The Patient Investor

The video examines Constellation Software (CSU), noting its sharp 39% six‑month decline—the largest ever since going public—while highlighting the company’s disciplined acquisition strategy, zero‑dilution policy, strong free‑cash‑flow growth, recent CEO change, and the market’s AI‑driven sell‑off concerns. The host argues that, given a 19‑times price‑to‑free‑cash‑flow multiple and consistent growth, the current dip likely represents an undervalued, generational buying opportunity rather than a fundamental flaw (disclaimer: not financial advice).

This video breaks down Netflix’s 28% share decline, evaluates its current valuation around $87‑$89 per share, and examines how new live‑event, sports, and advertising initiatives are boosting retention and profitability. The host concludes that Netflix is fairly priced with modest upside, not a generational bargain, and suggests only buying if the price slips below the $80‑$75 range.

In this video the creator ranks the seven mega‑cap tech stocks—from the most overvalued to the cheapest—examining Amazon’s recent rally and low operating‑cash‑flow multiple, Meta’s AI‑driven advertising growth, Google’s limited upside after a multiple expansion, Microsoft’s fair valuation and modest upside, Apple’s revenue stagnation, Nvidia’s strong earnings growth, and Tesla’s speculative future. He concludes that Amazon and Meta appear the most undervalued for 2026, while warning that Google and Apple offer limited upside, and suggests cautious, long‑term positions rather than short‑term bets.

In this episode the host spotlights two quality stocks trading near 52‑week lows—PepsiCo, now at a historic 16 × earnings with a 4% dividend and strong pricing power that can offset declining volumes, and Canadian Pacific Kansas City, valued around 19 × earnings and uniquely positioned with a straight rail link from Mexico through the U.S. to Canada, delivering double‑digit EPS growth. He argues that both companies offer potential multiple reversion and solid dividend yields that could generate roughly 10‑12% annual returns, making them attractive near‑low picks (not financial advice).

produce.The video spotlights two relatively unknown growth stocks positioned to benefit from the reshoring megatrend—Constellation Energy (CEG), a private utility with long‑term government and data‑center contracts, and a U.S. lidar‑sensor company that serves industrial, robotics and defense customers and is poised for rapid revenue expansion. The presenter breaks down each company’s earnings visibility, valuation scenarios, upside potential and risks, and invites viewers to join his private group for deeper analysis (not financial advice).

description.The video explains how MicroStrategy (MSTR) is now trading at roughly 1× its net‑asset value—the cheapest level ever—offering an asymmetric upside by giving investors direct Bitcoin exposure plus a 26% boost in Bitcoin‑per‑share, while the historic NAV premium has vanished. It also warns that the company’s heavy reliance on preferred‑equity debt and high dividend obligations makes the model risky, as a prolonged discount could force Bitcoin sales, yet the potential reward may still make it a generational buying opportunity.

In this deep‑dive the host breaks down Mercado Libre (MELI), showcasing its vertically integrated logistics, booming fintech arm Mercado Pago and the huge untapped e‑commerce potential across 19 Latin American markets while also flagging fierce competition, margin pressure and macro‑economic headwinds. Using a valuation model that puts the stock at roughly 30‑39 × earnings, he projects up to a 125 % upside over the next five years but cautions that growth may decelerate as rivals catch up.

punctuation.In this video the host examines the fallout from Venezuela’s newly‑announced oil production plans, arguing that market expectations of increased supply will likely push crude prices lower in the short term and create a generational buying opportunity. He then outlines specific equity ideas—integrated producers such as Chevron (the only U.S. firm with a Venezuelan license), a potentially undervalued Oxy Petroleum, refiners like Valero, Marathon and Phillips 66, and even tanker operators—while emphasizing a long‑term bullish view on oil and reminding viewers that the discussion is not financial advice.

The video breaks down Netflix’s recent 29% stock plunge, re‑evaluates its fair value at about $87 per share, and examines the proposed Warner Bros. Discovery acquisition—highlighting steep price multiples, limited near‑term synergies, modest dilution, and a likely 2027‑2029 payoff horizon. The creator concludes that, even without the deal, Netflix’s strong margins and growth make sub‑$85 pricing a compelling long‑term opportunity, though it remains far from a current bargain.

two sentences.The video breaks down two cheap stocks near their 52‑week lows: Adobe, now trading at about 15 × earnings after a steep decline, with steady 10 % revenue growth, expanding margins and AI‑driven revenue that suggest the market has over‑punished the stock and could deliver 50‑100 % upside; and Pfizer, trading around 8 × earnings with a high dividend yield, heavy debt and a controversial $10 billion weight‑loss acquisition that, despite headwinds, offers a ~13 % free‑cash‑flow yield and possible multiple expansion, though the presenter favors Adobe.

In this video, the host discusses the current state of Hims and Hers Health stock amidst ongoing market drama and fluctuating prices. They outline both the reasons to hold onto the stock and potential indicators that could lead to a decision to sell, emphasizing the importance of focusing on fundamental performance over market noise.

In this video, the host discusses two growth stocks with significant upside potential: Grab and Nibbius. Grab, a super app in Southeast Asia, is highlighted for its recent profitability and potential merger that could drastically increase market share, while Nibbius is presented as a speculative investment despite concerns about its heavy capital expenditure and growing losses.

In this informative video, learn the crucial differences in valuing various stocks based on their business cycle stages, from mature companies like Verizon to growth stocks like Costco and emerging firms. The presenter shares essential strategies for assessing these stocks’ potential returns, emphasizing the importance of understanding enterprise value and revenue growth in making informed investment decisions.

In this video, the host discusses three quality stocks to consider buying near their 52-week lows, including VC Properties, Shift4 Payments, and Home Depot. He provides insights on their current performance, growth potential, and investment attractiveness, encouraging viewers to explore these opportunities while sharing his personal investment opinions.

In this video, the host shares a compelling investment thesis on Amazon, highlighting its potential to generate life-changing returns by 2026. He discusses various underappreciated businesses within Amazon's portfolio, such as Zox, Amazon Leo, and its innovative delivery services, suggesting that Amazon’s future growth could rival that of other tech giants like Meta and Google.

In this insightful video, Tom Lee shares his top three stock picks to consider before 2026, emphasizing their potential for significant growth amid upcoming market shifts. The analysis covers GE Ferova's strong position in the energy sector, PNC Financial Services' impressive non-interest income growth, and the future prospects for Meta, highlighting the unique advantages and challenges of each investment.

In this video, we explore the recent surge in Novo Nordisk's stock price following the FDA approval of their first oral GLP1 pill for weight management, set to launch in January 2026. With significant potential for weight loss and a competitive advantage over rival Eli Lilly's upcoming pill, there is renewed optimism for NVO's market position and revenue growth ahead.

In this video, I share my investment strategy that has consistently achieved a 32% annual return, detailing how I identify growth and value stocks while avoiding emotional attachments to my investments. I also explain my portfolio allocation across quality stocks, growth stocks, defensives, speculative investments, and options trading, aiming for successful returns regardless of market trends.

In this video, the host analyzes three major stocks—Nike, Costco, and Procter & Gamble—currently trading near their 52-week lows. While Nike and Costco show potential for recovery, he raises concerns about their high valuation multiples and ongoing challenges, ultimately labeling them as overvalued, alongside Procter & Gamble.

In this video, the analyst discusses the recent 13% decline in Broadcom (AVGO) stock, exploring the company's unique growth through acquisitions and its impressive earnings in semiconductor solutions and infrastructure software. Despite the valuation correction from an extreme price-to-earnings ratio, the analyst indicates that Broadcom is approaching fair value and highlights a potential buy zone below $280 per share.

In this video, I reveal my top high growth stock for 2026, SoFi, which I believe has a potential upside of 23-25% due to several significant catalysts on the horizon. With its innovative business model and expanding member base, I discuss why SoFi is an attractive investment opportunity as we approach the new year.