AppLovin is presented as a controversial but compelling buy, trading at lows despite exceptional growth, with a DCF valuation suggesting a 42% margin of safety.
Source Post
The Most Obvious Stock to Buy Right Now
Sep 2, 2026
The creator discusses the divergence between index performance and individual stock prices, highlighting opportunities created by market dislocations. They rank seven companies based on business improvement, embedded expectations, and risk-reward, emphasizing visible cash generation over speculative growth. ASML is ranked seventh due to its high valuation despite strong business fundamentals.
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Tickers discussed in this post
Booking Holdings is the strongest risk-adjusted opportunity, trading at a significant valuation gap compared to Airbnb, with strong growth and cash flow generation.
American Express is presented as an attractive investment due to its strong business quality, earnings visibility, and current valuation, with significant revenue and net income growth.
Netflix is trading at a historically low valuation with strong fundamentals, but the creator would prefer to buy it closer to $70.
McDonald's is considered inexpensive relative to its history but fairly valued based on cash flow, with a preferred entry range of $240-$250.
Lowe's, trading at a 52-week low and down year-to-date, appears more reasonably valued than ASML, with a slight undervaluation signal, though growth prospects are modest and fundamentals have been flat.
ASML is ranked seventh due to its high valuation and limited margin of safety, despite being a high-quality, near-monopoly business with strong year-to-date performance.