Amazon is held by the creator and contributes to their AI trade exposure.
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Revealed! 3 Undervalued Stocks I Just Bought
Jun 26, 2026
The creator discusses three undervalued stocks they recently purchased: Netflix, Eli Lilly, and MasterCard. They detail their rationale for buying each, including fair value calculations and underappreciated benefits, highlighting Netflix's competitive advantages in the streaming market and its ability to create popular original content.
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Tickers discussed in this post
Alphabet is held by the creator and contributes to their AI trade exposure.
Nvidia is the largest position in the creator's portfolio, contributing to significant AI trade exposure.
Visa is an incredible company with a relatively cheap valuation, and the creator holds it alongside MasterCard.
MasterCard is one of three undervalued stocks the creator recently bought, appreciating its position in the market.
Eli Lilly is one of three undervalued stocks the creator recently bought, appreciating its position in the market.
The creator bought more Netflix shares around $78, is down on them, but likes the price and wants to buy more below $85, with a fair value estimate of $125.