The creator is bearish on Shift4's stock movement despite its potential undervaluation, citing lack of momentum and the impact of the Global Blue acquisition.
Source Post
I Just Bought $7,800 of These 4 Stocks. Here's Why
Jun 14, 2026
The creator discusses their portfolio's performance, outperforming the S&P 500 year-to-date. They detail recent additions and changes to their top holdings, including Reddit, Netflix, Uber, and Meta, and express interest in adding more to Google and Rocket Lab on price dips. The creator also mentions receiving dividends from "the Local" and discusses covered call strategies.
Linked Mentions
Tickers discussed in this post
Build-a-Bear is trading at $32.
Grab is trading around $3.30, and the creator believes expectations for the stock were unrealistic.
The creator is continuing to add shares to MercadoLibre in their retirement portfolio.
Root is currently trading at $54 per share.
Dave is noted for a huge turnaround and is trading at $286 per share.
Lemonade is mentioned as part of the watchlist.
Zeta is currently trading around $20 per share.
The creator believes Microsoft is trading at an attractive valuation.
The creator believes Amazon is trading at an attractive valuation.
Linked Signals
Tracked calls opened from this post
METAbuy opened Jun 14, 2026
+4.74%