KKR & Co. Inc. (KKR) is mentioned as a stock with growing fundamentals and a depressed share price, indicating potential value.
Source Post
How I'm Investing With The Market at All Time Highs
May 27, 2026
The creator discusses the current market sentiment, comparing it to 2020-2021 euphoria, and analyzes SpaceX's S-1 filing. While Starlink shows strong revenue and profitability, the AI and Space segments are underperforming with significant losses, leading to an overall substantial loss for the company despite revenue growth. The creator expresses concern over SpaceX's projected $2 trillion valuation given these financials.
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Tickers discussed in this post
Apollo Global Management (APO) is mentioned as a stock with growing fundamentals and a depressed share price, indicating potential value.
Brookfield Corporation (BCC) is cited as a stock with growing fundamentals and a depressed share price, suggesting potential value.
Meta Platforms (META) is mentioned as a stock with growing fundamentals and a depressed share price, indicating potential value.
Mercado Libre (MELI) is mentioned as a stock with growing fundamentals and a depressed share price, indicating potential value.
Brookfield Asset Management is mentioned as a company with strong fundamentals that may be undervalued.
Skyward is mentioned as a company with strong fundamentals that may be undervalued.
Microsoft is mentioned as a company with strong fundamentals that may be undervalued.
Visa is mentioned as a company with strong fundamentals that may be undervalued.
Caterpillar is mentioned as a stock that has been performing well, contrasting with MasterCard's underperformance.
