Creator Post Archive
smartCompass Value Investing
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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.
Jun 11, 2026
Adobe Stock Crashes Another 11% - Buy or Stay Away?
Despite a significant stock price drop due to executive departures, Adobe's latest earnings report showed record results with beats on revenue and EPS, and raised full-year guidance. The creator believes the sell-off is overdone given the strong demand and AI product performance, suggesting the stock is undervalued.
Jun 9, 2026
Adobe Earnings Preview: Is Adobe Stock Worth Buying Before Earnings?
The creator is previewing Adobe's earnings, noting the stock is at five-year lows with negative sentiment surrounding AI and a CEO transition. Despite these headwinds, the creator is optimistic due to Adobe's tendency to beat earnings and positive signals from Figma's recent performance. Key focus areas for the earnings call include Annual Recurring Revenue (ARR) and AI monetization.
Jun 2, 2026
My Top 5 Stocks to Buy Right Now (Value Investor's Pick)
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
Salesforce Earnings: The Market Is Wrong About This Stock (CRM Stock Analysis)
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 Stock Crashes 10% After Earnings - Opportunity or Trap?
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.
May 14, 2026
Figma Stock Just Proved AI Doesn't Kill Everything — Revenue Accelerated
Figma reported strong Q1 earnings with revenue beating estimates and accelerating growth to 46%. The company also raised its full-year 2026 revenue forecast. Key metrics like net dollar retention rate (139%) and free cash flow margin (27%) showed significant improvement, driven by increased customer spending and strong demand for design tools, partly fueled by AI.
May 11, 2026
HIMS Stock Crashes 11% After Earnings Miss – Buy The Dip Or Value Trap?
Hims & Hers Health (HIMS) experienced a significant stock drop following a Q1 earnings miss, with revenue and EPS falling short of expectations. The company's gross profit margin and operating margin have also seen substantial declines, raising concerns about its financial health and future prospects. The creator questions the CEO's optimistic outlook in light of these negative trends.
May 7, 2026
MELI Stock Falls 7% - Here's What the Earnings Just Revealed
Mercado Libre's recent earnings report showed strong revenue growth (49%) and gross merchandise volume (42%), exceeding expectations. However, net income and EPS were below expectations due to margin compression, as the company prioritizes long-term growth investments in Latin America. While the commerce segment shows robust buyer and item growth, the fintech segment is facing some scrutiny.
May 5, 2026
AMD Stock Analysis 2026: Is The AI Growth Story Still Worth Buying At This Price?
The creator analyzes AMD's recent earnings report, highlighting strong performance and guidance that beat expectations, driven by accelerating demand in the AI infrastructure and data center segments. Despite the positive results and growth, the creator expresses a personal hesitation to buy AMD at current prices, suggesting management might also view the stock as expensive.
May 5, 2026
Duolingo Stock's Intrinsic Value
The creator calculated an intrinsic value of $136 for Duolingo (DUOL), which is currently trading at $94. This suggests a 44% margin of safety and potential upside, even with conservative growth rate assumptions.
May 5, 2026
Why Duolingo Plunged After Reporting Earnings
Duolingo's stock experienced a significant drop following its earnings report. While the company's guidance remained within its previously stated range, it landed at the lower end for both bookings and revenue, signaling potential headwinds.
May 4, 2026
Duolingo Stock Analysis 2026: Opportunity or Trap After Q1 Earnings?
Duolingo's stock experienced a significant drop following Q1 earnings due to a moderated growth outlook, prioritizing engagement over monetization. While revenue and daily active users showed growth, the decelerating pace of this growth is a major concern for investors. The company's strategy of focusing on user expansion rather than immediate monetization is spooking the market, leading to a lower stock price despite the stock appearing cheap on current metrics.
May 3, 2026
Zeta Stock's Current Valuation
The creator discusses valuing Zeta Global (ZETA) using owner earnings, but notes this is not applicable as the company is not yet profitable. Instead, they look at price to operating cash flow, which is currently around 23 times, considered average compared to historical valuations.
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