… oversized position just in case he ever messes up, right? I think we're good, but just in case that, you know, small percentage probability happens, I don't want to be overleveraged into a position. Okay? So that's the way I look at SoFi. It's a buy. It's a buy and it's a buy. $50 to $100 stock longterm. Number two of these seven stocks is winning Resorts. Win Resorts. Next one up here. So they're stocked as of today $77.17. So I changed to $77.77 cuz you know I love all those sevens. Okay. Winning Resorts long-…
It's a buy. It's a buy and it's a buy.
AI-extracted context
However, it's a financial institution. You got to understand the risk going in. And so with me with SoFi is I make it into a position, right? But I'm not going to make it into an oversized position just in case he ever messes up, right? I think we're good, but just in case that, you know, small percentage probability happens, I don't want to be overleveraged into a position. Okay? So that's the way I look at SoFi. It's a buy. It's a buy and it's a buy. $50 to $100 stock longterm. Number two of these seven stocks is winning Resorts.
… $2 here what that can do for the financials of the company is enormous right and um you know Netflix just continues to be the game in town if you want to talk about people paying for a subscription service for video streaming right and so I look at Netflix as an incredible buying opportunity here in October. And um anything in the 60s is a joke, right? Could it go down the 50s? Anything's possible, right? Um but gosh, even even anywhere in here is just like steel deal for the long term for this company for not a high-risisk stock either. That'…
I look at Netflix as an incredible buying opportunity here in October.
AI-extracted context
Netflix just continues to be the game in town if you want to talk about people paying for a subscription service for video streaming right and so I look at Netflix as an incredible buying opportunity here in October. And um anything in the 60s is a joke, right? Could it go down the 50s? Anything's possible, right?
Full Transcript
There are some incredible, incredible stocks to buy out there right now that are just trading at incredible discounts. And uh let me just say this, some incredible money is going to be made out there, ladies and gentlemen. Okay, I appreciate y'all for joining me for this one here today. I can't complain. 12,000 flapjacks up here today in the public count. Just a little $12,000 move there. Hope everybody has a great week this week, by the way. And uh I want to say thank you, a big thank you to everybody for your rotator cuff opinions last week. week. I asked you guys for some had a little issue with my rotator cuff and a lot of you guys had some great uh input on that and so I was reading through that uh last week. I just want to say big thank you to you guys out there. So yeah, public count 5.229 million. So we now have 14 positions in the public count that are green. Uh some of those being extraordinarily green obviously, but yeah, 14 stocks in total that are green. We have five troublemakers that are red. Keep in mind, three of the stocks in there that are red are kind of newer positions. Um, so they're down like a small amount. But then we have two really big problem children in the public account. Those are Nike and Fubo. Those ones have been uh, you know, very big L's there. 140 145K, 33K. Uh, but the great thing about stocks is the money is so small when it's lost if you know what you're doing in this game. Uh, when you got the big winners, right? Because you look at AMD. AMD is a $1.32 million gain. Meta's a $643 gain in a $643,000 gain. That doesn't even account for all the profits I've taken in Meta in this portfolio. Right? You look at Cheesecake Factory, $221,000 of gains. That doesn't even account for all the dividends I've received in Cake over the past few years. Palanteer's $182,000 gain. That doesn't even include the hundreds of thousands of dollars of profits I took in Palunteer last year uh in this portfolio, right? Amazon Amazing Zone's $171,000 gain. So when you know what you're doing in this game, man, if you get it wrong, it's just small money in the grand scheme of things. Okay, in this video here today, I've got seven I mean seven of the best the best money-making opportunities I can find in the stock market, okay? That you should be buying or at least you know I will be buying uh this month in October of 2026. Okay, these are load up in October situations and when I look at these stocks, I think they're multi-year money makers. So, it's not just like, oh, load up on these in October and then, you know, we're going to make some money in in November and sell them. No, no, no, no. This is like these stocks I'm sharing with you here today. These seven stocks, they're multi-year money-making opportunities. There's one thing, one thing I only need from you guys. I hope you appreciate all the work that goes into these videos, all the research time, like the the video part. That's the easy part for me. The hard work is listening to conference calls and trying to find the next great opportunity and all that sorts of stuff. Like, that's countless hours of research. This is easy part for me. Okay, so I hope you guys appreciate it. The only thing I need from you guys, just smash that like button. If you can do that for me, that would mean the world. Also, make sure you're subscribed to the channel. We are now at 952,000 subscribers here on the channel. If you're ready to join my private stock group in the month of October, do so now. That will be the pinned comment down there. You can click out click on that, fill out a form. We'll see if we can get you in there this month. And uh let's get ready to rock and roll. All righty, ladies and gentlemen. You ready? Number one of these seven stocks is SoFi Technologies. SoFi. So, this is really interesting with SoFi. SoFi is a $15 stock here today. Right now, I'm up 72% on the stock in a public account. 72%. Now, typically, when I'm up 72% on the stock, I'm not that interested in continuing to buy shares because I've already made a lot of money. Like 72% is not a small amount, right? like 72% is what people hope to make in an index fund over like a 4 to 5 year period. And I've done that in SoFi in a pretty short amount of time, right? So, it's a big number, right? But at the same time, this is an incredible buying opportunity. I believe SoFi is going to be a $50 to $100 stock longterm. Okay? And so, yeah, it's been great, but the we've made the small money so far. The big money in SoFi is still coming. Okay? Now the amazing by the way if you don't know SoFi it's basically cross-section of fintech and banking. Okay. Now the amazing thing with SoFi is you look at their numbers and they just keep attracting more and more members. You can call them customers whatever you want to call them. Okay. They you know a few years ago they had 5.2 million members. Then they were at 7.5 million members, 10 million members in 24, 13.6 million members in 2025 and just as the second quarter 2026 already up to just under 16 million members. My opinion is they probably close out this year at 17 million members. Okay, so they're starting to reach some actual real scale at this point in time, right? And um it's incredible. Now, the other thing is they're selling their customers more and more products, which is what you need to do as a financial institution. So, you know, basically the products per member has gone from 1.46 in the second quarter of 2025 to the latest quarter 1.54. That's the name of the game. If you're in fintech, you're in banking, which is, you know, Sofi's kind of in the banking space, right? You need to always attract more and more clients. Those clients net worths have to go up over time, right? And then you sell them more and more products as years tick on and you're going to make yourself one of the most valuable financial institutions in the world over a decade span if you do that. Okay. Now, the other thing with SoFi, we're looking at thousandx.com right now. Okay. This is what I use on a daily basis. Look at where SoFi's revenues have trended on a trailing 12-month basis. And look where they're expected to go. Look at the earnings per share story with SoFi. I think this is most underlooked situation in regards to SoFi. This company used to be a huge money loser. Huge money loser, right? And I could understand, you know, I was buying the stock several years ago when I first started buying. It was like $6 a share, right? And I could understand at that moment some people not want to buy it because it was still a big money loser, but I could see that how they were going to turn it. And man, have they turned it and that earnings per share story with SoFi were so early days. you can't even dream of the profits that SoFi could make long term with this company. Okay. No, shareholder equity continues to um move up for the company and some people would look at that as the biggest uh thing when you look at a financial institution of any kind to making sure shareholder equity is going up over time. Okay. Now, the big risk with SoFi and this is a risk with anything that's in the banking related space is a situation where the company gets overleveraged. Okay. If a company gets really overleveraged and you go through a massive uh recession like what happened in the great financial crisis, right? Your financial institution could go under, meaning go to zero, or you could end up having to sell the company at, you know, a dollar, $2, $3 a share, right? And that is something that occurred in the great financial crisis to a lot of financial institutions. Many banks went to zero. Others got sold off for two bucks a share, $3 a share, $4 a share, right? Really low prices. Uh because if you're in trouble as a financial institution like it's tough to get out of that especially if it's getting really ugly. The good news is Anthony notto has been around a long time. He you know was important individual at Goldman Sachs many many years ago. Goldman Sachs if there's one financial institution that's finds a way to get through everything and somehow prosper and get even more successful on the other side. It's Goldman Sachs, right? So he's he's of that cut. And so my belief is Anthony will not overlever his company and put them under. However, it's a financial institution. You got to understand the risk going in. And so with me with SoFi is I make it into a position, right? But I'm not going to make it into an oversized position just in case he ever messes up, right? I think we're good, but just in case that, you know, small percentage probability happens, I don't want to be overleveraged into a position. Okay? So that's the way I look at SoFi. It's a buy. It's a buy and it's a buy. $50 to $100 stock longterm. Number two of these seven stocks is winning Resorts. Win Resorts. Next one up here. So they're stocked as of today $77.17. So I changed to $77.77 cuz you know I love all those sevens. Okay. Winning Resorts long-term is a $200 plus dollar stock. And also remember Win Resorts is a dividend paying company. So when you're talking about capital appreciation for the company, that's just a small segment. Okay. Now, when it comes to Win Resorts, they have many of the premier properties. If you've ever, you know, if you ever come to Vegas, even if you don't have the money to stay at the Win or Encore, right? Um, go to the Win Encore, okay? And go walk around. You're just, it's just a whole different. It makes everything else just look like very low-end and very not thought through, okay? It's it's the creme de la creme. Um, there's no other way of putting it, okay? Uh, they're like they're like the Rolls-Royce of resorts is the way I would describe it. Okay? They have the premier properties in Las Vegas, the big money makers here, right? Which is obviously I live in Vegas. They have the big money makers also in Macau. Not the only money makers. A lot of properties in Macau make a lot of money cuz very um very very good place to be if you're running these sorts of resorts is in Macau. Okay. And so Wind Palace is the premier there. Uh then they also have their Encore Boston Harbor property. And then additionally, they're building a property right now in the Middle East which is going to open next year in 2027. And you know, to me, this is the biggest opportunity for a property opening in any region since the Singapore property for Marina Bay Sands opened many, many years ago. And so, if this is anything even remotely close to that, this is a game changer for Win Resorts forever. And this will catapult Win 200 plus dollar stock. Okay. Now, when it comes to win, okay, um, few things to keep in mind. Right now, we're in a higher interest rate environment. So, no one wants to own resort related companies during a higher interest rate environment, which is why the stock has sold off what 38% this year or so because these companies usually have to take out big debt loads to build these big huge properties, right? And they usually carry debt. Now, Win Resorts keeps their debt pretty in check compared to almost any other resort company out there, but they still carry debt. And so, people don't want anything to do with these stocks right now. Now, if you're of the belief that interest rates only go higher for the coming years, Win Resorts is going to be a tough hold, right? But if you're of the belief that interest rates stay around here or maybe go down in future years, then win resorts should catapult higher even without the Middle East property opportunity. Okay. Now, when it comes to win resorts, the revenue kind of flatlined a bit over the past we call it year or two, right? But the good news is because I mean at the end of the day, like you can only fit so many people in your resort, right? And sometimes those those players, you know, wins on the high end. So sometimes players are going to come with $100,000 to play with. Sometimes they're going to come with a million or $2 million to play with, right? You just don't know. But at the end of the day, you can only fit so many people in your your hotel, right? And so revenue has been kind of flatish, let's call it, over the past year or two, but the Middle East property opening is the next big growth lever of the company to grow substantially, right? Margin stable for this company. It's a very stable company, right? It's not like, oh my gosh, so risky. Now in in in addition to Win Resorts, you know, big earnings per share and free cash flow cycle coming in 2027 and past, right? They've been spending a lot of money and a lot of time and attention on this Middle East property being built over the last several years, right? Well, 2027 it opens. Uh we start generating cash flow from that property and you're going to likely see the cash flow of Win Resorts skyrocket in 27, 28, 29 and the earnings per share take off as well. And so very exciting cycles coming for win over the next few years. And it's I mean it's the best time to be a buyer right now because everybody's focused on interest rates. So it's hammering the stock very low right now, right? I mean under $80 for when's a steel deal if you have any sort of multi-year horizon. Like a steel deal, right? And so the stock's being hammered right now because interest rates. Meanwhile, we're about to go into a massive growth cycle for when like you can't ask for a better situation here, right? No. Additionally, the dividend yield right now is right around 1.3%. I mean, listen, you know, 2027 and after, they should be able to up that dividend in a major major way, which should be phenomenal, right? And in my house, I can keep a track on wind resorts. So, if you ever need an update on win resorts, I can get on my binoculars, look down there, see what I see down there, and I can tell you things look pretty darn good. Okay. All righty. Next up here, number three of these seven stocks is, you know, this one, Netflix. What an incredible buying opportunity for Netflix. $67 stock. Oh gosh, $67 stock, right? I hammered this year. This stock is down 42%. What a buying opportunity here. This is a $200 plus dollar stock long-term in my opinion. Okay, first off, look at the revenue chart. Do I even need to say it? Like, come on, man. Like, that is just the most beautiful thing. Like, if you know anything about a revenue chart, like that's how you want it right there, baby. Okay, look at the margin chart. Doesn't get better than this, right? Look at the earnings per share chart and where things are expected to go here. Look at the free cash flow of the company. Look at the free cash flow per share. Oh my gosh, the historical PE meanwhile is way down right now. So, you're getting at an insane discount, right? Operating cash flow of the company, operating income of the company, meanwhile, shares outstanding have actually been coming down, right? So, when it comes to Netflix here, this is an easy buy. Listen, people sign up for Netflix and they keep Netflix usually for years and years to go in the future. It's a very small cost and people usually get dramatically more value from from Netflix and whatever they spend. They might spend $15 a month on Netflix or $20 a month or whatever, right? Very small amount. Now, the advertising business is really a gamecher for Netflix for the next 5 to 10 years. That business is still very small relative to the overall business, right? But keep in mind as that business continues to grow and it's growing at a rapid pace, you want to talk about that revenue really starting to pile up and become very meaningful to the business there. That's where we're really talking, right? And uh you know they continue to buy live sports and other content that will keep people in e ecosystem, maybe attract people that don't typically have Netflix, right? And so you got to understand like the international growth opportunity this company is immense over the next you know we can call a decade here and they always have the ability every once in a while to go up on their subscriber base a dollar here $2 here what that can do for the financials of the company is enormous right and um you know Netflix just continues to be the game in town if you want to talk about people paying for a subscription service for video streaming right and so I look at Netflix as an incredible buying opportunity here in October. And um anything in the 60s is a joke, right? Could it go down the 50s? Anything's possible, right? Um but gosh, even even anywhere in here is just like steel deal for the long term for this company for not a high-risisk stock either. That's the one thing, you know, there's some stocks out there that come with let's call it a bigger risk profile where you're like, dang, man, maybe this company could go bankrupt. You know, we talked about SoFi earlier, right? It's like that's a financial institution of some kind. So, it's like what if Anthonyto went crazy and overleveraged a company, right? And they went under and a massive recession hit or something like that. I get it. I get it, right? Comes with risk. Uh Netflix doesn't come with that sort of risk. Like people pay their $10, $20 a month and it's just that, right? And they keep building out their advertising business. It's not like, oh man, Netflix, they might go to 30 bucks. Oh, Netflix, they might go bankrupt. Um that's not Netflix. And so, this is just a incredible incredible buying opportunity in this stock. It's the best buying opportunity you really had in Netflix uh since 2022. 2022 stock got hammered. Stock went all the way down to uh on a split adjusted basis probably oh gosh probably $ 20 $30 a share. Um and that is not going down there again. Okay. U you know this is around roughly as cheap as you're going to get Netflix. You can maybe get a few dollars here or there but it's you know this is about as good as it gets. Okay. All righty guys. Next one up here. Number four of these seven stocks is American Express. Okay, American Express. This is like the A+ student is on sale. Okay, like this is the golden child. American Express. This is one of the best stocks in the market. One of the least risky stocks in the stock market, right? This stock's a $575 plus stock long-term with dividend payouts. Okay, keep in mind I love companies that focus their business model really on higher credit scores, right, and higher income. I love business models like that. And so if you notice me, you notice I like to buy like for instance, the only home builder stock I've ever bought, right, was who Toll Brothers. Toll Brothers sells the most expensive homes of anybody that's in like, you know, that's called uh uh the public builders out there, right? I love businesses. Look at Win Resorts we just talked about a moment ago, right? American Express, higher credit scores, higher income individuals. That's who uses American Express. And so that's a type of clientele base. I I personally use American Express. The gold card I think is the one I use like all the time, right? And my wife has a gold, she has a platinum, so we get all those fancy little whatevers you call it, right? When you're at the airport and it's amazing. And like I use my American Express for almost everything. Uh sometimes I'll use a Chase card if it's like a certain like business expense, but like American Express once you sign up for it, you're happy to keep paying it each year, right? And they make money off that. Obviously, they give you a lot of uh money potentially back and you know, it's just I mean it's just like I don't know. It's just a great business model and don't take my word for it. Warren Buffett, the goat of goats, right? The Warren Buffett, right? What's his second biggest position that he holds at Birkshshire Hathaway? He has the second most money invested into American Express. Do you know how hard it is? Do you know how hard it is for you to get in Warren Buffett's portfolio in general? Never mind the second biggest position. That's incredible, right? And so American Express $46 billion position for Warren Buffett there. I mean that is Yep. That is uh that just speaks volumes. That speaks volumes about this company's business model for Warren Buffett to be like I'm going to have this as my second biggest stock. And and keep in mind he's been selling off or you know now he's kind of disconnecting from from Birkshshire Hathaway you right? He's kind of going into retirement but him or his team have been selling off Apple shares. So, don't be surprised if American Express ends up becoming the biggest position in there, right? This is a revenue chart of American Express. Do you like what you see? Right. Uh margins went down a bit a couple years ago, but they've been pretty stable ever since. When it comes to American Express, this is operating income of American Express in an uptrend there. Shareholder equity of American Express has continued to climb while shares outstanding have continued to go down for this company. And so, I look at American Express and I'm saying this is a stock I can get for 300, right? I believe over the next several years it goes to 575 plus and I don't I don't lose any sleep holding a stock like American Express right there's some business models you just don't lose sleep over American Express is one of those Netflix is another right business models recurring revenue membership you know I look at these almost like Costco type stocks right Costco is an amazing business model um just easy just easy buys holds make money over the coming years get paid out your dividends right that you guys know what I preach GBD, growth, value, dividends, right? I love the all these. I love to see it. I see it all the time in my portfolios. I have a lot of different portfolios, right? I have the public account, the Patreon portfolio, and then a bunch of my private portfolios. All the time I see this stock just paid me out dividends. This stock, this stock paid me 500 bucks. This stock paid me 2,000. This stock paid me 3,000. This stock paid me 4,000, right? And the dividends just pile up. I go ahead and take that money, reinvest it out there into incredible opportunities in the market. And um American Express is one of those companies. Okay. Number five of these seven stocks. Oo, this one is exciting, but it comes with risk, but it's very exciting. You know what it is? RH, Restoration Hardware. Oh, this stock has been hammered the past year. 44%. 44% it's gone down, right? Uh, this is a $400 plus stock long-term in my opinion. Best case scenario for RH over the coming years, it goes to a,000 plus dollars a share. All right. Now, when it comes to RH, Restoration Hardware, so no one wants to hold this stock right now. We spoke about Wind Resorts, which has been hammered almost as much, right? Winds down a little under 40%. No one wants to hold any of these sorts of stocks that, you know, in a higher interest rate environment. So, RH is another one's trading at 117, right? Down 44% over the past year. Right now, when it comes to RH, the interesting thing is, look at all those twos. By the way, you're getting this company at just over a $2 billion market cap for the whole thing, right? This is a kind of a one of one brand in the furniture space and I'm just like the whole company for two billion like I have to I have to start buying it, right? And so I've just started buying the stock recently and I'm like I got to I got to add a goodsized position here cuz the whole company for 2 billion. Now, keep in mind 5 years ago when this business was at its peak, margins were peaking, profitability was peaking and all those sorts of things, right? And obviously we had the uh kind of like a mini housing bubble there in 2021 into 2022 before interest rates started going up, right? Um the market cap on RH was over $20 billion billion. An incredible number. Absolutely incredible number, right? And now you can get the whole company for around 2 billion. And this is like when I like to step in as a value investor, right? And as somebody that's like uh likes to see something, I'm like I think there's an opportunity there. Right now the RH uh turnaround has started for this company. If you look at the revenue trend of this company, it is obviously heading in the right direction. Uh margins have also started to uh perk up here very recently. I'm talking gross margins. I'm talking net margins as well. So the turnaround has definitely started for RH. And so you know that's good. We're but we're just at the very very beginning of the the turnaround for RH's numbers right now. Also, if you look at the free cash flow, the company obviously got very ugly there several quarters ago and it's on a trailing 12-month basis. It's obviously come back very nicely. And you know, there's a long way to go with that free cash flow story, right? Free cash flow per share. Long way to go for that story. Like, you know, if you look at existing home sales, this is arguably the worst market in history of the United States. Like worst in the great financial crisis, right? like just no one's moving and despite the population being bigger than ever in the United States, like no one's been moving for the last several years. Maybe it stays like this forever and just no one ever moves again. I don't think it's going to stay like that forever. Right. I think the housing market will come back 2027, 2028, 2029 and um I think RH is going to be one of the biggest beneficiaries of that whole deal. Right now, the other thing I like about RH right now is the cash and cash equivalence has been building. So, if you look at this stock, and this is why I wasn't buying it early in the year, uh, their cash balance had gotten really low. It was all the way down to $41 million. Well, now we have some protection. The cash and cash equivalence is up to $125 million now at this point in time, right? And they also have merchandise inventories of $772 million. So, it's not like they just ran their merchandise down to nothing, right? Um, so I like that the cash is building. I would feel more comfortable if they got to about a4 billion, so $250 million of cash on the balance sheet. But, um, it's headed in the right direction and makes me feel more comfortable stepping in and buying the stock now at this point in time, right? Because no one wants to hold a a company that is a multi-billion dollar company, but is sitting on $41 million of cash. That's just a really really small number there. Okay? So, we're building. We still got to keep building that number up. I want to see it get a lot bigger here. Okay. Now, the other thing to understand about RH, right, is you got to understand like 2021 2022 their business was boom and they were making so much money. So then they got very ambitious and they're like, "We're going to go we're going to expand to Europe, right? We're going to take all this a lot of this money and we're going to expand to Europe." And so they opened these very expensive very expensive u you know uh stores in in Europe, right? RH England, RH RH Munich, RH Brussels, RH Madrid, RH Paris um late last year, right? RH Milan this year, RH London this year. like those stores are incredibly expensive, very time consuming um to build out the business in in in Europe, right? And get them also the brand recognition in those major markets. So listen, very costly, but a lot of that big spend is now behind the company. And now those those, you know, retail galleries start to really make them a lot of money over the coming years. And so those things can go from money sucks to money makers. And that changes the financials of the company in a major way and the margins of the company in a major way. Right? Uh specifically talking about net margins of the company. Right? Now the other thing you got to understand about RH is they have this restaurant side of the business. Right? And it's incredible. The average RH restaurant pulls in $10 million a year. So you hear about these restaurants and you think, okay, it's a furniture company, high-end furniture company. They got restaurants. Who cares? They actually matter significantly. $10 million is no joke, right? The Newport Beach, the Newport Beach restaurant they have for RH is doing like 20 million plus a year. That's a crazy number. To put this into context, the Cheesecake Factory does like the biggest numbers are the biggest numbers, right? Cuz the Cheesecake, Think about how big the Cheesecake Factory is. If you ever been in the Cheesecake Factory, right? And if you haven't, what the heck are you doing in your life, right? You got to go to the Cheesecake Factory. These place are massive, massive, packed all the time, right? And a cheesecake factory does AUVs of like 12 million, right? Think about Texas Roadhouse. Texas Roadhouse is stays jam-packed all the time. Texas Roadhouse does like 8 million, right? And RH is like dominating even these these big dogs, right? And that's crazy. Like, and you can say, well, their their food's a lot more expensive at the RH cuz they're selling a higherend clientele and higherend products and things like that. Yeah, but at the end of the day, like listen, like you still got to be doing big volume to to put up these numbers. Like that's incredible, right? And yeah, it's really good for RH's brand. They and they do it right. Their restaurants are top tier. RH Estates. Now, this is one of the biggest game changers for RH. I don't think people understand right now and how big this is. RH, they build these currently, they build these massive stores, right? And the tough thing about these massive stores is is who wants to finance that? Like let's say RH goes goes bankrupt, right? Who's going to take over those stores? Like it's just like a one of one, right? So they're very hard to get financing. Um you know, as far as like land owners, they don't want to really do a deal like that. But the interesting thing is they've come out with this RH estates idea. And I really like this. And so what it is is it's more of an um an open concept that they're they're doing. Okay. Um or it might it might not be called RH estates. um RH compound. RH compound. I I put RHS states up here. RH compound is what they call it. But what it is is a lot of smaller buildings. Much easier to build than these massive buildings are building right now. Everything's still done beautifully, but smaller buildings with like a courtyard and a restaurant, coffee bar that kind of like connects it all, right? And ultimately multiple buildings that you can go to for different things. And so the the great thing about that experience is is if you're like a land owner, you could look at something like this and say, "Okay, I could finance this project at much more affordable rates." Because let's say RH went under, it's much easier to then get tenants in those, you know, commercial buildings rather than a massive RH. So like, who's going into a massive RH building? If if RH went under. Now, this other project, it's almost like its own little like um I don't want to call it its own little city, but it's like its own little like um beautiful like strip mall type thing, right? And so you could easily get clothing tenants in this one and a restaurant in this one and a coffee bar over in this one and an ice cream place over in this one. So, it's a brilliant idea, but yeah, I think it's called RH Compound is what it is. And so, they're what right now what they're doing is they're actually testing this in Florida. So, they got a location or two that are going to open in Florida. And uh I love it, man. I love it because it's it's a really a gamecher for for RH forever. And so you got to understand how that can change a company's financials and their expansion opportunity over the coming years. Right now, last thing here in regards to RH is Gary Freriedman took over this company many many years ago. Right? And uh company was roughly a $20 million market cap nearly bankrupt. And look at what he's built, right? From $20 million company to a 2 billion plus dollar company at the lows here. like the worst housing market you could possibly imagine is still a $2 billion company that has an opportunity to be a 10 billion plus dollar company, right? It's incredible. And so he made a really bad decision a few years ago when he bought back a ton of shares on debt. In my opinion, it was a very bad decision. Well, it wasn't a very bad decision cuz he could buy those shares for dramatically cheaper now, right? So, but he did it. But overall, I'll say he's made a lot of great decisions with this company to build it from a $20 million market cap to a2 billion plus dollar market cap in the worst housing market. Like that's I think there's something to be said about that. And so he's a visionary in this particular space. Okay. All right. Next one up here. Number six, these seven stocks is Elf Beauty. ELF. $103 stock on this one. It's down about 24% this over the past year. The stock bottomed many months ago at 49 bucks. I hope you guys got some shares in the 40s, 50s, 60s,7s of this one because what a buying opportunity that was earlier this year, right? This stock longterm is a 400 plus dollar stock in my opinion. Cosmetics company, they now own Road Beauty, um several other brands, Notorium and several others as well. Okay. Now, when it comes to E.L.F., look at that. Just look at it. Look at the revenue chart. Does it get more epic than that, ladies and gentlemen? Gross margins upticking. Net margins come back strong. I mean that's just beautiful. Look at the earnings per share. So obviously they went through all the tariff drama last year and into this year right and uh there's been a lot of drama last few years and and then they obviously acquired road expanding that business also expanding more into the European market and so a lot of like costs have hurt the earnings per share of this company over the last year or two right but the good news is we're about to go through another big upcycle for earnings per share and you're going to see the biggest earnings per share we've ever seen for ELF likely by this time next year. Okay, free cash flow this company obviously upticking in a major major way. Free cash flow per share upticking in a major major way for this company, right? And uh you know the shares outstanding have gone up a little bit over the past few years, but not that much considering like the acquisitions they've done and whatnot. It's actually not that bad. And uh the current ratio is very impressive. Like look at where the current assets have gone versus the current liabilities. And so when I look at ELF, I see a great company, right? Um, Terrain's done an amazing job since he got over to this company, right? When I first started buying the stock, just for reference, it was a $7 exchange stock. So, it's come a long way. Okay, it's come a long way, but they've gone through a lot of drama over the past few years. This stock topped, keep in mind, back in like 2024 at over $200 a share, right? And then the tariff stuff happened and like a million things all got thrown at the company at one time, right? And they made it through the storm. The stock already hit the lows of 49 bucks, right? And it's bounced hard ever since. And so we're just in a massive long-term uptrend for this company that should last several years, right? And there'll be another moment in ELF in the future where we go through a hard time. But I just don't see it being anytime soon. I think it's going to be an absolute party for the next at least two years, if not the next three years. and you're going to see the stock with a big number in front of it, all-time highs and beyond, right? And so, ELF, I absolutely love love that particular company. Okay, last one up here, number seven, a seven. What's it going to be? It's going to be Nike. Nike, $33 a share. It's a $100 plus stock longterm. I don't even want to talk about Nike. You know, it's like when you got a kid that's being bad, you don't even want to talk about them. That's Nike. Okay. I don't even want to talk about it. I don't even want to talk about it, but just my belief is as good as it's ever been in regards to this particular stock. Okay? And I believe I did talk about on the reaction channel recently. I don't know if you guys follow me on that channel. It's called Jeremy Lefave makes money. 152,000 subscribers so far. I believe I talked about it in this video here. Okay. Um, so yeah, Nike is also a great buy. Okay. I appreciate you all for joining me as always. Thanks so much for being here. Once again, if you want to join my private group here in October, that will be the pinned to comment down there. Let's get you in there. Let's get you up to the highest level possible. Okay? All right, guys. Appreciate you. Much love as always and have a great
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