Booking.com shows accelerating revenue growth and strong margins, trading at a slight discount to its historical P/E multiple, despite being a capital-light, wide-moat category leader.
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I'm Bullish On These 9 Stocks. I Own None Of Them.
Aug 23, 2026
The creator is bullish on nine companies, many of which they believe are undervalued. They discuss Palantir (PLTR), noting its past overvaluation but current strong revenue growth and improving margins. While acknowledging it's not the cheapest now, they see potential upside and previously found it compelling at lower prices. However, they hesitate to invest due to not fully understanding the business.
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Reddit is trading at a cheap valuation with fast growth and improving margins, making it a compelling investment despite a slight recent price increase.
Service Now is attractive at nine times sales for a growing software business with high retention, and is well-positioned for AI integration.
Despite a bear narrative on viewership, Netflix's subscription model and ad tier potential make it a company the creator generally has a bullish stance on, believing its current valuation is more than factored in.
General Electric (GE) is highlighted for its dominant and wide-moat position in the jet engine manufacturing industry, a business with extremely high barriers to entry.
The creator is considering splitting their Amazon position to diversify into other big tech names like Meta.
Mastercard is now considered undervalued after its multiple compressed, despite the stock being at all-time highs.
Wix.com, down 77% from highs and trading below 1x sales, is facing AI coding threats, but the creator believes bears underestimate its runway for decline and highlights Wix's acquisition of Bass 44, a functional AI coding platform.
Palantir (PLTR) is seen as potentially undervalued at lower prices, with strong revenue growth and improving margins, though the creator doesn't fully understand the business to invest now.
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