Compound Everything
Lululemon gets a new CEO, Heidi O'Neil. My thoughts on how she will lead this already floundering company.
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37 episodios
Why Constellation Software ($CSU.TO) Could Be the Buy of the Decade
Constellation Software ($CSU.TO) has been absolutely crushed… but after diving deep into the latest earnings, free cash flow, and the AI fears surrounding software, I think the market may be completely mispricing this business. In this video I break down: • Why Constellation’s software businesses are incredibly sticky • The real free cash flow power behind the company • Why I think AI fears may be overblown This is not financial advice #StockMarket #Investing #ConstellationSoftware #ValueInvesting #TSX #Stocks #CashFlow #AIStocks
Robinhood Stock Plummeted Why I Am Still Bullish
Robinhood stock just dropped hard and investors are asking what went wrong. In this video I break down why the stock fell, what the market is missing, and why I still see strong upside ahead. We look at growth drivers, risks, and whether this is a real buying opportunity for long term investors. If you are watching HOOD stock or thinking about buying the dip this analysis will help you decide. I’m just a stupid retail investor so do you’re own homework
Lululemon's new CEO Mistake
How Peyto (PEY.TO) Dominates the Market: Low-Cost Production & New Growth
Peyto Exploration & Development (PEY.TO) has long been known as a "low-cost leader" in the Canadian natural gas space. But how do they maintain those margins, and where is the company headed next? In this video, we dive deep into the operational efficiency that sets Peyto apart from its peers. We break down the math behind their low-cost production model and take a look at the major new projects they are entering to secure future growth.
Celsius Stock Down Big… Here’s What Everyone’s Missing
In this video, I break down what’s really happening with Celsius Holdings, including the recent Alani Nu lawsuit, and why it may not be the main reason behind the drop. While the lawsuit has created negative headlines and short-term fear, this kind of legal risk isn’t new in the energy drink industry , companies like Monster and Red Bull have faced similar challenges before. The bigger issue? Accounting noise from the Alani Nu acquisition.
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