The creator notes that Bumble is currently undervalued, with its revenue doubling its market cap, suggesting it's a buy despite current market sentiment.
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The Contrarian Case for Buying Bumble and Rivian When Everyone Is Bearish
Jun 4, 2026
The creator discusses their contrarian investment strategy, focusing on buying stocks when they appear undervalued based on their personal "stupid meter." They highlight increasing their position in Rivian due to its low valuation relative to its market cap and upcoming product launches, and mention Bumble as another example of a company with strong fundamentals trading at a low price.
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The creator significantly increased their position in Rivian, viewing its stock price as "too low" given upcoming product launches and its valuation.
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Tracked calls opened from this post
buy opened Jun 4, 2026
-7.95%