A Once In A Lifetime Stock Market Crash is Just Beginning!

Watch on YouTube ↗  |  February 05, 2026 at 10:55  |  19:13  |  Everything Money
Speakers
Paul Gabrail — Host / Value Investor

Summary

Paul Gabrail argues that major market crashes and panics create the best long-term investing opportunities for investors who separate price from business value. He uses Meta, Adobe, and Alibaba as examples where negative narratives and falling prices diverged from underlying fundamentals, and he stresses cash flow, balance sheets, durable demand, and valuation. He recommends preparation, staying invested, dollar-cost averaging, and incremental buying, noting he buys SCHD monthly and plans to add QQQ and V.

  • Market bottoms form during bad news, not after safety is obvious.
  • Fear causes good and bad businesses to sell off together, creating valuation disconnects.
  • Meta is cited as an obvious single-digit P/E buy after a false decline narrative.
  • Adobe and Alibaba are presented as examples of price-based narratives diverging from fundamentals.
  • The speaker emphasizes cash flow, balance sheets, durable demand, and valuation in downturns.
  • Minsky's stability-breeds-instability cycle explains why crashes feel sudden.
  • Preparation means staying invested, keeping a watchlist, and buying incrementally.
  • He dollar-cost averages into SCHD monthly and plans to add QQQ and V.
Ideas
Paul Gabrail Host / Value Investor 3:36
Meta was obvious single-digit P/E buy.
Meta had fallen from $320 to $88, but the bearish narrative that its business, revenue, and profit were declining was false; buying shares at a single-digit price-to-earnings ratio was an obvious value opportunity.
Paul Gabrail Host / Value Investor 7:46
Adobe selloff ignores record revenue, cash flow.
Adobe has fallen from a $700 all-time high to near $300 and was downgraded by an analyst after the price fell, even though revenue, free cash flow, and profit keep setting records; the AI-threat narrative has not stopped growth, so the selloff reflects changed perception rather than changed fundamentals.
Paul Gabrail Host / Value Investor 8:37
Alibaba AI growth despite China fear.
Alibaba was labeled uninvestable and fell from over $300 to $58, but the bearish reasons were the same ones that existed at $300; it has rebounded to $180-190 and is now one of the world's AI leaders poised for major growth.
Paul Gabrail Host / Value Investor 16:26
Dollar-cost average into SCHD, QQQ, V.
Rather than sitting in cash waiting for a market bottom, he stays invested through dollar-cost averaging, buying SCHD on the first of every month and planning to add QQQ and probably V in the future.
Up Next

This Everything Money video, published February 05, 2026, features Paul Gabrail discussing META, ADBE, BABA, SCHD, QQQ, V. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Paul Gabrail  · Tickers: META, ADBE, BABA, SCHD, QQQ, V