buy
Mentioned 5/12/2026
Current ROI
+5.96%
Creator Profile
Value Investing 2050
YouTube | Stock
4,980 followers
Visit creator profileTracked since March 15, 2026
Return Since March 15, 2026
Creator Strategy+0.55%
Market Index (SPY)+14.69%
Recent Posts
Latest published research
May 12, 2026
LONG Mercado Libre | Ulta Beauty und Nexstar Media verkauft
The creator sold shares of Ulta Beauty and Nexstar Media, finding their valuations fair to slightly overvalued and growth prospects insufficient for their 20% annual return goal. They have now invested in Mercado Libre, which is expected to become their largest portfolio position. The creator also briefly discusses the business models and recent performance of Ulta Beauty and Nexstar Media, noting that while both have had buybacks, growth has slowed.
3 tracked mentions1 linked signals
April 15, 2026
Too many losing stocks in my portfolio! | Portfolio update
The creator is dissatisfied with their portfolio's performance and plans to restructure it. They are considering selling underperforming stocks, particularly those in the "coffee can" portfolio, and reinvesting in higher-conviction names like Mercado Libre, Uber, and Lyft. The creator is seeking advice on whether to hold or sell several positions, citing concerns about growth, business models, and opportunity costs.
9 tracked mentions3 linked signals
March 15, 2026
My stock purchases in March 2026 | The Trade Desk and Mercado Libre
The creator discusses two recent stock purchases: The Trade Desk (TTD) and Mercado Libre (MELI). For TTD, they see potential for a short-term price doubling within three years due to its significant drop from highs, founder control, and ongoing growth. For MELI, they view it as a long-term investment, highlighting its dominant position in South American e-commerce and fintech, and projecting significant future returns based on continued high growth.
2 tracked mentions1 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
buy
Mentioned 4/15/2026
Current ROI
+2.92%buy
Mentioned 4/15/2026
Current ROI
-1.77%Tracked Portfolio Performance Since March 15, 2026
Total Tickers
4
Success Rate
Locked
Average Return
Locked
Unlock full creator track record
Premium unlocks creator performance analytics, benchmark comparisons, and the historical signal table.
Ticker Signal History
Unlock ticker signal history
Premium unlocks the creator's full ticker timeline, including bullish, bearish, and research-only events with dates.
Industry Allocation
Unlock sector allocation
Sector concentration is part of the premium creator profile.