The analyst discusses three stocks: SBUX, ADBE, and LUV. For SBUX, while acknowledging its $100 billion market cap and 40,000 locations, he points out a trailing P/FCF of 44.52 but emphasizes that free cash flow has been growing. The implied target is set in the 90s and states that analysts anticipate improved profits over time. He then analyzes ADBE, citing free cash flow, and high customer retention for the stock. In the last one year the return on invested capital, for ADBE is 31%, and revenue numbers have also been growing. He suggests to buy these stocks when they go below their real value, his model gives the following parameters for stock buying: For ADBE low and high prices are 370 - 790 with the middle bound being around 540, and for the other is LUV and says that because the high and low and the P/FCF it should recover as it used to recover. , the video suggests a positive outlook based on value investing principles.