They Said Buy

Creator dossier · @danielpronk

Daniel Pronk

9 companies · 89 dated quotes. What Daniel Pronk said about each stock, when, and what the price did next.

YouTube channel ↗280,000 subscribers as of On record since August 2025Latest quote

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The short version

Daniel Pronk's stock picks centred on Amazon, Meta Platforms, MercadoLibre and Brookfield Asset Management. In August 2025 they said they had sold Hims & Hers Health, and in November 2025 they said they were avoiding it because of concerns about management. In October 2025 they said they would avoid Nvidia. They said they were buying Meta from February 2026, and by September 2026 they called it one of their largest positions. They said they were adding to MercadoLibre in April 2026. They added to Amazon in April 2026 and called its weakness a buying opportunity in September 2026. In April 2026 they said they were selling another position to buy Brookfield Asset Management, and they kept adding through October 2026. Their view of Microsoft moved from above fair value in October 2025 to a stock they were seriously considering in February 2026. They said Alphabet was too expensive from December 2025 to August 2026, and in October 2026 they said they did not own Netflix.

Summary of the quotes on this page. Updated .

Track record

Not enough scored calls yet: 2 of 9 records scored; the next call matures about .

Beat the market
2
Lagged the market
0
In line with the market
0
In progress
3
Not scored
4

Each creator–stock record counts once: its first clear forecast, from the first close after the video, set against the S&P 500 over the same six months. The call record shows every creator by the same method; read the methodology.

Stock picks, dated

Latest call on each company
  1. Meta METABuying the dip-12.2% since
  2. Brookfield BAMHold, bullish+5.6% since
  3. Amazon AMZNBuying the dip-0.1% since
  4. Microsoft MSFTNamed as a pick+32.9% since
  5. Hims & Hers HIMSAvoid-20.9% since

Latest quotes

  1. · Alphabet · Valuation view

    “So personally, I do not think that Google is overvalued here and it's now starting to look quite fairly valued in my opinion, especially since Google Cloud is growing so tremendously.”

  2. · Alphabet · Risk acknowledged

    “Again, Google has over $100 billion worth of spending commitments just from Anthropic. And the reality is we don't know what Anthropic's business and profits are going to look like all the way out to 2030.”

  3. · Meta · Buying the dip

    “And for myself, I am going to continue holding on to my Meta shares, and if it does come down more, then I am going to be looking to increase my position even further.”

  4. · Netflix · Risk acknowledged

    “Now, this is one of the reasons why I don't own Netflix. I think more and more content and choices will happen over time, and it's going to become more challenging to compete for consumer attention, especially in the world of generative AI.”

  5. · Brookfield · Disclosed holding

    “That is why I have made Brookfield Asset Management an over 6% position in my portfolio and it's one of the main stocks that I have been continuing to buy.”

  6. · Brookfield · Valuation view

    “Now, I do think that this is obviously optimistic DCF. So, in my opinion, I think that BAM will probably produce around 15 to 20% annual returns over the next 5 years, which I still think is a very strong return.”

Portfolio: 30 disclosures on record, the latest . See the disclosed holdings →

Every company, with receipts

Source linked

Price change since the first directional forecast on each company, or first quote if there is no forecast, across different time periods. These are price observations, not investment returns.

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