Stocks Daniel Pronk has covered
Daniel Pronk
@danielpronk ↗
276K subscribers · 343 videos · Started 2015-12
Get my new book, The Fundamentals of Investing via the link below! https://a.co/d/1PlOpLU I am Daniel Pronk, a long term fundamental investor who follows the investment principals of Warren Buffett. I do my best to share my investing journey, and all the lessons I learn with my YouTube channel, so we can all benefit and learn together. DISCLAIMER: Daniel Pronk is not a financial advisor and he is not licensed to give financial advice. The ideas presented on this channel are for entertainment purposes only, and/or are solely Daniels opinions. You (and only you) are responsible for the financial decisions that you make. No financial advice, or buy and sell recommendations are ever given on this channel.
Fact276K subscribers · 7 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $GOOGL $META $MSFT · last checked Sep 13 13:01
$AMZNBullish2026-09-112 entriesAMZN stock is undervalued; agentic shopping risk is minute for now due to consumer habits and AWS diversity, so maintain long position.
$MELIBullish2026-09-112 entriesMELI is undervalued; strong market share gains in LatAm e-commerce and fintech support a thesis of ~20% annual fundamental growth over the next decade.
$METABullish2026-09-115 entriesMETA is undervalued at ~20x forward earnings; Meta Muse's success indicates unpriced future revenue potential.
$ROADBullish2026-09-111 entryROAD's recent 20% decline is an overreaction; fundamentals are strong, interest rate risks are manageable (max 3-4% earnings impact), and the stock is cheap enough to justify continued buying below $100.
$VSTBearish2026-09-081 entryVST is not a buy; historical multiple expansion is exhausted, leaving slow cyclical growth (0-15%) less attractive than alternatives like Meta.
$AVGOBullish2026-09-041 entryAVGO is attractive on valuation (21x forward P/E) but limited by customer concentration risk; suitable for a small portfolio position.
$CRMNo side taken2026-08-281 entryCRM earnings were not stellar; 11% revenue growth and slight acceleration do not indicate a fundamental change in the business thesis.
$APPBullish2026-08-251 entryAPP is undervalued relative to its growth; the market overreacted to a slight revenue miss, and the stock is a buy.
$LMBBearish2026-08-251 entryLimbach's thesis broke; margins and profits are declining despite top-line growth, and 2026 is a reset year, so the stock is a sell.
$PLTRBearish2026-08-251 entryPLTR has exceptional fundamentals but is overvalued; the stock is a pass because the price demands too much growth for only a 12% annual return.