Uber is presented as a strong buy due to its rapidly growing rideshare and food delivery businesses, significant free cash flow, and potential undervaluation, with a mention of Bill Ackman's large position.
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I'm Buying Meta Stock at an Unthinkable Price & 2 New Buys!
May 26, 2026
The creator is making three portfolio moves, two involving strong earnings reports. The first move is Meta (META), which reported strong Q1 2026 earnings with significant revenue and income growth, driven by increased ad impressions and pricing. The creator plans to sell cash-secured puts on Meta, a strategy to commit to buying the stock at a desired lower price in the future while earning a premium. They reflect on a past mistake of selling Meta too early and emphasize the importance of holding for compounding growth, despite having bought it at a low price in 2022. The creator analyzes Meta's market cap, enterprise value, debt, cash flow, returns on capital, and profit margins, concluding it's a quality company deserving a premium.
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The creator is selling cash-secured puts on Meta (META) due to strong earnings and a positive outlook, viewing it as a quality company deserving a premium.