The creator has a negative personal experience with Newegg, having received faulty products, leading to a dislike of the company.
Source Post
Compounders Corner: Weekly Earnings Express
Aug 16, 2026
The creator discusses upcoming earnings reports from major retail and Chinese tech companies, including Walmart, Target, Home Depot, Lowe's, Alibaba, and Baidu. He also mentions two recent videos where he shared undervalued stock picks based on historical price and fundamentals, and shares personal anecdotes about friendship and isolation.
Linked Mentions
Tickers discussed in this post
The creator would never invest in BJ's Wholesale Club, viewing it as a distant third in the warehouse retail space behind Costco and Walmart.
The creator expresses strong skepticism about Copart's business model and bullish narrative, stating they would not invest without understanding the vision.
O'Reilly's is expected to continue to perform well due to increased maintenance needs for older cars.
The creator believes Advance Auto Parts will continue to perform well as people hold onto their cars longer due to high new and used car prices, increasing demand for DIY repairs.
Costco is mentioned as a big blue-chip household name where buying the dip is generally a safe strategy.
Nvidia is mentioned as a stock that was low risk when bought under $180, with the creator personally profiting from buying during dips.
Microsoft is mentioned as a stock that was low risk when bought under $350, with the creator personally profiting from buying during dips.
The creator suggests Toll Brothers could 'rip' if they post good earnings, as Wall Street is pricing in significant revenue and profit declines.
The creator is more bullish on Tractor Supply due to its mission statement and target demographics (rural customer and hobby farmer).