Creator Post Archive
Value Investor
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Jun 1, 2026
Can Microsoft Stock DOUBLE (2x) from Here? Valuation Analysis
The Value Investor Show discusses Microsoft's stock performance, driven by Nvidia's AI announcements and a potential shift in the SaaS market. The creator analyzes the bear case for Microsoft, including risks from AI impacting productivity software, co-pilot monetization, heavy capex, and the OpenAI partnership, while also touching on Salesforce's performance.
May 29, 2026
Is Salesforce (CRM) Truly UNDERVALUED?
The Value Investor analyzes Salesforce's Q1 2027 earnings, highlighting strong performance with double-digit revenue and EPS growth, and significant ARR increases in key products like Agent Force and Data 360. Despite a slight decrease in operating margin guidance and increased debt for share buybacks, the creator views Salesforce as a buy, noting a potential upward trend in growth and a current undervaluation.
May 27, 2026
Is ServiceNow Truly UNDERVALUED?
The creator is analyzing ServiceNow (NOW) to determine if it's undervalued, discussing its business model, financials, and market position. They also mention considering selling AMD due to significant gains and a perceived bubble in AI stocks.
May 22, 2026
DECK just x2 Beat and Revealed 2030 Guidance; Q4 Analysis
The Value Investor Show highlights Deckers Corporation's (DECK) exceptional Q4 earnings, noting a double beat and impressive revenue growth driven by strong direct-to-consumer sales and international expansion. The creator emphasizes the stock's undervaluation, citing aggressive share repurchases and confident long-term guidance for brands like Hoka and UGG.
May 16, 2026
Is Microsoft Truly Undervalued? Bill Ackman is BUYING
The creator discusses Bill Ackman's recent purchase of Microsoft shares, contrasting it with Christopher Hohn's sale. While Ackman sees value in Microsoft's AI investments and OpenAI stake, the creator expresses skepticism about Ackman's long-term investment style. The video also analyzes Microsoft's recent stock underperformance compared to peers and the market's concerns regarding AI competition and capital spending.
May 14, 2026
I Keep Buying These UNDERVALUED Stocks; Here's Why
The creator discusses three undervalued stocks they are buying, highlighting United Health Group (UNH) as a past winner. The other two stocks are not explicitly named but are described with strong fundamentals, growth potential, and attractive valuations, with one being a running shoe company and the other a critical platform for Fortune 500 customers. The third, a smaller market cap company, is already up 50% and benefits from diversified trading and social copy trading features.
May 11, 2026
An Update on Deckers Corporation Stock
The creator provides an update on Deckers Corporation (DECK), highlighting three reasons why it remains a strong company. They discuss key catalysts, risks, financials, price targets, and their own intrinsic value assessment. The creator currently holds a sizable position in DECK and believes the company is undervalued and well-positioned for future returns due to its strong brands and market position.
May 7, 2026
AMD Stock Could REACH $1000 by 2026; Here's Why
The creator discusses AMD's recent phenomenal earnings, highlighting a 17% pre-market surge and a significant increase in market cap. The video details the creator's personal investment thesis for AMD, initiated in early 2025 due to undervaluation, strong management under Lisa Su, and the company's strategic focus on AI inference to capture substantial market share. Key takeaways include Meta's significant spending on AMD chips and updated financial forecasts.
May 6, 2026
I’m 5X on AMD; Here’s What I Am Doing After Earnings
The creator is highly bullish on AMD, having seen a 4x to 5x return on their investment. They initially bought AMD last year due to its undervalued price, strong management led by Lisa Su, and significant potential in the AI inference market, even if it doesn't surpass Nvidia. Recent earnings were phenomenal, and major customers like Meta are increasing their spending on AMD chips, positioning the company for substantial growth.
May 5, 2026
Last Week Earnings Revealed More Than People Think; Here's Why
The creator discusses Q1 earnings from major tech companies, focusing on Meta, Amazon, and Alphabet. They highlight Meta's strong revenue growth despite a stock dip, Amazon's AWS and delivery innovations, and Atlassian's impressive reacceleration. The creator expresses bullish sentiment on Meta and Amazon, citing their long-term growth potential and current mispricing.
May 1, 2026
I Just Bought This NEW UNDERVALUED Stock
The creator discusses their recent purchase of Salesforce (CRM), highlighting its undervaluation due to a sector-wide panic. They detail the company's business model, its competitive advantages like high switching costs, and the potential for AI to enhance its offerings. The creator presents a bullish outlook based on Salesforce's strong financials, visionary management, and attractive valuation, projecting significant upside potential.
May 1, 2026
I'm Buying These 3 Undervalued Stocks HEAVILY
The creator discusses concerns about an AI bubble, the impact of rising oil prices on airlines, and the resilience of consumer spending indicated by Visa's strong earnings. They then highlight three stocks they are heavily buying: On Running (ONON) for its growth and current undervaluation, Salesforce (CRM) for its strong financials and potential AI catalyst, and Berkshire Hathaway Class B (BRK.B) as a hedge against market volatility.
Apr 24, 2026
I'm Buying $9,000 Of This NEW Undervalued Stock
The creator discusses the current market conditions, including the S&P 500 and Nasdaq reaching all-time highs, and the shift in the fear and greed index. He reviews Netflix's recent earnings and explains the stock's decline. The creator reveals his purchase of Berkshire Hathaway Class B shares, citing its strong cash position and value investing discipline. He also shares his views on other undervalued stocks like eToro, On Running, and Adobe, while acknowledging the difficulty in finding opportunities in the current market.
Apr 23, 2026
Is The SaaS Sell-Off EVER Ending?
The creator discusses the ongoing sell-off in SaaS stocks, noting significant year-to-date underperformance for companies like Adobe, CRM, and Service Now. Despite strong fundamentals and revenue growth, these stocks are being heavily impacted by AI disruption fears and a sector-wide sentiment shift. The creator believes many SaaS companies are now undervalued and that AI will likely enhance, rather than replace, existing software services.
Apr 21, 2026
UNH Just Did The Unthinkable; UNH Stock Analysis
The creator discusses United Health Group (UNH), highlighting its recent 8% stock increase following earnings. Despite a challenging past year marked by leadership changes, DOJ investigations, and deteriorating margins, the return of former CEO Stephen Hemsley has led to a guidance reset and a focus on operational improvements. The creator believes the stock is nearing a turnaround, supported by signs of future margin improvement and Warren Buffett's recent investment.
Apr 15, 2026
The Stock Market Disconnect Makes No Sense
The creator expresses concern about the current stock market disconnect, suggesting a potential crash within 0-3 years. They discuss the overvaluation of SaaS stocks, the impact of AI on employment and capital expenditure, and the US fiscal position. The creator is increasing their cash position and making selective investments, citing Berkshire Hathaway's similar strategy.
Apr 15, 2026
Lululemon Just x2 BEAT; Wall Street Is Selling; Here's Why
Lululemon (LULU) reported earnings that beat expectations, but the stock is down due to slowing growth, increased competition, and insider selling. Despite strong historical financials, current revenue and EPS growth are declining, with a bleak outlook for the next few years. While Michael Burry has bought shares, the author believes Lululemon is struggling and prefers competitors like Deckers (DECK) and On Running (ONON).
Apr 15, 2026
These Undervalued Stocks Will 3X
The creator discusses five stocks on their watchlist, focusing on those they are currently buying and their potential performance during a global recession. The stocks covered are eToro, Meta, LVMH, On Running, and American Express (Amex), with detailed financial analysis and forward-looking statements for each.
Apr 15, 2026
I Just Bought These 2 Undervalued Stocks
The creator discusses the current market overview, focusing on the impact of upcoming US midterm elections and geopolitical events. They highlight two undervalued companies they are currently buying: Adobe and On Running, detailing their investment thesis and financial analysis for each. The creator also draws parallels to their past successful investment in Meta.
Apr 15, 2026
Nike Stock Some Positives But a Slow Comeback
The creator discusses Nike's recent Q3 earnings, noting a significant stock drop and declining revenues. While acknowledging challenges like shrinking revenues in China and the Converse division, the creator highlights positive signs such as growth in North America and Europe, stabilizing inventories, and a focus on running and the World Cup. Despite a slow turnaround expected to take years, the creator believes Nike is a buy for long-term investors at its current valuation.
Apr 15, 2026
Massive Sell Off today. I'm Buying
The creator discusses buying two stocks, On Running and Meta, amidst a market sell-off, citing strong fundamentals and attractive valuations. They analyze the financials, growth prospects, and intrinsic values of both companies, believing they have significant upside potential.