The creator invested heavily in Huntington Engles, which paid off, aligning with a strategy of investing in military stocks when Democrats are in power.
Source Post
Why Would I Buy Stocks When Everything's Overvalued?
May 31, 2026
The creator discusses upcoming earnings reports for cybersecurity and retail companies, and reviews recent performance of Costco, Zscaler, and Salesforce. They express a preference for buying stocks like Costco when their multiples are suppressed and note that Zscaler and Salesforce experienced significant volatility after earnings, with Salesforce ultimately rallying. The creator believes AI will enhance, not replace, software, and categorizes software companies into tiers for investment.
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Tickers discussed in this post
Home Depot is mentioned as a peer to Tractor Supply Company that has also experienced a selloff and is near its one-year low.
Lowe's is mentioned as a peer to Tractor Supply Company that has also experienced a selloff and is near its one-year low.
Dollar Tree is mentioned as having an entirely different business model and strategy compared to Dollar General.
Intel is mentioned as a benchmark for government-backed stocks with potential.
ABM is a stable dividend payer in waste management with a 3% yield and a long history of dividend growth, making it a good passive income stock.
Toast is preferred over Service Titan due to its superior quality and focus on the restaurant industry, handling all aspects from orders to logistics.
Lockheed Martin was a key investment that paid off, aligning with the creator's thesis on military stocks during Democratic administrations.
Oshkosh Corporation was a significant investment that proved successful, fitting the creator's strategy of buying military stocks during Democratic presidencies.
Huntington Ingalls Industries was a successful investment due to anticipating increased military spending under Democratic administrations.
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