Creator Post Archive
smartCompass Value Investing
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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.
May 3, 2026
Meta's Spending Spiral Nobody's Talking About #finance #stocks #metastock
Meta's revenue outlook for Q2 2026 remains flat, while expenses are also unchanged. The creator suggests that without an increase in potential return to offset rising capital expenditures, the stock price is likely to decline.
May 3, 2026
I Attended Microsoft's Earnings Call - Here's What Happens Next #stocks
Microsoft's earnings call revealed strong Azure growth expectations (39% in Q4) and significant CapEx increases, indicating robust demand and strategic capacity expansion. The management's handling of these investments was praised.
Apr 30, 2026
ZETA Earnings Beat Big | What Comes Next?
The creator discusses Zeta Global's (ZETA) recent earnings beat and raised guidance, highlighting strong revenue growth. However, they express concerns about the company's AI monetization strategy and the lack of a strong competitive moat, questioning whether it will become a high-margin software business. The creator also notes positive growth in 'super scale' customers.
Apr 30, 2026
SOFI stock could fall 50% in worst scenario #stocks #warning
The creator calculates SoFi's intrinsic value at $20, with the stock currently trading at $16.8. While a best-case scenario suggests an 80% upside, a worst-case scenario points to a potential 50% downside, leading the creator to deem it a mediocre opportunity.
Apr 30, 2026
Why SoFi Stock Dropped Despite Beating Earnings #stocks #analysis
SoFi's stock dropped despite beating earnings expectations because investors may have anticipated a stronger outlook than what was provided. While the company maintained its full-year forecast, it did not raise it, which disappointed some investors who were looking for an upward revision in guidance.
Apr 29, 2026
Meta Stock Plunges 6% After Q1 Earnings - Buy The Dip?
Meta's stock dropped 6% after Q1 earnings due to a raised capital expenditure forecast for AI, despite solid revenue and EPS. While the author sees it as a 'good opportunity' at a fair price, they believe better alternatives exist, specifically mentioning Microsoft.
Apr 29, 2026
Is Microsoft Stock a Buy After Earnings Beat?
The creator views Microsoft stock as a strong buying opportunity following a Q3 earnings beat. Key highlights include revenue and EPS exceeding estimates, strong Azure growth (39%), and accelerating revenue growth. Despite increased capex, the creator believes the stock is undervalued and management is handling investments wisely.
Apr 29, 2026
SoFi Stock Crashed 10% – Is It a Buy Now?
SoFi stock experienced a 10% drop following its earnings report, despite beating revenue expectations and meeting EPS targets. While guidance remained flat, investors may have anticipated a stronger outlook. The stock's valuation is now considered more reasonable after a previous price decline, and the company shows strong growth in members and deposits, though the lending segment presents a cyclical risk.
Apr 29, 2026
Why I'm Buying FICO at $1,085 #stocks #valueinvesting
The creator is buying FICO (FICO) at $1,085, citing an intrinsic value of $1,600 and a 50% margin of safety. They plan to open a first position in the stock soon.
Apr 29, 2026
FICO Stock Blew Past Expectations #investing #market
FICO reported strong Q1 earnings, exceeding expectations for both EPS and revenue. The company also raised its fiscal year 2026 guidance for revenue and GAAP net income, indicating positive future performance.
Apr 28, 2026
FICO Crushes Earnings — Here's Why I'm Buying I FICO Stock Analysis
The creator is initiating a new position in FICO (FICO) after the company reported strong Q2 2026 earnings, exceeding expectations for both EPS and revenue. FICO also raised its full-year outlook, and the stock is trading significantly below its all-time high, making it attractive due to its quality and perceived undervaluation. The creator highlights the company's pricing power, strong revenue and EPS growth, stable margins, and manageable debt as key reasons for their bullish stance.
Apr 26, 2026
This Microsoft Segment Is About to Explode #stocks #investing
The creator discusses Microsoft's segment growth projections, anticipating that Productivity and Business will become the largest segment by 2026, while Intelligent Cloud is expected to grow tremendously and potentially overtake it. The Personal Computing segment is projected to remain the smallest.
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