# ![@sharpinvesting5180 Avatar](https://lunarcrush.com/gi/w:26/cr:youtube::UCnuJRnTXxVFrtWdEivw-kBA.png) @sharpinvesting5180 Sharp Investing

Sharp Investing posts on YouTube about $6753t, investment, flow, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/youtube::UCnuJRnTXxVFrtWdEivw-kBA/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCnuJRnTXxVFrtWdEivw-kBA/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/youtube::UCnuJRnTXxVFrtWdEivw-kBA/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCnuJRnTXxVFrtWdEivw-kBA/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/youtube::UCnuJRnTXxVFrtWdEivw-kBA/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCnuJRnTXxVFrtWdEivw-kBA/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/youtube::UCnuJRnTXxVFrtWdEivw-kBA/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCnuJRnTXxVFrtWdEivw-kBA/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [exchanges](/list/exchanges) 

**Social topic influence**
[$6753t](/topic/$6753t), [investment](/topic/investment), [flow](/topic/flow), [stocks](/topic/stocks), [ceo](/topic/ceo), [business](/topic/business), [company](/topic/company), [advice](/topic/advice), [asos](/topic/asos), [meta](/topic/meta)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/applovin) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Foot Locker, Inc. (FL)](/topic/$fl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Bitcoin (BTC)](/topic/bitcoin) [DLocal Limited (DLO)](/topic/$dlo) [Born in [--] (19)](/topic/$19) [Flow (FLOW)](/topic/$flow) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"StoneCo CEO quits Is this a problem $STNE Big changes in the C suite at StoneCo this week What am I doing Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=eSSfZqVfZNc)  2026-01-08T18:00Z [----] followers, [---] engagements


"May [--] Market Update - Bear market in the making Risk factors & my portfolio strategy to sleep well In this general market update I review three items: [--]. The S&P [---] chart and what it might be telling us [--]. Risk factors including: Fed tightening GDP contraction Schiller PE ratio US government spending gridlock [--]. My portfolio strategy to sleep well at night and deal with any stock market outcomes. 0:00 Intro 1:52 S&P [---] chart 5:30 Risk: Fed tightening 7:14 Risk: Inflation 9:40 Risk: US government gridlock 10:32 Risk: Shiller PE Ratio 11:40 Risk: Recession 12:12 Portfolio strategy & Cash"  
[YouTube Link](https://youtube.com/watch?v=40b5shMeZ_g)  2022-05-06T03:35Z [----] followers, [---] engagements


"Seritage Growth Properties - GREAT Q2 Significant progress and de-risking $SRG reported a better than expected set of outcomes on their Q2 [--] earnings release. 0:00 Intro and property sales 4:00 Sears litigation 5:00 Quick book value estimation Disclaimer: Not meant as financial advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=4OjV3uNVGwM)  2022-08-24T04:00Z [----] followers, [---] engagements


"ASOS increase position to 5% and Q3 update Recent purchase and position increase to 5% in $ASOMY (LSE: ASC). Includes looking at FY [----] profit warning from Q3 release. Also an update on longer term thesis and key items. 0:00 Intro 2:18 Q3 [----] 6:30 Position size and avg price 7:33 New CEO 9:22 Key Items TAM Engagement 14:52 Valuation Disclaimer: Meant for educational purposes only. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=51beoEww-_Y)  2022-07-11T19:27Z [----] followers, [---] engagements


"Major hurdle cleared at Seritage Growth Properties $SRG Seritage release today indicates they've achieved a huge win in paying down their debt to $800 mil in order to qualify for a [--] year extension from Berkshire. This grants the company a lot more breathing room to complete their liquidation process Disclaimer: Not meant as financial advice. Do your own research before investing in any stocks"  
[YouTube Link](https://youtube.com/watch?v=DZAGm0URF6s)  2023-02-03T02:21Z [----] followers, [---] engagements


"Foot Locker Stock ($FL) - Cigar butt with buybacks. One more smoke Initial view on $FL - Foot Locker stock. Is there one more smoke left in this classic cigar butt Disclaimer: Not meant as investment advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=IU-TVPRZ3kw)  2022-05-15T21:01Z [----] followers, [---] engagements


"ASOS 3% Purchase - Consistent growth and cyclical margins Recently purchased 3% position in ASOS ($ASOMY $ASC). Extreme movements in the stock caused by fluctuating margins may provide excellent risk/reward for this London based e-commerce retailer. 0:00 Intro/Purchase 2:42 Near term headwinds 4:49 ASOS general info 5:46 Nick Sleep/Scaled Economies Shared 8:44 Thesis - Margin cycles 12:42 Risks Disclaimer: Not meant as investment advice. Do your own research before investing in any stocks"  
[YouTube Link](https://youtube.com/watch?v=LB1wJoFfD2M)  2022-03-27T23:04Z [----] followers, [---] engagements


"ASOS - Horrible 1st half results & Why I sold ASOS ($ASC $ASOMY) came out with terrible first half results last week and crushed the stock price. I've now sold my position and in this video explain my thinking. Disclaimer: Not investment advice. Do your own research before investing in any stock. 0:00 Overview 4:17 H1 Earnings Items 9:00 Where is the upside now 13:00 Review of this position and my mistake"  
[YouTube Link](https://youtube.com/watch?v=MKhr6U5rvUY)  2023-05-23T03:10Z [----] followers, [----] engagements


"ASOS Earnings Update H1 [--]. Bad but expected. Light at the end of the tunnel ASOS ($ASOMY) released first half [----] results today and here are my key takeaways. Disclaimer: Not meant as financial advice. Do your own research before investing in any stocks"  
[YouTube Link](https://youtube.com/watch?v=NVr0UrGEHas)  2022-04-12T19:21Z [----] followers, [---] engagements


"SRG sale at $12 - Why sell now I sold Seritage Growth Properties on March 1st for a few different reasons discussed in this video. $SRG Disclaimer: Not meant as investment advice. Do your own research before buying or selling any stocks. 0:00 Intro 0:15 NAV thesis 2:00 My thesis is over 4:00 Cash bump 4:22 Cigar butt vs compounders 5:00 Interest Rates 7:30 Asset sale timeline"  
[YouTube Link](https://youtube.com/watch?v=NzU1boeMKM0)  2023-03-13T02:21Z [----] followers, [---] engagements


"Alibaba News - Share buybacks upsized to $25B Alibaba (BABA 9988) has upsized their buyback program by $10 billion which means that at current the share price they could buy back 5.6% more of the outstanding company stock. Great news for long term value investors Disclaimer: Not meant as financial advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=Vm96sTmX4H0)  2022-03-22T04:05Z [----] followers, [---] engagements


"My Portfolio Pt [--] - Alibaba Teva Shinoken Australian Family Lawyers In this video I give a quick synopsis and investment case for four of my stock portfolio holdings: Alibaba (BABA) Teva (TEVA) Shinoken (stock code [----] on the TSE) and Australian Family Legal (AFL on the ASX) For those interested in Alibaba I suggest taking a look at Moore Money who does a great job of explaining his investment thesis and does a lot of updates on recent events. https://www.youtube.com/c/mooremoney"  
[YouTube Link](https://youtube.com/watch?v=ZOEXP_7hUR4)  2022-02-02T18:45Z [----] followers, [---] engagements


"ASOS - Thesis review CEO Jose FY [--] Hard times ahead() Quick look at FY [--] results thoughts on new CEO and will the upcoming hard times make ASOS stronger Disclaimer: For information purposes only. Not meant as investment advice. Do your own research before investing in any stock. 0:00 Intro and [----] results 4:40 Thesis review 9:22 CEO Jose 15:10 Hard times could make ASOS stronger 18:27 M&A valuations and possible margin of safety"  
[YouTube Link](https://youtube.com/watch?v=dpnj54Ueg6s)  2022-11-21T04:17Z [----] followers, [---] engagements


"ASOS - Big direction change in effect ASOS delivered a very interesting period [--] update. CEO Jose is attempting to rapidly change the company from a fast growing online fashion retailer into a more sustainable higher margin business. One large risk remains but the plan seems to be on track. Audio is a mess in this video. My apologies $ASC $ASOMY Disclaimer: Not meant as financial advice. Do your own research before investing in any stocks"  
[YouTube Link](https://youtube.com/watch?v=iVLAl50eK0s)  2023-01-23T04:08Z [----] followers, [---] engagements


"$SAVE stock & call purchase - Gambling on the merger On Nov [--] I bought shares and Feb call options on $SAVE. Discussing my thinking here. Disclaimer: NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH AND CONSULT A PROFESSIONAL BEFORE BUYING ANY STOCK"  
[YouTube Link](https://youtube.com/watch?v=pR8EyeMXxo0)  2023-11-27T20:38Z [----] followers, [---] engagements


"TEVA Update - Earnings Debt and good news on Litigation My thesis on Teva is that there are three main issues holding the stock price at an extremely low PE of 3x - No revenue growth large litigation uncertainty and high debt. This video updates on all three items after Q4 [----] earnings. Disclaimer: This is not investment advice. Please do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=qUZI2DnKwXg)  2022-03-04T04:58Z [----] followers, [---] engagements


"Seritage Growth Properties Stock Purchase Seritage Growth Properties is a REIT that is developing old Sears locations in the United States. A number of valuations of their real estate portfolio indicate the SRG stock may be grossly undervalued from a net asset value perspective. Disclaimer: This video is for entertainment purposes only. Do your own research"  
[YouTube Link](https://youtube.com/watch?v=qgM9YJhGJ5U)  2022-02-14T04:38Z [----] followers, [---] engagements


"TEVA Stock Analysis - Boring & hated company could be a triple in [--] years TEVA is a large pharmaceutical company based in Israel and traded on the NYSE. TEVA stock has been beaten down consistently for the last 6+ years due to a number of major problems. In this video I discuss the three main clouds hanging over the stock and why I believe a turnaround is in the making and will likely materialize before the end of [----]. I also discuss why the valuation for the company is currently far too cheap at lower than a 4x PE ratio. The main issued discussed in this video are: [--]. Revenue contraction"  
[YouTube Link](https://youtube.com/watch?v=s_pnGKqEO_U)  2022-01-19T20:28Z [----] followers, [----] engagements


"TEVA - Closing short puts contracts - 24% gain Disclaimer: Do your own research before investing in any stock. Not meant as financial advice"  
[YouTube Link](https://youtube.com/watch?v=wwh4YcUMdKA)  2022-08-23T01:05Z [----] followers, [---] engagements


"STNE - Stoneco delivers yet another great quarter This company is WAY undervalued right now $STNE came out with another set of great results for Q1 [----]. I go through some key items from the release in this video. Disclaimer: NOT investment advice. Do your own research before investing in any stocks"  
[YouTube Link](https://youtube.com/watch?v=C916Wh_LXW0)  2023-05-30T02:36Z [----] followers, [----] engagements


"Obscure Moats - Part [--] - Warsaw Stock Exchange (GPW) In this final segment of the series I look at the Warsaw Stock Exchange. Disclaimer: Not investment advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=C9lP_mIXHvk)  2023-08-01T23:31Z [----] followers, [---] engagements


"Weibo Stock quick note - 9% Buybacks authorized over [--] year Addendum to my previous video analyzing Weibo stock. US:$WB HK: $9898"  
[YouTube Link](https://youtube.com/watch?v=G1vkaZCRAsU)  2022-05-31T19:33Z [----] followers, [---] engagements


"PayPal Stock Analysis ($PYPL) - Is flatlining user growth a deathblow Disclaimer: Not investment advice. Do your own research before investing in any stock 0:00 Intro 1:50 This company is hated 3:20 Financial bits 5:15 Keys to bull case 8:02 Buybacks & Venmo 10:07 Moat or no moat 12:15 Risks 13:35 Projections pypl stock PayPal stock pypl $pypl contrarian investing Meta stock sq stock pypl stock PayPal stock pypl $pypl contrarian investing Meta stock sq stock"  
[YouTube Link](https://youtube.com/watch?v=KYM1ZBshsss)  2023-08-19T19:08Z [----] followers, [----] engagements


"April & May trades - MU purchase STNE add META trim MANU sell This is the monthly trade wrap-up for April and May [----]. I purchased Micron ($MU) after a technical breakout added to my Stoneco ($STNE) position closed my Manchester United ($MANU) calls and trimmed META Disclaimer: NOT investment advice. Do your own research before investing in any stocks. 0:00 Micron purchase & Market quick take 5:45 META trim 7:15 MANU close 8:41 STNE add"  
[YouTube Link](https://youtube.com/watch?v=PVZFfm11HdY)  2023-06-06T20:28Z [----] followers, [---] engagements


"StoneCo - Q2 [----] update and add to position at $10 Quick look at some high level items from Q2 release. Disclaimer: Not financial advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=RR-IyUYbocQ)  2023-10-15T21:33Z [----] followers, [----] engagements


"Foot Locker ($FL) - BBBY example & Final verdict Example of what could happen with Foot Locker Stock ($FL) via Bed Bath and Beyond ($BBBY) buyback example. Disclaimer: Not meant as investment advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=Y0scNOdY3TU)  2022-05-15T21:00Z [----] followers, [---] engagements


"STNE - StoneCo two massive potential catalysts & Q2 review StoneCo reported earnings last month and I argue why I think the results were fantastic. I also look ahead to two potentially huge catalysts over the next 6-12 months. Disclaimer: Not meant as investment advice. Do your own research before investing in any stock. 0:00 Intro and Q2 results 10:16 Cost breakdown 12:50 Catalyst #1 17:15 Credit & Catalyst #2 20:58 Summary and Updated valuation"  
[YouTube Link](https://youtube.com/watch?v=YlifJhjnHXo)  2022-09-29T22:38Z [----] followers, [---] engagements


"StoneCo Q3 $STNE - Margins on a rocket higher Sorry guys. The audio is messed up on this video near the end. Q3 was a great quarter. Beats on revenue and earnings plus signs the company is potentially on a path to much higher margins in [----] Disclaimer: For entertainment purposes only do your own research before investing in any stocks"  
[YouTube Link](https://youtube.com/watch?v=gfYEYBsEy78)  2022-11-30T01:06Z [----] followers, [----] engagements


"Full portfolio & returns from [----] and Q1 [----] A look at my results and lessons from [----] as well as goals for [----]. Plus a look at full portfolio including one new position in [----]. $META $STNE $BABA $ASOMY $ASC $FLOW Disclaimer: Not investment advice. Do your own research before investing in any stocks 0:00 Intro 1:00 [----] and Q1 [--] Returns 2:30 Overall style and strategy from 21/22 4:50 [----] Breakdown 9:40 Key lessons 13:20 Full Portfolio & Q1 [--] breakdown 17:12 Goals for 2023"  
[YouTube Link](https://youtube.com/watch?v=nCNL-aNQl3o)  2023-04-15T01:18Z [----] followers, [---] engagements


"TEVA update - Q4 Humira Growth Pipeline A look at [----] goals now that current goals have been achieved. Are they going to get to 2x debt leverage Is their pipeline going to add value at some point Disclaimer: Not meant as investment advice. Do your own research before investing in any stocks. $TEVA Value Investing"  
[YouTube Link](https://youtube.com/watch?v=nQ9Qj74QfGk)  2023-04-21T16:20Z [----] followers, [---] engagements


"Liberty Global - [----] Buyback projections My Punch Card Investing full LBTY analysis: https://www.youtube.com/watchv=S4_JJSTi5eM Disclaimer: Not investment advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=rg9OsI3Gmt4)  2023-09-03T02:37Z [----] followers, [----] engagements


"Weibo Stock ($WB $9898) - "The Twitter of China" is WAY cheaper than the price Elon Musk is paying I recently added to my position in Weibo stock on the Hong Kong Exchange (Ticker: 9898). My original purchase was in December [----] in the US (Ticker: WB) at $29. Current portfolio position of 5% at an average price of $26 USD. This stock is unreasonably cheap at the moment and could have significant upside available. Disclaimer: Meant for educational purposes only. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=sso4zxYI50I)  2022-05-31T19:33Z [----] followers, [---] engagements


"Feb Trades - Add to STNE close GOOG/SPX/ASOS trades from Jan Just a quick update on some smaller trades made during February. Disclaimer: Not meant as investment advice. Do your own research before buying or selling any stocks"  
[YouTube Link](https://youtube.com/watch?v=uCFRWAfk6jA)  2023-03-13T01:52Z [----] followers, [---] engagements


"March trades META ASOS BABA STNE - Rebalancing strategy for sideways market A few small trades to rebalance the portfolio in March. Trim META and ASOS add to STNE and BABA Disclaimer: Not investment advice. Do your own research before investing in any stocks"  
[YouTube Link](https://youtube.com/watch?v=uqZC9BA8zJo)  2023-04-02T04:04Z [----] followers, [---] engagements


"Micron $MU - It's still cyclical Q3 and long term view Disclaimer: Not investment advice. Do your own research before investing in any stock 0:00 Intro 3:07 Disaster Q3 9:45 Cyclical pattern 13:00 Outlook and my requirements to buy"  
[YouTube Link](https://youtube.com/watch?v=2jyKdj5Ajq4)  2022-12-23T04:19Z [----] followers, [---] engagements


"Prosus Partial Sale and Valuation Update. Great company at a fair price I have sold 60% of my Prosus position. I explain my personal error in the first video and reasoning for trimming my position. Tencent is a very complex business and could very well be a long term compounder via their superior business model however my personal comfort level and understanding of this stock are not up to the level they need to be to invest a significant portion of my portfolio in it. 0:00 Sale reasoning 4:14 Updated valuation Disclaimer: Not meant as investment advice. Do your own research before investing"  
[YouTube Link](https://youtube.com/watch?v=Eo_tzKNvBQ8)  2022-05-04T23:39Z [----] followers, [---] engagements


"Prosus Purchase - Tencent at a 40% discount The market cap is wrong My newest purchase is Tencent via Prosus NV. In this video I share why I believe the commonly accepted discount on Prosus is actually wrong and why it is an even better deal than it appears. Everything Money chats with Monish Pabrai about Tencent purchase: https://www.youtube.com/watchv=I0_aw0XbkRQ Disclaimer: Not meant as financial advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=QSnYn8yr-ec)  2022-02-28T04:13Z [----] followers, [----] engagements


"Flow Traders Q2 - The Dividend is the Thing Adding to my Flow Traders stock position after Q2 [----]. Disclaimer: Not investing advice. Do your own research before investing in any stock 0:00 Intro and Q2 4:25 Dividend thoughts 8:35 Buying more FLOW"  
[YouTube Link](https://youtube.com/watch?v=ktYd3cvcS1A)  2023-09-23T11:12Z [----] followers, [----] engagements


"Does Prosus have a capital allocation problem Selling the remainder of my shares. I sold the remaining 2% position in Prosus as I still do not fully understand the key underlying asset - Tencent. In this video I'll speak about a potential problem in Prosus with respect to it's capital allocation. Disclaimer: Not meant as financial advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=lkjKiMIqX0o)  2022-08-23T01:28Z [----] followers, [---] engagements


"Buying two cigar butts - Liberty Global & Teva I bought two non-cyclical high cash flow low growth businesses today and give a quick overview on each company. Disclaimer: Not investment advice. Do your own research before buying any stock. 0:00 Purchases 2:00 Liberty Global 7:30 Teva"  
[YouTube Link](https://youtube.com/watch?v=p3oFUtEEb9g)  2023-05-24T19:40Z [----] followers, [----] engagements


"Obscure Moats - Part [--] - A Casino Monopoly in Cambodia EDIT: In the CAGR projections I have made a mistake - It is 16% CAGR to 6bil market cap in [----] (not [----] as indicated on the video) and CAGR to [----] at 6b market cap would be 41%. Nagacorp is a luxury hotel and casino with an exclusive license to operate in Phnom Pehn Cambodia. Phenomenal business on the rebound from covid related closure. Disclaimer: Not investment advice. Do your own research before investing in any stock 0:00 Intro and general info 4:08 Bull case 5:45 Projections & Price target 6:53 Cambodia economic growth 8:23"  
[YouTube Link](https://youtube.com/watch?v=qVlceAR1htc)  2023-07-18T03:15Z [----] followers, [---] engagements


"PDD Purchase - It's a scaled economies shared business but not why you think A look at the Chinese e-commerce behemoth Pinduoduo - $PDD and why I purchased a position in the company. I have a three part thesis on why I think this is a great company to hold for the long term. Disclaimer: Not investment advice. Do your own research before investing in any stocks. 0:00 Intro and my mistake 2:04 Company overview 6:49 Q1 and Financials 11:25 Thesis point [--] - PEG 14:30 Thesis point [--] - Two huge free call options 20:04 Thesis point [--] - Why it's an SES model 30:25 Risks & Bonus upside"  
[YouTube Link](https://youtube.com/watch?v=ypuNCKWVx6Y)  2023-06-20T17:24Z [----] followers, [----] engagements


"BIG NEWS out of TEVA - Stock up 18% after Q2 release Teva with a major announcement with Q2 earnings today. Long term lawsuits nearing a conclusion in the next few weeks. Disclaimer: Meant for educational purposed only. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=4_Zg8DMqXxY)  2022-07-27T03:33Z [----] followers, [---] engagements


"FLOW Traders Q1 - The market isn't happy but I'm fine A look at Q1 [--] earnings for $FLOW Traders earnings release. Not a huge amount to discuss. Business as usual and Asia growing Disclaimer: Not investment advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=9eohauwxJY4)  2023-04-21T20:21Z [----] followers, [----] engagements


"MANU - 4-8x Options play. or a zero. Special situation betting on a Q1 sale Manchester United is up for sale for an insane 6-7 billion GBP ($7.25-$8.5b USD) I am using call options to play this situation and NOT doing an outright purchase of the stock. $MANU Disclaimer: Not meant as investment advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=TmPL0DC4UQA)  2023-01-23T22:30Z [----] followers, [---] engagements


"Intel stock bloodbath and. a few positives $INTC - This video looks at some of the major problems facing Intel stock and a few possible signs that there could be light at the end of the tunnel Disclaimer - Not investment advice. Do your own research before investing in any stocks 0:00 Intro 1:10 Turnarounds 2:21 Problems/Results 4:06 Dividend & Capital allocation 5:52 Capex/Guidance 7:50 Some small wins"  
[YouTube Link](https://youtube.com/watch?v=cbGPRylDGRE)  2023-02-25T01:17Z [----] followers, [---] engagements


"FLOW TRADERS - Capital markets day margins Q3 and [--] year growth plan $FLOW Traders update on declining margins and long term company goals as well as quick Q3 update. Buffett prefers a lumpy 15% over a smooth 12% and I do too Disclaimer: Not meant as financial advice. Do your own research before investing in any stock. 0:00 Intro and margins update 7:35 Q3 & Lumpy 15% 10:07 Targets projections 12:13 Dividends Capital Allocation & ROE 15:58 Growth 18:00 Risks"  
[YouTube Link](https://youtube.com/watch?v=w-HeLosY6Zs)  2023-10-28T09:52Z [----] followers, [---] engagements


"Big news from Seritage SRG clearing the path for a full sale $SRG stock up big in after hours trading after press release recommending sale approval. Disclaimer: Do your own research before investing in any stock. Meant for educational purposes only"  
[YouTube Link](https://youtube.com/watch?v=0i7DyK_PjsU)  2022-07-07T23:42Z [----] followers, [---] engagements


"Why is Gold Going Berserk @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $GOLD $GLD $SIL $SILVER $SLV $GDX"  
[YouTube Link](https://youtube.com/watch?v=1_OwvHXVZT8)  2025-10-28T20:41Z [----] followers, [---] engagements


"StoneCo - Could this Uber Cannibal buy back 39% of float in the next few years @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 2:00 Uber Cannibal buybacks 4:40 Price Action and Currency Craziness 8:55 Q1 bits and pieces 15:50 Costs and margins 18:17 Credit & Credit Cards 19:30 Guidance [----] & Price Target"  
[YouTube Link](https://youtube.com/watch?v=2BnqDrn9xwk)  2025-07-27T15:00Z [----] followers, [---] engagements


"QFIN part [--] - Dividend Buyback and some risks Quick look at some of the stuff I missed in Part 1: 11-14% capital return via buyback and dividend. Plus regulation and US audit risk Disclaimer- Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=3m0k8mtd1MM)  2024-01-05T01:31Z [----] followers, [---] engagements


"$SAVE #3 - Post trial move - Selling shares & keeping calls I was able to book some gains on the shares purchased at $11.10 and essentially have a freeroll with Feb $12.50 calls. Explaining my reason for selling part of my position now even though the trial seems to have gone well for Spirit and JetBlue. Disclaimer: Not investment advice. Do your own research and consult a financial advisor before investing"  
[YouTube Link](https://youtube.com/watch?v=5AJNXHirIj8)  2023-12-16T22:56Z [----] followers, [---] engagements


"FLOW Q4 - Plus [----] stock price projections @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=5xvwwQJDNq4)  2025-02-16T17:00Z [----] followers, [----] engagements


"BABA Q4 [----] - Two possible reasons for optimism in [----] Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Rambling intro 2:00 A few Q4 highlights 7:04 Bull market in China started 11:45 The Catalyst"  
[YouTube Link](https://youtube.com/watch?v=5zKByA55Ays)  2024-05-25T19:29Z [----] followers, [----] engagements


"Sharp Investing [----] Results & Current Portfolio Review of [----] and current portfolio. 41% portfolio return vs 17.8% for the SPX. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro caution & what type of business I am looking for 7:40: Portfolio 8:00 Nubank Screw-ups and Lessons 10:00 PDD & EC Sales 11:45 LULU 13:00 FLOW STNE APP Wins 18:40 Vistry 19:50 Want list. DLO ZETA Nintendo 22:30 Plan for [----] 23:25 Plan for 25% cash pile $PDD Pinduoduo $STNE Stoneco $EC Ecopetrol $LULU Lululemon $FLOW Flow Traders"  
[YouTube Link](https://youtube.com/watch?v=7VzfVwf884Q)  2026-01-10T15:00Z [----] followers, [----] engagements


"PDD - Q2 results. Is the price beatdown justified or an opportunity PDD reported Q2 earnings last week and the stock collapsed by 30%. Was this price beating justified or does it create an opportunity for long term investors Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:10 Q2 results Temu & Grocery margins 4:57 Management comments & Price crash 13:30 Going to war 18:10 Adding to my position"  
[YouTube Link](https://youtube.com/watch?v=7m8pcLH7afc)  2024-09-10T20:09Z [----] followers, [---] engagements


"Flow Traders Q3 - Buying the dip on good news @sharpinvesting1 on X Looking at an expectedly bad Q3 but looking forward to a great development announced this quarter. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro & Q3 5:50 The good news 9:18 Incremental profit model"  
[YouTube Link](https://youtube.com/watch?v=8ILxN-nyQn4)  2025-11-01T11:00Z [----] followers, [----] engagements


"FLOW Traders Q3-24 New capital allocation plan starting well @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Q3 slides 15:40 Three year projection & Valuation 18:45 Bonus Plea to Keuhnel #flowtraders #highROE $FLOW"  
[YouTube Link](https://youtube.com/watch?v=98Ddb4NQLKQ)  2024-11-23T23:17Z [----] followers, [----] engagements


"Applovin Q4 - Continuing to crush @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro Q4 and Year end highlights 8:10 Forward PE 10:40 Core Principles and Key Initiatives 2025"  
[YouTube Link](https://youtube.com/watch?v=9XNBZtGqLDc)  2025-02-13T05:11Z [----] followers, [---] engagements


"Berkshire Hathaway Meeting [----] - Gold Nuggets @SharpInvesting1 on X A few of the messages I wanted to remember from [----] $BRK meeting from Warren Buffett and Charlie Munger. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:17 Currency Hedges 2:45 Weather Vanes 4:32 DCF and Future Cash Flows 10:50 Return on Capital Warren buffett Charlie Munger value investing Warren buffett Charlie Munger value investing"  
[YouTube Link](https://youtube.com/watch?v=9mefaOmF_uQ)  2024-06-29T19:28Z [----] followers, [---] engagements


"FLOW TRADERS Q4 [----] - Is return on capital declining over time @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $FLOW Traders"  
[YouTube Link](https://youtube.com/watch?v=A_A9Bmet9Qs)  2026-02-14T13:00Z [----] followers, [---] engagements


"Full House Resorts ($FLL) 9:1 Gamble on this Casino Operator Link to YAV discussion: https://youtu.be/6y8Sn1ddyqIsi=6hEtEDnkuIQ11gPn @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and Outcome Projections 9:00 Risks 10:15 Current issues 17:30 Catalysts for revaluation 19:35 CEO 22:28 Margin of safety"  
[YouTube Link](https://youtube.com/watch?v=GUCQmizXZxs)  2025-10-16T20:54Z [----] followers, [---] engagements


"Applovin Q1 - Another banger & [--] paths to future growth @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=L2K9SJ25x8c)  2025-05-08T16:56Z [----] followers, [---] engagements


"Kaspi $KSPI - Big Q3 Win for Hepsi & Unexpected Buyback @sharpinvesting1 on X Kaspi continues to print cash despite some temporary headwinds but there are some very positive developments including Hepsiburada progress and buybacks starting early Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Various Q3 stuff 9:43 Buyback Dividends and Intl Growth 12:30 Hepsi's Growth Inflection 15:30 Catalysts"  
[YouTube Link](https://youtube.com/watch?v=M4ifVW306mA)  2025-11-20T13:00Z [----] followers, [---] engagements


"Dollar General nuked after earnings - Buying opportunity Sorry but Youtube won't let me post a link to the report. Search C2 Capital Substack for $DG report $DG - Dollar General down 67% from the highs and 30% after earnings. Is this a permanent impairment to the margins and growth or a temporary setback Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro - Q2 and other bits 6:10 Moat 9:25 CEO growth margins forecast 14:48 Valuation/estimates"  
[YouTube Link](https://youtube.com/watch?v=MzZA2rt3hMc)  2024-09-22T20:47Z [----] followers, [---] engagements


"Flow Traders - Q1 Paradigm shift could mean profits during up markets Flow Traders produced surprisingly strong results in Q1 [----] due to huge impact from crypto and Bitcoin EFT launch. Plus a quick look at end of [----] results. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Business overview and Q4 [----] 6:44 Q1 Crypto & New Paradigm 11:00 Return on Trading Capital & Capital Allocation $FLOW"  
[YouTube Link](https://youtube.com/watch?v=N58NWsrVy4w)  2024-06-14T22:48Z [----] followers, [----] engagements


"Simple Strategies To Avoid Market Crashes For Stocks and ETFs Backtesting of simple moving average entries and exits on the $SPY ETF. @sharpinvesting on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 5:00 Back-testing SPY systems vs Buy and Hold 12:00 Back-test stats 14:57 Tom Basso"  
[YouTube Link](https://youtube.com/watch?v=O3wEE58o0aY)  2025-11-23T14:00Z [----] followers, [---] engagements


"Flow Traders Q1 [----] - CEO Mike Keuhnel is gone @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=Q_LS3wXYzhU)  2025-05-04T13:00Z [----] followers, [----] engagements


"Gold and Silver purchases - PMs breaking out to new highs Gold broke out to a new all time high in March and now silver is following suit. I'm adding CFDs for Gold and Silver plus ETF of Silver miners. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=RqtmQo-uvZQ)  2024-05-20T05:10Z [----] followers, [---] engagements


"PDD sale and reasoning @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=SWT7Qee34yI)  2025-08-26T19:53Z [----] followers, [---] engagements


"DLocal $DLO overview - Scaled Economies Shared model in the making @sharpinvesting1 on X Taking a look at this extremely fast growing emerging markets payment processor that has the potential to become a true SES powerhouse in emerging markets across the globe. $DLO Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and business overview 8:43 Three Growth Vectors 10:31 Wild Ride on Currencies 12:16 Catalyst [----] 13:07 Gross profit/Take rate 14:23 EM tailwinds 15:43 Monstrous TAM 16:28 Pedro Arnt 17:05 Scaled"  
[YouTube Link](https://youtube.com/watch?v=Sw5GvRsYvIw)  2025-10-25T13:01Z [----] followers, [----] engagements


"QFIN screens like a champ - Am I buying SharpInvesting1 on X $QFIN is absurdly cheap on any metric you can find. Is this one a no brainer for value investors/fundamental quant investing Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:00 Company Overview 2:38 Screening Heaven 6:16 Concerns 10:55 Re-projecting earnings at 20% interest 13:05 More Grizzly 14:54 Delinquency is the key 16:11 Insider Sells 19:30 What am I doing"  
[YouTube Link](https://youtube.com/watch?v=XefXmUEjcqE)  2025-11-06T21:18Z [----] followers, [----] engagements


"Full House Resorts $FLL - Q3 results looking good @sharpinvesting1 on X Full House $FLL reported a solid Q3 with a number of positive developments. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Thesis review 4:38 Q3 and key items 10:42 Stock upside potential"  
[YouTube Link](https://youtube.com/watch?v=ZaFhyF75KmE)  2025-11-09T17:28Z [----] followers, [---] engagements


"STNE posts a mixed Q1 [----]. Buying the dip but I'm careful of some concerning items. StoneCo $STNE - posted some good results and also had some issues in their Q4 [----] and Q1 [----] releases. I go over results provide an updated valuation and explain why I am buying the dip. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 2:00 Q1 - Revenue Credit Banking Net Adds 10:05 Concerns 13:35 Expenses 17:44 Guidance 23:00 Valuation & [----] Forecasts STNE stock Stoneco stock stone stock"  
[YouTube Link](https://youtube.com/watch?v=_MnjIyU5qCo)  2024-06-16T20:47Z [----] followers, [----] engagements


"The Real Brokerage $REAX - Explosive setup for [----] @sharpinvesting1 on X Looking at the Real Brokerage has a phenomenal financial model that it attracting a huge amount of brokers growing over 4x since [----]. Can this growth coupled with declining interest rates spark a revaluation higher in $REAX Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=ajZRxNUj3NA)  2025-10-30T13:00Z [----] followers, [---] engagements


"Vistry Group - 10% purchase UK Homebuilder with huge buybacks planned and high earnings growth expected over next 4-5 years. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Short-Term Setup 2:24 Company Overview 7:36 Cost overruns 7:52 NVR 9:35 Capital Release & Buybacks 11:58 UK Housing shortage 13:58 Earnings projections and quick valuation 18:21 CEO buying 19:38 Risks $VTY $Vistry Vistry Group #valueinvesting"  
[YouTube Link](https://youtube.com/watch?v=cTAnqCrsQWo)  2025-03-23T20:35Z [----] followers, [----] engagements


"2023 Portfolio results review. Plus lessons from some wins and losses Review of stock investing & trading results from [----] and two year results since starting the channel. Also reviewing goals for [----] vs outcomes and lessons from individual positions in $META $BABA $PDD $FLOW $STNE and $ASOMY. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 [----] Results 2:44 Main position outcomes & ASOS lessons 5:03 BABA 5:53 FLOW 7:31 TEVA 8:29 STNE 9:45 META 11:44 Review of [----] goals & [----] goals"  
[YouTube Link](https://youtube.com/watch?v=cTJJtfggHeg)  2024-01-07T07:21Z [----] followers, [---] engagements


"Applovin Stock Purchase (Jan 24) - Too late to buy now I bought $APP back in January [----] and am reviewing the business along with two separate DCFs based on management growth targets. Is it too late to buy this phenomenal performer Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and business overview 9:30 Moat Potential and other notes 14:33 Original reason for purchase 19:30 Financial statements 25:12 Two DCFs (20% and 30% growth) 27:55 Risks"  
[YouTube Link](https://youtube.com/watch?v=egKAwFh3W10)  2024-12-05T20:03Z [----] followers, [---] engagements


"Q4 Trades - STNE SPY META FLOW & Fed thoughts Update on a few trades made in Q4 plus short commentary on the recent Federal Reserve meeting and their apparent direction change on interest rates. Disclaimer: Not investment advice. Do your own research and consult a professional before investing in any stock. 0:00 STNE 5:06 SPY 7:20 The Fed 9:16 META 10:12 FLOW"  
[YouTube Link](https://youtube.com/watch?v=gD5G7Dz3gcA)  2023-12-30T23:53Z [----] followers, [---] engagements


"Silver going berserk & I'm selling @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=gzVs9iAqZs0)  2026-01-01T15:01Z [----] followers, [---] engagements


"Unexpected good news for Full House Resorts $FLL adds more upside to its long term potential Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Rising star approved to move 9:05 [--] year stock projections & chart look"  
[YouTube Link](https://youtube.com/watch?v=h2vS4P8ZFac)  2025-12-19T15:01Z [----] followers, [---] engagements


"PAGS Purchase for [--] reasons I purchased PagBank $PAGS today prior to interest rate decision in Brazil which I believe could turn into a currency tailwind. Plus [--] other goodies and a quick overview of financials of this payments fintech/bank in Brazil. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and Chart 2:40 BRL Currency and Rates 6:52 P/E 9:00 PAGS overview and comparison with STNE 12:40 Financials"  
[YouTube Link](https://youtube.com/watch?v=if85Oo7d9-Q)  2024-12-12T05:37Z [----] followers, [---] engagements


"StoneCo - Investor Day and Q3. $900mil in net income on the way $STNE - A quick look at the fantastic results from Q3 [----] along with a review of some of my key takeaways from Stoneco's investor day presentation. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Q3 7:00 Credit Ramp-up 9:35 Investor day - CEO and Priorities 15:03 Banking and Credit 18:00 Credit portfolio targets 20:00 Net income forecasts 22:07 Costs 23:30 International expansion 24:48 Risks 30:40 Price target"  
[YouTube Link](https://youtube.com/watch?v=ig19KefPjhE)  2024-01-12T04:59Z [----] followers, [----] engagements


"Two ways to use covered call writing to boost your stock returns @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=impt2-V5Jgs)  2025-10-21T15:01Z [----] followers, [---] engagements


"StoneCo - Q3 [--] highlights target buy price & [----] price projections Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 2:00 Q3 [----] 5:10 USD/BRL considerations 8:45 [----] Price projections 11:00 My target buy prices"  
[YouTube Link](https://youtube.com/watch?v=l16UFSGN9fU)  2025-12-28T14:01Z [----] followers, [---] engagements


"Kaspi ($KSPI) - Impenetrable Network Moat @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 3:05 The Moat 7:55 Short term problems 11:48 CEO Spawner NPS 18:40 Segment growth and margins 26:55 Turkey & [---] Million customer homerun swing 30:05 Risks 34:25 DCF How do I win & Summary"  
[YouTube Link](https://youtube.com/watch?v=l8Xp1kBAO-s)  2025-08-22T16:01Z [----] followers, [----] engagements


"StoneCo flying and now at $19 - What am I doing @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $STNE STNE #STNE #stoneco"  
[YouTube Link](https://youtube.com/watch?v=lYs2kyVIMr8)  2025-09-18T19:08Z [----] followers, [---] engagements


"StoneCo Q3 - Looking good Revenue and profit growth re-accelerating X: @sharpinvesting1 $STNE delivered an encouraging Q3 report with growth reacceleration and strong buybacks. Also included are price target for [----] and valuation Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Q3 comments 14:10 Price Target & Valuation 17:20 One risk (or tailwind) #STNE #Stoneco #stonecostock #valueinvesting #valueinvestor #sharpinvesting"  
[YouTube Link](https://youtube.com/watch?v=lZpZUOU_zNU)  2024-11-13T03:32Z [----] followers, [----] engagements


"StoneCo ($STNE) 12% Purchase - 10x potential in five years StoneCo is a Brazilian fintech company in a hyper growth phase. Unlike most other fast growing fintech companies $STNE is able to generate high margins and massive cash flows. This company is a potential permanent position in my portfolio if they can continue to build out their ecosystem and create a moat around the merchants they serve. 0:00 Intro 2:29 Company overview & Potential moat 8:50 30/30 Club - Growth and Margins 12:47 Pix 15:36 Catalysts 22:18 Valuation 24:00 Risks 28:06 Final thoughts Disclaimer: For educational purposes"  
[YouTube Link](https://youtube.com/watch?v=mOq5wnwFfPc)  2022-07-13T21:49Z [----] followers, [----] engagements


"Flow Traders Q2 Earnings - Dividend cut is good for long term investors X @sharpinvesting1 Dividend cut at $FLOW Traders on July 26th but I explain why I think this is a good thing for the business long term. Also take a look at Q2 [----] earnings and review the thesis 0:00 Intro and quick thesis review 4:20 Q2 earnings 11:30 ROTE and Dividend Cut Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $FLOW value investing Buffett $FLOW value investing Buffett"  
[YouTube Link](https://youtube.com/watch?v=nD-ukNh_EZ8)  2024-08-03T22:19Z [----] followers, [----] engagements


"Vistry - Massive tailwind announced for the next [--] years of revenue @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=pGQVR4kozOA)  2025-10-18T14:01Z [----] followers, [---] engagements


"QFIN purchase - 10%+ growth with 25% earnings yield. Too good to be true Discussing purchasing a 6% position in QFIN. High interest lender in China screams value but with potential longer term risks. Disclaimer: Not investment advice. Do your own research and consult a professional before investing in any stock. 0:00 Intro 3:40 PE and Credit Model 7:00 Growth and Balance Sheet Items 10:53 Risks"  
[YouTube Link](https://youtube.com/watch?v=pyRZ-1vnWfs)  2024-01-01T00:18Z [----] followers, [----] engagements


"Sept/Oct [----] Trades - Selling TEVA & META Closed TEVA at a 40% gain and completed META sale for a 95% gain. Disclaimer: Not investment advice. Do your own research before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=sOaKYSRDNH0)  2023-10-12T20:22Z [----] followers, [---] engagements


"Crash or Bubble How I prepare for them both @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=uS0KHRWg3ug)  2025-10-23T14:01Z [----] followers, [---] engagements


"My Defensive Pivot - Stock Market Weakness and Macro Concerns SharpInvesting1 on Twitter I'm selling down my portfolio to 15% cash for a few different reasons explained in this video. Stocks are wobbling macro is uncertain and booking profits after a good YTD. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Some concerns with a wobbly market 12:30 Macro bull and bear pieces 18:00 Portfolio would get smoked in a bear market"  
[YouTube Link](https://youtube.com/watch?v=wOaw7InonW0)  2025-11-18T13:02Z [----] followers, [---] engagements


"Ecopetrol - Buying when political blood in the streets (and bonus of 10-20% dividends) Ecopetrol is the state oil major of Colombia. Trading at 4.65x forward PE and with potential dividends of 20%+ this company provides a good 'heads I win tails I don't lose much' setup over the next [--] years. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:00 Political situation and catalyst for [----] 7:04 Financial statement highlights 9:20 Oil demand 11:45 Risk and other notes 17:20 Subsidies dividend potential & thesis"  
[YouTube Link](https://youtube.com/watch?v=y1HBQEUTfRo)  2024-10-20T19:05Z [----] followers, [----] engagements


"FLOW Traders Q2 [----] - The lumpiness continues SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $FLOW"  
[YouTube Link](https://youtube.com/watch?v=yYCrf3luutc)  2025-09-10T22:01Z [----] followers, [----] engagements


"I love goooooold. Up 70% and whales still buying @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=z2Ap6112Zvc)  2025-09-08T22:02Z [----] followers, [---] engagements


"2024 Review Portfolio and Two New Stocks Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 [----] Results and Review 7:26 Portfolio Update Nubank & Vistry 17:26 Lessons and Goals for [----] #Nubank #Vistry #Nubank #Vistry"  
[YouTube Link](https://youtube.com/watch?v=zDEGpBH49uE)  2025-02-01T20:38Z [----] followers, [----] engagements


"FLOW TRADERS Q4 [----] - Is return on capital declining over time @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $FLOW Traders"  
[YouTube Link](https://youtube.com/watch?v=A_A9Bmet9Qs)  2026-02-14T13:00Z [----] followers, [---] engagements


"Sharp Investing [----] Results & Current Portfolio Review of [----] and current portfolio. 41% portfolio return vs 17.8% for the SPX. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro caution & what type of business I am looking for 7:40: Portfolio 8:00 Nubank Screw-ups and Lessons 10:00 PDD & EC Sales 11:45 LULU 13:00 FLOW STNE APP Wins 18:40 Vistry 19:50 Want list. DLO ZETA Nintendo 22:30 Plan for [----] 23:25 Plan for 25% cash pile $PDD Pinduoduo $STNE Stoneco $EC Ecopetrol $LULU Lululemon $FLOW Flow Traders"  
[YouTube Link](https://youtube.com/watch?v=7VzfVwf884Q)  2026-01-10T15:00Z [----] followers, [----] engagements


"StoneCo CEO quits Is this a problem $STNE Big changes in the C suite at StoneCo this week What am I doing Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=eSSfZqVfZNc)  2026-01-08T18:00Z [----] followers, [---] engagements


"Silver going berserk & I'm selling @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=gzVs9iAqZs0)  2026-01-01T15:01Z [----] followers, [---] engagements


"StoneCo - Q3 [--] highlights target buy price & [----] price projections Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 2:00 Q3 [----] 5:10 USD/BRL considerations 8:45 [----] Price projections 11:00 My target buy prices"  
[YouTube Link](https://youtube.com/watch?v=l16UFSGN9fU)  2025-12-28T14:01Z [----] followers, [---] engagements


"Unexpected good news for Full House Resorts $FLL adds more upside to its long term potential Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Rising star approved to move 9:05 [--] year stock projections & chart look"  
[YouTube Link](https://youtube.com/watch?v=h2vS4P8ZFac)  2025-12-19T15:01Z [----] followers, [---] engagements


"Simple Strategies To Avoid Market Crashes For Stocks and ETFs Backtesting of simple moving average entries and exits on the $SPY ETF. @sharpinvesting on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 5:00 Back-testing SPY systems vs Buy and Hold 12:00 Back-test stats 14:57 Tom Basso"  
[YouTube Link](https://youtube.com/watch?v=O3wEE58o0aY)  2025-11-23T14:00Z [----] followers, [---] engagements


"Kaspi $KSPI - Big Q3 Win for Hepsi & Unexpected Buyback @sharpinvesting1 on X Kaspi continues to print cash despite some temporary headwinds but there are some very positive developments including Hepsiburada progress and buybacks starting early Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Various Q3 stuff 9:43 Buyback Dividends and Intl Growth 12:30 Hepsi's Growth Inflection 15:30 Catalysts"  
[YouTube Link](https://youtube.com/watch?v=M4ifVW306mA)  2025-11-20T13:00Z [----] followers, [---] engagements


"My Defensive Pivot - Stock Market Weakness and Macro Concerns SharpInvesting1 on Twitter I'm selling down my portfolio to 15% cash for a few different reasons explained in this video. Stocks are wobbling macro is uncertain and booking profits after a good YTD. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Some concerns with a wobbly market 12:30 Macro bull and bear pieces 18:00 Portfolio would get smoked in a bear market"  
[YouTube Link](https://youtube.com/watch?v=wOaw7InonW0)  2025-11-18T13:02Z [----] followers, [---] engagements


"Full House Resorts $FLL - Q3 results looking good @sharpinvesting1 on X Full House $FLL reported a solid Q3 with a number of positive developments. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Thesis review 4:38 Q3 and key items 10:42 Stock upside potential"  
[YouTube Link](https://youtube.com/watch?v=ZaFhyF75KmE)  2025-11-09T17:28Z [----] followers, [---] engagements


"QFIN screens like a champ - Am I buying SharpInvesting1 on X $QFIN is absurdly cheap on any metric you can find. Is this one a no brainer for value investors/fundamental quant investing Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:00 Company Overview 2:38 Screening Heaven 6:16 Concerns 10:55 Re-projecting earnings at 20% interest 13:05 More Grizzly 14:54 Delinquency is the key 16:11 Insider Sells 19:30 What am I doing"  
[YouTube Link](https://youtube.com/watch?v=XefXmUEjcqE)  2025-11-06T21:18Z [----] followers, [----] engagements


"Flow Traders Q3 - Buying the dip on good news @sharpinvesting1 on X Looking at an expectedly bad Q3 but looking forward to a great development announced this quarter. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro & Q3 5:50 The good news 9:18 Incremental profit model"  
[YouTube Link](https://youtube.com/watch?v=8ILxN-nyQn4)  2025-11-01T11:00Z [----] followers, [----] engagements


"The Real Brokerage $REAX - Explosive setup for [----] @sharpinvesting1 on X Looking at the Real Brokerage has a phenomenal financial model that it attracting a huge amount of brokers growing over 4x since [----]. Can this growth coupled with declining interest rates spark a revaluation higher in $REAX Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=ajZRxNUj3NA)  2025-10-30T13:00Z [----] followers, [---] engagements


"Why is Gold Going Berserk @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $GOLD $GLD $SIL $SILVER $SLV $GDX"  
[YouTube Link](https://youtube.com/watch?v=1_OwvHXVZT8)  2025-10-28T20:41Z [----] followers, [---] engagements


"DLocal $DLO overview - Scaled Economies Shared model in the making @sharpinvesting1 on X Taking a look at this extremely fast growing emerging markets payment processor that has the potential to become a true SES powerhouse in emerging markets across the globe. $DLO Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and business overview 8:43 Three Growth Vectors 10:31 Wild Ride on Currencies 12:16 Catalyst [----] 13:07 Gross profit/Take rate 14:23 EM tailwinds 15:43 Monstrous TAM 16:28 Pedro Arnt 17:05 Scaled"  
[YouTube Link](https://youtube.com/watch?v=Sw5GvRsYvIw)  2025-10-25T13:01Z [----] followers, [----] engagements


"Crash or Bubble How I prepare for them both @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=uS0KHRWg3ug)  2025-10-23T14:01Z [----] followers, [---] engagements


"Two ways to use covered call writing to boost your stock returns @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=impt2-V5Jgs)  2025-10-21T15:01Z [----] followers, [---] engagements


"Vistry - Massive tailwind announced for the next [--] years of revenue @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=pGQVR4kozOA)  2025-10-18T14:01Z [----] followers, [---] engagements


"Full House Resorts ($FLL) 9:1 Gamble on this Casino Operator Link to YAV discussion: https://youtu.be/6y8Sn1ddyqIsi=6hEtEDnkuIQ11gPn @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and Outcome Projections 9:00 Risks 10:15 Current issues 17:30 Catalysts for revaluation 19:35 CEO 22:28 Margin of safety"  
[YouTube Link](https://youtube.com/watch?v=GUCQmizXZxs)  2025-10-16T20:54Z [----] followers, [---] engagements


"StoneCo flying and now at $19 - What am I doing @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $STNE STNE #STNE #stoneco"  
[YouTube Link](https://youtube.com/watch?v=lYs2kyVIMr8)  2025-09-18T19:08Z [----] followers, [---] engagements


"FLOW Traders Q2 [----] - The lumpiness continues SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $FLOW"  
[YouTube Link](https://youtube.com/watch?v=yYCrf3luutc)  2025-09-10T22:01Z [----] followers, [----] engagements


"I love goooooold. Up 70% and whales still buying @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=z2Ap6112Zvc)  2025-09-08T22:02Z [----] followers, [---] engagements


"PDD sale and reasoning @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=SWT7Qee34yI)  2025-08-26T19:53Z [----] followers, [---] engagements


"Kaspi ($KSPI) - Impenetrable Network Moat @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 3:05 The Moat 7:55 Short term problems 11:48 CEO Spawner NPS 18:40 Segment growth and margins 26:55 Turkey & [---] Million customer homerun swing 30:05 Risks 34:25 DCF How do I win & Summary"  
[YouTube Link](https://youtube.com/watch?v=l8Xp1kBAO-s)  2025-08-22T16:01Z [----] followers, [----] engagements


"StoneCo - Could this Uber Cannibal buy back 39% of float in the next few years @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 2:00 Uber Cannibal buybacks 4:40 Price Action and Currency Craziness 8:55 Q1 bits and pieces 15:50 Costs and margins 18:17 Credit & Credit Cards 19:30 Guidance [----] & Price Target"  
[YouTube Link](https://youtube.com/watch?v=2BnqDrn9xwk)  2025-07-27T15:00Z [----] followers, [---] engagements


"Applovin Q1 - Another banger & [--] paths to future growth @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=L2K9SJ25x8c)  2025-05-08T16:56Z [----] followers, [---] engagements


"Flow Traders Q1 [----] - CEO Mike Keuhnel is gone @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=Q_LS3wXYzhU)  2025-05-04T13:00Z [----] followers, [----] engagements


"Vistry Group - 10% purchase UK Homebuilder with huge buybacks planned and high earnings growth expected over next 4-5 years. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Short-Term Setup 2:24 Company Overview 7:36 Cost overruns 7:52 NVR 9:35 Capital Release & Buybacks 11:58 UK Housing shortage 13:58 Earnings projections and quick valuation 18:21 CEO buying 19:38 Risks $VTY $Vistry Vistry Group #valueinvesting"  
[YouTube Link](https://youtube.com/watch?v=cTAnqCrsQWo)  2025-03-23T20:35Z [----] followers, [----] engagements


"FLOW Q4 - Plus [----] stock price projections @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=5xvwwQJDNq4)  2025-02-16T17:00Z [----] followers, [----] engagements


"Applovin Q4 - Continuing to crush @SharpInvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro Q4 and Year end highlights 8:10 Forward PE 10:40 Core Principles and Key Initiatives 2025"  
[YouTube Link](https://youtube.com/watch?v=9XNBZtGqLDc)  2025-02-13T05:11Z [----] followers, [---] engagements


"2024 Review Portfolio and Two New Stocks Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 [----] Results and Review 7:26 Portfolio Update Nubank & Vistry 17:26 Lessons and Goals for [----] #Nubank #Vistry #Nubank #Vistry"  
[YouTube Link](https://youtube.com/watch?v=zDEGpBH49uE)  2025-02-01T20:38Z [----] followers, [----] engagements


"PAGS Purchase for [--] reasons I purchased PagBank $PAGS today prior to interest rate decision in Brazil which I believe could turn into a currency tailwind. Plus [--] other goodies and a quick overview of financials of this payments fintech/bank in Brazil. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and Chart 2:40 BRL Currency and Rates 6:52 P/E 9:00 PAGS overview and comparison with STNE 12:40 Financials"  
[YouTube Link](https://youtube.com/watch?v=if85Oo7d9-Q)  2024-12-12T05:37Z [----] followers, [---] engagements


"Applovin Stock Purchase (Jan 24) - Too late to buy now I bought $APP back in January [----] and am reviewing the business along with two separate DCFs based on management growth targets. Is it too late to buy this phenomenal performer Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro and business overview 9:30 Moat Potential and other notes 14:33 Original reason for purchase 19:30 Financial statements 25:12 Two DCFs (20% and 30% growth) 27:55 Risks"  
[YouTube Link](https://youtube.com/watch?v=egKAwFh3W10)  2024-12-05T20:03Z [----] followers, [---] engagements


"FLOW Traders Q3-24 New capital allocation plan starting well @sharpinvesting1 on X Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Q3 slides 15:40 Three year projection & Valuation 18:45 Bonus Plea to Keuhnel #flowtraders #highROE $FLOW"  
[YouTube Link](https://youtube.com/watch?v=98Ddb4NQLKQ)  2024-11-23T23:17Z [----] followers, [----] engagements


"StoneCo Q3 - Looking good Revenue and profit growth re-accelerating X: @sharpinvesting1 $STNE delivered an encouraging Q3 report with growth reacceleration and strong buybacks. Also included are price target for [----] and valuation Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Q3 comments 14:10 Price Target & Valuation 17:20 One risk (or tailwind) #STNE #Stoneco #stonecostock #valueinvesting #valueinvestor #sharpinvesting"  
[YouTube Link](https://youtube.com/watch?v=lZpZUOU_zNU)  2024-11-13T03:32Z [----] followers, [----] engagements


"Ecopetrol - Buying when political blood in the streets (and bonus of 10-20% dividends) Ecopetrol is the state oil major of Colombia. Trading at 4.65x forward PE and with potential dividends of 20%+ this company provides a good 'heads I win tails I don't lose much' setup over the next [--] years. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:00 Political situation and catalyst for [----] 7:04 Financial statement highlights 9:20 Oil demand 11:45 Risk and other notes 17:20 Subsidies dividend potential & thesis"  
[YouTube Link](https://youtube.com/watch?v=y1HBQEUTfRo)  2024-10-20T19:05Z [----] followers, [----] engagements


"Dollar General nuked after earnings - Buying opportunity Sorry but Youtube won't let me post a link to the report. Search C2 Capital Substack for $DG report $DG - Dollar General down 67% from the highs and 30% after earnings. Is this a permanent impairment to the margins and growth or a temporary setback Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro - Q2 and other bits 6:10 Moat 9:25 CEO growth margins forecast 14:48 Valuation/estimates"  
[YouTube Link](https://youtube.com/watch?v=MzZA2rt3hMc)  2024-09-22T20:47Z [----] followers, [---] engagements


"PDD - Q2 results. Is the price beatdown justified or an opportunity PDD reported Q2 earnings last week and the stock collapsed by 30%. Was this price beating justified or does it create an opportunity for long term investors Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:10 Q2 results Temu & Grocery margins 4:57 Management comments & Price crash 13:30 Going to war 18:10 Adding to my position"  
[YouTube Link](https://youtube.com/watch?v=7m8pcLH7afc)  2024-09-10T20:09Z [----] followers, [---] engagements


"Flow Traders Q2 Earnings - Dividend cut is good for long term investors X @sharpinvesting1 Dividend cut at $FLOW Traders on July 26th but I explain why I think this is a good thing for the business long term. Also take a look at Q2 [----] earnings and review the thesis 0:00 Intro and quick thesis review 4:20 Q2 earnings 11:30 ROTE and Dividend Cut Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. $FLOW value investing Buffett $FLOW value investing Buffett"  
[YouTube Link](https://youtube.com/watch?v=nD-ukNh_EZ8)  2024-08-03T22:19Z [----] followers, [----] engagements


"Berkshire Hathaway Meeting [----] - Gold Nuggets @SharpInvesting1 on X A few of the messages I wanted to remember from [----] $BRK meeting from Warren Buffett and Charlie Munger. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 1:17 Currency Hedges 2:45 Weather Vanes 4:32 DCF and Future Cash Flows 10:50 Return on Capital Warren buffett Charlie Munger value investing Warren buffett Charlie Munger value investing"  
[YouTube Link](https://youtube.com/watch?v=9mefaOmF_uQ)  2024-06-29T19:28Z [----] followers, [---] engagements


"STNE posts a mixed Q1 [----]. Buying the dip but I'm careful of some concerning items. StoneCo $STNE - posted some good results and also had some issues in their Q4 [----] and Q1 [----] releases. I go over results provide an updated valuation and explain why I am buying the dip. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Intro 2:00 Q1 - Revenue Credit Banking Net Adds 10:05 Concerns 13:35 Expenses 17:44 Guidance 23:00 Valuation & [----] Forecasts STNE stock Stoneco stock stone stock"  
[YouTube Link](https://youtube.com/watch?v=_MnjIyU5qCo)  2024-06-16T20:47Z [----] followers, [----] engagements


"Flow Traders - Q1 Paradigm shift could mean profits during up markets Flow Traders produced surprisingly strong results in Q1 [----] due to huge impact from crypto and Bitcoin EFT launch. Plus a quick look at end of [----] results. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Business overview and Q4 [----] 6:44 Q1 Crypto & New Paradigm 11:00 Return on Trading Capital & Capital Allocation $FLOW"  
[YouTube Link](https://youtube.com/watch?v=N58NWsrVy4w)  2024-06-14T22:48Z [----] followers, [----] engagements


"BABA Q4 [----] - Two possible reasons for optimism in [----] Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Rambling intro 2:00 A few Q4 highlights 7:04 Bull market in China started 11:45 The Catalyst"  
[YouTube Link](https://youtube.com/watch?v=5zKByA55Ays)  2024-05-25T19:29Z [----] followers, [----] engagements


"Gold and Silver purchases - PMs breaking out to new highs Gold broke out to a new all time high in March and now silver is following suit. I'm adding CFDs for Gold and Silver plus ETF of Silver miners. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=RqtmQo-uvZQ)  2024-05-20T05:10Z [----] followers, [---] engagements


"StoneCo - Investor Day and Q3. $900mil in net income on the way $STNE - A quick look at the fantastic results from Q3 [----] along with a review of some of my key takeaways from Stoneco's investor day presentation. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 Q3 7:00 Credit Ramp-up 9:35 Investor day - CEO and Priorities 15:03 Banking and Credit 18:00 Credit portfolio targets 20:00 Net income forecasts 22:07 Costs 23:30 International expansion 24:48 Risks 30:40 Price target"  
[YouTube Link](https://youtube.com/watch?v=ig19KefPjhE)  2024-01-12T04:59Z [----] followers, [----] engagements


"2023 Portfolio results review. Plus lessons from some wins and losses Review of stock investing & trading results from [----] and two year results since starting the channel. Also reviewing goals for [----] vs outcomes and lessons from individual positions in $META $BABA $PDD $FLOW $STNE and $ASOMY. Disclaimer - Not investment advice. Do your own research and consult a financial professional before investing in any stock. 0:00 [----] Results 2:44 Main position outcomes & ASOS lessons 5:03 BABA 5:53 FLOW 7:31 TEVA 8:29 STNE 9:45 META 11:44 Review of [----] goals & [----] goals"  
[YouTube Link](https://youtube.com/watch?v=cTJJtfggHeg)  2024-01-07T07:21Z [----] followers, [---] engagements


"QFIN part [--] - Dividend Buyback and some risks Quick look at some of the stuff I missed in Part 1: 11-14% capital return via buyback and dividend. Plus regulation and US audit risk Disclaimer- Not investment advice. Do your own research and consult a financial professional before investing in any stock"  
[YouTube Link](https://youtube.com/watch?v=3m0k8mtd1MM)  2024-01-05T01:31Z [----] followers, [---] engagements


"QFIN purchase - 10%+ growth with 25% earnings yield. Too good to be true Discussing purchasing a 6% position in QFIN. High interest lender in China screams value but with potential longer term risks. Disclaimer: Not investment advice. Do your own research and consult a professional before investing in any stock. 0:00 Intro 3:40 PE and Credit Model 7:00 Growth and Balance Sheet Items 10:53 Risks"  
[YouTube Link](https://youtube.com/watch?v=pyRZ-1vnWfs)  2024-01-01T00:18Z [----] followers, [----] engagements


"Q4 Trades - STNE SPY META FLOW & Fed thoughts Update on a few trades made in Q4 plus short commentary on the recent Federal Reserve meeting and their apparent direction change on interest rates. Disclaimer: Not investment advice. Do your own research and consult a professional before investing in any stock. 0:00 STNE 5:06 SPY 7:20 The Fed 9:16 META 10:12 FLOW"  
[YouTube Link](https://youtube.com/watch?v=gD5G7Dz3gcA)  2023-12-30T23:53Z [----] followers, [---] engagements


"$SAVE #3 - Post trial move - Selling shares & keeping calls I was able to book some gains on the shares purchased at $11.10 and essentially have a freeroll with Feb $12.50 calls. Explaining my reason for selling part of my position now even though the trial seems to have gone well for Spirit and JetBlue. Disclaimer: Not investment advice. Do your own research and consult a financial advisor before investing"  
[YouTube Link](https://youtube.com/watch?v=5AJNXHirIj8)  2023-12-16T22:56Z [----] followers, [---] engagements

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