Creator Post Archive
Playing FTSE
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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.
Jun 8, 2025
Stocks to Buy, Sell or Hold - Is The Doctor In?
The creator evaluates several stocks in a quick-fire format, expressing strong bullishness on Nvidia's valuation and Diageo's luxury strategy while remaining cautious on Lloyds and bearish on Greggs.
Jun 8, 2025
Pinterest: a Stock to Buy?
The creator presents a bullish case for Pinterest, highlighting its attractive valuation, AI-driven efficiency gains, and significant untapped potential in international monetization.
Jun 8, 2025
How To Find Stocks to Buy
The creator explains his research process using PEG ratios while warning that high-multiple stocks like AppLovin, Tesla, and Palantir are at risk due to macroeconomic headwinds and rising tariffs.
Jun 1, 2025
Trump Uses Nvidia To Chip Away At China!
The creator discusses Nvidia's recent earnings, highlighting strong revenue growth driven by data center demand and AI buildouts, despite a significant impact from US export bans on sales to China. The creator notes that the China market for AI is now largely closed to US companies.
Jun 1, 2025
Diageo: Reasons To Be Merry?!
The creator discusses Diageo's recent trading update, noting a 6% increase in organic sales driven by price mix and growth in Latin America. However, the creator expresses skepticism about the sustainability of US growth, attributing it to demand pulled forward due to tariffs, and suggests underlying growth is closer to 2.5%.
May 25, 2025
Best UK Earnings We've Seen This Year!
The creator is highly positive on Diploma (DPLM), an industrial distributor, following strong interim results that exceeded expectations. The company raised its full-year organic revenue growth guidance, signaling robust performance beyond historical averages.
May 25, 2025
Jaws On The Floor - Googles HUGE New AI Features
The creator discusses Google's recent IO conference, highlighting new AI features, particularly advancements in Gemini. The focus is on how Google is moving beyond basic chatbots to create tangible products and personal assistant capabilities, with Gemini demonstrating impressive features like apartment searching, appointment booking, and calendar integration.
May 18, 2025
United Health Timeline - And What We Think!
The creator discusses UnitedHealth Group's significant share price decline, attributed to lower-than-expected earnings, revised full-year guidance, unexpected CEO departure, and a reported DOJ investigation into Medicare fraud. The company has denied the investigation and stood by its Medicare Advantage program.
May 11, 2025
We Haven't Done Well With Mercado Libre
The creator discusses Mercado Libre's (MELI) recent earnings report, highlighting strong growth across its e-commerce and fintech segments. Despite impressive revenue and user growth, there are concerns about increasing past-due amounts in its credit portfolio due to limited credit history information in its operating regions.
May 11, 2025
Abu Dhabi Next For Impressive Disney!
The creator discusses Disney's recent Q2 earnings report, highlighting revenue and income growth across several segments, including entertainment and experiences. While the sports segment faced higher programming costs, overall subscriber numbers for Disney Plus and Hulu increased. The company also provided guidance for fiscal year 2025, projecting increased adjusted EPS and cash flow.
May 11, 2025
Buffett Is Leaving Berkshire Hathaway
The creator discusses Warren Buffett stepping down from Berkshire Hathaway and handing over to Greg Abel. The stock saw a 6% drop following the announcement. The creator believes the transition will be smooth and that Abel, known for being more hands-on with subsidiaries and interested in capex, may drive more efficiency from existing businesses. The creator expresses agnosticism about whether this will be positive or negative.
May 4, 2025
Duolingo Could Have A Very Bright Future Ahead
The creator discusses Duolingo's strong financial performance and user growth, highlighting beats on revenue and EPS, alongside impressive subscription and user engagement metrics. The company's use of generative AI to launch new language courses is also noted as a positive development.
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