The creator recognizes the name Veva Systems but has not yet looked into it.
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Buy, Sell, or Hold? Here's What the Doctor Says About Some of Our Favourite Stocks...
Aug 30, 2026
The creator discusses several stocks in a rapid-fire round, providing brief 'in' or 'out' assessments. Adobe is deemed 'out' due to potential disintermediation. BAE Systems is 'out' if above 200 pounds, but could be 'in' if it drops to 1700. Barrett Redrow is a 'hold' with the expectation of a UK property market turnaround. Mercado Libre is a 'hold' at the right price, but concerns about competing with Amazon and recent earnings overreaction are noted. Meta Platforms is considered not expensive for an IT company but valued as a communications stock, with potential if CapEx is tempered.
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Synopsis is on the creator's watchlist, but they do not know enough about it to comment.
The creator notes that the other person on the call talks about Rocket Labs frequently, placing it in a similar industry to SpaceX.
The creator does not follow Relx enough to offer an opinion.
The creator is interested in Moderna due to its recent stock performance and potential for multiple cancer vaccines in development, pending full clinical trial readouts.
Meta Platforms is not considered expensive for an IT company, but its valuation as a communications stock is a point of consideration; potential upside exists if CapEx spend is tempered.
Mercado Libre is a 'hold' at the right price, with the business being excellent but concerns about competition with Amazon and potential market overreaction to earnings.
Adobe is considered 'out' due to its potential for disintermediation in the software space.
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