Creator Profile
smartCompass Value Investing
YouTube | Stock
2,030 followers
Visit creator profileReturn Since April 7, 2026
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Latest published research
July 22, 2026
Alphabet Stock Drops On Even More Capex - Buying Opportunity?
Alphabet's stock dropped 5% after hours due to an increased capex forecast, despite strong 82% growth in Google Cloud driven by AI demand. The creator argues the increased spending is justified by cloud growth and AI investments, noting that even Berkshire Hathaway provided $10 billion in equity funding. While Alphabet is free cash flow negative for the first time, the creator believes the market is overreacting to the capex news and will discuss intrinsic value later.
July 22, 2026
ServiceNow Stock: What the Market Isn't Telling You
The creator discusses ServiceNow's stock performance following earnings, noting a post-earnings rise after an intraday dip. Concerns about AI delaying customer purchases, similar to Pegasystems and IBM, are highlighted. Despite positive subscription revenue and customer growth, a deceleration in future revenue growth is a concern. The creator personally would not buy the stock due to these factors and the impact of a recent acquisition.
July 21, 2026
MSCI Stock Drops 11% After Earnings: Buy The Dip?
The creator discusses MSCI's stock drop following earnings, attributing it to increased expense guidance rather than weak results. Despite a historically high valuation, the creator views the drop as a potential buying opportunity for value investors due to the company's quality and strong moat, while acknowledging a slowdown in recurring subscription growth.
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Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
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