Creator Post Archive
Value Investor
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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.
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'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.
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.
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
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.
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