Contexto
I bought 1,4506 shares of Celsius. Big buy in regards to Celsius.
Transcrição Completa
You got to be flipping my flapjacks. I'm making some huge moves out there in the market. I mean huge moves. And here I am back in Las Vegas. What do you know, baby? Thank you everybody on the East Coast for your hospitality. We had a great time over the past week and a half. But man, am I happy to be back in my city, Las Vegas. So, we got a very interesting market now at this point in time. And it is a market that I am making some huge moves. And we're going to get into those huge moves that I'm making. And there's multiple of them like very substantial portfolio changing type moves. But man, do we have some some interesting things going on. You're looking at stocks like Micron. The memory chip stocks continue to be weak. AMD's even gotten a little bit weak here recently as well. Meanwhile, some dead stocks have been picking up the pace a little bit. Like you look at a stock like Nike today up 4% plus. Uh Salesforce up 3% plus. Cheesecake Factory. Cheesecake Factory. Look at that stock. Continues to run heavy. Win under a hundreds always a buy. This is a past three weeks for Micron stock and SanDisk. Look at those moves over the past three weeks. SanDisk is down nearly 40% and Micron's down over 30% just over this past 3 week span. Now, at this point in time, meanwhile, you look at a one-year chart of those stocks and you zoom out a little bit and it looks absolutely amazing, right? Micron's up over 600% over the past year. SanDisk is up a stunning 3,300% over the past year. Listen, the price you pay matters. A lot of people think you don't need to research stocks. You could just wait to get all the confirmations of everything good. You know, if you bought Micron a few weeks ago when everybody in the grandma's talking about Micron and everybody knows the numbers and we've seen Micron's results and and all that, right? You know, you're you're down 30% plus in your position. Meanwhile, if you were doing the research a year ago, two years ago, right, and you're like, "Ah, I think there's going to be a lot of memory demand because this AI stuff is going to take a lot of memory, blah blah blah." So, you buy into those stocks and you made life-changing money or at least portfolio changing money, right? Research matters. Price you pay matters significantly for stocks out there, right? It's no different than a stock like Palanteer. Like, if you were buying Palunteer back in 22, like I was buying Palunteer, right? You made life-changing money on that stock or gamechanging money. like you made a,000 2,000 maybe even 2,000 plus percent on that stock. Meanwhile, if you bought Palanteer in the second half last year, you're like, Palanteer stock kind of sucks, right? Because you probably paid anywhere between about $150 and about $210 a share and you're looking at that stock today, you know, at 130 bucks and you're like, uh, what's wrong with this stock? Right? It substantially matters like what price you pay. Okay, already three core subjects we're going to get into in this video here today. Number one, I got good news for you all. really good news for you guys. Okay, number two, a stock I sold out of completely. Why' I go ahead and do it? Number three, four stocks that I bought and I made these very, very large uh buys today. Okay, like we're talking this is six figures of buys today. And I'm also going to share some long-term price targets for these stocks in this video. I hope you guys enjoyed. I appreciate you for joining me as always. Thank you everybody that tuned in even when I was on my trip in dark hotel rooms. I appreciate you for being there. One thing, one thing only I need from you guys. Just smash that like button. That's all I need from you. Hit that little thumbs up icon. Make it glow. Also, make sure you're subscribed to the channel if you're not already subscribed here. We are a new all-time high subscribers in the history of the channel. Appreciate each and every one of you for being here. Also, my private group, it will be reopening to accepting new members next week. If you want to join the wait list to jump to the front of the line before I start shouting that out again, that will be the pinned comment down there. you can join the wait list and uh we'll make sure we get to you guys before everybody else when they start applying again next week. So do keep that in mind that we'll be pin comment to join the weight list. And once you join us in there, we will send you your private group silver card, the steel one. We're going to send you a 1000X card as well. And if you join us on a lifetime basis, we will send you the black card. I'm not showing you that one. Okay. All right, guys. Let's get rolling here. All right. You want some good news? I'm going to give you some good news right off the bat. Okay. Listen, what I'm showing you right now is a chart. Retail investors net single stock buying has fallen to a post Rona low. So, over the past year or so, we've seen a continuous trend of less and less people being interested in buying single stocks. Okay. Now, I believe there's a multitude of factors on what is occurring here. Okay. But if you want to look at this from a contrarian angle, if you are somebody out there and you're buying single stocks, individual stocks like I do, you would look at something like this if you're a contrarian and say, "This is great news. I want to be buying individual stocks when people aren't interested in buying individual stocks." And you can see there's a clear trend. It's not like, "Oh, it's down a little bit." No, no, no. It's falling off a cliff in terms of people's interest in buying single stocks. Right now, I believe there's a multitude of factors going on here on why we're seeing this kind of phenomenon over the past, we can call it year to year and a half occur here. Right now, my guess is a few things. One, if you look at crypto, now crypto is obviously different than stocks, but crypto matters substantially for getting people interested in at least making investments, right? And so, when crypto's rolling, when Bitcoin's rolling, and Ethereum's rolling, right? Now, keep in mind those are both down what, 50% plus from their highs. And Ethereum is probably down 60, 70% plus from its highs, right? When Bitcoin, Ethereum are rolling, what happens? People start bragging. Oh, look at how much I just made on Bitcoin. Oh, I just made another $2,000 on Bitcoin today. I just made this much on Ethereum. Right? They brag. You start seeing it all over social media. Everybody starts getting hyped. FOMO starts, right? is like a big excitement and people start looking into making investments because they hear about their friend their family member just invested into a crypto and made money right so they start looking into should I buy Bitcoin should I buy Ethereum should I start doing something else right so they start looking into stocks and so when Bitcoin Ethereum's like rolling you can see a lot of new investors get into the stock market as well as being like you know people that never invested before but they heard their cousin who's, you know, not even as smart as them, just made, you know, $20,000 in a crypto. Now all of a sudden they're they're interested like I might buy crypto. I might start stocks, you know, and they start researching, they start looking into all this stuff, right? They, you know, everybody on social media starts posting about it. So there's just those markets are dead right now, right? Clear as day. And so they've been bleeding ever since basically around the time Trump got elected, right? And so ever since then, they've just been bleeding and bleeding, bleeding. There's no excitement. There's nothing but losses there, right? Like anybody that's bought Bitcoin anytime recently, like I remember Bitcoin back in 2021 was like 70,000. It's not even 70,000 today, right? So unless people got at the lows of 2022 or early 2023, like they're likely sitting on losses or obviously if they bought like many many years ago. So anybody that's bought in the past couple years here now at this point in time sitting on fatty losses is not gains and that leads to not much excitement out there, right? People looking into things. Then you got to look to the exciting stocks of the stock market. The ones that usually get people interested and you hear about, oh, this stock's going beast mode. And then people are like, hm, let me start looking into stocks. And so they start getting interested. They start buying stocks. And one of the most famous stocks, we know what it is. It is good old Tesla myla. Tesla myla. Is there a better stock that could get people excited about the stock market and to start buying individual stocks than Tesla, right? Tesla, you know, that stock's lower today than it was in the fourth quarter of 2021. Fourth quarter of 2021, right? You can buy the shares lower. That stock's been, you know, obviously off the 2022 lows, but you can say that for the whole entire NASDAQ's up huge and and all those big tech stocks are up huge from the, you know, the lows back a few years ago when we went through that bare market where the NASDAQ went down like 38%. was the biggest drop pretty much since, you know, um, biggest drop really since the great financial crisis really in the NASDAQ in terms of a sustained downward move there, right? But at the end of the day, like if you bought Tesla back in 2021, you're still sitting on like nothing, right, all these years later. And so when a stock like Tesla is just kind of like dead money for such a long period of time, you know, people are like, that doesn't bring much excitement. Then then we finally have the exciting moment. Another Elon Musk company comes public, right? And this is like the one SpaceX. So exciting, right? Everybody's talking about it. I know plenty of people that bought SpaceX that don't usually ever care about stocks. These are people that literally they don't ever buy individual stocks and they bought SpaceX the day it went public or that over the next few days after it went public for and this is like their one time they go to buy an individual stock and that's the excitement that a company like SpaceX brings in somebody like Elon Musk brings to stock market right of like oh man we got to buy this well look what has happened to SpaceX stock you know look at it like like this is the past month in SpaceX the stock's down about 40%. Talk about a buzz kill. The one stock that comes public that gets people excited that never buy individual stocks and then they're all sitting on huge losses already. They've probably already sold. If they haven't sold, they're still holding. They just watch the stock go lower and lower and lower and like oh my gosh. Like what a buzzkill to the whole stock market, right? Then we have the group of stocks that's done amazing and has made people gamechanging life-changing money and that has been stocks like AMD, stocks like the memory chip companies, right? Broadcom, semiconductor companies. But the issue is with these sorts of stocks, right? I've been fortunate to make millions in these stocks. I'm sure a lot of you guys have made crazy money in these stocks, right? The issue is these stocks, these are stocks that people that are deep already into the stock market buy, right? These aren't like the stocks that like you're not going to get some new investor to the market to be like, "Oh, I'm going to go buy a memory chip stock." Like, no. Okay. May maybe a few weeks ago when like everybody in the grandma was talking about memory chip stock, but that's not the that's not the exciting stuff. That's not the sexy stuff that gets people excited to go buy a stock. A memory chip company, huh? That's not going to get the masses to be like, "Oh my gosh, I got to go create a Fidelity account. I got to go create a Robin Hood account and I got to start buying stocks cuz memory. No, that's just they're not that that sort of stock, right? People want to buy the future, right? They want self-driving cars. They want robots. They want to go we're going to go mine asteroids. We're going to be build data centers in outer space. That's the stuff that gets the masses going. The people that don't usually invest in the market. Oh man, you know, something exciting going on memory chip. Oh, a memory chip company's making a fortune right now. I don't care about that. And so the stocks like AMD, the semiconductor stocks, those are made people that are really in this game fortunes of money. But for the the mass, this is not going to get them excited to say, I got to go, you know, buy these sorts of stocks. Right now, this leads us to the next subject, prediction markets. Right? Prediction markets over the past year or two have taken off like insane, right? And now they're doing polls and it indicates like between three and 5% of American adults are now using some sort of prediction markets and kind of gambling in the prediction markets, right? So that has just taken another pool of people that might get into the stock market, right? Because here's here's how it works when when people are thinking about making money and they would get into the stock market. Okay, listen. It's very important everybody understands this. Listen listen listen. You have certain groups that you know you you're just getting involved in the stock market trying to figure this thing out. you're like what am I going to do? So certain people get attracted like day trading, right? Most fail miserably and like end up with just huge losses or they can't even beat the market, right? Then you have another group that tries like swing trading and options things. Most of those people fail, right? And you have a certain group that does enough research, they kind of get into the Warren Buffett related stuff. They get into long-term investing, value investing, trying to figure out valuations of companies, what I do, right? Building a great portfolio. And that's the part that can be saved. the rest is bye-bye. Right? The issue is I don't think the stock market right now in the short term is even pulling in people to get involved into the per the percentage that goes into, you know, trading, swing trading, options, or long-term investing. We're not pulling in that people cuz a lot of those people right now are just getting sucked into prediction markets. So, they're not even really giving the stock market a chance, right? they're like looking at the prediction markets and trying to trade those and you know the outcome of this and the outcome of that and all those sorts of things and you know gambling money back and forth amongst each other. So that is a phenomenon that's going on right now and I think that's also sucking out a lot of people and if you look at you know how that chart has played out right you know I don't think it's coincidence that over the past 1 to two years prediction markets have taken off like insane and meanwhile you know retail investors single stock buys has plummeted so I think that's another part to play in this and then that leads us to next up here we got to talk about the elephant in the room Donald Trump the president of the United States he is the one that a lot of people were very very excited about, right? Coming into office. Okay, Trump's coming in office. We're getting Biden out of here. So exciting. Um, you know, oh, his first term, you know, the markets were crazy. Look what happened. You know, it was exciting times. All those sorts of things, right? I can tell you that excitement that occurred in the weeks and months after the election happened, right? It completely faded very shortly after. We got tariff war, the trade war and all that. And ever since then, it's just been plummeting interest in regards to that, right? And in terms of Trump's approval, it's just kept going down and down and down. Now, this is very different than Trump's first term. Trump's first term, the approval ratings started out rough, but then you saw a flip happen about a year into his presidency. And what happened was his approval ratings started to go up and up and up, right? And unfortunately what we're seeing this term, the second term, right, it's very similar to Biden actually, where it's just trending down, down, down, down. And so all that excitement about the economy and what's going to happen and the financial markets and crypto, all that stuff has gone right at the door. I mean, you know, you can go through on X and try to read crypto folks, like the crypto people, read their opinion on Trump and his kids and all that stuff. Like, it is nothing but hate. Like, they are mad. They're very, very mad. Like, they feel like the Trump's made all this money on crypto and everybody else is holding the bag. And, you know, they're the only ones that have made money on crypto the last several years, right? And so, that's a phenomenon we have going on right now. And so, man, that like that's just another buzzkill that's going on, right? So, the moral of the story is here, right? You have not a lot of people really looking at individual stocks or buying individual stocks, right? For you guys, the great news is once again, I always kind of look at things from a contrarian angle. This is the time you want to be looking for gems out there in the market when no one else is looking. Like, no one's looking for the gold right now. That's when you want to look for the gold, you know? Um, and so I think it's actually, you know, a great time when people aren't interested. And I take you back to when I first got in the stock market. When I first got in the stock market, no one cared about buying individual stocks. Ew, get out of here. I couldn't find anybody in my college. Anybody that would have interested in buying individual stocks. Not one kid in my college. Okay. When I worked at Walgreens, I would take physical annual reports and read those on my break, right? None of my managers, none of the pharmacists at Walgreens were interested in individual stocks. They might have had a 401k through Walgreens or whatever, but they weren't interested in individual stocks. None of my co-workers were. When then I got hired at Quick Trip and started rising the ranks in management at Quick Trip, I'd talk to people till I blew in the face about stock cuz it's exciting. It's like, you know, when you get involved in something and it's kind of like a hobby that you're doing, right? And you're so excited, you start making money, you want to tell everybody about it and you want to like see or other people. I couldn't find anybody was interested in buying individual stocks. Like, oh my gosh, non-existent, right? And then if I told anybody about it, they had nothing but bad things to say. Nothing but bad things to say because the stock market get through a crash. Great financial crisis happened, right? And so people had nothing good to say. No one was interested in buying individual stocks. couldn't find anybody. It's lonely, man. It was extremely lonely. I like literally for years I felt like I'm the only person in the world that does this. Not kidding. Like that's literally how I felt for years. Like my first at my first at least, you know, from when I got on the market end of08, I didn't feel like there was anybody else that did this till really probably my channel started popping off a little bit in 2017. I felt very lonely. Very lonely, man. It's a lonely place out there when you're an individual stock picker because it's just like nobody cares about buying individual stocks. Come on, get out of here, man. Right? So, my message to you guys is focus on building your portfolio, building your wealth over the next 3, 5, 7, 10, 20 years. If other people don't want to participate, that's their loss in the end, right? And that's your gain. And you know, people get really excited about individual stocks and then not and they leave the market or they're not getting interested, right? And then all a sudden, you know, something happens and they get really interested again. And so, right now, we're going through a phase where not a lot of people are very interested in buying individual stocks. A year from now, two years from now, they completely flip, right? This stock, that stock all a sudden goes on a big run. Prediction markets, people realize they're just gambling their money and they're going to lose it all, right? And next thing you know, all a sudden, interest in the stock market tie again. That's how it's it goes through waves, man. And so, for you, just focus on building what you got to build. Like, I don't care. like you know like I said from when I got in the market at the end of '08 all the way through 2017 it felt very lonely and meanwhile I was just building my wealth building my wealth stacking my chips right and that's what you guys got to do focus on building your portfolio your wealth and u you'll be shocked at where you'll be 5 years from now 10 years from now 15 years from now right next up here let's get into a stock I sold out of completely and then we'll get into four stocks I bought talk about some price targets for those stocks all that good stuff okay Listen, I sold my PayPal. And around these parts, it'll always be referred to as PayPal. Yeah, good old PayPal. We sold it all, right? Sold it all. So, PayPal was interesting because it seemed like it had a great setup. It's a great company. Always put up great numbers, right? people kept using their service and the stock just never did anything. You know, it should have been one of those stocks I thought I could double up, triple up my money on and it was just not there, right? And so it's one of those you you just got wrong. You know, there's no other way to put it. You just got it wrong. It never turned out to be what I thought it could be, which was a company where I could make, you know, a double up or triple up on my money. Never became that. And um, you know, it was one of those I'm like, let's just, you know, take what we can get here, right? And so I took my $165,000 and and went elsewhere. And so when it came to PayPal, you know what? What went wrong here? Like why didn't this become that double up triple up the money type stock, right? Well, a few things that kind of went wrong here. First off, the good it was good company. Like their numbers were never bad. It wasn't like, "Oh my gosh, PayPal's done. Like their numbers are so horrible." No. No. Oh, they're going to go bankrupt. They're going to lose. No, never was that type of company, right? And it never when I bought it at least it was never like overvalued. It was always at fair valuations. But the issue with PayPal is they had very sleepy growth. And so PayPal back in the day, this is like let's call it 2021 and prior, PayPal was a growth stock and they attracted growth investors. And so people were willing to pay big valuations for PayPal because it had great growth, right? The issue was once the growth went down to single digits, people didn't want to pay anything for it. They didn't want to pay anything for it and they were also scared of long-term disruption here. So, PayPal could be trading at a 4 P of 8 9 10 and it honestly was irrelevant because the value investors didn't want it and the growth investors like uh for 5% revenue growth. No. So, the growth investors flocked to companies like this Robin Hood, right? Robin Hood has had the big growth over the last number of years. And so people want to own Robin Hood. Like if you're a growth investor and you have to pick between PayPal, PayPal or Robin Hood, you're picking Robin Hood every time because Robin Hood has the big growth and they're always coming out with new exciting products and trying to disrupt this and disrupt that, right? And it's like a whole exciting thing. PayPal just kind of feels like a stagnant value company that some might call a value trap, right? People want growth, they're going to go to SoFi. Like if you're going to go into something fintech related, something money related, they're going to look to stocks like SoFi, stocks like Robin Hood, and those stocks have run huge, right? You know, Robin Hood a few years ago was under $10 a share. And look where that stock is today. It's $100 plus, right? SoFi, this stock just back in 2024 was like $6 a share, right? Today it's $17 a share. That's what people want to own. They want to own SoFi. They want to own Robin Hood. If you're a growth investor, that is. And so stock like pay PayPal, they just get thrown out, you know? So no one wants to own it, so it trades at these crap multiples. Meanwhile, the value investors refuse to step in PayPal. So like where are the value investors at? You think, oh, it's a great value stock. Like their business model stable. They do grow revenues. But at the end of the day, if you're the big money, the big money value investors, they don't want PayPal either. They haven't been around long enough to really be interested in a stock like that. So what big money looks for JP Morgan. They want to own good old solid JP Morgan. That stock's done just fine, right? That's what big money wants to own. JP Morgan. They want ownman socks. Goldman Socks, right? Those are the sorts of stocks they want to own. They don't want to own PayPal. They're like, "PayPal? We don't even know. What is it? App uh what's going to happen with this company? Is Apple Pay going to disrupt them? Android Pay? Like all these other products, right?" So they're like, I don't think JP Morgan's being disrupted in the short term. I don't think Goldman Sachs is being disrupted anytime soon. So they want to own that. You know what else they want to own? They want to own a stock like what I hold in the the public account, right? It's kind of a newer position. But American Express, American Express already up $15,000 on the stock. Doesn't include any dividends received. This is what big money wants to own, right? The big value investors, they look at a stock like American Express and say that's got an amazing business model and mode around the business. And so even if their growth rates aren't super high, they that's fine. They'll accept an American Express at 8%, 10%, 12% growth. Same thing they'll do with a JP Morgan or a Goldman Sachs, they look at those stocks as stable, stable companies that have been around for many decades and are going to keep putting up great profitability and growing their businesses bigger, right? And look to nobody look to no different than Warren Buffett, the big buffet, right? Big Buffett. Guess what his number two biggest position is out of all the stocks? Number two, American Express. His over 15% of his portfolio at Birkshshire Hathaway is in American Express stock. He's own it for a long time. He loves that company, right? He owns 22% of the company. 22.2% of the company. The Big Buffett, he loves American Express. That's what value investors love, right? JP Morgan, Goldman Sachs, these sorts of companies. They look at a PayPal. I don't know about that. So PayPal would need to be public for another at least 5, 10, 15, 20 years to really start getting value investors to say, you know what, I like PayPal. They grow, you know, their growth isn't that great. It's 5% a year, but we like that. You know, right now they're just they don't trust it. They don't trust it. Right? No. You know, when you get it wrong on a stock like that and you, you know, you're stuck and you're like, man, like I thought this could be a double up opportunity, triple up opportunity, just didn't, you know, you just move on. You know, that's a cost of doing business. You're never going to get them all right. Right. Sometimes you're going to sell stocks at big losses. Sometimes you're going to sell them at small losses. Sometimes you're going to sell them at small profits and you're going to look at it and be like, man, like, you know, this had the big opport I thought this had a big opportunity, but it didn't happen. The long-term returns is all that matters, right? The long-term returns is all that matters. So, the rest is going to be what the rest is. You know, you look at the public account. Yeah, PayPal didn't work out, but you know what? A lot of stocks have worked out over the years, right? Just in the public account alone, we've got like seven stocks that have over doubled up for us, right? And this doesn't even count for stocks I sold out of completely, right? Uh SoFi, this is basically the seventh one. I added more SoFi shares here today. So, it raised my cost basis. So, now it's not a double up. Before it was up like 110%. So, that's basically a double up. And then Amazon and Revolve are almost double ups. And I've upped cost bases on both those stocks substantially. So, if I hadn't up my cost bases, both those would be double- ups as well. That's like nine stocks that are double up just in current positions. So the end of the day, you know, a stock like PayPal comes along and you get value trapped. It is what it is. The main thing I think about in regards to stock like that is like, man, like I, you know, there could have been a lot of money had I put that money elsewhere, right? Cuz I think about all the great stocks I've held over the last few years. And if that money was in those positions, right, instead of PayPal, like the public account's easily 5 million plus right now, right? Is this a question? Is it five? Is it 5.5 or is it 6 million? You know, is what it is. Cost of doing business. You're not going to get them all right. So, and don't be ashamed of it. Like, I don't care. You know, on to the next one. On to the next one. Right? It's like, you know, if you're approaching girls at the bar and one's not interested in you, you know, move on to the next one. Like, you know, some people can't get they can't get their mentally like wrap their head around like, oh, like, you know, it might not work out sometimes on a stock. It's fine as long as you're right a lot more than you're wrong. And when you're right, it's like you're making, you know, look at AMD. How many millions have I made on AMD between the public account and the private portfolio? You know what I mean? Like, yeah. On to the next one. All right. Next one up here. four stocks I bought and I bought heavy and then let's talk about some price targets for these stocks, all that good stuff. Okay, I listen $165,000. That's a beautiful thing when you sell out of a position big like that with PayPal, you got a lot of money just sitting around and I'm like $165,000 to invest. Okay, so what did I buy? Well, I bought 375 shares of the flick Netflix. Okay, 375 shares of that one. Now, I let my private group know. I said, I'm holding $50,000 back here because my plan was if Netflix goes down big on earnings, right? I got $50,000 sitting there ready to go in. Oh, guess what? Guess what? It's going in tomorrow. Okay, we're going to buy $50,000 likely a Netflix stock tomorrow. Tomorrow. Uh yeah. And so my thought process with Netflix is I was like, I want to buy a little bit before earnings just in case just in case stock goes beast mode. I have my position to a decent size. It's like, you know, got to like $100,000 and then I'm like I'm holding $50,000 back just in case they, you know, people sell a stock off big tomorrow or whatever. I'm going to be ready to buy and I will be ready to buy. Now, when it goes to Netflix numbers here, you know, they grew revenue a little over 13% year-over-year. And then as far as their forecast is only for about 12% growth. So this is the issue Netflix has in the short term at least growth investors are kind of dipping out of it because they're looking at like oh my gosh like you go from 17% growth to 16% to 13% to 12%. people start thinking are you going to go single digits right 9% coming and so growth investors like peace out right they want no piece of that but the thing is with Netflix you've had many phenomenons over time in that stock where growth will dip down and then it comes back strong a year two year later so they get some new programming some new big show um and next thing you know growth rates spike up again so in regards to Netflix like I wouldn't be surprised if that happens they go up on price maybe a dollar or two and next thing you know you know all a sudden you know growth is is very strong again they in their advertising business should grow for 10 20 years in the future right no for their income statement I grade them a B-grade here revenue is up 13% cost of revenue up 13% as well so kind of you know not ideal sales and marketing was up substantially 16% technology and development up 22% GNA was up 13% so operating income was only up 11% year-over-year because some of these line items were at a f they grew at a faster clip in revenues, right? As far as income before income taxes up 12%, net income up 9%, dilute EPS up 11%. So solid report, but this is not great, right? If it was great, we would have seen operating income up 16%, up 19%, up 20%. We would have seen uh dude EPS up 22%, 25%. That would have been a great report. We could have grade this one an A or an A+, right? This is like a B-grade when you're, you know, EPS grew at a slower rate than revenues. Eh, not that exciting. Next stock I bought up here was SoFi Technologies. So bought 555 shares here, filled 1752 in regards to SoFi. So I think this tells you everything you got to know about SoFi in in regards to my belief in this company. I have shares in the public account that I bought at $6.90 $6.93 right? $7.74, $8.3. The fact that I'm willing to pay 17 and change for this stock speaks volumes about how far this company has come and my belief in this company over time and my belief in Anthony leading this company, right? So, it it's much easier for me to buy the dip, let's say buy the dip on a Netflix than to raise my cost basis substantially. Like these shares I'm up 150% on and I'm willing to buy that stock still. That speaks volumes about my belief in SoFi and where the stock is going longterm which you know you know Netflix as far as that stock longterm that's a $200 stock in my opinion long term SoFi stock I mean this is probably a $50 to $100 stock longterm in regards to this company you guys know my belief in SoFi I believe long-term they could become a financial giant right like when I look at how many members they're attracting especially the younger generation those people net worth getting higher and higher sell those folks more and more products which they all all have and looking at the revenue growth of the company they have they have all the makings to long-term become a financial giant you know this is a company that right now the market cap's like 20some billion dollars right long term this could be a hundred billion if not a $200 billion plus company right and I mean you know they're still going to be actually small when that does happen and I believe it will happen you look at Goldman Sachs $300 billion plus market cap Morgan Stanley's 300 billion plus HSBC's 300 billion plus Bank of America America's over $400 billion market cap. JP Morgan's $912 billion market cap. Like the issue for all those big banks though, a lot of them they're not really attracting uh the younger demographic like they used to, right? A lot of the younger demographic is going to somebody like a SoFi to get a loan from now to start a savings account with to start investing with rather than a JP Morgan rather than a Bank of America. And so it's one of those things it's not going to show up in the numbers in the short term because that 19-year-old who signed up with SoFi, they don't have any money right now anyways, right? Like they got a net worth of maybe a thousand bucks. So it doesn't matter. But as they get used to using and trusting SoFi as the years tick on, it's going to matter substantially. And then all a sudden the JP Morgans and the Bank of Americans and Wells Fargo and all these other companies are going to look and they're going to be like, "Oh my gosh, what happened?" You know, those companies focus on the older demographic. Those people have all the money right now. And by the way, what do you think's going to happen when the baby boomers have all this money pass down that that money? You that money is going to be transferred from the old banks to the new banks cuz the kids are going to be the ones that have the money then. And if they're used to using SoFi and that's the bank, the financial institution they trust, money's going to SoFi accounts. So that's going to be interesting. And these are the are things that really no one's talking about right now. But this is why like the lifeblood of a financial institution for the long term is attracting the younger demographic. JP Morgan attracted me back when I was like 18 years old. They understood this. Jamie Diamond understood this. This is back during the great financial crisis. I had to set up a bank account for direct deposit, right? And I got a we got a thing in the mail that said, you know, if you open up a bank account with direct deposit through Chase, you got $250 as long as you kept the direct deposits going in with in in a 90day span. I'm like, "Oh my gosh, $250 for me back then was like a lot of money." I was like, "This is amazing. Got free money." They built that relationship with me and I still use Chase for a lot of products today. I got the Chase Reserve, whatever, Sapphire Reserve, credit card and bank accounts through Chase. They're still, I would say, my pri I use many different financial institutions nowadays, but they're still my primary, I would say, all these years later. And they attracted me as a broke 18-year-old. And now I'm fortunate to be super wealthy and all this stuff, and they're still my main financial institution all these years later. That's what it's about. And so understand they're attracting the broke 18, 19, 20 year old today. They're also attracting even millennials with money, which is interesting dynamic through a lot of their different products they have out there. So yeah, so like like Anthony is doing a great job of setting that company up for unbelievable long-term future. And I don't even know if he's going to be the CEO still when they get to that future, right? Um 5 years, 10 years, 20 years from now. But what Anthony Notto is putting in place is all the makings of like what could make them a financial giant 10 years out, 15 years out, 20 years out. And so he's just got to get them through uh future recessions and things like that as well. Right. Next stock up here I bought is E.L.F. Beauty. Cosmetics. So bought about 475 shares here today. 7457 on this one. This is another one I just had to up my cost basis massively on E.L.F. Remember, I started buying ELF in the public account. You know how much it was? 7 bucks. Seven bucks. It's 10xed since I bought it. And I'm still willing to buy more shares. That speaks volumes about like where I believe this company's going. The fact that I bought the stock for seven bucks in 2019 and now it's a 10x and I'm like, it's still a steel deal and it's got a long way to run from here. That speaks volumes. Now, I spoke about ELF and I gave it one of my highest grades. I don't know if you guys got to see this. About 113,000 people have gotten to see it so far. I ranked the best stocks you should buy right now. I ranked a ridiculous amount of stocks in that video and I graded them like one, you know, you wouldn't buy it with your worst enemies money and 10 being like, you know, load the boat. It's a unbelievable opportunity, right? And um ELF got one of my highest grades in that entire video. So, you might want to check that one out. Next stock I bought is Celsius Holdings. Uh 2977. I got these shares out. I bought 1,4506 shares of Celsius. Big buy in regards to Celsius. And guess what? Celsius also got one of my highest rankings in that particular video. Obviously with the Celsius brand, Alani, they're hopefully can revive the Rockstar brand. They just acquired from Pepsi. They got the distribution everywhere. Now, uh, you know, stocks like Celsius and ELF are some of the best long-term opportunities I can find in the stock market that are not like the obvious like big tech type plays, right? And so, I think those stocks will do very well. And yeah, once again, you definitely want to check out that video if you haven't got a chance to watch it yet. I think you'll thoroughly enjoy that. Seems like people love that video. Okay. All righty, guys. I appreciate you for joining me as always. Thanks so much for being here. Once again, the pinned comment down there here today is to join the wait list for the private group before I reopen that next week to members. So, you should definitely join that. All righty. Much love and have a great
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