| Date | Description | Quality | Ticker | Source |
|---|---|---|---|---|
| 28 Oct 2026 | The Prospectus is here: My (but not the) Anthropic IPO Valuation! | no thesis | — | YouTube |
|
YouTube
·
The Prospectus is here: My (but not the) Anthropic IPO Valuation!
No thesis extracted from this post yet. |
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| 26 Oct 2026 | GE Aerospace: The Ultimate Compounder? | medium | GE | YouTube |
|
GE·
medium·
YouTube
·
GE Aerospace: The Ultimate Compounder?
GE Aerospace is framed as the ultimate compounder: a near-monopoly engine maker on three of four commercial flights, with a highly attractive aftermarket that drives durable long-term returns. |
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| 25 Oct 2026 | Shopify: The Big Winner of Agentic Commerce? | low | SHOP | YouTube |
|
SHOP·
low·
YouTube
·
Shopify: The Big Winner of Agentic Commerce?
Shopify has sustained 30%+ GMV growth for five straight quarters and is positioned to win agentic AI commerce via its Catalog and Universal Commerce Protocol, though the near-doubled stock raises valuation questions. |
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| 23 Oct 2026 | Farewell | no thesis | — | YouTube |
|
YouTube
·
Farewell
No thesis extracted from this post yet. |
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| 22 Oct 2026 | From Eyeballs to ARR: Buzzy Pricing Metrics and the AI Trade! | no thesis | — | YouTube |
|
YouTube
·
From Eyeballs to ARR: Buzzy Pricing Metrics and the AI Trade!
No thesis extracted from this post yet. |
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| 21 Oct 2026 | Netflix Earnings Reaction + Is Meta the Best Mag7 Stock? | no thesis | — | YouTube |
|
YouTube
·
Netflix Earnings Reaction + Is Meta the Best Mag7 Stock?
No thesis extracted from this post yet. |
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| 20 Oct 2026 | The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital | no thesis | — | YouTube |
|
YouTube
·
The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
No thesis extracted from this post yet. |
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| 18 Oct 2026 | Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More | low | ATZ | YouTube |
|
ATZ·
low·
YouTube
·
Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More
Aritzia is a durable retail compounder: its stores outsell mall peers, rising margins came out of a tariff headwind, and a long-standing competitive advantage plus disciplined management (refusing cheap debt) drive decades of growth. |
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| 16 Oct 2026 | Selling Adobe and Buying Meta? – Portfolio Review w/ Shawn & Daniel | no thesis | — | YouTube |
|
YouTube
·
Selling Adobe and Buying Meta? – Portfolio Review w/ Shawn & Daniel
No thesis extracted from this post yet. |
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| 16 Oct 2026 | Selling Adobe and Buying Meta? – Portfolio Review w/ Shawn & Daniel | no thesis | — | YouTube |
|
YouTube
·
Selling Adobe and Buying Meta? – Portfolio Review w/ Shawn & Daniel
No thesis extracted from this post yet. |
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| 14 Oct 2026 | October 2026 Random Ramblings | low | NFLX | YouTube |
|
NFLX·
low·
YouTube
·
October 2026 Random Ramblings
Micro dramas are competing for screen time, forming a bear case that threatens Netflix's engagement. |
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| 14 Oct 2026 | October 2026 Random Ramblings | low | NONE | YouTube |
|
NONE·
low·
YouTube
·
October 2026 Random Ramblings
Home builders like Lennar are a value investor answer because they may receive a one-time AI windfall. |
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| 12 Oct 2026 | Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 2 | no thesis | — | YouTube |
|
YouTube
·
Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 2
No thesis extracted from this post yet. |
||||
| 11 Oct 2026 | Hermès and LVMH Stock: Time to Buy Luxury? | no thesis | — | YouTube |
|
YouTube
·
Hermès and LVMH Stock: Time to Buy Luxury?
No thesis extracted from this post yet. |
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| 08 Oct 2026 | Earnings, Cashflows and Stock Prices: The AI Storm blows through! | medium | NONE | YouTube |
|
NONE·
medium·
YouTube
·
Earnings, Cashflows and Stock Prices: The AI Storm blows through!
Trillions in AI capex are flowing to suppliers (chips, networking, power, cooling, real estate), whose net income swamps builders' amortization drag, lifting aggregate earnings even as free cash flow falls and buybacks lag. |
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| 06 Oct 2026 | Ranking the Widest Moats – TSMC, Visa, Mercado Libre, Netflix, … (Tier List) | no thesis | — | YouTube |
|
YouTube
·
Ranking the Widest Moats – TSMC, Visa, Mercado Libre, Netflix, … (Tier List)
No thesis extracted from this post yet. |
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| 05 Oct 2026 | Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1 | no thesis | — | YouTube |
|
YouTube
·
Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1
No thesis extracted from this post yet. |
||||
| 05 Oct 2026 | Walmart (WMT): From Discount Retailer to eCommerce Powerhouse | no thesis | — | YouTube |
|
YouTube
·
Walmart (WMT): From Discount Retailer to eCommerce Powerhouse
No thesis extracted from this post yet. |
||||
| 04 Oct 2026 | HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? | low | HEICO | YouTube |
|
HEICO·
low·
YouTube
·
HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better?
HEICO competes by underpricing original equipment manufacturers while relying on acquisitions for growth, giving it durable competitive advantages in aerospace components, though its approach to debt and valuation differ from TransDigm. |
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| 04 Oct 2026 | HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? | low | TDG | YouTube |
|
TDG·
low·
YouTube
·
HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better?
TransDigm's sole-source pricing power model and high barriers to entry create resilient, monopoly-like returns, but regulatory scrutiny of its acquisition strategy and heavy debt use are key risks. |
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| 01 Oct 2026 | $TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital | high | TPB | YouTube |
|
TPB·
high·
YouTube
·
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
TPB is undervalued as the third nicotine-pouch player behind ZYN and Velo; FRE and Alp are nearly half revenue, PMTA barriers help incumbents, and C-stores want a third brand, though EBITDA and celebrity/CEO risks persist. |
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| 30 Sep 2026 | The AI Frenzy in Markets, As Understood by Two Value Investors | no thesis | — | YouTube |
|
YouTube
·
The AI Frenzy in Markets, As Understood by Two Value Investors
No thesis extracted from this post yet. |
||||
| 27 Sep 2026 | Meta (META): What the Market Misses | medium | META | YouTube |
|
META·
medium·
YouTube
·
Meta (META): What the Market Misses
Meta's advertising machine keeps compounding (ad revenue +27% to a ~$240B run rate across 3.6B daily users), while AI, WhatsApp and smart glasses optionality are underappreciated, making the market miss its upside. |
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| 25 Sep 2026 | September 2026 Random Ramblings | medium | NONE | YouTube |
|
NONE·
medium·
YouTube
·
September 2026 Random Ramblings
Rising long-bond yields are acting as financial gravity that markets are slow to price, and the margin of safety in equities keeps shrinking even as the index sits near highs. |
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| 22 Sep 2026 | $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital | high | FOUR | YouTube |
|
FOUR·
high·
YouTube
·
$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital
Shift4 trades at ~6.5x EBITDA, pricing in zero growth, while a buried equipment lease line and Shift4 Dine installs (80%+ net new merchants) suggest real organic growth; risks are competition/churn and management distrust. |
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| 20 Sep 2026 | Alphabet (GOOGL): The Megacap That Still Might Be Underrated | no thesis | — | YouTube |
|
YouTube
·
Alphabet (GOOGL): The Megacap That Still Might Be Underrated
No thesis extracted from this post yet. |
||||
| 18 Sep 2026 | $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest | high | NFLX | YouTube |
|
NFLX·
high·
YouTube
·
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Bullish as a value stock: Netflix trades at half Spotify's multiple with the same growth and margin story. NFL ratings test and AI-generated content raise questions about the moat, but the stock has been cut hard. |
||||
| 18 Sep 2026 | $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest | high | SPOT | YouTube |
|
SPOT·
high·
YouTube
·
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Simeon McMillan's highest conviction long: 2024/2025 label renegotiations cut royalty rates as Spotify grows, and advertising underperformance may be acceptable. Host sees Spotify winning outright and expects next round to favor it further. |
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| 18 Sep 2026 | $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest | high | NTDOY | YouTube |
|
NTDOY·
high·
YouTube
·
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Simeon McMillan is bearish: Switch 2 launch attach rate is below Switch 1, Mario Kart bundle flattered it, Nintendo Switch Online accounts are flat, and a mid-cycle price hike signals memory-cost pressure. Not a crash, but not a two-year hold. |
||||
| 15 Sep 2026 | Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub | no thesis | — | YouTube |
|
YouTube
·
Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub
No thesis extracted from this post yet. |
||||
| 14 Sep 2026 | UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares | no thesis | — | YouTube |
|
YouTube
·
UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares
No thesis extracted from this post yet. |
||||
| 13 Sep 2026 | Copart Stock (CPRT): Is Copart now a Buy? | no thesis | — | YouTube |
|
YouTube
·
Copart Stock (CPRT): Is Copart now a Buy?
No thesis extracted from this post yet. |
||||
| 10 Sep 2026 | Interest rates and Stock Prices: An Old Market Debate Replayed! | medium | NONE | YouTube |
|
NONE·
medium·
YouTube
·
Interest rates and Stock Prices: An Old Market Debate Replayed!
Rising US treasury yields and recession fears are weighing on markets, yet US equities have stayed resilient because earnings are rising; future rate direction will hinge on inflation, not central banks. |
||||
| 10 Sep 2026 | Zack Buckley on $PRTH's take private | high | PRTH | YouTube |
|
PRTH·
high·
YouTube
·
Zack Buckley on $PRTH's take private
PRTH is mispriced because the market misreads its high-margin recurring Treasury Solutions, and the chairman's $6 take-private bid undervalues it versus sum-of-parts ~$17 and comparable transactions. |
||||
| 09 Sep 2026 | Tier Ranking the Best Investors of All Time (Controversial) | no thesis | — | YouTube |
|
YouTube
·
Tier Ranking the Best Investors of All Time (Controversial)
No thesis extracted from this post yet. |
||||
| 09 Sep 2026 | Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026 | no thesis | — | YouTube |
|
YouTube
·
Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026
No thesis extracted from this post yet. |
||||
| 07 Sep 2026 | $TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital | no thesis | — | YouTube |
|
YouTube
·
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
No thesis extracted from this post yet. |
||||
| 07 Sep 2026 | Applovin (APP): The 30-Bagger Down More Than Half | no thesis | — | YouTube |
|
YouTube
·
Applovin (APP): The 30-Bagger Down More Than Half
No thesis extracted from this post yet. |
||||
| 06 Sep 2026 | Uber Stock: Just Keeps Getting Cheaper | no thesis | — | YouTube |
|
YouTube
·
Uber Stock: Just Keeps Getting Cheaper
No thesis extracted from this post yet. |
||||
| 03 Sep 2026 | Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List) | no thesis | — | YouTube |
|
YouTube
·
Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)
No thesis extracted from this post yet. |
||||
| 02 Sep 2026 | The Scaling and Profitability Trade-off: Venture Capital's weakest link! | no thesis | — | YouTube |
|
YouTube
·
The Scaling and Profitability Trade-off: Venture Capital's weakest link!
No thesis extracted from this post yet. |
||||
| 01 Sep 2026 | $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital | no thesis | — | YouTube |
|
YouTube
·
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
No thesis extracted from this post yet. |
||||
| 31 Aug 2026 | Palantir Stock (PLTR): Palantir is Cheaper than I Thought! | no thesis | — | YouTube |
|
YouTube
·
Palantir Stock (PLTR): Palantir is Cheaper than I Thought!
No thesis extracted from this post yet. |
||||
| 30 Aug 2026 | $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro | high | SEE.L | YouTube |
|
SEE.L·
high·
YouTube
·
$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
Mandatory European driver-monitoring makes Seeing Machines a regulated duopoly supplier. A fixed $55m cost base plus volumes rising from 488k to 2.1m vehicles should produce $20-40m FY27 FCF versus a ~$330m market cap, with possible US/Japan mandate upside. |
||||
| 30 Aug 2026 | Comfort Systems (FIX): The Five-Bagger We Passed On | no thesis | — | YouTube |
|
YouTube
·
Comfort Systems (FIX): The Five-Bagger We Passed On
No thesis extracted from this post yet. |
||||
| 28 Aug 2026 | Ranking the Best Serial Acquirers in Markets: Tier List | no thesis | — | YouTube |
|
YouTube
·
Ranking the Best Serial Acquirers in Markets: Tier List
No thesis extracted from this post yet. |
||||
| 27 Aug 2026 | Mohnish Pabrai's Interview with New Money on July 21, 2026 | no thesis | — | YouTube |
|
YouTube
·
Mohnish Pabrai's Interview with New Money on July 21, 2026
No thesis extracted from this post yet. |
||||
| 27 Aug 2026 | Late August 2026 Random Ramblings | no thesis | — | YouTube |
|
YouTube
·
Late August 2026 Random Ramblings
No thesis extracted from this post yet. |
||||
| 26 Aug 2026 | Roblox Stock: I Did the Math - SBC is OUT OF CONTROL!! | no thesis | — | YouTube |
|
YouTube
·
Roblox Stock: I Did the Math - SBC is OUT OF CONTROL!!
No thesis extracted from this post yet. |
||||
| 25 Aug 2026 | How to win a stock pitch competition | lessons from an Ira Sohn winner | no thesis | — | YouTube |
|
YouTube
·
How to win a stock pitch competition | lessons from an Ira Sohn winner
No thesis extracted from this post yet. |
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