Mastercard is the top pick, described as a clean, quality compounder trading at a better-than-normal valuation after a recent pullback, with strong double-digit growth and excellent profitability.
Source Post
The Dip Is Here — Only Buy These 3 Stocks
Jun 13, 2026
The creator discusses the current market sentiment, noting a shift from greed to fear and a sell-off in major tech stocks like Microsoft, Apple, Amazon, Google, and Meta. They highlight that while many high-quality stocks are down significantly, this doesn't automatically make them buys. The creator uses SpaceX's recent valuation as an example of a great company that might not be a great investment due to an extreme price.
Linked Mentions
Tickers discussed in this post
Service Now is a buy due to its high quality, significant multiple compression, and reasonable expectations, despite missing the top five for slightly less margin of safety.
CG is a strong watchlist name with a good theme and long-term demand story, but lacks sufficient margin of safety for a top buy.
Constellation Energy is an interesting AI-adjacent story due to nuclear power and data center electricity demand, with its forward P/E now below the 5-year average, making it more attractive.
MercadoLibre is a favorite long-term growth company, but its valuation still requires a lot to go right, offering only an 11% margin of safety.
Broadcom is a brilliant business but not beaten down, with a valuation still reflecting its premium AI winner status and a low margin of safety.
Palantir is a great company with strong revenue growth and improving margins, but its valuation remains too high with a 5% margin of safety, making it not a buy today.
Tesla is mentioned as a company with a trajectory that SpaceX might need to emulate to justify its current valuation.
SpaceX is not recommended for purchase at its current $2.1 trillion market cap due to an extremely high valuation (125x revenue), making it a poor investment despite being a great company.
Uber is mentioned as a stock that is down from recent highs.