Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $144.24 05 Aug 2026Current $151.86 07 Aug 2026Result +$7.62
every month, every week, every year, this stock has been a buy
Context Discussing Shopify’s long-term valuation and growth, the speaker says the stock has essentially always been a buy outside of a brief period.
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Entry $3.85 05 Aug 2026Current $5.63 07 Aug 2026Result +$1.78
it's a buy. It's a huge buy. Like amazing buy, right?
Context After reviewing Honest’s upgraded guidance and strong earnings, the speaker explicitly calls it a buy.
Full Transcript
live to fight another day or uh live to flip some flapjacks another day. One of the two. Okay, that's how I felt here today with a public account. Public count was down a little over $100,000 and I felt like that was a win. A win here today. I mean, it could have gone a lot worse and I mean a lot worse than how it went. Public account closing a little under $4.6 million here today. I had some stocks making some huge moves here today, right? Obviously AMD, that was like the focus of the day. AMD, AMD, AMD, right? But there was some other stocks making some huge moves kind of like on the DL. Like Shopify is my fifth biggest position in the Patreon portfolio. Not sure if you guys are subscribe to Patreon. It's always linked in the description. But that was my that's my fifth biggest position. That one was up like 17% here today. I'm now up 118% on that position. Fubo had a huge day today. That one was up 11% plus. Win had a nice day now closing over $100 a share. Now, Elf on a Shelf after hours. Uh, falling slightly off a shelf. Okay, and I mean very, very slightly. And we will be speaking about ELF in this video. Okay, five core subjects in this banger of a video. I got a lot to get into in this one. Okay, one, I'm going to share an underrated tech stock with you guys that doesn't get enough talk in my opinion out there and it's one of the best companies out there as far as an investment goes. Number two, I'm going to talk about a travel related stock that I absolutely love, okay? And the big opportunity there. Third subject we'll get into is a super small cap stock that is about to go insane in my opinion. Their numbers they just reported. I'm like, "Oh my gosh, this stock's about to go crazy. I don't think people are ready." Okay, four subject. We'll talk about Elf on the Shelf in this video where ELF is headed from here. And then uh and by the way, can you say green? Uh and then we're going to talk about Dutch Bros. Dutch Bro earnings just came out. I thought that was an interesting stock to speak about here today. One thing, one thing all I need from you guys, if you could just do what the sign in my garage says and please just smash that thumbs up button. Trying to keep you guys up to date on everything going on out there. And it's busy times, man. This is a banger of a video. And that's all I need. Make sure you subscribe to the channel. Make sure you got the notifications on all that good stuff. And uh pinned comment down there today will be for those of you looking to join my private stock group and you want to apply to join in there. That will be the pinned comment down there. Okay, listen. the most underrated tech stock in my opinion in the market that no one talks about. Everybody's always talking about MATA, Amazon, you know, Tesla doesn't get talked about as much nowadays. Uh obviously everybody talks about even Open AI and Anthropic and Nvidia and AMD blah blah blah, but this company Shopify like this is one of the best tech companies in the world. It's been one of the best investments you could make over the past decade. And people just act like it doesn't exist. It's unbelievable. This company just reported an A minus quarter here. Subscription solutions up 22%. Merchant solutions up 37%. Total revenue up 34%. Now, as far as they had expenses a little high, but just slightly high, which kept gross profit from growing at a faster clip than revenue. So, gross profit was up 31% for the company year-over-year versus revenue is 34%. So, 31% is still a phenomenal number, right? But we like to see gross profit growing at a faster clip than revenue ideally. And that's why it's an A minus and not an A+ quarter or an A quarter or something like that. Right now, as far as other expenses, they kept everything pretty in check. Did this transaction and loan losses up 76% year-over-year, but that's a small line item for the company. All their major expenses, they kept those in check. Operating income exploded 68% up yearover-year. Net income up 66%. What an absolute banger of a quarter for Shopify overall. A minus great there. Now, the issue with Shopify, the issue is people always look at the stock and they say it's expensive. It's expensive. It's expensive, right? They look at it and they say, "Gosh, forward P over 100, two-year forward P 44. It looks expensive, right?" But keep in mind, it's expensive for good reason, right? It's not like it's just accident. The company's grown revenues at a 30% plus clip. a 30% plus clip, right? And they're putting this up like quarter after quarter after quarter. The company's growing their bottom line 60 plus%. I mean, how many companies can you really think of that are growing revenues 30 plus% and net income 60 plus%. I can maybe off the top of my head I might be able to think of two or three maybe four companies that off top my head I I know like their revenues are going up at a 30% plus clip and their net income is going up more than 60%. That's a tough thing to do. And so it's expensive. Absolutely. Shopify is an expensive stock but it's expensive for good reason. It's not like you know are you going to get Shopify at a 154p? No. But do they deserve to get get do you deserve to get it out of 154p? No. Because uh their growing revenue six 30 plus% and bottom line 60 plus%. Right now keep this in mind very important Shopify since this company went public right you know you go back about a decade ago or so this was a $4 stock on a split adjusted basis and app you know today you can buy the stock for $144 from four bucks to $144. Right back then it was an expensive stock. The whole journey it's been an expensive stock. The only time it probably wasn't a buy was during the peak kind of rona days when you know revenue was going crazy cuz everybody was forced to be home and everybody was starting Shopify stores and all those sorts of things and then had its tech bubish crash where the stock crashed over 80%. But outside of that time, the entire time period for the stock has been a buy. Outside of that Rona kind of oneoff, you know, 12 to 18 months there for the past decade, every every month, every week, every year, this stock has been a buy and it, you know, it's just the way it is, right? So, it's an expensive stock, but it's always been expensive. It's going to remain expensive. That's just how it is. The days when Shopify is not an expensive stock probably is a stock day you don't want the stock anymore cuz the growth will be done, right? And um that looks like it's no time soon when you're still growing revenues, 30 plus%. All right, next one up here. Let's talk about a travel stock that I love. That's a big opportunity. Let me explain that. We'll get then we'll get into super small cap that's about to go insane. Elf on the Shelf and Dutch Bros. Okay, listen. Winning Resorts. I love this company. If you've been watching the channel for years, you know I love this company. A very special company. They just put up a very good quarter here. A B+ grade. Casino revenue was up 12% for the company year-over-year. Rooms were flat. Basically, food and beverage had a rough quarter. That was only up 1%. Entertainment, retail, and other was actually had a bad quarter. That was down 5%, but total operating revenues was up 7% because apparently people like to gamble a little bit, right? And as far as other expenses went, casino was up 12%, rooms was up 3%, and food and beverage up 6%. Not ideal, but they did bring entertainment, retail, and other down 12%. And they brought GNA general administrative down 4%. So that helped. So total operating expenses there up 6%. Operating income up 13%. So that grew at a faster clip than revenues. That's something we'd like to see. Right now they had this one offish category here. Change in derivative fair value. That was a $43 million help. Okay. Um so that's just something to kind of keep in mind here. They also didn't have this big expense here. So net income looks like it went insane, but it's f you got to understand there's some one-offs here that are helping. Okay, so you see net income up 137%. It's like, oh my gosh, this is amazing. It's not quite that exciting when you factor in the one-offs, but it still would have been a great net income growth regardless of the situation here. So, you know, very strong quarter from Win Resorts, B+ grade. Right now, they got unlucky and and lucky in the quarter. Okay. So, as far as Macau win, Macau their table game win percentage was 17.1%. That was below the 17.4% that was in the same court last year. If you didn't know, casinos can actually get a little unlucky as well. Right now, on the flip side, Las Vegas actually got very, very lucky. Uh, Las Vegas had a table win of 23.9%. Which is severely above what their number was at this time last year, 21.8%. So they must be winning money from me or something at the Las Vegas operations. That's impressive. Right now the other crazy thing is here the wind properties in Macau. This is the old properties the old wind the old encore right they had adjusted property Ibidar of $95.5 million right that compares with Las Vegas which just put up $215 million. And it's crazy because if you go back years and years ago when Macau used to crush the Las Vegas operations and you know it seems like Ronin was like some sort of like boom and ever since then the Las Vegas properties have just been amazing. Absolutely amazing. So like can't you have nothing but I have good things to say about the Las Vegas properties. They used to be seen as the negative part of wind stock a long long time ago and now you look at that and it's like oh my gosh like this is the most important part of win when if you're thinking about investing it's the Las Vegas properties actually right now what's also amazing is if you look at the wind palace this is their premier property in Macau that had a trusted property Ibidar of $21 million the Las Vegas properties even beat Wind Palace that's incredible so you want to talk about a well-rounded company between the Macau operations and Las Vegas operations. That's pretty darn impressive there. Right now, keep this in mind. The new property in the Middle East is supposed to open just over a year from now, September 2027. Now, this is the big huge opportunity for Win. It's the biggest thing the company has going for it. This property is going to be 40% owned by Wind Resort. So, do keep that in mind. So, they have had to put like 40% of the money into this. in my opinion as far as the physical look of the property. It's the only not pretty wind building they've ever done in my opinion and actually the only not pretty building that Steve, you know, Steve Win's not part of this project. Obviously, this the first project uh that Wind's done that he's not part of. And I'm like, dang, man. Shows like, but also do keep in mind this is only 40% owned by Win where usually they'll do 100% ownership and things are a little complicated in the Middle East. The moral of the story is though, this should be a huge hit. like wind properties are unbelievable. The service is unbelievable and so it should attract the wealthiest individuals in the Middle East to come gamble at this property. And so um women should make fortunes of money about and the only question it's not a question of how much you know will they make money the question is how much money that's the only question right and we really haven't seen a one-off kind of freak property like this be built around the world since Marina Bay Sands was built in Singapore and if you don't know that's a crowning jewel of Las Vegas Sands is that particular property Marina Bay Sands in Singapore and so this is the closest thing we've had to that sort of opportunity where it's like one property you can come gamble at super high-end and in a region like the Middle East I mean I think it's going to do very very well right it's just a question of how well so that's opening just over a year from now if you know me in wind resorts you say I've always told you guys anytime the stock goes under 100 it's a buy right and the further it goes under 100 the bigger buy it is the new price I would say since this new property will be open in a year from now is 120 So, anytime this stock is under 120, it's a buy. The further it's under 120, it's a buy. Now, do keep in mind if this property ends up being a banger, there's a potential that win could climb to the $250 to $300 range. But we got to see what the results are. So, you can't get too excited about this and be thinking about, oh, when going to 250, when going to 300, you know, 2 years from now, 3 years from now. It really depends on how successful this pro property is going to be. It's going to be successful. It's just how successful. And you know, we can run projections. We can assume this. At the end of the day, they got to open the doors and they got to attract customers and they got to do business. And so, we'll see, right? But under 120, it's a buy. The further it is under 120, the more of a buy it is. Okay. All righty. Next subject up here, a super small cap stock that is about to go insane. Then we'll talk Elf on the Shelf. Then we'll talk Ditch Bros. Okay. Listen, HNST on a stock. It's a $385 stock right now. I told you guys many times this year, I said this stock's going to exit this year at $5 plus, right? And the company's on the exact trajectory, and after these results that just came out here in the last couple hours, I'm wondering if I'm going to have to change it to $10 plus. I'm seriously like, oh my gosh, like this stock's about to go insane. Like literally insane. Like I don't think people understand like the momentum that this stock's going to see now at this point in time. Okay, here's what just happened. They just took up all their numbers and quite substantially. They took revenue to 319 million to 325 for the year from 306 to 312. That's a pretty big uptick there. They're talking about organic revenue growth now of 5 to 7% from 4 to 6%. They're talking about adjusted gross margin of mid40s versus low40s before and adjusted IBIDA of $24 million midpoint versus about $21.5 million midpoint before. So they just brought up all the numbers. Things are going better across the board for Honest. And that's something you rarely see where like the company takes up revenues, they take up margin, they take up profitability, they take up everything across the board. Phenomenal. Now, as far as the income statement they just reported, it was a B+ grade. Okay, so revenues were down 11% year-over-year, but that's because they're exiting a lot of bad businesses. And it shows you how bad some of these businesses were because cost of revenue actually fell 23%. Now, part of that is also helped with some tariff refunds. So, do keep that in mind as well, right? And we'll talk about that in just a moment as well, but gross profit was up 7% for the company year-over-year. Uh, SGNA, they brought that down 27% year-over-year. That's a big number. That was a bad whistle. That was impressive. marketing that was up 15% for the company on a year-over-year basis. So hopefully that reflects in future quarters, right? R&D research and development, they brought that down 12%. So total operating expenses down 12% there. Operating income exploded to 231% growth year-over-year. Net income was up 176% year-over-year. Diluted EPS up 200% for Honest on a year-over-year basis. These numbers are phenomenal that Honest is putting up here. Now, what gets really crazy in regards to this whole Honest situation, look at the cash and cash equivalence. Keep in mind, this is a no debt company. Their cash balance is up to nearly $16 million. Now, the company's gotten to profitability. So that number could likely continue to build unless Carla decides they want to do a big share buyback and buy back a ton of shares or some or acquire another company which that doesn't seem too realistic although they could do that. This cash balance is becoming huge huge for a company on like this is a super small cap company to be talking about no debt and $106 million roughly of cash and cash equivalents on the balance sheet. Oh my gosh, this is becoming crazy numbers. Now you can say I mean imagine you have $100 million you know sitting in treasuries earning yourself you know 4% let's say 4% you know that's $4 million a year they're thrown off to you just in interest income. It's pretty significant right now for honest it's a little over $400 million market cap right with $106 million roughly in cash and cash equivalents. That's crazy. We're talking about like basically like a quarter of the market cap roughly is just in cash and cash equivalents. That's legendary. Right now, as far as the tariff situation, they got tariff refunds, right? But even if you exclude the tariff refunds, net income, adjusted net income still would have been $5.1 million, which still would have been up substantially on a year-over-year basis. And that's still a very good number. And so whichever way you want to slice it, and keep in mind they got they also right now they they have, you know, basically like restructuring expenses here that's kind of hurting the company. They had restructuring in the quarter that was almost a $400,000 negative hit for the company. So I like what I see a whole lot right now. I posted this on my X page. Not sure if you guys ever follow me on X. I always have it linked in the description area down there. I said honest watch this one tomorrow. It's only up 5% right now after hours. I would not be surprised if it's up 15 to 25% tomorrow. Net income was shocking. Margins are crazy. Raise the 2026 outlook. We'll see. We'll see. But if that stock's up 15 to 25% tomorrow, I would not be surprised at all given those results. I wouldn't be surprised if it sees momentum coming out of the gates and continues to see momentum as a trading day goes along. But who knows, you know what happens. All I know is it's a buy. It's a huge buy. Like amazing buy, right? It's the most attractive super small cap stock I know of. I do not know of a company under a billion dollar market cap that is more exciting, that has more upside potential than Honest. That's the one. Next one up here, let's talk Elf on a Shelf and then we'll get into Dutch Bros. All righty, guys. I hope you're enjoying this video. Here we go. Elf on a Shelf. Here's the deal. They did everything I told you guys they were going to do. They came in with a net sales guidance that's significantly above what they were previously thinking. They took all the numbers up by like hund00 million for the fiscal 2027. Adjusted Ebidol, they took that up to the $400 million plus range. Adjusted net income, they took that into the 200s now at this point in time, right? Adjusted diluted EPS talking about 350 to 355 now versus 327 to 332 previously. I knew it, man. I knew it. I'm like, well, just watch. They're sandbagging their numbers early in the year. They're going to play the same game they play every year. They sandbag in like February, right? They do this like every year. They sandbag in like February or March and then they come through throughout the year and the stock just goes higher and higher and higher. They reach a low usually like in the second quarter. It's exactly what played out again this year. Low was hit in the second quarter, $49 and then from there party time, right? And if I recall, if I recall, guess the quarter the previous year, it hit a low Q2. And if I recall, the low last year was also $49. Isn't that amazing? Right? And so, is the stock going back to 49 next year? No. You had two years of $49. Just say thank you. Thank you. Say thank you. Okay, that ain't happening again next year. I can tell you that much. This stock's about to be on a rocket ship ride. So, party party party. 30 consecutive quarters of net sales growth, seven plus consecutive years. Unbelievable. Unbelievable. This is a legendary run. One of six consumer companies out of 516 that have grown for a consecutive 30 quarters. The average growth rate per quarter, 20% range. I mean, these are incredible numbers. Now, one of the most exciting things about Elf on a Shelf is the international opportunity. So, if you go back to 2020, 10% international sales was their their makeup, right? 10% of their revenue was basically coming from international. Now, it's up to 21%. Might say, "Oh boy, that's great." Yes, but there's a long way to go. Global beauty peers are like 70% international. So, just understand if you're wondering like how can E.L.F. keep growing over the years? Well, they're always innovating. They're always coming out with new products. They can go up on price. They're going to acquire more brands and international expansion. So, there's a bunch of growth levers with ELF, which makes it, in my opinion, one of my favorite stocks in the entire stock market. Like if you watch my video where I graded a bunch of stocks like three weeks ago roughly on the channel, I gave ELF one of my highest grades of of any stock in the entire stock market because there's growth levers for this company all over the place on how they can keep growing this business for the next 5, 10, 15 years, right? And what that's going to mean to margins longterm, profitability longterm is extreme. Now, $344 million of cash on hand now at this point in time. So the company's in a great balance sheet position, great income statement position. They don't need to acquire any other brands for the for a while honestly because they got Notorium which continues to be a big growth brand. They have road which has an incredible long-term opportunity. They obviously have their elf brand which has a big opportunity. They have the international. So my opinion is for the next year or two, unless there's just something amazing as far as a deal to be had here, I think the company can just stack cash. I think they'll be able to put up great revenue growth for the next year or two without acquiring anybody else right? grow margins, grow profitability, and stack cash. I mean, absolutely stack cash to the sky. That's a company that that's a position they can be in here, right? No, they you know what they got for grade for their income statement? A+ an A+ banger. Net sales grew 36%, cost of sales was down 26%. Do keep in mind tariff situation helped that. Tariff refunds, right? Gross profit growth of 63%. That's incredible. SGNA, that one rose significantly on a year-over-year basis. Keep in mind as a lap numbers once they get to 27, that should roll off a lot as far as the growth there. So, these numbers should moderate majorly. So, 43% growth in the quarter there. Then this change in fair value of contingent consideration. That was a $16 million hit here, but those are usually oneoffish categories. Still, despite all that uh 110% operating income. 110%. That's an incredible number. It's an incredible number. Oh my gosh. 110%. Jeez. Uh, net income grew 100% for the company year-over-year. Dilute EPS up 93%. It's an A+ quarter for Elf on a shelf. Now, this stock, as of right now, as of recording this, is an $83 stock. This stock exits this year in my personal opinion between $100 worst case scenario and $140 best case scenario. So this stock will continue to see momentum. Tomorrow is anybody's best guess. If tomorrow turns green, look out. Look out. Okay, so Elf on the Shelf phenomenal. And listen, you know, two of the stocks I'm most excited about in the market for the next few years is ELF and what's the other stock? Celsius, right? Celsius earnings will be coming out here shortly. Um, I'll look forward to covering those for you guys probably on the reaction channel. Jeremy Lefave makes money. But at the end of the day, I like to look for companies that have growth levers all over the place, have margin opportunity all over the place, and net income and EPS growth all over the place, right? And when I look at ELF, I see a company that has all those in a significant way. And so, I like that company a lot, right? I look forward to listening to conference call on thousandx.com tonight because from what I heard private group members really like the call. So I can't wait to listen to that one. I'll listen to honest call as well. I I heard that one's a phenomenal call as well. Okay. All right. Next subject up here. Dutch Bros. is there an investment opportunity in Dutch Bros? Is there a lot of money to be made here? By the way, if you don't know Dutch Bros. They're a coffee shop that could be seen as a competitor to Starbucks. Their branding is very different. Their customer base can even be different and sometimes similar to Starbucks depends. Uh but they have their own way of fighting in the market. And if you experience Dutch Bros, you know, it's a different experience than Starbucks, even though, you know, um they could sell somewhat similar products, right? But just Dutch Bros just its own thing, man. It really resonates with, you know, the under 40 crowd heavily and uh they compete hard in the market and they do a very very good job and they do big volumes. Right. Now, the reason I thought it'd be interesting covering the stock and if this is an opportunity here, is the stock's down big after hours. It's down double digit percentage, right? Down 10 plus percent down to $58 after hours. Right now, the first thing that I thought was very interesting here, I don't know if you guys have heard about this, but the salad and go company that has some locations in Arizona, Nevada, Oklahoma, Texas. Listen, I never heard anybody talk about the Salad and Go. Never heard anybody talk about it, but it just from my understanding is going bankrupt. And so it looks like Dutch Bros is going to acquire up to 65 of those locations. Now, this should help because Dutch Bros is basically in a massive expansion phase their business right now. Okay. And Dutch Bros likes to build standalone locations. They don't like to like attach themselves to a strip mall like Starbucks did a lot of back in the day and these different plazas and things like that, right? Dust Bros like to has their own little standalone location. They're very small. You can't even go into them. They're very different experience than like a Starbucks where you can like go in and order and like sit down and get on your computer and blah blah blah. Dutch Bros is not that. Dutch Bros has a window if you want to walk up, but almost everybody drives up to Dutch Bros essentially. Okay. And so I think it makes sense that they want to acquire a lot of those salad and goes because a lot of those Saladin goes are very similar size to Dutch Bros overall. So do keep that in mind. And expects to convert those in 2027. And uh some of these markets that Salad and Go is at is actually some of Dutch bro's strongest markets out here in Vegas very strong. Arizona very strong. Oklahoma, Texas. Okay. Now, as far as the income statement goes, A minus grade here for Dutch grows. Revenue was up 32%. Cost sales rose a little bit faster at 33%. SGNA was up 23%. So that wasn't too bad for the company. So total cost and expenses up 33%. So just slightly faster than revenues there. Income from operations grew 29%. So that's a very strong number, but it's a little less than revenues. Ultimately, you want income from operations growing at a faster clip. So if revenues up 32%, you want income from operations up like 35%, 40%. You know, this is all stuff I teach you in all my course curriculums inside the private group and all those sorts of things. So if you ever want access to that, take your game up to a much higher level. If you're learning a lot from these videos, you're going to learn a whole lot more inside my private group. That will be the pinned comment down there today. Net income up 35% for the company and here basis dilute EPS up 40%. So very good strong quarter for Dutch Bros. Overall, it's an A minus. Great. Right now, the issue with Dutch Bros. The issue, and keep in mind the valuation is going to likely come down tomorrow, but the issue is forward P on the stock is 70, right? Uh two-year forward P is likely 40. So, and you say, well, maybe those will come down a little bit tomorrow. That's that's possible. So, maybe the forward P tomorrow comes down into the 60s and maybe 2ear forward P goes to like a 38 or 37 or 36 or something like that, right? But that's still a little expensive because you got to understand all these stocks are fighting for your money. Something I try to always teach you guys. All these stocks are fighting for your money, right? This one wants your money. We all have a finite amount of money. I don't care who you are. If you're me, if you're you, if you're Elon Musk, if you're Warren Buffett, everybody has a finite amount of money, right? Which means your investment opportunities are all trying to steal from each other. And so you have to look at a situation like this not just like is this a good stock to invest in. It's also is this a better opportunity than this other stock over here. And that's why we also have the compare feature on thousandx stocks.com where you compare three companies all side by side. So you can see okay is this really a better buy than this one. What's a better opportunity here? You can run your projections all those sorts of things. Right. So, if I look at my beautiful Cheesecake Factory, Cheesecake Factory stock, the Ford P on Cakes is in the 20s, right? Low 20s at that. And here's the deal with Cake, I'm getting multiple growth opportunities. With Dutch Bros, I get I'm all in one growth opportunity. It's Dutch Bros. And that's it. Right? With Cheesecake Factory, get an ATM machine of a business model with the Cheesecake Factory, but then I get two concepts. They're going to be expanding all over the United States just like they're expanding Dutch Bros all over the United States in Flowerchild in North Italian, right? And so I like Dutch Bros. I just like Cheesecake Factory better. It's just a better opportunity overall, right? And so that's why I look at Cheesecake Factory and you're like, do you see me selling shares? Like absolutely not. I have no interest because I'm I'm holding a stock that has a you know a forward P that's way too low given the sort of growth rates this company's going to have over the next decade essentially right and so it's a strong like Donkey Kong hold I'm up $29,000 in this position that does not account for dividends received and I have no no interest at all in moving out of Cheesecake Factory stock. Okay, now let let me just give some advice for everybody out there before I wrap today's video up. Okay, we're in the we're in the earnings craziness right now. Every day, massive amounts of companies are coming out with their earnings, right? And all these numbers are being shown to you. Some are good, some are bad, some are okay, some are all over the place. In these short-term time periods, remember to focus on the long term. And whenever you're looking at these companies in terms of their earnings, say, is this company still headed in the right direction I want it to head longterm? Not just is this an A+ quarter today, right? But you got to say, is the overall company headed in the right direction? Do I have the belief in the management team that this company's headed in the right direction? That's what you really need to be looking at. Not just like, is this company a perfect quarter today? And oh, they're an A+ quarter, so that means like, you know, it's the best stock ever. No, because valuation also matters. Projections matter, and the long-term trajectory of the company. I've seen companies before that could report a crap quarter. You know, honest honest is a perfect stock, right? Honest stock was you could buy that stock a few years ago for a dollar a share. A dollar a share it looked like was going bankrupt. They report F-grade F-grade income statements, right? You look at Honest Today, it's the most exciting stock in the entire stock market that's under a $1 billion market cap. And you know, income statements are like a B+ grade borderline getting to A. What a turnaround. It's incredible. And so just understand a company can go from a really bad situation to a great situation over a few years span and that's what honest did right and so that's the main thing you got to be looking at right and so sometimes I'll buy into companies and I'll get a lot of heat for them in the short term because at that particular time the income statements don't look the best but I'm trying to judge it in terms of where's this income statement likely going over the next year two years three years four years five years right and many times I'm right sometimes I'm wrong and that's perfectly fine that's part of the game. You're not going to win them all. Not in this game. You just got to win most of them, right? And um the ones you really bet big on, those are the ones you really want to win, right? And so if you do that over the long term, you're going to do very very well for yourself. So stay focused on long term. Make sure you're putting in the work. Listen to these conference calls. You so much great information these conference calls. It's going to bring you up to much so much a higher level of understanding these companies which going to make you way less nervous when the market drops, when these stocks drop. You can feel comfortable. I it doesn't matter what happens tomorrow. I'll feel comfortable. This S&P 500 could fall 20% tomorrow. Cool. Fine with me. Some great buying opportunities out there. I know what I hold. I know the companies I hold, right? The, you know, Elf on a Shelf could go down 20% tomorrow. It's not, by the way, but it could, right? Fine with me. I'll pick up more shares. I know where Elf's headed over the long term. Elf probably turns green tomorrow, but we'll see. Like, honestly, it's irrelevant because Onyx goes green tomorrow. I'm not selling. You think I'm going to sell? It goes green tomorrow and it's at 92 9222. You think I'm selling? Give me a break. Like that stock's headed to a $200 plus dollar stock price longterm. So I have no interest. And so stay focused on longterm, ladies and gentlemen. We got a lot going on. Going to continue to be a lot going on. If you enjoy learning from me and you want to learn on a much deeper level, then you can apply to join my private group. That will be the pinned comment down there. That's access to all my course curriculums teaching you everything up here. So, if you learn a lot from these YouTube videos, you're going to learn even a lot more inside there, right? And get yourself up to a much higher level. You can join the private Discord chat once you're part of that, right? You get exclusive videos from me each week. See the moves I'm making. Thousandx.com access, access to our amazing community of six, seven, and eight figure investors is phenomenal. That'll be pinned comment down there. Much love and have a great
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