| Date | Description | Quality | Ticker | Source |
|---|---|---|---|---|
| 15 Sep 2026 | Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub | no thesis | — | YouTube |
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YouTube
·
Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub
No thesis extracted from this post yet. |
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| 14 Sep 2026 | UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares | no thesis | — | YouTube |
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YouTube
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UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares
No thesis extracted from this post yet. |
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| 13 Sep 2026 | Copart Stock (CPRT): Is Copart now a Buy? | no thesis | — | YouTube |
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YouTube
·
Copart Stock (CPRT): Is Copart now a Buy?
No thesis extracted from this post yet. |
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| 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. |
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| 10 Sep 2026 | Zack Buckley on $PRTH's take private | high | PRTH | YouTube |
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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. |
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| 09 Sep 2026 | Tier Ranking the Best Investors of All Time (Controversial) | no thesis | — | YouTube |
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YouTube
·
Tier Ranking the Best Investors of All Time (Controversial)
No thesis extracted from this post yet. |
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| 09 Sep 2026 | Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026 | no thesis | — | YouTube |
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YouTube
·
Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026
No thesis extracted from this post yet. |
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| 07 Sep 2026 | $TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital | no thesis | — | YouTube |
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YouTube
·
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
No thesis extracted from this post yet. |
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| 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. |
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| 06 Sep 2026 | Uber Stock: Just Keeps Getting Cheaper | no thesis | — | YouTube |
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YouTube
·
Uber Stock: Just Keeps Getting Cheaper
No thesis extracted from this post yet. |
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| 03 Sep 2026 | Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List) | no thesis | — | YouTube |
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YouTube
·
Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)
No thesis extracted from this post yet. |
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| 02 Sep 2026 | The Scaling and Profitability Trade-off: Venture Capital's weakest link! | no thesis | — | YouTube |
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YouTube
·
The Scaling and Profitability Trade-off: Venture Capital's weakest link!
No thesis extracted from this post yet. |
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| 01 Sep 2026 | $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital | no thesis | — | YouTube |
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YouTube
·
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
No thesis extracted from this post yet. |
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| 31 Aug 2026 | Palantir Stock (PLTR): Palantir is Cheaper than I Thought! | no thesis | — | YouTube |
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YouTube
·
Palantir Stock (PLTR): Palantir is Cheaper than I Thought!
No thesis extracted from this post yet. |
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| 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. |
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| 30 Aug 2026 | Comfort Systems (FIX): The Five-Bagger We Passed On | no thesis | — | YouTube |
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YouTube
·
Comfort Systems (FIX): The Five-Bagger We Passed On
No thesis extracted from this post yet. |
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| 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. |
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| 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. |
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| 27 Aug 2026 | Late August 2026 Random Ramblings | no thesis | — | YouTube |
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YouTube
·
Late August 2026 Random Ramblings
No thesis extracted from this post yet. |
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| 26 Aug 2026 | Roblox Stock: I Did the Math - SBC is OUT OF CONTROL!! | no thesis | — | YouTube |
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YouTube
·
Roblox Stock: I Did the Math - SBC is OUT OF CONTROL!!
No thesis extracted from this post yet. |
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| 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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| 23 Aug 2026 | Domino's Pizza (DPZ): Is the Royalty Engine Still Running? | no thesis | — | YouTube |
|
YouTube
·
Domino's Pizza (DPZ): Is the Royalty Engine Still Running?
No thesis extracted from this post yet. |
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| 21 Aug 2026 | Ranking SaaS Best Buys Today and Long-Term + Watchlist Review | no thesis | — | YouTube |
|
YouTube
·
Ranking SaaS Best Buys Today and Long-Term + Watchlist Review
No thesis extracted from this post yet. |
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| 20 Aug 2026 | AI's Bar Mitzvah Moment? From Hype & Hope to Business Questions! | no thesis | — | YouTube |
|
YouTube
·
AI's Bar Mitzvah Moment? From Hype & Hope to Business Questions!
No thesis extracted from this post yet. |
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| 20 Aug 2026 | $ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners | no thesis | — | YouTube |
|
YouTube
·
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
No thesis extracted from this post yet. |
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| 18 Aug 2026 | Celsius (CELH) Buys Rockstar - Massive Value Opportunity | no thesis | — | YouTube |
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YouTube
·
Celsius (CELH) Buys Rockstar - Massive Value Opportunity
No thesis extracted from this post yet. |
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| 18 Aug 2026 | At 25 distributors are the dumbest business $DNOW #investing #stocks | low | DNOW | YouTube |
|
DNOW·
low·
YouTube
·
At 25 distributors are the dumbest business $DNOW #investing #stocks
Distributors are not inherently bad businesses; the AI build-out has taken Wesco and Fastenal from flat to double-digit organic growth, a dynamic that could also matter for oil-and-gas distributor DNOW. |
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| 17 Aug 2026 | $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital | high | NU | YouTube |
|
NU·
high·
YouTube
·
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank is treated as a risky EM bank but should be seen as a tech company with ~20% efficiency, 30%+ ROE, and a long runway across Brazil, Mexico, Colombia, and the US; the bear case is that it matures like post-2006 Capital One and AI erodes the 30% ROE. |
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| 17 Aug 2026 | Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? | no thesis | — | YouTube |
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YouTube
·
Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?
No thesis extracted from this post yet. |
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| 16 Aug 2026 | Q&A with Shawn | no thesis | — | YouTube |
|
YouTube
·
Q&A with Shawn
No thesis extracted from this post yet. |
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| 16 Aug 2026 | Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now? | no thesis | — | YouTube |
|
YouTube
·
Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?
No thesis extracted from this post yet. |
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| 15 Aug 2026 | Why the Market Could Be Nearing a Peak | no thesis | — | YouTube |
|
YouTube
·
Why the Market Could Be Nearing a Peak
No thesis extracted from this post yet. |
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| 15 Aug 2026 | Q&A with Daniel | no thesis | — | YouTube |
|
YouTube
·
Q&A with Daniel
No thesis extracted from this post yet. |
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| 14 Aug 2026 | Q&A with Kyle (Part 2) | no thesis | — | YouTube |
|
YouTube
·
Q&A with Kyle (Part 2)
No thesis extracted from this post yet. |
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| 14 Aug 2026 | $DNOW: the boring distributor that could double on 2029 numbers | Firebird Management | high | DNOW | YouTube |
|
DNOW·
high·
YouTube
·
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
Despite a decade of US rig collapse, DNOW kept growing margins and buying distributors at low multiples; the MRC Global merger should produce ~$350m 2027 EBITDA vs ~$3.5B EV and ~$300m FCF on a ~$3B cap, supporting a $30-32 2029 double. |
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| 14 Aug 2026 | Q&A with Kyle (Part 1) | no thesis | — | YouTube |
|
YouTube
·
Q&A with Kyle (Part 1)
No thesis extracted from this post yet. |
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| 12 Aug 2026 | The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple! | no thesis | — | YouTube |
|
YouTube
·
The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple!
No thesis extracted from this post yet. |
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| 12 Aug 2026 | The CEO blocked me. Then it fell 90%. $HIMS #investing #stocks | no thesis | — | YouTube |
|
YouTube
·
The CEO blocked me. Then it fell 90%. $HIMS #investing #stocks
No thesis extracted from this post yet. |
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| 11 Aug 2026 | Celsius Holdings (CELH) - 6x Cash on Cash Return! | no thesis | — | YouTube |
|
YouTube
·
Celsius Holdings (CELH) - 6x Cash on Cash Return!
No thesis extracted from this post yet. |
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| 11 Aug 2026 | People are buying GLP-1s off Groupon $HIMS #investing #stocks | no thesis | — | YouTube |
|
YouTube
·
People are buying GLP-1s off Groupon $HIMS #investing #stocks
No thesis extracted from this post yet. |
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| 11 Aug 2026 | Lessons from Leo: The Dark Side of Investment Conviction! | no thesis | — | YouTube |
|
YouTube
·
Lessons from Leo: The Dark Side of Investment Conviction!
No thesis extracted from this post yet. |
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| 07 Aug 2026 | $HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove | no thesis | — | YouTube |
|
YouTube
·
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
No thesis extracted from this post yet. |
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| 06 Aug 2026 | Bitcoin mining might be the worst business ever #investing #bitcoin | no thesis | — | YouTube |
|
YouTube
·
Bitcoin mining might be the worst business ever #investing #bitcoin
No thesis extracted from this post yet. |
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| 06 Aug 2026 | Strategy thinks capital allocation is magic $MSTR #investing #stocks | no thesis | — | YouTube |
|
YouTube
·
Strategy thinks capital allocation is magic $MSTR #investing #stocks
No thesis extracted from this post yet. |
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| 05 Aug 2026 | Zoetis (ZTS) - The Stock Market Is Wrong About This | no thesis | — | YouTube |
|
YouTube
·
Zoetis (ZTS) - The Stock Market Is Wrong About This
No thesis extracted from this post yet. |
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| 05 Aug 2026 | The trade that blew up Situational Awareness #investing #hedgefunds | no thesis | — | YouTube |
|
YouTube
·
The trade that blew up Situational Awareness #investing #hedgefunds
No thesis extracted from this post yet. |
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| 04 Aug 2026 | Zoetis $ZTS - 5x Cash on Cash Gain? Stock Review | no thesis | — | YouTube |
|
YouTube
·
Zoetis $ZTS - 5x Cash on Cash Gain? Stock Review
No thesis extracted from this post yet. |
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| 31 Jul 2026 | Market Update: July 30, 2026 | no thesis | — | YouTube |
|
YouTube
·
Market Update: July 30, 2026
No thesis extracted from this post yet. |
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| 29 Jul 2026 | Information Timing and Release: The Debate over Quarterly Reporting and Fed Guidance! | no thesis | — | YouTube |
|
YouTube
·
Information Timing and Release: The Debate over Quarterly Reporting and Fed Guidance!
No thesis extracted from this post yet. |
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| 28 Jul 2026 | Is MSFT Cheap? | no thesis | — | YouTube |
|
YouTube
·
Is MSFT Cheap?
No thesis extracted from this post yet. |
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