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4 Undervalued Stocks I Plan to Keep Buying

Daniel Pronk•Sep 11, 2026

Summary

Daniel provides an update on four core portfolio holdings: Meta, Amazon, MercadoLibre, and Construction Partners. Daniel explains the current cash position involving a new home purchase but emphasizes the intent to buy more of these stocks at current prices. Daniel highlights how AI agents are changing the consumer landscape, particularly with Meta's new Muse app.

Meta (META): Daniel discusses the successful launch of Meta Muse, an AI assistant capable of executing tasks such as paying bills and booking reservations. Daniel believes the stock remains undervalued at 20 times forward earnings even after a recent 19% price increase. Daniel currently holds Meta as a third-largest position, representing nearly 10% of Daniel's total portfolio.
Amazon (AMZN): Daniel addresses market fears that AI agents will negatively impact Amazon's high-margin advertising business by reducing direct website traffic. Daniel argues that consumers still value browsing for product discovery and that Amazon’s own agent, Rufus, is seeing strong demand. Daniel maintains Amazon as a second-largest position, considering the stock to be significantly undervalued.
MercadoLibre (MELI): Daniel highlights the massive untapped e-commerce potential in Latin America and the company's dominant 53% market share in digital ads by 2026. Daniel notes that MercadoLibre’s non-performing loans are decreasing despite a 14-year high in Brazilian delinquency rates, showcasing superior underwriting. Daniel views the company as a long-term compounder capable of 20% fundamental growth over the next decade.
Construction Partners (ROAD): Daniel asserts that the 20% decline in stock price following earnings is a major overreaction to interest rate and inflation concerns. Daniel explains that the company's floating rate debt is manageable and that many contracts are inflation-indexed. Daniel expects a 20% compounded annual growth rate for the share price over the next five years, especially while the price remains under $100.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Daniel evaluates the potential risk of AI agents bypassing Amazon's platform but concludes the risk is minimal. Daniel points out that Amazon is building its own AI tools like Rufus and that consumer browsing habits are difficult to break. Daniel maintains that the stock is cheap and remains a core holding in Daniel's portfolio.

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META
Sentiment: BUYAction: BOUGHT

Reasoning: Daniel highlights the successful launch of the Meta Muse agentic app, which has reached the top of the App Store charts. Daniel states that the stock is currently trading at an attractive 20 times forward earnings and remains undervalued despite a 19% rally. Daniel views the AI capabilities of Meta as a significant driver for future revenue growth and has been buying shares over the past few months.

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ROAD
Sentiment: BUYAction: BOUGHT

Reasoning: Daniel argues that the 20% sell-off in the stock is overblown and largely due to macroeconomic fears rather than fundamental issues. Daniel notes that the business is durable, generates strong free cash flow, and benefits from inflation-indexed contracts. Daniel sees a potential for over 20% annual returns at the current stock price below $100 and has been nibbling on shares recently.

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MELI
Sentiment: BUYAction: RECOMMENDED

Reasoning: Daniel emphasizes the company's growing dominance in Latin American e-commerce, digital advertising, and fintech markets. Daniel notes that the company is outperforming competitors like Amazon and Walmart in Mexico and possesses superior credit risk management. Daniel believes the business is extremely undervalued relative to its long-term growth prospects of 20% annually.

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