The video provides a fundamental analysis of three stocks: Lululemon (LULU), Adobe (ADBE), and The Trade Desk (TTD). The analyst begins by stating that LULU is currently trading at $178.01 per share but its fair value calculated is $256.63 per share, suggesting it's undervalued. Then, Adobe is analyzed, currently trading at $356.27 with an intrinsic fair value calculated at $417.81. The analyst notes investors are concerned about competition from AI utilized by other firms for Adobe’s low valuation. Finally, The Trade Desk which is trading at $53.18 per share with a fair value of $67 per share. It operates in the advertising industry, with increasing competition from Amazon and Netflix. The weighted average cost of capital used for calculations is 11.74%, with an after-tax cost of debt of 6%, and a cost of equity of 12.4%, using a beta of 1.38, assuming a debt borrowing in the future.