Kostadin Medarov
Most investors spend about six minutes researching a stock before they buy it, and only 14% of that time goes to earnings and other fundamentals (NYU Stern research).
Whatever the topic (one company, an earnings report or a trend like AI spending), I take the story people believe and test it against the numbers I'd check before buying. I invest my own money, so I also show you my portfolio and what I did with each stock.
I'm Kostadin, a retail investor and the founder of stockpicker.tech.
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Kostadin Medarov
💡 IN THIS VIDEO
Hyperscalers ($GOOGL,$AMZN, $MSFT,$META) are stretching balance sheets for AI infrastructure, with Morgan Stanley forecasting $1T+ CapEx by 2027.
Do they have the cash to pay the bill?
3 months ago | [YT] | 0
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Kostadin Medarov
My biggest position is Google ($GOOG), which has given me the highest percentage gain in my portfolio. I kept buying the stock even while top analysts on CNBC were predicting its collapse. Why did I ignore the noise and trust the fundamentals?
In this video, I explain my investment thesis and why I believe the fear of AI disrupting Google is a myth. I dive into the company's financials, discuss the massive growth of Google Cloud [03:19], and reveal what I think is the "sleeping giant" within the company that isn't priced into the stock yet [10:25].
Watch the full video to see how I analyze companies and why you should focus on long-term fundamentals over short-term narratives.
Watch the full video here: https://youtu.be/4mFO88MvvRo?si=3qyXT...
1 year ago | [YT] | 1
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