The video provides a fundamental analysis of three stocks: Visa, Microsoft, and McDonald's, using a proprietary discounted cash flow valuation model. For Visa, the model calculates an intrinsic value of $466.63, while the current market price is $346.28, indicating it is undervalued. However, it also emphasizes the importance of assessing disruption risks and changes in consumer behavior for long-term investments. For Microsoft, the intrinsic value is calculated at $480.82, against a current market price of $519.50, concluding that the stock is not undervalued nor overvalued, emphasizing its innovation capabilities and artificial intelligence investments. McDonald's has an intrinsic value of $428.46, compared to a current price of $311.59, suggesting undervaluation, and he highlight the company is making progress on technology and robotics in food delivery to lower cost. The timeframe is very long term.