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smartCompass Value Investing

YouTube | stock

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Tracked since April 7, 2026

Performance since April 15, 2026

Creator strategy
+2.79%
S&P 500
+4.47%
Edge
-1.68%
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August 25, 2026

INTU Stock Crashes 10% After Earnings: Here's What You Need To Know

Intuit (INTU) stock experienced a significant drop following its earnings report, primarily due to a lowered annual revenue forecast for 2027, which fell short of investor expectations. While the company's Q4 results beat analyst estimates, the future guidance of 9-10% revenue growth, down from previous years' 13-16%, has raised concerns about declining growth and its impact on intrinsic value. The creator also discusses Intuit's accounting for share-based compensation, noting a positive change in their reporting starting August 2026.

1 tracked mentions1 linked signals

August 19, 2026

13F Filings Just Dropped - What Superinvestors Bought Most In Q2 2026

This video discusses the top 10 most bought stocks by "super investors" in Q2 2026, based on 13F filings. The creator provides brief overviews of each company, touching on their business, recent financial performance, and their own investment perspective. Valuation is discussed for some stocks, with a focus on identifying potential turnaround situations or companies with strong moats.

16 tracked mentions4 linked signals

August 11, 2026

Nubank Stock Earnings Preview: Here's All You Need To Know

This video previews Nubank's earnings, discussing its business model, customer growth, and revenue per active customer (RPEG). The creator highlights Brazil as the largest market, with significant penetration, and notes strong growth in Mexico and Colombia. The analysis includes an intrinsic value calculation and risk assessment, suggesting the stock may be undervalued.

1 tracked mentionsNo linked signals detected