Creator Post Archive
Value Investor
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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
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
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
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
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.
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