Intuit is a buy because the creator believes AI fears have created a valuation reset for a high-moat, cash-flow-positive business.
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3 Best Stocks I'm Buying Now Before March 2026 Ends
Everything MoneyMar 2, 2026
The creator highlights PayPal as a top value opportunity due to its low valuation and new AI integrations, while emphasizing a disciplined, numbers-based investing process.
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Southwest is viewed as a low-risk turnaround story driven by new revenue streams and expected margin recovery.
Adobe is highlighted as a high-quality company utilizing opportunistic share buybacks to reward shareholders.
Alibaba is cited as a smart company for executing share buybacks while its valuation remains low.
PayPal is a buy due to its low valuation of 7.5x free cash flow and upcoming AI integration with ChatGPT.