Max Kunschmann

@smartcompass

META stock is trading 20% below its all-time high and is now the cheapest stock in the Mag 7 (or is it?) - despite posting 19% revenue growth to $40 billion in Q3. While investors worry about AI spending, is the market missing a massive value opportunity? 00:00 Meta Stock is the cheapest Mag7 Stock Now (or is it?) 01:05 Meta Stock: Valuation Metrics compared to Other Mag7 Stocks 03:06 Meta Stock: Capex Cause of Low P/FCF 04:11 Meta Stock: Are The Investments Worth It? 🔔 Subscribe for more stock analyses: https://www.youtube.com/channel/UC-HkNJkgDVVLIG8HXn96ofg You can copy my investments...

HIMS stock just dropped 50% from its all-time high, but the company announced a $250 million share buyback program. In this video, I break down whether this is a value investing opportunity or a value trap. With 34% short interest, growing fundamentals, and a massive price decline, HIMS could be setting up for a significant reversal. 00:00 HIMS Stock Buyback Changes Everything 01:16 Affect of HIMS Share Buyback on Stock Price 02:48 HIMS Stock Disconnect of Price and Value 03:58 HIMS Stock Short Interest Might Trigger Squeeze 05:23 HIMS Strong Organic Growth as Catalyst 🔔 Subscribe for mo...

Warren Buffett's 2025 Thanksgiving letter contains three critical investment lessons that separate successful long-term investors from those who panic-sell during market crashes. In this video, I break down exactly how to apply these principles to your portfolio — especially when facing the inevitable 50% drawdowns Buffett himself admits will happen again. Link to Warren Buffett's Letter: https://prod-i.a.dj.com/public/resources/documents/berkshire-hathaway-buffett-letter-2025.pdf 00:00 3 Lessons From Warren Buffett in 2025 00:36 Lesson 1 - Accept Volatility 01:55 Lesson 2 - Don't Overreac...

MKTX stock (MarketAxess) is down 72% from its peak - but is this the bottom of the cycle? In this deep-dive analysis, I break down whether this fintech leader in electronic bond trading presents a compelling value opportunity. MarketAxess Q3 2025 Earnings Slides: https://s201.q4cdn.com/767283836/files/doc_financials/2025/q3/3Q_25_Earnings_Deck_vFinal.pdf 00:00 MKTX Stock Earnings Beat Q3 2025 01:00 MKTX Stock Earnings Update 01:50 MKTX Stock Financials 03:11 MKTX Stock Competitive Advantage 03:33 MKTX Stock Industry Comparison 04:32 MKTX Stock Intrinsic Value 05:43 MKTX Stock Risks 🔔 Sub...