The creator highlights their past successful investment in Meta, buying while down significantly and seeing a multi-bagger return, to illustrate their conviction in buying undervalued companies.
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I Just Bought These 2 Undervalued Stocks
Value InvestorApr 15, 2026
The creator discusses the current market overview, focusing on the impact of upcoming US midterm elections and geopolitical events. They highlight two undervalued companies they are currently buying: Adobe and On Running, detailing their investment thesis and financial analysis for each. The creator also draws parallels to their past successful investment in Meta.
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The creator is buying On Running, noting its strong revenue growth (CAGR of 50%), improving gross profit margins, and a conservative intrinsic valuation indicating a good margin of safety.
The creator is buying Adobe, citing its accelerating revenue, low forward P/E ratio, strong moat with high gross profit margins, and a significant margin of safety even in a bearish scenario.