Compound Everything

Celsius Holdings is still growing, but when you look beneath the headline numbers, the story becomes more complicated. The original Celsius brand has been facing slowing growth, heavier promotions and market-share pressure. Meanwhile, Alani Nu appears to be doing much of the heavy lifting. In this video, I look at the bigger two-year picture, what the latest results reveal and why investors need to separate Celsius’s core performance from the growth contributed by Alani Nu.

Meta just reported another massive quarter, but its AI spending has investors freaked out. I break down Meta’s latest earnings, advertising growth, cash flow, balance sheet and $130–$145 billion AI investment, plus why I’m still bullish on META stock despite the risks. This is my personal analysis, not financial advice.

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 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 gets a new CEO, Heidi O'Neil. My thoughts on how she will lead this already floundering company.

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.

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.

In today’s episode, we look into the front page of the internet: Reddit (RDDT). From its humble beginnings as a simple link-sharing site to its massive 2024 IPO and its current status as a powerhouse for AI data training, we cover the full evolution of the platform. The stock has had a volatile 2026, dropping over 40% year-to-date and sitting significantly below its 52-week high of $282.95. But with Q4 revenue surging 70% year-over-year and a new $1 billion share buyback program on the table, we discuss why this recent "blood in the streets" might actually be a massive value opportunity

Is the Swoosh finally dead? In today’s episode, I’mare performing a post-mortem on the slow-motion car crash that is Nike ($NKE). For decades, Nike was the untouchable king of retail, but a series of massive strategic blunders has sent the stock, and the brand’s "cool factor" into a freefall.

Is Netflix becoming the ultimate capital allocator in tech? In today’s video, we’re breaking down why Netflix walked away from a potential deal with Warner Bros. Discovery and why their CFO’s "not at any cost" stance is a massive signal to the market.