Evidence

I think Netflix is actually trading for around fair value today given the fact that its growth rates are decelerating and the business is maturing. I don't think that it should command the same price multiples or premiums that it has historically traded for. And when I lower the

— Daniel Pronk, at 13:17

I think that Meta stock is offering a significant amount of value in the market today and I have been increasing my position actively.

— Daniel Pronk, at 16:30

I think the market is simply ignoring Amazon because it's not this sexy, hypy business that's getting a lot of attention right now. But funny enough, I actually think that Amazon is one of the clearest beneficiaries of artificial intelligence, space, robotics, cloud computing, ad

— Daniel Pronk, at 6:37

Tesla's business doesn't necessarily seem to be a good business. Their earnings of Tesla have been falling for years. Their revenue has been flat for years. Their EV business is seeing a decline in gross profits and a decline in revenue... Tesla is being valued as some highly pro

— Daniel Pronk, at 10:52

I agree with Bill Aman that Meta stock is looking ridiculously cheap in the market today.

— Daniel Pronk, at 6:34

I do think that this company will continue to be a winner. I just don't don't necessarily think that its price today is the most attractive... Google is doing an equity offering while their price multiples are near 20-year highs and the stock is arguably looking very expensive.

— Daniel Pronk, at 16:45

I do believe that Amazon is also looking undervalued in the market. And I've actually purchased more Meta and Amazon shares in the market today as you watch this video.

— Daniel Pronk, at 10:03

I completely agree with Bill Aman. I think that all three of these stocks look like they have been left behind by the market and are offering value today... I don't have Microsoft in my portfolio right now because I personally believe that Amazon and Meta are actually cheaper tha

— Daniel Pronk, at 13:31

I also think that this is why Nvidia stock isn't rallying as much as the rest of the market even after ridiculously good results. The revenue from Nvidia comes from hyperscaler spending and it has to slow down eventually. So the durability of revenue and cash flows is questionabl

— Daniel Pronk, at 10:10

the reason that I am staying out of Micron stock and I'm not looking to enter it here is because I am skeptical that its earnings will be sustained over the longer term. And if they do eventually start to come down and that does prove to be another cycle then in hindsight the sto

— Daniel Pronk, at 3:21

I think that Meta is very slept on in the stock market right now. I think that the stock is quite freaking cheap. And I bought more shares after the AGM and after hearing that they were launching some subscriptions because I think that the stock is not really pricing in that much

— Daniel Pronk, at 16:58

I think that Amazon's LEO business could be a cash generator for Amazon in the future as well.

— Daniel Pronk, at 3:30

I don't want to be buying Intel here.

— Daniel Pronk, at 17:48

Take a look at Mastercard, Visa, Microsoft, even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo. There are so many stocks in the market where their fundamentals are continuing to grow. They're at all-time highs and their share prices are sti

— Daniel Pronk, at 24:37

Take a look at Mastercard, Visa, Microsoft, even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo. There are so many stocks in the market where their fundamentals are continuing to grow. They're at all-time highs and their share prices are sti

— Daniel Pronk, at 24:37

I don't want to be buying Micron here. Definitely not.

— Daniel Pronk, at 17:48

Take a look at Mastercard, Visa, Microsoft, even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo. There are so many stocks in the market where their fundamentals are continuing to grow. They're at all-time highs and their share prices are sti

— Daniel Pronk, at 24:37

Meta is a stock that I am continuing to add to my portfolio and I'm trying to buy this one as consistently as I possibly can. I do believe that this business is clearly benefiting from artificial intelligence and I think that it is going to continue to accelerate over the coming

— Daniel Pronk, at 0:30