertainties, leading to a sharp decline in share price.
Jul 13, 2025
Why Steve D is Buying Tecnoglass
The creator is bullish on Tecnoglass (TGLS), citing its vertical integration, record-high margins, and dominant position in the US impact-resistant glass market.
Jun 29, 2025
Steve W's Portfolio Update - A New Top 5 Position!
The creator discusses their portfolio performance over the last six months, noting that while the portfolio has grown, it has underperformed the cash invested. They detail several sales, including JD Weatherspoon, US Railroads, and Southern Copper, and mention Tristell's strong performance.
Jun 29, 2025
Steve D's Portfolio Update - Everything He's Bought & Sold!
The creator discusses their portfolio performance over the last three months, noting a slight gain but still being down year-to-date. They mention feeling a "malaise" due to periods of underperformance but emphasize the need to push through. The creator lists their current 26 holdings, highlighting increased concentration in the top five positions.
Jun 15, 2025
- YouTube
The creator analyzes Danaher as a high-quality healthcare growth stock that is currently undervalued due to temporary post-pandemic inventory issues.
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