Source Post

How I Find Great Stocks to Buy by Adam Khoo

Jul 31, 2026

The creator explains their stock-finding methodology, emphasizing quality first and valuation second. They use a 'value radar' tool to identify undervalued companies, highlighting Nvidia, Microsoft, and Meta as examples. The creator also discusses why Micron might be considered overvalued despite a low P/E ratio due to its cyclical nature.

Linked Mentions

Tickers discussed in this post

HSYNeutralLow ConvictionResearch Only

Hershey's is listed as a high-quality compounding company with strong growth in the screener results.

PLTRNeutralLow ConvictionResearch Only

Palantir is listed as a high-quality compounding company with strong growth in the screener results.

ATINeutralLow ConvictionResearch Only

ASM International is mentioned as a stock with high growth, appearing after Broadcom in the screener results.

AVGONeutralLow ConvictionResearch Only

Broadcom is mentioned as the third-highest growth stock in the stock screener results.

LLYNeutralLow ConvictionResearch Only

Eli Lilly is mentioned as a top-ranked stock for growth when sorting by growth metrics in the stock screener.

ORCLBearishHigh ConvictionSignal-backedSecondary

Oracle is 44% undervalued but avoided due to high debt levels (Debt to EBITDA of 4.32), which the creator considers too dangerous and overleveraged.

MUBearishHigh ConvictionSignal-backedPrimary

Micron is considered 57% overvalued, despite a low P/E ratio, due to its cyclical nature and unsustainable profit margins.

METABullishHigh ConvictionSignal-backedPrimary

Meta is considered 40% undervalued relative to its intrinsic value.

NVDABullishHigh ConvictionSignal-backedPrimary

Nvidia is identified as a high-quality stock that is currently 10% below its intrinsic value.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened Jul 31, 2026
+8.56%
ORCL
sell opened Jul 31, 2026
-0.51%
MSFT
buy opened Jul 31, 2026
+14.33%
META
buy opened Jul 31, 2026
+11.40%
MU
sell opened Jul 31, 2026
-12.85%