Nike is a stock the creator passes on due to a decade of negative returns, declining revenue and earnings, and an expensive valuation compared to its performance.
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Three Turn-Around Stocks I’m Buying Today
Oct 5, 2026
The creator discusses buying three high-quality, turnaround stocks that are currently in massive dips, emphasizing a long-term investment horizon. The first stock purchased is Netflix, where the creator added $2,000 to an already substantial position, believing it to be a great company at a very good deal despite recent stock price declines.
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Tickers discussed in this post
S&P Global is a strong buy as it's being priced as a turnaround play, with fears of AI disruption and interest rates being overly aggressive.
The creator highlights Apple in the 'fail of the week' for tightening controls on Macs to protect users against AI agents, viewing it as a tactic to maintain control rather than genuine security.
Netflix is the creator's eighth-largest position, right behind Microsoft, and represents 6% of their portfolio.
The creator bought an additional $2,000 of Netflix, believing it to be a great company at a very good deal, despite the stock being in a massive dip.