Systematic Value Investing ~ SVI's avatar

Creator Profile

Systematic Value Investing ~ SVI

YouTube | stock

9.7K followers

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Tracked since March 15, 2026

Performance since March 15, 2026

Creator strategy
-4.81%
S&P 500
+6.35%
Edge
-11.16%
Success rate
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September 27, 2026

🟢META & NOVO NORDISK: ¿Cómo afectan las ÚLTIMAS NOTICIAS a nuestra VALORACIÓN?🤔 |👉Análisis 2026Q3

The creator discusses Meta's recent surge of over 32% this month, driven by the launch of their AI agent "MUSE," which has shown promise in the consumer AI space and could generate billions in revenue. Despite high capital expenditures on data centers and AI, the market is now seeing potential returns, leading to a re-evaluation of Meta's valuation. Novo Nordisk's stock has declined 15% in the creator's fund.

4 tracked mentionsNo linked signals detected

September 24, 2026

🟡SALESFORCE: Se une a ANTHROPIC y crea CLAUDE FORCE, ¿TIENE FUTURO?🫠 | 👉Análisis + VALORACIÓN 2026Q3

The creator discusses Salesforce's (CRM) partnership with Anthropic to create "Cloud Force" and analyzes the company's future prospects. The video touches on Salesforce's historical performance, its current valuation, and the potential impact of AI on the SaaS industry. The creator also shares personal investment insights regarding Salesforce.

2 tracked mentionsNo linked signals detected

September 22, 2026

🟢UNIVERSAL DISPLAY: El MONOPOLIO de PANTALLAS OLED con POTENCIAL de X2😲| 👉Análisis+VALORACIÓN 2026Q3

The creator analyzes Universal Display (OLED), a company whose stock has fallen 70% from its highs and is currently trading at 18 times earnings with a 2.6% dividend yield. The video discusses the company's Q3 2026 earnings, its valuation, and whether the creator has invested personally or through their fund. The creator notes that while OLED is not directly involved in AI, it is dependent on the mobile and TV market cycles, which have faced challenges, impacting Apple's performance in China.

5 tracked mentionsNo linked signals detected