Creator Post Archive
Value Investor
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Oct 2, 2026
Nike just destroyed the turnaround stock story
The creator discusses Nike's recent disappointing earnings report, highlighting a 13-year low stock price and a significant drop from its all-time high. Despite a P/E of 15 and a 4.6% dividend yield, Nike is seen as trading at a premium compared to peers. The creator attributes the decline to macro factors like inflation, consumer squeeze, and China weakness, compounded by Nike's own issues such as declining revenue, gross margins, and a stalled turnaround, with forward guidance significantly lowered. The video also briefly contrasts Nike with On Running and Deckers.
Sep 29, 2026
Wall Street HATES these 3 UNDERVALUED Stocks
The creator discusses the apparel sector, highlighting significant undervaluation in several stocks like Nike, Lululemon, On Running, and Deckers. The video delves into macroeconomic and company-specific reasons for the downturn, including tariffs, reduced consumer spending, and market share shifts, ultimately arguing that these factors have created substantial buying opportunities.
Sep 21, 2026
ON Running Just Pulled The Federer Playbook
The creator discusses ON Running (ONON) as a potential next big winner, highlighting its strong financial growth, improving margins, and innovative technology like 'light spray'. Despite market pressures, the company is expanding into new categories like football with high-profile endorsements. The creator believes the stock is well-positioned for significant upside, citing analyst price targets and a favorable valuation.
Sep 14, 2026
Adobe Q3 Earnings Revealed A LOT
The creator discusses Adobe's Q3 earnings, highlighting record results, AI innovation, and user growth. Despite a sell-off post-earnings due to outlook concerns and fears of AI disruption, the stock has seen a rebound. The creator emphasizes Adobe's deep integration of AI and its potential across various segments, suggesting the market is underestimating its AI capabilities.
Sep 10, 2026
Is UBER Stock a BUY Today?
The creator analyzes Uber's fundamentals, business model, and management, considering its competitive landscape and future growth potential. The video aims to determine if Uber is undervalued and whether to buy, hold, or sell the stock, with a focus on its transition to profitability and the CEO's leadership.
Sep 1, 2026
These UNDERVALUED Stocks Are In My Watchlist
The creator discusses several stocks they have previously invested in, including CRM, ServiceNow, Google, and ASML, noting significant gains. They then shift focus to undervalued retail stocks, specifically On Running, Lululemon, Deckers, and Nike, highlighting their current underperformance and attractive valuations, particularly for On Running and Deckers.
Aug 28, 2026
Salesforce Did The Unthinkable; Adobe Is NEXT
The creator discusses Salesforce's recent strong earnings report, highlighting a significant price increase and their personal investment success. They also touch upon the company's AI integration and partnership with Anthropic, suggesting Adobe could be the next company to watch. The creator emphasizes that Salesforce was previously undervalued.
Aug 27, 2026
I'm Buying This UNDERVALUED Stock; Here's Why
The creator discusses Dick's Sporting Goods' recent earnings miss and the impact of the Foot Locker acquisition. They then pivot to discuss positive commentary from Dick's executive chairman regarding brands like Deckers and On Running, leading to the creator's decision to buy Deckers stock for the first time since December 2025, believing in its long-term potential.
Aug 25, 2026
Wall Street Is SELLING; Here's What I'm DOING with eToro
The creator discusses eToro, a brokerage firm, highlighting its significant price drop since its IPO and arguing that it is currently undervalued. Despite a crypto bear cycle impacting some key performance indicators, the company's financials have improved, with substantial cash reserves and no debt. The creator believes eToro has strong upside potential due to its strategic focus on international expansion and AI trading.
Aug 21, 2026
Sports Apparel Stocks Are CRAZY CHEAP, But With a TWIST
The creator discusses the sports apparel sector, noting that companies like On Running, Deckers, Nike, and Lululemon are trading at historically low valuations. Despite revenue growth for most, Nike has seen declines due to business model shifts. The creator highlights Walmart's earnings as a signal of declining consumer spending, which is impacting sports apparel stocks. The analysis delves into P/E ratios, free cash flow, and gross profit margins to assess the value and risks within the sector.
Aug 13, 2026
ON Running Stock Is Being Sold.. Is It Undervalued?
The creator discusses ON Running's recent Q2 earnings, noting a significant stock price drop following a revenue miss and lower-than-expected guidance. Despite Wall Street's negative reaction, the creator believes the stock is oversold and presents a case for its undervaluation, supported by strong constant currency growth, positive in-store experiences, and improving financial metrics.
Jul 28, 2026
Have SaaS Stocks Finally BOTTOMED?
The creator discusses the rebound in SaaS stocks, contrasting their performance with AI companies. They highlight upcoming earnings reports from major tech firms like Meta and Microsoft, and analyze the potential impact of Federal Reserve rate hikes on these companies, particularly those with high capex and debt. The discussion also touches on factors affecting AI stocks, such as semiconductor production and investment circularity, and notes that several SaaS companies, including Adobe, ServiceNow, and CRM, have signed an open AI alliance.
Jul 24, 2026
Is DECK The Most UNDERVALUED Stock? Q1 2027 Analysis
The creator discusses Deckers Brands' (DECK) Q1 2027 earnings report, noting a significant post-earnings stock drop. While acknowledging some disappointments like slower growth and margin pressures from tariffs and investments, the creator highlights the company's strong financial structure, continued share buybacks, and robust free cash flow. The core question remains whether the stock is still undervalued despite the recent sell-off.
Jul 21, 2026
Wall Street and Insiders Are Selling SaaS; Here's Why
The creator discusses a "SAS apocalypse" with significant year-to-date declines in SaaS stocks like Workday, Service Now, Adobe, Salesforce, and Intuit, despite improving fundamentals. A Morgan Stanley report is highlighted, which rated Microsoft, Palo Alto, CrowdStrike, Cloudflare, Datadog, Service Now, Snowflake, and Shopify as overweight in the AI era, while expressing caution on Salesforce and Adobe. The report initiated underweight ratings for Adobe with a $240 price target, citing AI substitution risks and internal transitions, and equal weight ratings for Salesforce due to mixed performance across its segments.
Jul 14, 2026
Is PayPal Deeply UNDERVALUED?
The creator discusses PayPal, questioning if it's a deeply undervalued stock despite its poor performance over the last five years. The analysis covers PayPal's core business segments, market share, management changes, strategy, financials, and intrinsic value, aiming to determine if the company is a dead stock or a potential deep value play.
Jul 9, 2026
META Is UNDERVALUED and Mark Is Coming For Them
The creator discusses Meta (META) as a potentially misunderstood and mispriced MAG 7 company, highlighting hedge fund rotation creating buying opportunities and his own purchase of Salesforce (CRM). The video will cover Meta's AI computing expansion, in-house chip manufacturing, smart glasses development, a lawsuit, and the creator's bull/bear case with an intrinsic value assessment. He also notes that SaaS companies are down while AI companies are up, leading him to buy more Salesforce.
Jun 26, 2026
I'm Buying this HATED Undervalued Stock
The creator discusses market volatility driven by macro factors like potential interest rate hikes and rising inflation. They highlight Micron Technologies' recent strong earnings and growth, despite analyst concerns about future peaks and a potential bubble in memory stocks. The creator also mentions Microsoft's low valuation and Meta and Nvidia's increased debt.
Jun 18, 2026
Wall Street Is SELLING; Here's What I'm DOING with Adobe
The creator discusses how Wall Street is shifting capital away from SaaS and professional services companies like Adobe and Accenture towards AI and semiconductor companies due to higher interest rates. Despite strong fundamentals, Adobe and Accenture are trading at historically low P/E ratios, presenting a potential buying opportunity for value investors.
Jun 14, 2026
Undervalued Stocks In My Watchlist REVEALED
The creator discusses market volatility and identifies undervalued stocks. They highlight Adobe's fundamental growth versus its stagnant stock price and contrast this with the hype around SpaceX's IPO. The first stock pick is Salesforce, analyzed for its revenue model, moat (switching costs, ecosystem, data gravity), and current valuation.
Jun 12, 2026
Adobe Stock Is Literally Going to $0?
The creator discusses Adobe's (ADBE) stock performance, noting its significant drop post-earnings despite beating estimates and raising guidance. The creator argues that the stock is mispriced given its historical revenue and profit growth, high margins, and strategic shift towards user acquisition, suggesting a bullish outlook.
Jun 5, 2026
I Just BOUGHT $6,000 Of This STOCK
The creator discusses similarities between the dot-com bubble and the current AI era, expressing concern about potential overvaluation and CapEx. However, they identify Meta (META) as a strong investment opportunity, highlighting its AI initiatives, business agent launch, and integration with platforms like WhatsApp and Instagram as key catalysts for future growth, despite recent sell-offs in tech stocks.
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.
Showing 1-25 of 42 posts · Page 1 of 2