Creator Post Archive
smartCompass Value Investing
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Aug 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.
Aug 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.
Aug 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.
Aug 9, 2026
CSU Stock Earnings Preview: Here's All You Need To Know
The creator previews Constellation Software's earnings, highlighting its strong business model, management integrity, and acquisition strategy. Despite a recent stock price decline, the creator believes the stock is still undervalued and presents an attractive buying opportunity, supported by an intrinsic value calculation to be shown later in the video.
Aug 6, 2026
Duolingo Stock Plunges After Earnings - Buy The Dip?
The creator discusses Duolingo's stock performance following an earnings report, noting a significant drop after hours. While daily active user growth is showing positive signs of stabilization and increasing stickiness, the number of paid subscribers continues to decline, and average revenue per paid subscriber is stagnant. The creator expresses concerns about Duolingo's monetization strategy and lack of a wide moat, leading to a decision not to buy the stock despite some positive user engagement metrics.
Aug 6, 2026
Figma Stock Plunges 16% After Earnings - Here's What You Need To Know
The creator discusses Figma's stock drop following its earnings report, attributing the decline to a slight dip in net dollar retention, a potentially high valuation (11.7x sales compared to Adobe's 4x), and recent stock price appreciation. Despite these concerns, the earnings report itself showed beats on revenue and EPS, with increased guidance, and management expressed optimism about future growth and AI integration.
Aug 5, 2026
MercadoLibre Stock Dips After Earnings - Here's What You Need To Know
The creator discusses MercadoLibre's stock dip following an earnings report, arguing that the market is overreacting to margin concerns. They believe the company's strategy of prioritizing long-term value creation through investment in growth, such as offering free shipping and expanding its fintech services, is sound and supported by strong key performance indicators like revenue growth, GMV, and active buyers. The creator, a shareholder, is optimistic about the long-term prospects and views the current dip as an unjustified short-term reaction.
Aug 4, 2026
AMD Stock Down 10% After Earnings - Here's What You Need to Know
AMD's stock dropped 10% after earnings despite beating revenue and EPS forecasts, and also beating guidance. The creator suggests the market may have expected more due to the high expectations surrounding AI chip stocks. The data center segment showed over 100% growth, and inventories are not a concern for a cycle downturn. The creator believes the chip cycle will remain elevated through 2027 and that AMD is well-positioned for future growth.
Jul 30, 2026
FICO Stock Just Plunged 11% After Earnings - What Now?
The creator discusses FICO stock's 11% drop after earnings, finding no clear negative catalyst in the reported results which showed strong revenue growth, surging EPS, and raised full-year guidance. Despite potential competition from Vantage Score, the creator believes FICO's moat remains strong and that the stock is "rather cheap" in their eyes, planning to provide an intrinsic value calculation.
Jul 29, 2026
Is Microsoft Stock a Buy After These Earnings? | MSFT Analysis
The creator provides a positive deep dive into Microsoft's recent earnings, highlighting strong performance in Azure cloud growth and Copilot adoption. Despite increased capital expenditure, Microsoft's free cash flow remains stable, which is seen as a positive sign compared to peers. The creator plans to provide an intrinsic value calculation for MSFT.
Jul 29, 2026
Meta Stock Drops 11% After Earnings - Buy The Dip?
Meta Platforms stock experienced an 8% drop in after-hours trading following an earnings report that missed top and bottom line expectations while expenses remained high or increased. The creator discusses the company's financial metrics, including advertising revenue, CapEx, and free cash flow, noting a significant decrease in free cash flow and uncertainty in the market. Despite these concerns, the creator expresses optimism that the high CapEx will eventually pay off and that Meta's strategic shift to rent out excess data center capacity is a positive signal, suggesting patience is required.
Jul 28, 2026
Is SPGI Stock A Buy After Earnings?
The creator discusses S&P Global's (SPGI) recent earnings report, noting a pre-market stock drop due to lowered guidance and lower-than-expected EPS. Despite acknowledging SPGI as a quality company, the creator expresses skepticism about recent structural changes like the mobility division spin-off and highlights potential headwinds from the global credit cycle, leading to a decision to stay on the sidelines.
Jul 28, 2026
Is PayPal Stock Finally Turning Around? Q2 2026 Deep Dive
The creator provides a deep dive into PayPal's Q2 2026 earnings, noting a decent turnaround effort and a slight raise in full-year non-GAAP EPS guidance. While transaction margin dollars showed slight positive developments, the growth rate decelerated, which is seen as a negative takeaway. Despite some stabilization, the creator remains negative on the stock and would not buy it, pending a valuation discussion.
Jul 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.
Jul 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.
Jul 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.
Jul 16, 2026
Netflix Stock Crashes Another 8% After Earnings: Buy Or Stay Away?
Netflix stock experienced an 8% drop after earnings, primarily due to concerns over decreased transparency regarding engagement metrics and decelerating revenue growth. The creator is staying on the sidelines, awaiting further clarity on the company's performance and strategic direction before considering an investment. An updated intrinsic value calculation is promised later in the video.
Jul 13, 2026
Netflix Stock Earnings Preview: Bad News For Investors
The creator discusses Netflix's stock performance, which is down significantly this year, and the company's potential strategic shift away from its core streaming business towards live TV and bundles. Concerns are raised about declining viewer engagement, capital allocation, and a lack of transparency in reporting key metrics. The creator states they are not currently investing in Netflix due to these question marks and will wait for the upcoming earnings call for more clarity, emphasizing the importance of seeing positive engagement trends and sensible capital allocation before considering a purchase, even if the stock price declines further.
Jul 10, 2026
Should You Buy SAP Stock Before Earnings?
The creator discusses SAP stock, noting its significant drawdown from all-time highs and considering it as a potential entry point. The analysis focuses on SAP's cloud and AI strategy, revenue growth, and intrinsic value, with a recommendation to wait for the upcoming earnings report to confirm business quality and growth acceleration before buying.
Jul 1, 2026
Big News For Meta Stock Investors (Is This The Turnaround?)
Meta is reportedly planning to sell excess AI computing capacity via its cloud business, a move that has caused its stock to rise significantly. The creator believes Meta stock is undervalued, with an intrinsic value calculation suggesting a strong margin of safety. This new cloud business initiative could positively impact Meta's future income and intrinsic value.
Jun 30, 2026
Nike Stock Down After Earnings: Opportunity or Trap?
Nike's stock is down following earnings, despite beating revenue and earnings expectations. The company is facing topline headwinds, and while wholesale revenue is showing growth, direct-to-customer revenue is declining. The gross margin also appears to be declining when adjusted for tariff refunds, suggesting the company has not yet reached a turnaround point.
Jun 24, 2026
Micron Stock After Earnings: Is It Too Late To Buy? (MU Stock Analysis)
Micron (MU) reported a significant earnings beat across the board, with revenue and EPS exceeding expectations. The company provided a strong outlook for the next quarter, driven by robust demand for memory and storage solutions, particularly in AI, robotics, autonomous vehicles, and data centers. Analysts expect tight industry conditions to persist beyond 2027, supporting elevated prices and continued growth for Micron.
Jun 23, 2026
One Solid Compounder to Buy Before It Recovers (SPGI Stock Analysis)
The creator identifies S&P Global (SPGI) as a rare buying opportunity due to its recent 27% drawdown, which is unusual for this solid compounder. Despite fears of AI disruption, the creator believes the company's business model, similar to Moody's, is resilient and the current valuation presents limited downside risk.
Jun 16, 2026
Netflix Stock Down 40%: A Desperate Acquisition Strategy No One's Talking About
The creator discusses Netflix's recent stock drop and its failed acquisition attempts for Roku and Warner Brothers. They explain why they lowered their intrinsic value for Netflix due to concerns about the company's acquisition strategy and the perceived weakness of its competitive moat, despite acknowledging its current value.
Jun 15, 2026
Mohnish Pabrai Bought This Stock — Should You? (Kaspi Stock Analysis)
This video analyzes Kaspi (KSPI), a company Mohnish Pabrai has invested in, highlighting its potential as the "Amazon of Kazakhstan." The creator explores Kaspi's integrated marketplace, fintech arm, and credit portfolio, emphasizing its powerful flywheel and network effects. Despite a 40% drop from recent highs, the stock trades at an attractive forward PE of 6.5, suggesting potential value, especially in an expensive market. The analysis covers financials, growth, and expansion into Turkey.
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