Creator Post Archive
Playing FTSE
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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.
May 4, 2025
Tim Cook & Apple's Little White Lie?
The creator discusses Apple's recent earnings report, noting that while revenues and EPS were up, the market reacted negatively. Key points include slower growth in services than previously, but a positive increase in iPhone revenues and North American sales. The company also announced significant reinvestment plans.
May 4, 2025
Amazon's Meh Earnings...Or Where They?
The creators analyze Amazon's Q1 2025 earnings, arguing that the results are stronger than the market's neutral reaction suggests, particularly in AWS and advertising.
Apr 27, 2025
Enphase Plummets: Tariffs, Weak Results, and a Dim Solar Outlook.
The creator discusses Enphase Energy's recent poor performance, citing missed earnings expectations, declining revenue, and negative impacts from tariffs and high interest rates. The outlook for the solar industry and Enphase specifically appears dim, with further uncertainty surrounding government incentives.
Apr 27, 2025
Intel: Beating Expectations in the Land of Low Expectations.
The creator discusses Intel's recent earnings report, noting that revenue was flat and beat expectations, but the company reported a loss. While the data center group saw an 8% increase in sales, the client computing group's revenue fell 8%. The new CEO, who previously worked at Cadence, has initiated operational efficiency improvements, but the creator views the report as uninspiring and suggests investors need to see a clear path for Intel to regain market share and achieve sustainable growth.
Apr 27, 2025
Tesla: Musk's Back to Save the Day (From a 20% Sales Nosedive and Tariffs)
The creator discusses Tesla's Q1 earnings, which were poor with significant declines in revenue and auto revenue. Despite the bad earnings, the stock rose, with the narrative suggesting this was due to Elon Musk's increased focus on Tesla. The creator posits that Tesla's market cap can only be justified by success in robo-taxis, which is heavily dependent on regulation, and suggests Musk's involvement in government could be beneficial for navigating these regulatory hurdles.
Apr 27, 2025
The Obituary for Google Was Premature.
The creator sarcastically refutes the idea that Google is a dead company, highlighting strong revenue and EPS growth, significant cloud segment performance, and substantial buybacks and dividend increases. The creator also details Google's advancements and investments in AI, including new models and integrations across its product suite.
Apr 20, 2025
ASML Slips - It Might Be a Buy For Us!
The creator discusses ASML's recent earnings report, noting a stock price drop despite some positive operational metrics. While acknowledging macro uncertainties and missed booking targets, the creator views the current dip as a potential buying opportunity, citing strong AI demand and positive customer conversations for future growth.
Apr 20, 2025
Netflix Earnings Rundown! Are We Buying Here?
The creator provides a bullish breakdown of Netflix's latest earnings, emphasizing strong revenue growth, high operating margins, and a successful shift toward financial-driven valuation.
Apr 6, 2025
Steve W's Sell Regrets!
The creator discusses recent stock sales, rating them from great to terrible. They sold half their stake in Citigroup at a near-peak price, viewing it as a good sell due to valuation concerns despite underlying business improvements. They also sold their entire stake in Primary Health Properties at a loss, which they consider a terrible sell.
Apr 6, 2025
Buy Updates From Steve W
The creator discusses their recent stock purchases and additions, noting that their portfolio has underperformed year-to-date but has beaten a benchmark. They highlight DCC as a new buy due to a special situation involving asset sales and potential cash dividends, and CRUS as another purchase despite its recent decline, citing its recurring revenue growth.
Apr 6, 2025
Here's What Steve D Has Been Buying!
The creator discusses their portfolio performance, which has declined significantly in the recent period. They detail additions to existing positions like Fat Group, Alexandria, Accelis Technology, and Ashtad Technology, and highlight a new buy in Novo Nordisk, which has underperformed due to mixed drug trial results. The creator also mentions adding to Judges Scientific and discusses Steel Dynamics, which has pulled back following tariff announcements.
Mar 16, 2025
Sign Up To This Stock!?
The creators analyze DocuSign's strong quarterly performance, noting beats across all major metrics and a positive outlook on its AI-driven platform expansion.
Mar 16, 2025
Disinfect Your Portfolio With This Small Cap!
The creator introduces Chell (ticker: CHLL), a small-cap company on the AIM market, focusing on hospital decontamination and disinfection products. The company has a strong balance sheet with net cash and no debt, and its signature product range, Trel, uses chlorine dioxide for decontaminating surgical devices.
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