Creator Profile
YouTube | Stock
1,690 followers
Visit creator profileReturn Since April 7, 2026
Recent Posts
June 2, 2026
The creator identifies Microsoft (MSFT) as a top stock pick for June 2026, highlighting its recent significant drawdown as an overreaction to AI fears. Despite concerns, the creator believes the company's strong fundamentals, accelerating Azure growth, and projected earnings per share increase justify a potential doubling of the stock price in 3-4 years. An intrinsic value calculation suggests a substantial margin of safety.
May 27, 2026
The creator analyzes Salesforce's (CRM) recent earnings report, highlighting a beat on EPS and revenue despite a flat stock reaction due to negative market sentiment towards software stocks. The analysis covers accelerating revenue growth, improved EPS guidance, strong free cash flow, and management's positive commentary on record deals and AI opportunities, suggesting a bullish outlook for the company.
May 15, 2026
Nu Holding (NU) experienced a 10% stock price drop following disappointing earnings, primarily due to a spike in non-performing loans (NPLs) to 5.0%. Despite this, revenue and revenue per customer exceeded expectations, and the company's NPL ratio remains comparable to or better than competitors like Mercado Libre. The creator views the market's reaction as an overreaction and maintains a positive outlook on NU's growth and efficiency.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 6/2/2026
MercadoLibre is presented as a great risk/reward opportunity with a 22% margin of safety, expected to more than double in price over the next 2-3 years due to strong revenue growth and expanding market share.
Analysis from 6/2/2026
Mentioned 6/2/2026
Mentioned 6/2/2026
Visa is a high-quality, solid compounder trading at its cheapest valuations since 2017, presenting a good buying opportunity with a 10% margin of safety.
Analysis from 6/2/2026
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