buy
Mentioned 5/28/2026
Current ROI
-9.69%
Creator Profile
Ticker Take with Jon Erlichman
YouTube | Stock
35,600 followers
Visit creator profileTracked since March 3, 2026
Return Since March 3, 2026
Creator Strategy+9.42%
Market Index (SPY)+11.65%
Recent Posts
Latest published research
May 31, 2026
3 stocks based on Buffett test?
This video discusses three stocks identified by investor Dave O'Driscoll based on Warren Buffett's return on invested capital metric. The stocks mentioned are ASML, Lam Research, and Chubb, all of which are highlighted for their strong business models and capital management, with ASML and Lam Research also benefiting from the AI boom.
3 tracked mentionsNo linked signals detected
May 31, 2026
13 stocks: sales set to double?
Open the full post to inspect the thesis, linked mentions, and linked signals.
0 tracked mentionsNo linked signals detected
May 28, 2026
10 Stocks That Actually Make Money
This video discusses the importance of Return on Invested Capital (ROIC) as a key metric for evaluating companies, favored by investors like Warren Buffett. The guest, David Driscoll, explains that a high ROIC (around 15%) indicates efficient use of capital and generates free cash flow, providing financial flexibility. Other important metrics discussed include operating margins and a debt-to-cash flow ratio of two times or less, ensuring financial stability during economic downturns.
8 tracked mentions6 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
sell
Mentioned 5/28/2026
Current ROI
-1.52%buy
Mentioned 5/28/2026
Current ROI
+4.59%Tracked Portfolio Performance Since March 3, 2026
Total Tickers
44
Success Rate
Locked
Average Return
Locked
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