The Patient Investor

In this video, I analyze United Health's recent earnings report, highlighting significant revenue growth and a cautious management approach moving forward, which suggests that the worst is likely behind the company. Although some aspects, like the conservative guidance and lack of stock buybacks, are disappointing, I remain optimistic about the potential for long-term growth and profitability for UNH shareholders.

In this informative video, the speaker shares five crucial lessons he wished he had known when he started investing, aiming to help others avoid common pitfalls. He emphasizes the importance of understanding company valuations, position sizing, and the potential of larger companies to continue growing, while encouraging viewers to focus on fundamentals rather than superficial metrics like price-to-earnings ratios.

In this video, the host discusses three undervalued stocks—PayPal, Adobe, and United Health—that are currently facing negative sentiment but may outperform in 2026 due to potential market shifts. Highlighting the concept of sector rotation, he emphasizes how stocks that are currently disliked often become the next year's leaders as new opportunities arise.

In this video, the presenter explores Zita, a potentially undervalued AI stock that has experienced a 28% decline over the past year, drawing comparisons to other successful investments. With impressive revenue growth and a business model powered entirely by AI, the analysis suggests that Zita could deliver significant returns in the coming years despite market skepticism.

In this insightful video, the host discusses why Uber is the top quality stock to buy right now, highlighting its remarkable growth potential and undervaluation despite current negative market sentiment. Featuring a deep dive into Uber's innovative delivery services and strategic partnerships in autonomous vehicles, the video showcases why the stock presents an exciting investment opportunity.

In this video, the analyst provides a detailed examination of Salesforce's stock performance and future outlook, questioning the credibility of their 2030 revenue guidance given past discrepancies. Despite skepticism about management's track record, the video discusses potential investment value at its current price, highlighting recent improvements in profitability and cash flow that could signal a buying opportunity for investors.

In this video, the presenter highlights two stocks poised to double their value within four years, focusing on Melly (Mercado Libre) and Amazon. He delves into Melly's impressive growth metrics in e-commerce and fintech, while also addressing Amazon's potential despite recent disappointments, making a case for both stocks as compelling investment opportunities.

In this informative video, the creator unveils personal strategies for identifying potential 10x stocks, focusing on investing in mega trends that are reshaping industries. They discuss specific trends, including water consumption in data centers and innovations in battery technology, while providing insights on how to find undervalued investment opportunities.

In this video, the creator discusses two stocks in their portfolio that are ripe for significant upside potential, emphasizing their unique growth strategies and market opportunities. They detail their investments in automation and food production, sharing insights on expected returns and the evolving business models of these companies.

In this video, we explore Ferrari's rare stock pullback, analyzing its unique business model, impressive margins, and recession-resistant pricing power. With a deep dive into Ferrari's future guidance and an assessment of the stock's fair value, this discussion highlights the potential investment opportunities amidst current market volatility.