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7 Stocks to Buy BEFORE October 31, 2026‼️ — Transcript

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0:00There are some incredible, incredible
0:03stocks to buy out there right now that
0:05are just trading at incredible
0:07discounts. And uh let me just say this,
0:09some incredible money is going to be
0:11made out there, ladies and gentlemen.
0:12Okay, I appreciate y'all for joining me
0:14for this one here today. I can't
0:15complain. 12,000 flapjacks up here today
0:18in the public count. Just a little
0:19$12,000 move there. Hope everybody has a
0:21great week this week, by the way. And uh
0:23I want to say thank you, a big thank you
0:25to everybody for your rotator cuff
0:28opinions last week. week. I asked you
0:29guys for some had a little issue with my
0:31rotator cuff and a lot of you guys had
0:33some great uh input on that and so I was
0:35reading through that uh last week. I
0:37just want to say big thank you to you
0:39guys out there. So yeah, public count
0:415.229
0:43million.
0:45So we now have 14 positions in the
0:47public count that are green. Uh some of
0:50those being extraordinarily green
0:51obviously, but yeah, 14 stocks in total
0:53that are green. We have five
0:55troublemakers that are red. Keep in
0:57mind, three of the stocks in there that
0:59are red are kind of newer positions. Um,
1:02so they're down like a small amount. But
1:04then we have two really big problem
1:06children in the public account. Those
1:07are Nike and Fubo. Those ones have been
1:10uh, you know, very big L's there. 140
1:13145K, 33K. Uh, but the great thing about
1:16stocks is the money is so small when
1:19it's lost if you know what you're doing
1:20in this game. Uh, when you got the big
1:22winners, right? Because you look at AMD.
1:24AMD is a $1.32 million gain. Meta's a
1:28$643 gain in a $643,000 gain. That
1:32doesn't even account for all the profits
1:33I've taken in Meta in this portfolio.
1:35Right? You look at Cheesecake Factory,
1:37$221,000 of gains. That doesn't even
1:39account for all the dividends I've
1:41received in Cake over the past few
1:42years. Palanteer's $182,000 gain. That
1:45doesn't even include the hundreds of
1:46thousands of dollars of profits I took
1:49in Palunteer last year uh in this
1:51portfolio, right? Amazon Amazing Zone's
1:53$171,000 gain. So when you know what
1:56you're doing in this game, man, if you
1:58get it wrong, it's just small money in
2:00the grand scheme of things. Okay, in
2:02this video here today, I've got seven I
2:05mean seven of the best the best
2:07money-making opportunities I can find in
2:08the stock market, okay? That you should
2:10be buying or at least you know I will be
2:12buying uh this month in October of 2026.
2:15Okay, these are load up in October
2:17situations and when I look at these
2:19stocks, I think they're multi-year money
2:21makers. So, it's not just like, oh, load
2:23up on these in October and then, you
2:25know, we're going to make some money in
2:27in November and sell them. No, no, no,
2:29no. This is like these stocks I'm
2:30sharing with you here today. These seven
2:31stocks, they're multi-year money-making
2:34opportunities. There's one thing, one
2:35thing I only need from you guys. I hope
2:36you appreciate all the work that goes
2:39into these videos, all the research
2:40time, like the the video part. That's
2:42the easy part for me. The hard work is
2:44listening to conference calls and trying
2:46to find the next great opportunity and
2:47all that sorts of stuff. Like, that's
2:49countless hours of research. This is
2:51easy part for me. Okay, so I hope you
2:52guys appreciate it. The only thing I
2:53need from you guys, just smash that like
2:55button. If you can do that for me, that
2:56would mean the world. Also, make sure
2:57you're subscribed to the channel. We are
2:59now at 952,000
3:02subscribers here on the channel. If
3:04you're ready to join my private stock
3:06group in the month of October, do so
3:08now. That will be the pinned comment
3:10down there. You can click out click on
3:12that, fill out a form. We'll see if we
3:13can get you in there this month. And uh
3:15let's get ready to rock and roll. All
3:17righty, ladies and gentlemen. You ready?
3:18Number one of these seven stocks is
3:21SoFi Technologies. SoFi. So, this is
3:25really interesting with SoFi. SoFi is a
3:27$15 stock here today. Right now, I'm up
3:3072% on the stock in a public account.
3:3372%. Now, typically, when I'm up 72% on
3:37the stock, I'm not that interested in
3:39continuing to buy shares because I've
3:42already made a lot of money. Like 72% is
3:43not a small amount, right? like 72% is
3:46what people hope to make in an index
3:48fund over like a 4 to 5 year period. And
3:52I've done that in SoFi in a pretty short
3:54amount of time, right? So, it's a big
3:57number, right? But at the same time,
3:59this is an incredible buying
4:00opportunity. I believe SoFi is going to
4:02be a $50 to $100 stock longterm. Okay?
4:06And so, yeah, it's been great, but the
4:08we've made the small money so far. The
4:10big money in SoFi is still coming. Okay?
4:13Now the amazing by the way if you don't
4:15know SoFi it's basically cross-section
4:17of fintech and banking. Okay. Now the
4:19amazing thing with SoFi is you look at
4:21their numbers and they just keep
4:22attracting more and more members. You
4:24can call them customers whatever you
4:25want to call them. Okay. They you know a
4:27few years ago they had 5.2 million
4:29members. Then they were at 7.5 million
4:31members, 10 million members in 24, 13.6
4:34million members in 2025 and just as the
4:37second quarter 2026 already up to just
4:39under 16 million members. My opinion is
4:42they probably close out this year at 17
4:45million members. Okay, so they're
4:47starting to reach some actual real scale
4:49at this point in time, right? And um
4:52it's incredible. Now, the other thing is
4:53they're selling their customers more and
4:55more products, which is what you need to
4:56do as a financial institution. So, you
4:59know, basically the products per member
5:00has gone from 1.46
5:03in the second quarter of 2025 to the
5:04latest quarter 1.54. That's the name of
5:07the game. If you're in fintech, you're
5:08in banking, which is, you know, Sofi's
5:10kind of in the banking space, right? You
5:12need to always attract more and more
5:14clients. Those clients net worths have
5:16to go up over time, right? And then you
5:18sell them more and more products as
5:19years tick on and you're going to make
5:20yourself one of the most valuable
5:22financial institutions in the world over
5:24a decade span if you do that. Okay. Now,
5:26the other thing with SoFi, we're looking
5:28at thousandx.com right now. Okay. This
5:30is what I use on a daily basis. Look at
5:32where SoFi's revenues have trended on a
5:34trailing 12-month basis. And look where
5:35they're expected to go. Look at the
5:37earnings per share story with SoFi. I
5:39think this is most underlooked
5:42situation in regards to SoFi. This
5:44company used to be a huge money loser.
5:46Huge money loser, right? And I could
5:47understand, you know, I was buying the
5:49stock several years ago when I first
5:50started buying. It was like $6 a share,
5:52right? And I could understand at that
5:54moment some people not want to buy it
5:56because it was still a big money loser,
5:57but I could see that how they were going
5:58to turn it. And man, have they turned it
6:00and that earnings per share story with
6:01SoFi were so early days. you can't even
6:05dream of the profits that SoFi could
6:07make long term with this company. Okay.
6:09No, shareholder equity continues to um
6:12move up for the company and some people
6:13would look at that as the biggest uh
6:16thing when you look at a financial
6:17institution of any kind to making sure
6:18shareholder equity is going up over
6:20time. Okay. Now, the big risk with SoFi
6:22and this is a risk with anything that's
6:24in the banking related space is a
6:26situation where the company gets
6:27overleveraged. Okay. If a company gets
6:30really overleveraged and you go through
6:31a massive uh recession like what
6:33happened in the great financial crisis,
6:35right? Your financial institution could
6:36go under, meaning go to zero, or you
6:39could end up having to sell the company
6:41at, you know, a dollar, $2, $3 a share,
6:44right? And that is something that
6:45occurred in the great financial crisis
6:47to a lot of financial institutions. Many
6:49banks went to zero. Others got sold off
6:51for two bucks a share, $3 a share, $4 a
6:54share, right? Really low prices. Uh
6:56because if you're in trouble as a
6:57financial institution like it's tough to
6:59get out of that especially if it's
7:01getting really ugly. The good news is
7:02Anthony notto has been around a long
7:04time. He you know was important
7:06individual at Goldman Sachs many many
7:08years ago. Goldman Sachs if there's one
7:11financial institution that's finds a way
7:13to get through everything and somehow
7:14prosper and get even more successful on
7:16the other side. It's Goldman Sachs,
7:18right? So he's he's of that cut. And so
7:21my belief is Anthony will not overlever
7:24his company and put them under. However,
7:26it's a financial institution. You got to
7:28understand the risk going in. And so
7:30with me with SoFi is I make it into a
7:32position, right? But I'm not going to
7:34make it into an oversized position just
7:36in case he ever messes up, right? I
7:38think we're good, but just in case that,
7:42you know, small percentage probability
7:44happens, I don't want to be
7:45overleveraged into a position. Okay? So
7:47that's the way I look at SoFi. It's a
7:49buy. It's a buy and it's a buy. $50 to
7:51$100 stock longterm. Number two of these
7:54seven stocks is
7:57winning Resorts. Win Resorts. Next one
7:59up here. So they're stocked as of today
8:01$77.17.
8:04So I changed to $77.77
8:06cuz you know I love all those sevens.
8:07Okay. Winning Resorts long-term is a
8:09$200 plus dollar stock. And also
8:12remember Win Resorts is a dividend
8:13paying company. So when you're talking
8:15about capital appreciation for the
8:17company, that's just a small segment.
8:18Okay. Now, when it comes to Win Resorts,
8:20they have many of the premier
8:22properties. If you've ever, you know, if
8:24you ever come to Vegas, even if you
8:25don't have the money to stay at the Win
8:27or Encore, right? Um,
8:30go to the Win Encore, okay? And go walk
8:32around. You're just, it's just a whole
8:33different. It makes everything else just
8:35look like very low-end and very not
8:38thought through, okay? It's it's the
8:39creme de la creme. Um, there's no other
8:42way of putting it, okay? Uh, they're
8:43like they're like the Rolls-Royce of
8:45resorts is the way I would describe it.
8:47Okay? They have the premier properties
8:49in Las Vegas, the big money makers here,
8:51right? Which is obviously I live in
8:53Vegas. They have the big money makers
8:54also in Macau. Not the only money
8:56makers. A lot of properties in Macau
8:58make a lot of money cuz very um very
9:01very good place to be if you're running
9:03these sorts of resorts is in Macau.
9:05Okay. And so Wind Palace is the premier
9:07there. Uh then they also have their
9:09Encore Boston Harbor property. And then
9:11additionally, they're building a
9:12property right now in the Middle East
9:14which is going to open next year in
9:152027. And you know, to me, this is the
9:18biggest opportunity for a property
9:20opening in any region since the
9:22Singapore property for Marina Bay Sands
9:24opened many, many years ago. And so, if
9:26this is anything even remotely close to
9:28that, this is a game changer for Win
9:30Resorts forever. And this will catapult
9:33Win 200 plus dollar stock. Okay. Now,
9:36when it comes to win, okay, um, few
9:38things to keep in mind. Right now, we're
9:39in a higher interest rate environment.
9:41So, no one wants to own resort related
9:42companies during a higher interest rate
9:44environment, which is why the stock has
9:45sold off what 38% this year or so
9:48because these companies usually have to
9:49take out big debt loads to build these
9:51big huge properties, right? And they
9:53usually carry debt. Now, Win Resorts
9:55keeps their debt pretty in check
9:57compared to almost any other resort
9:58company out there, but they still carry
10:00debt. And so, people don't want anything
10:02to do with these stocks right now. Now,
10:03if you're of the belief that interest
10:05rates only go higher for the coming
10:06years, Win Resorts is going to be a
10:09tough hold, right? But if you're of the
10:10belief that interest rates stay around
10:12here or maybe go down in future years,
10:15then win resorts should catapult higher
10:19even without the Middle East property
10:21opportunity. Okay. Now, when it comes to
10:23win resorts, the revenue kind of
10:25flatlined a bit over the past we call it
10:27year or two, right? But the good news is
10:30because I mean at the end of the day,
10:31like you can only fit so many people in
10:33your resort, right? And sometimes those
10:35those players, you know, wins on the
10:37high end. So sometimes players are going
10:38to come with $100,000 to play with.
10:40Sometimes they're going to come with a
10:41million or $2 million to play with,
10:42right? You just don't know. But at the
10:44end of the day, you can only fit so many
10:45people in your your hotel, right? And so
10:48revenue has been kind of flatish, let's
10:50call it, over the past year or two, but
10:51the Middle East property opening is the
10:53next big growth lever of the company to
10:55grow substantially, right? Margin stable
10:57for this company. It's a very stable
10:59company, right? It's not like, oh my
11:01gosh, so risky. Now in in in addition to
11:04Win Resorts, you know, big earnings per
11:06share and free cash flow cycle coming in
11:082027 and past, right? They've been
11:10spending a lot of money and a lot of
11:12time and attention on this Middle East
11:13property being built over the last
11:14several years, right? Well, 2027 it
11:17opens. Uh we start generating cash flow
11:19from that property and you're going to
11:20likely see the cash flow of Win Resorts
11:24skyrocket in 27, 28, 29 and the earnings
11:27per share take off as well. And so very
11:30exciting cycles coming for win over the
11:31next few years. And it's I mean it's the
11:33best time to be a buyer right now
11:35because everybody's focused on interest
11:37rates. So it's hammering the stock very
11:39low right now, right? I mean under $80
11:42for when's a steel deal if you have any
11:44sort of multi-year horizon. Like a steel
11:46deal, right? And so the stock's being
11:48hammered right now because interest
11:49rates. Meanwhile, we're about to go into
11:51a massive growth cycle for when like you
11:54can't ask for a better situation here,
11:56right? No. Additionally, the dividend
11:58yield right now is right around 1.3%. I
12:01mean, listen, you know, 2027 and after,
12:03they should be able to up that dividend
12:05in a major major way, which should be
12:06phenomenal, right? And in my house, I
12:10can keep a track on wind resorts. So, if
12:12you ever need an update on win resorts,
12:13I can get on my binoculars, look down
12:15there, see what I see down there, and I
12:17can tell you things look pretty darn
12:19good. Okay. All righty. Next up here,
12:20number three of these seven stocks is,
12:24you know, this one, Netflix. What an
12:27incredible buying opportunity for
12:28Netflix. $67 stock. Oh gosh, $67 stock,
12:33right? I hammered this year. This stock
12:35is down 42%. What a buying opportunity
12:38here. This is a $200 plus dollar stock
12:41long-term in my opinion. Okay, first
12:43off, look at the revenue chart. Do I
12:45even need to say it? Like, come on, man.
12:48Like, that is just the most beautiful
12:50thing. Like, if you know anything about
12:51a revenue chart, like that's how you
12:52want it right there, baby. Okay, look at
12:54the margin chart. Doesn't get better
12:57than this, right? Look at the earnings
12:58per share chart and where things are
13:00expected to go here. Look at the free
13:01cash flow of the company. Look at the
13:03free cash flow per share. Oh my gosh,
13:07the historical PE meanwhile is way down
13:09right now. So, you're getting at an
13:10insane discount, right? Operating cash
13:13flow of the company, operating income of
13:16the company, meanwhile, shares
13:18outstanding have actually been coming
13:20down, right? So, when it comes to
13:22Netflix here, this is an easy buy.
13:26Listen, people sign up for Netflix and
13:28they keep Netflix usually for years and
13:29years to go in the future. It's a very
13:31small cost and people usually get
13:35dramatically more value from from
13:37Netflix and whatever they spend. They
13:38might spend $15 a month on Netflix or
13:40$20 a month or whatever, right? Very
13:42small amount. Now, the advertising
13:43business is really a gamecher for
13:45Netflix for the next 5 to 10 years. That
13:47business is still very small relative to
13:49the overall business, right? But keep in
13:51mind as that business continues to grow
13:53and it's growing at a rapid pace, you
13:55want to talk about that revenue really
13:57starting to pile up and become very
13:58meaningful to the business there. That's
14:00where we're really talking, right? And
14:03uh you know they continue to buy live
14:05sports and other content that will keep
14:06people in e ecosystem, maybe attract
14:08people that don't typically have
14:10Netflix, right? And so you got to
14:12understand like the international growth
14:14opportunity this company is immense over
14:15the next you know we can call a decade
14:17here and they always have the ability
14:19every once in a while to go up on their
14:21subscriber base a dollar here $2 here
14:23what that can do for the financials of
14:24the company is enormous right and um you
14:28know Netflix just continues to be the
14:31game in town if you want to talk about
14:34people paying for a subscription service
14:36for video streaming right and so I look
14:39at Netflix as an incredible buying
14:41opportunity here in October. And um
14:44anything in the 60s is a joke, right?
14:46Could it go down the 50s? Anything's
14:48possible, right? Um but gosh, even even
14:51anywhere in here is just like steel deal
14:53for the long term for this company for
14:55not a high-risisk stock either. That's
14:56the one thing, you know, there's some
14:58stocks out there that come with let's
15:00call it a bigger risk profile where
15:02you're like, dang, man, maybe this
15:04company could go bankrupt. You know, we
15:05talked about SoFi earlier, right? It's
15:07like that's a financial institution of
15:08some kind. So, it's like what if
15:10Anthonyto went crazy and overleveraged a
15:12company, right? And they went under and
15:14a massive recession hit or something
15:16like that. I get it. I get it, right?
15:18Comes with risk. Uh Netflix doesn't come
15:20with that sort of risk. Like people pay
15:22their $10, $20 a month and it's just
15:24that, right? And they keep building out
15:26their advertising business. It's not
15:27like, oh man, Netflix, they might go to
15:2930 bucks. Oh, Netflix, they might go
15:31bankrupt. Um that's not Netflix. And so,
15:34this is just a incredible incredible
15:36buying opportunity in this stock. It's
15:38the best buying opportunity you really
15:39had in Netflix uh since 2022. 2022 stock
15:42got hammered. Stock went all the way
15:44down to uh on a split adjusted basis
15:46probably oh gosh probably $ 20 $30 a
15:48share. Um and that is not going down
15:50there again. Okay. U you know this is
15:53around roughly as cheap as you're going
15:55to get Netflix. You can maybe get a few
15:57dollars here or there but it's you know
15:59this is about as good as it gets. Okay.
16:01All righty guys. Next one up here.
16:02Number four of these seven stocks is
16:06American Express. Okay, American
16:09Express. This is like the A+ student is
16:12on sale. Okay, like this is the golden
16:15child. American Express. This is one of
16:18the best stocks in the market. One of
16:20the least risky stocks in the stock
16:22market, right? This stock's a $575 plus
16:25stock long-term with dividend payouts.
16:28Okay, keep in mind I love companies that
16:32focus their business model really on
16:33higher credit scores, right, and higher
16:36income. I love business models like
16:38that. And so if you notice me, you
16:40notice I like to buy like for instance,
16:43the only home builder stock I've ever
16:45bought, right, was who Toll Brothers.
16:48Toll Brothers sells the most expensive
16:50homes of anybody that's in like, you
16:52know, that's called uh uh the public
16:55builders out there, right?
16:57I love businesses. Look at Win Resorts
16:59we just talked about a moment ago,
17:01right? American Express, higher credit
17:04scores, higher income individuals.
17:05That's who uses American Express. And so
17:08that's a type of clientele base. I I
17:10personally use American Express. The
17:12gold card I think is the one I use like
17:14all the time, right? And my wife has a
17:16gold, she has a platinum, so we get all
17:18those fancy little whatevers you call
17:20it, right? When you're at the airport
17:21and it's amazing. And like I use my
17:24American Express for almost everything.
17:26Uh sometimes I'll use a Chase card if
17:28it's like a certain like business
17:29expense, but like American Express once
17:31you sign up for it, you're happy to keep
17:32paying it each year, right? And they
17:35make money off that. Obviously, they
17:37give you a lot of uh money potentially
17:39back and you know, it's just I mean it's
17:42just like I don't know. It's just a
17:44great business model and don't take my
17:45word for it. Warren Buffett, the goat of
17:48goats, right? The Warren Buffett, right?
17:51What's his second biggest position that
17:53he holds at Birkshshire Hathaway? He has
17:56the second most money invested into
17:58American Express. Do you know how hard
18:02it is? Do you know how hard it is
18:07for
18:09you to get in Warren Buffett's portfolio
18:12in general? Never mind the second
18:15biggest position. That's incredible,
18:18right? And so American Express $46
18:21billion position for Warren Buffett
18:23there. I mean that is
18:27Yep. That is uh that just speaks
18:29volumes. That speaks volumes about this
18:32company's business model for Warren
18:33Buffett to be like I'm going to have
18:34this as my second biggest stock. And and
18:36keep in mind he's been selling off or
18:39you know now he's kind of disconnecting
18:40from from
18:42Birkshshire Hathaway you right? He's
18:44kind of going into retirement but him or
18:47his team have been selling off Apple
18:48shares. So, don't be surprised if
18:49American Express ends up becoming the
18:51biggest position in there, right? This
18:52is a revenue chart of American Express.
18:54Do you like what you see? Right. Uh
18:56margins went down a bit a couple years
18:58ago, but they've been pretty stable ever
19:00since. When it comes to American
19:01Express, this is operating income of
19:03American Express in an uptrend there.
19:06Shareholder equity of American Express
19:07has continued to climb while shares
19:09outstanding have continued to go down
19:11for this company. And so, I look at
19:13American Express and I'm saying this is
19:15a stock I can get for 300, right? I
19:18believe over the next several years it
19:19goes to 575 plus and
19:22I don't I don't lose any sleep holding a
19:25stock like American Express right
19:26there's some business models you just
19:27don't lose sleep over American Express
19:29is one of those Netflix is another right
19:32business models recurring revenue
19:33membership you know I look at these
19:35almost like Costco type stocks right
19:37Costco is an amazing business model um
19:39just easy just easy buys holds make
19:42money over the coming years get paid out
19:44your dividends right that you guys know
19:46what I preach GBD, growth, value,
19:49dividends, right? I love the all these.
19:51I love to see it. I see it all the time
19:52in my portfolios. I have a lot of
19:54different portfolios, right? I have the
19:55public account, the Patreon portfolio,
19:56and then a bunch of my private
19:57portfolios. All the time I see this
19:59stock just paid me out dividends. This
20:01stock, this stock paid me 500 bucks.
20:02This stock paid me 2,000. This stock
20:04paid me 3,000. This stock paid me 4,000,
20:06right? And the dividends just pile up. I
20:08go ahead and take that money, reinvest
20:09it out there into incredible
20:11opportunities in the market. And um
20:13American Express is one of those
20:14companies. Okay. Number five of these
20:15seven stocks. Oo, this one is exciting,
20:18but it comes with risk, but it's very
20:20exciting. You know what it is? RH,
20:23Restoration Hardware. Oh, this stock has
20:25been hammered the past year. 44%.
20:3044% it's gone down, right? Uh, this is a
20:33$400 plus stock long-term in my opinion.
20:35Best case scenario for RH over the
20:38coming years, it goes to a,000 plus
20:42dollars a share. All right. Now, when it
20:45comes to RH, Restoration Hardware, so no
20:50one wants to hold this stock right now.
20:52We spoke about Wind Resorts, which has
20:53been hammered almost as much, right?
20:54Winds down a little under 40%. No one
20:57wants to hold any of these sorts of
20:59stocks that,
21:01you know, in a higher interest rate
21:02environment. So, RH is another one's
21:04trading at 117, right? Down 44% over the
21:07past year. Right now, when it comes to
21:08RH, the interesting thing is, look at
21:10all those twos. By the way, you're
21:12getting this company at just over a $2
21:13billion market cap for the whole thing,
21:16right? This is a kind of a one of one
21:18brand in the furniture space and I'm
21:22just like the whole company for two
21:23billion like I have to I have to start
21:26buying it, right? And so I've just
21:28started buying the stock recently and
21:29I'm like I got to I got to add a
21:31goodsized position here cuz the whole
21:33company for 2 billion.
21:36Now, keep in mind 5 years ago when this
21:37business was at its peak, margins were
21:39peaking, profitability was peaking and
21:40all those sorts of things, right? And
21:42obviously we had the uh kind of like a
21:44mini housing bubble there in 2021 into
21:462022 before interest rates started going
21:48up, right? Um the market cap on RH was
21:51over $20 billion
21:53billion. An incredible number.
21:56Absolutely incredible number, right? And
21:57now you can get the whole company for
21:58around 2 billion. And this is like when
22:01I like to step in as a value investor,
22:02right? And as somebody that's like uh
22:04likes to see something, I'm like I think
22:06there's an opportunity there. Right now
22:07the RH uh turnaround has started for
22:10this company. If you look at the revenue
22:11trend of this company, it is obviously
22:13heading in the right direction. Uh
22:15margins have also started to uh perk up
22:17here very recently. I'm talking gross
22:19margins. I'm talking net margins as
22:21well. So the turnaround has definitely
22:23started for RH. And so you know that's
22:28good. We're but we're just at the very
22:29very beginning of the the turnaround for
22:31RH's numbers right now. Also, if you
22:33look at the free cash flow, the company
22:35obviously got very ugly there several
22:36quarters ago and it's on a trailing
22:3812-month basis. It's obviously come back
22:40very nicely. And you know, there's a
22:42long way to go with that free cash flow
22:43story, right? Free cash flow per share.
22:46Long way to go for that story. Like, you
22:48know, if you look at existing home
22:50sales, this is arguably the worst market
22:52in history of the United States. Like
22:54worst in the great financial crisis,
22:56right? like just no one's moving and
22:58despite the population being bigger than
23:00ever in the United States, like no one's
23:02been moving for the last several years.
23:04Maybe it stays like this forever and
23:06just no one ever moves again. I don't
23:08think it's going to stay like that
23:09forever. Right. I think the housing
23:10market will come back 2027, 2028, 2029
23:14and um I think RH is going to be one of
23:16the biggest beneficiaries of that whole
23:17deal. Right now, the other thing I like
23:20about RH right now is the cash and cash
23:22equivalence has been building. So, if
23:24you look at this stock, and this is why
23:25I wasn't buying it early in the year,
23:27uh, their cash balance had gotten really
23:28low. It was all the way down to $41
23:30million. Well, now we have some
23:31protection. The cash and cash
23:32equivalence is up to $125 million now at
23:35this point in time, right? And they also
23:36have merchandise inventories of $772
23:39million. So, it's not like they just ran
23:40their merchandise down to nothing,
23:41right? Um, so I like that the cash is
23:43building. I would feel more comfortable
23:45if they got to about a4 billion, so $250
23:47million of cash on the balance sheet.
23:50But, um, it's headed in the right
23:51direction and makes me feel more
23:53comfortable stepping in and buying the
23:54stock now at this point in time, right?
23:56Because no one wants to hold a a company
23:58that is a multi-billion dollar company,
24:00but is sitting on $41 million of cash.
24:02That's just a really really small number
24:04there. Okay? So, we're building. We
24:05still got to keep building that number
24:07up. I want to see it get a lot bigger
24:08here. Okay. Now, the other thing to
24:11understand about RH, right, is you got
24:13to understand like 2021 2022 their
24:15business was boom and they were making
24:16so much money. So then they got very
24:17ambitious and they're like, "We're going
24:18to go we're going to expand to Europe,
24:20right? We're going to take all this a
24:22lot of this money and we're going to
24:23expand to Europe." And so they opened
24:24these very expensive very expensive u
24:28you know uh stores in in Europe, right?
24:32RH England, RH RH Munich, RH Brussels,
24:35RH Madrid, RH Paris um late last year,
24:40right? RH Milan this year, RH London
24:42this year. like those stores are
24:44incredibly expensive, very time
24:46consuming um to build out the business
24:48in in in Europe, right? And get them
24:51also the brand recognition in those
24:52major markets. So listen,
24:56very costly, but a lot of that big spend
24:58is now behind the company. And now those
25:01those, you know, retail galleries start
25:04to really make them a lot of money over
25:06the coming years. And so those things
25:08can go from money sucks to money makers.
25:10And that changes the financials of the
25:12company in a major way and the margins
25:13of the company in a major way. Right? Uh
25:16specifically talking about net margins
25:17of the company. Right? Now the other
25:19thing you got to understand about RH is
25:20they have this restaurant side of the
25:21business. Right? And it's incredible.
25:23The average RH restaurant pulls in $10
25:25million a year. So you hear about these
25:27restaurants and you think, okay, it's a
25:28furniture company, high-end furniture
25:30company. They got restaurants. Who
25:31cares? They actually matter
25:33significantly. $10 million is no joke,
25:35right? The Newport Beach, the Newport
25:38Beach restaurant they have for RH is
25:40doing like 20 million plus a year.
25:43That's a crazy number. To put this into
25:45context, the Cheesecake Factory does
25:48like the biggest numbers are the biggest
25:49numbers, right? Cuz the Cheesecake,
25:51Think about how big the Cheesecake
25:52Factory is. If you ever been in the
25:54Cheesecake Factory, right? And if you
25:55haven't, what the heck are you doing in
25:56your life, right? You got to go to the
25:57Cheesecake Factory. These place are
25:59massive, massive, packed all the time,
26:02right? And a cheesecake factory does
26:06AUVs of like 12 million, right? Think
26:08about Texas Roadhouse. Texas Roadhouse
26:10is stays jam-packed all the time. Texas
26:13Roadhouse does like 8 million, right?
26:15And RH is like dominating even these
26:18these big dogs, right? And that's crazy.
26:21Like, and you can say, well, their their
26:22food's a lot more expensive at the RH
26:24cuz they're selling a higherend
26:25clientele and higherend products and
26:26things like that. Yeah, but at the end
26:28of the day, like listen, like you still
26:31got to be doing big volume to to put up
26:33these numbers. Like that's incredible,
26:34right? And yeah, it's really good for
26:37RH's brand. They and they do it right.
26:39Their restaurants are top tier. RH
26:41Estates. Now, this is one of the biggest
26:43game changers for RH. I don't think
26:44people understand right now and how big
26:46this is. RH, they build these currently,
26:49they build these massive stores, right?
26:52And the tough thing about these massive
26:54stores is is who wants to finance that?
26:56Like let's say RH goes goes bankrupt,
26:59right? Who's going to take over those
27:01stores? Like it's just like a one of
27:03one, right? So they're very hard to get
27:05financing. Um you know, as far as like
27:08land owners, they don't want to really
27:09do a deal like that. But the interesting
27:11thing is they've come out with this RH
27:13estates idea. And I really like this.
27:15And so what it is is it's more of an um
27:18an open concept that they're they're
27:20doing. Okay. Um
27:22or it might it might not be called RH
27:24estates. um RH compound. RH compound. I
27:27I put RHS states up here. RH compound is
27:29what they call it. But what it is is a
27:31lot of smaller buildings. Much easier to
27:33build than these massive buildings are
27:35building right now. Everything's still
27:36done beautifully, but smaller buildings
27:38with like a courtyard and a restaurant,
27:40coffee bar that kind of like connects it
27:42all, right? And ultimately multiple
27:45buildings that you can go to for
27:47different things. And so the the great
27:50thing about that experience is is if
27:52you're like a land owner, you could look
27:55at something like this and say, "Okay, I
27:57could finance this project at much more
27:59affordable rates." Because let's say RH
28:02went under, it's much easier to then get
28:04tenants in those, you know, commercial
28:07buildings rather than a massive RH. So
28:09like, who's going into a massive RH
28:11building? If if RH went under. Now, this
28:13other project, it's almost like its own
28:15little like um I don't want to call it
28:17its own little city, but it's like its
28:18own little like um beautiful like strip
28:22mall type thing, right? And so you could
28:24easily get clothing tenants in this one
28:26and a restaurant in this one and a
28:28coffee bar over in this one and an ice
28:29cream place over in this one. So, it's a
28:31brilliant idea, but yeah, I think it's
28:33called RH Compound is what it is. And
28:35so, they're what right now what they're
28:36doing is they're actually testing this
28:38in Florida. So, they got a location or
28:39two that are going to open in Florida.
28:41And uh I love it, man. I love it because
28:43it's it's a really a gamecher for for RH
28:46forever. And so you got to understand
28:48how that can change a company's
28:49financials and their expansion
28:51opportunity over the coming years. Right
28:52now, last thing here in regards to RH is
28:55Gary Freriedman took over this company
28:57many many years ago. Right? And uh
28:59company was roughly a $20 million market
29:01cap nearly bankrupt. And look at what
29:04he's built, right? From $20 million
29:06company to a 2 billion plus dollar
29:08company at the lows here. like the worst
29:10housing market you could possibly
29:11imagine is still a $2 billion company
29:14that has an opportunity to be a 10
29:15billion plus dollar company, right? It's
29:18incredible. And so he made a really bad
29:20decision a few years ago when he bought
29:22back a ton of shares on debt. In my
29:24opinion, it was a very bad decision.
29:25Well, it wasn't a very bad decision cuz
29:26he could buy those shares for
29:27dramatically cheaper now, right? So, but
29:30he did it. But overall, I'll say he's
29:33made a lot of great decisions with this
29:35company to build it from a $20 million
29:37market cap to a2 billion plus dollar
29:39market cap in the worst housing market.
29:41Like that's I think there's something to
29:43be said about that. And so he's a
29:45visionary in this particular space.
29:47Okay. All right. Next one up here.
29:49Number six, these seven stocks is
29:52Elf Beauty. ELF. $103 stock on this one.
29:56It's down about 24% this over the past
29:59year. The stock bottomed many months ago
30:01at 49 bucks. I hope you guys got some
30:03shares in the 40s, 50s, 60s,7s of this
30:05one because what a buying opportunity
30:07that was earlier this year, right? This
30:09stock longterm is a 400 plus dollar
30:11stock in my opinion. Cosmetics company,
30:12they now own Road Beauty, um several
30:14other brands, Notorium and several
30:16others as well. Okay. Now, when it comes
30:18to E.L.F., look at that. Just look at
30:21it. Look at the revenue chart. Does it
30:23get more epic than that, ladies and
30:25gentlemen? Gross margins upticking. Net
30:27margins come back strong. I mean that's
30:30just beautiful. Look at the earnings per
30:32share. So obviously they went through
30:34all the tariff drama last year and into
30:36this year right and uh there's been a
30:39lot of drama last few years and and then
30:40they obviously acquired road expanding
30:43that business also expanding more into
30:45the European market and so a lot of like
30:48costs have hurt the earnings per share
30:50of this company over the last year or
30:52two right but the good news is we're
30:55about to go through another big upcycle
30:56for earnings per share and you're going
30:57to see the biggest earnings per share
30:59we've ever seen for ELF likely by this
31:00time next year. Okay, free cash flow
31:03this company obviously upticking in a
31:04major major way. Free cash flow per
31:07share upticking in a major major way for
31:11this company, right? And uh you know the
31:14shares outstanding have gone up a little
31:15bit over the past few years, but not
31:16that much considering like the
31:18acquisitions they've done and whatnot.
31:19It's actually not that bad. And uh the
31:21current ratio is very impressive. Like
31:22look at where the current assets have
31:24gone versus the current liabilities. And
31:26so when I look at ELF, I see a great
31:30company, right? Um, Terrain's done an
31:33amazing job since he got over to this
31:34company, right? When I first started
31:36buying the stock, just for reference, it
31:37was a $7 exchange stock. So, it's come a
31:41long way. Okay, it's come a long way,
31:43but they've gone through a lot of drama
31:44over the past few years. This stock
31:46topped, keep in mind, back in like 2024
31:48at over $200 a share, right? And then
31:51the tariff stuff happened and like a
31:54million things all got thrown at the
31:55company at one time, right? And they
31:57made it through the storm. The stock
31:59already hit the lows of 49 bucks, right?
32:01And it's bounced hard ever since. And so
32:03we're just in a massive long-term
32:04uptrend for this company that should
32:06last several years, right? And there'll
32:08be another moment in ELF in the future
32:09where we go through a hard time. But I
32:11just don't see it being anytime soon. I
32:13think it's going to be an absolute party
32:15for the next at least two years, if not
32:17the next three years. and you're going
32:18to see the stock with a big number in
32:20front of it, all-time highs and beyond,
32:22right? And so, ELF, I absolutely love
32:26love that particular company. Okay, last
32:29one up here, number seven, a seven.
32:31What's it going to be? It's going to be
32:35Nike. Nike, $33 a share. It's a $100
32:38plus stock longterm. I don't even want
32:40to talk about Nike. You know, it's like
32:43when you got a kid that's being bad, you
32:45don't even want to talk about them.
32:46That's Nike. Okay. I don't even want to
32:48talk about it. I don't even want to talk
32:49about it, but just my belief is as good
32:52as it's ever been in regards to this
32:54particular stock. Okay? And I believe I
32:56did talk about on the reaction channel
32:57recently. I don't know if you guys
32:58follow me on that channel. It's called
32:59Jeremy Lefave makes money. 152,000
33:02subscribers so far. I believe I talked
33:04about it in this video here. Okay. Um,
33:06so yeah, Nike is also a great buy. Okay.
33:09I appreciate you all for joining me as
33:11always. Thanks so much for being here.
33:12Once again, if you want to join my
33:13private group here in October, that will
33:16be the pinned to comment down there.
33:17Let's get you in there. Let's get you up
33:18to the highest level possible. Okay? All
33:20right, guys. Appreciate you. Much love
33:21as always and have a great

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