Apple is a sell because the business is exceptional, but the creator still thinks the stock is rich at the current price.
Source Post
3 Stocks To Buy (& 3 Stocks To Sell) During The US-Iran War
Everything MoneyMar 23, 2026
The creator reviews analyst buy and sell ideas through a valuation lens, ultimately favoring Amazon while rejecting several other names as too expensive at current prices.
Linked Mentions
Tickers discussed in this post
Deere is a sell because the creator sees too much debt and too many cash-flow questions for the current price.
Johnson & Johnson is a sell because the creator agrees it is overpriced despite being a high-quality business.
Broadcom is a hold because AI growth could justify the stock, but only under fairly aggressive assumptions.
Amazon is a buy because the creator believes heavy investment spending can still create long-term value.
S&P Global is a hold because the business is strong, but the creator thinks there are better buys elsewhere.