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I Sold it all. I’m 100% out‼️ — Transcript

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0:00You got to be flipping my flapjacks. I'm
0:02making some huge moves out there in the
0:04market. I mean huge moves and here I am
0:06back in Las Vegas. What do you know,
0:09baby? Thank you everybody on the East
0:10Coast for your hospitality. We had a
0:13great time over the past week and a
0:14half, but man am I happy to be back in
0:16my city, Las Vegas. So, we got a very
0:19interesting market now at this point
0:21time and it is a market that I'm making
0:22some huge moves and we're going to get
0:24into those huge moves that I'm making
0:26and there's multiple of them, like very
0:28substantial portfolio changing type
0:30moves. But man, do we have some some
0:32interesting things going on. You looking
0:33at stocks like Micron, the memory chip
0:35stocks continue to be weak. AMD's even
0:37gotten a little bit weak here recently
0:39as well. Meanwhile, some dead stocks
0:41have been picking up the pace a little
0:43bit, like you look at a stock like Nike
0:44today up 4% plus, uh Salesforce up 3%
0:48plus, Cheesecake Factory, Cheesecake
0:52Factory. Look at that stock, continues
0:53to run heavy. When under a hundred,
0:56always a buy. This is a past 3 weeks for
0:59Micron stock and SanDisk. Look at those
1:01moves over the past 3 weeks. And SanDisk
1:04is down nearly 40% and Micron's down
1:06over 30% just over this past 3 week span
1:10now at this point time. Meanwhile, you
1:11look at a one year chart of those stocks
1:13and you zoom out a little bit and it
1:14looks absolutely amazing, right?
1:16Micron's up over 600% over the past
1:18year. SanDisk is up a stunning 3,300%
1:23over the past year. You listen, the
1:25price you pay matters. A lot of people
1:28think you don't need to research stocks,
1:30you could just wait to get all the
1:32confirmations of everything good. You
1:34know, if you bought Micron a few weeks
1:36ago when everybody and their grandma's
1:37talking about Micron and everybody knows
1:39the numbers and we seen Micron's results
1:41and and all that, right? You know,
1:43you're you're down 30% plus in your
1:44position. Meanwhile, if you were doing
1:46the research a year ago, 2 years ago,
1:48right? And you're like, "Ah, I think
1:49there's going to be a lot of memory
1:50demand cuz this AI stuff's going to take
1:52a lot of memory and blah blah blah." So,
1:53you buy into those stocks and you made
1:55life-changing money or at least
1:56portfolio-changing money, right?
1:58Research matters. Price you pay matters
2:00significantly for stocks out there,
2:03right? It's no different than a stock
2:05like Palantir. Like, if you were buying
2:06Palantir back in '22, like I was buying
2:08Palantir, right? You made life-changing
2:09money on that stock, or game-changing
2:11money. You like you made a thousand, two
2:12thousand, maybe even two thousand plus
2:14percent on that stock. Meanwhile, if you
2:16bought Palantir in the second half of
2:18last year, you're like, Palantir stock
2:19kind of sucks, right? Cuz you probably
2:21paid anywhere's between about $150 and
2:24about $210 a share, and you're looking
2:26at that stock today,
2:28you know, at 130 bucks, and you're like,
2:30uh
2:30what's wrong with this stock, right? It
2:32substantially matters like what price
2:34you pay, okay? All right, three core
2:36subjects we're getting into in this
2:37video here today. Number one, I got good
2:39news for you all. Really good news for
2:41you guys, okay? Number two, a stock I
2:43sold out of completely. Why did I go
2:45ahead and do it? Number three, four
2:46stocks that I bought, and I mean, these
2:50are very, very large uh buys today,
2:53okay? Like, we're talking this is six
2:55figures of buys today. And I'm also
2:56going to share some long-term price
2:58targets for these stocks in this video.
3:00I hope you guys enjoy it. I appreciate
3:01you for joining me, as always. Thank you
3:03everybody that tuned in even when I was
3:04on my trip in dark hotel rooms. I
3:06appreciate you for being there. One
3:08thing, one thing I only only need from
3:09you guys is smash that like button.
3:10That's all I need from you. Hit that
3:11little thumbs up icon, make it glow.
3:13Also, make sure you subscribe to the
3:14channel if you're not already subscribed
3:16here. We are a new all-time high
3:18subscribers in the history of the
3:19channel. Appreciate each and every one
3:20of you for being here. Also, my private
3:22group, it will be reopening to accepting
3:25new members next week. If you want to
3:28join the waitlist to jump to the front
3:29of the line before I start shouting that
3:31out again, that will be the pinned
3:33comment down there. You can join the
3:34waitlist, and we'll make sure we get to
3:36you guys before everybody else when they
3:38start applying again next week. So, do
3:40keep that in mind. That will be pinned
3:42comment to join the waitlist. And once
3:43you join us in there, we will send you
3:45your private group silver card, the
3:48steel one. Ooh, we're going to send you
3:50a thousand X card as well. And if you
3:53join us on a lifetime basis, we will
3:55send you the black card. I'm not showing
3:56you that one, okay? All right, guys.
3:58Let's get rolling here. All right, you
3:59want some good news? I'm going to give
4:01you some good news right off the bat,
4:02okay? Listen.
4:04What I'm showing you right now is a
4:06chart. Retail investors net single stock
4:09buying has fallen to a post Corona low.
4:12So, over the past year or so, we've seen
4:15a continuous trend of less and less
4:17people
4:19being interested in buying single
4:20stocks, okay?
4:21Now, I believe there's a multitude of
4:24factors on what is occurring here, okay?
4:27But, if you want to look at this from a
4:28contrarian angle,
4:31if you are somebody out there and you're
4:33buying single stocks, individual stocks
4:35like I do,
4:36you would look at something like this if
4:37you're a contrarian and say this is
4:39great news. I want to be buying
4:41individual stocks when people aren't
4:44interested in buying individual stocks.
4:45And you can see there's a clear trend.
4:47It's not like, "Oh, it's down a little
4:48bit." No, no, no. It's fallen off the
4:50cliff in terms of people's interest in
4:52buying single stocks, right? Now, I
4:55believe there's a multitude of factors
4:57going on here on why we're seeing this
4:59kind of phenomenon over the past, we can
5:01call it year to year and a half, occur
5:03here, right? Now, my guess is a few
5:06things. One, if you look at crypto. Now,
5:08crypto's obviously different than
5:09stocks, but crypto matters substantially
5:12for getting people interested in at
5:14least making investments, right? And so,
5:18when crypto's rolling, when Bitcoin's
5:20rolling, when Ethereum's rolling, right?
5:22Now, keep in mind, those are both down
5:23what, 50% plus from their highs? And
5:25Ethereum's probably down 60, 70% plus
5:28from its highs, right? When Bitcoin and
5:29Ethereum are rolling, what happens?
5:32People start bragging. "Oh, look at how
5:34much I just made on Bitcoin. Oh, I just
5:36made another $2,000 on Bitcoin today. I
5:38just made this much on Ethereum, right?"
5:40They brag, you start seeing it all over
5:42social media, everybody starts getting
5:43hyped, FOMO starts, right? There's like
5:46a big excitement. And people start
5:48looking into making investments because
5:50they hear about their friend, their
5:51family member just invested into a
5:54crypto and made money, right? So, they
5:55start looking into should I buy Bitcoin,
5:57should I buy Ethereum, should I start
5:59doing something else, right? So, they
6:01start looking into stocks. And so, when
6:03Bitcoin and Ethereum was like rolling,
6:06you can see a lot of new investors get
6:08into the stock market as well. As being
6:11like, you know, people had never
6:13invested before, but they heard their
6:15cousin who's, you know, not even as
6:17smart as them just made, you know,
6:19$20,000 in a crypto and all of a sudden
6:21they're they're interested and like, I
6:22might buy crypto. I might start stocks,
6:24you know? And they start researching,
6:25start looking into all this stuff,
6:26right? They, you know, everybody on
6:28social media starts posting about So,
6:30this is those markets are dead right
6:32now, right? Clear as day. And so,
6:35they've been bleeding ever since
6:37basically around the time Trump got
6:39elected, right? And so, ever since then
6:42they've just been bleeding and bleeding
6:43and bleeding. There's no excitement or
6:45there's nothing but losses there, right?
6:47Like anybody that's bought Bitcoin
6:48anytime recently, like I remember
6:50Bitcoin back in 2021 was like 70,000.
6:53It's not even 70,000 today, right? So,
6:56unless people got in at the lows of 2022
6:58or early 2023, like they're likely
7:00sitting on losses or obviously if they
7:01bought like many, many years ago. So,
7:04anybody that's bought in the past couple
7:05years here now at this point in time
7:06sitting on fatty losses. There's not
7:08gains and that leads to not much
7:09excitement out there, right? And people
7:11looking into things. Then you got to
7:13look to the exciting stocks of the stock
7:15market. The ones that usually get people
7:17interested. And you hear about, "Oh,
7:19this stock's going beast mode." And then
7:21people are like, "Hmm, let me start
7:22looking into the stocks." And so, they
7:23start getting interested, start buying
7:25stocks. And one of the most famous
7:27stocks, we know what it is. It is good
7:29old
7:30Tesla, my Tesla. Tesla, my Tesla, is
7:33there a better stock that could get
7:34people excited about the stock market
7:37and to start buying individual stocks
7:38than Tesla, right? Tesla, you know, that
7:42stock's lower today than it was in the
7:43fourth quarter of 2021.
7:46Fourth quarter 2021, right? You can buy
7:48the shares lower. That stock's been, you
7:50know, obviously off the 2022 lows, but
7:52you can say that for the whole entire
7:53Nasdaq. So, they're up huge and and all
7:56those big tech stocks are up huge from
7:57the, you know, the lows back a few years
7:59ago when we went through that bear
8:01market where the Nasdaq went down like
8:0238%. It was the biggest drop pretty much
8:04since, you know,
8:06biggest drop really since the great
8:07financial crisis really in the Nasdaq in
8:09terms of a sustained downward move
8:11there, right? But at the end of the day,
8:13like
8:14if you bought Tesla back in 2021, you're
8:17still sitting on like nothing, right?
8:19All these years later. And so, when a
8:21stock like Tesla is just kind of like
8:23dead money for such a long period of
8:25time, you know, people are like, that
8:27doesn't bring much excitement. Then then
8:30we finally have the exciting moment.
8:32Another Elon Musk company comes public,
8:34right? And this is like the one, SpaceX.
8:38So exciting, right? Everybody's talking
8:40about it. I know plenty of people that
8:42bought SpaceX that don't usually ever
8:44care about stocks. These are people that
8:46literally they don't ever buy individual
8:48stocks. And they bought SpaceX the day
8:51it went public or that over that next
8:53few days after it went public. For this
8:54is like their one time they go to buy an
8:56individual stock. And that's the
8:58excitement that a company like SpaceX
9:00brings and somebody like Elon Musk
9:01brings to stock market, right? Of like,
9:02"Oh man, we got to buy this." Well, look
9:05what has happened to SpaceX stock. You
9:07know, look at it. Like like this is the
9:10past month in SpaceX. The stock's down
9:12about 40%. Talk about a buzz kill.
9:15The one stock that comes public that
9:16gets people excited that never buy
9:19individual stocks, and then they're all
9:21sitting on huge losses already. They've
9:23probably already sold. If they haven't
9:24sold, they're still holding and they
9:25just watch the stock go lower and lower
9:27and lower. And they're like, "Oh my
9:28gosh." Like what a buzz kill to the
9:31whole stock market, right? Then we have
9:34the group of stocks that's done amazing
9:36and has made people game-changing,
9:38life-changing money and that has been
9:40stocks like AMD, stocks like the memory
9:42chip companies, right? Broadcom,
9:44semiconductor companies. But, the issue
9:46is with these sorts of stocks, right?
9:49I've been fortunate to make millions in
9:50these stocks. I'm sure a lot of you guys
9:52have made crazy money in these stocks,
9:53right? The issue is
9:55these stocks, these are stocks that
9:57people that are deep already into the
10:00stock market buy, right? These aren't
10:02like the stocks that are like you're not
10:04going to get some new investor to the
10:05market to be like, "Oh, I'm going to go
10:07buy a memory chip stock." Like, no,
10:10okay? Maybe maybe a few weeks ago when
10:12like everybody and their grandma was
10:13talking about memory chip stock, but
10:14that's not the that's not the exciting
10:16stuff. That's not the sexy stuff that
10:19gets people excited to go buy a stock.
10:21Like, a memory chip company? Huh? That's
10:23not going to get the masses to be like,
10:25"Oh my gosh, I got to go
10:26create a Fidelity account. I got to go
10:28create a Robinhood account and I got to
10:29start buying stocks cuz memory No,
10:32that's just they're not the that sort of
10:34stock. Like, people want to
10:36buy the future, right? They want
10:37self-driving cars. They want robots.
10:39They want to go we're going to go mine
10:41asteroids. We're going to be build data
10:43centers in outer space. That's the stuff
10:44that gets the masses going. The people
10:46that don't usually invest in the market.
10:48Ooh, man, you know, something exciting
10:50going on. Memory chip? Oh, the memory
10:52chip company's making a fortune right
10:53now. Eh.
10:55They don't care about that. And so, the
10:57stocks like AMD, the semiconductor
10:59stocks, those have made people that are
11:01really in this game fortunes of money.
11:03But, for the the masses it's not going
11:05to get them excited to say I got to go,
11:06you know, buy these sorts of stocks,
11:08right?
11:09Now,
11:12this leads us to the next subject,
11:13prediction markets, right? Prediction
11:16markets over the past year or two have
11:17taken off like insane, right? And now
11:21they're doing polls and it indicates
11:22like between 3 and 5% of American adults
11:25are now using some sort of prediction
11:27markets and kind of gambling in the
11:28prediction markets, right? So, that has
11:31just taken another pool of people that
11:33might get into the stock market, right?
11:35Because here's the here's how it works
11:36when when people are thinking about
11:38making money and they would get into the
11:39stock market, okay? Listen. It's very
11:41important everybody understands this.
11:42Listen, listen, listen.
11:44You have certain groups that, you know,
11:47you're you're just getting involved in
11:48the stock market trying to figure this
11:49thing out. You're like, "What am I going
11:50to do?" So, certain people get attracted
11:52like day trading, right? Most fail
11:55miserably
11:56and like end up with just huge losses
11:58where they can't even beat the market,
11:59right? Then you have another group tries
12:01like swing trading and options things.
12:03Most of those people fail, right? And
12:04you have a certain group that does
12:06enough research, they kind of get into
12:07the Warren Buffett related stuff, they
12:09get into long-term investing, value
12:11investing, trying to figure out
12:12valuations of companies, what I do,
12:13right? Building a great portfolio and
12:16that's the part that can be saved. The
12:18rest is
12:20bye-bye, right? The issue is I don't
12:22think the stock market right now, in the
12:23short term, is even pulling in people to
12:26get involved into the the percentage
12:29that goes into, you know, trading, swing
12:32trading, options, or long-term
12:34investing. We're not pulling in that
12:35people cuz a lot of those people right
12:37now are just getting sucked into
12:38prediction markets. So, they're not even
12:40really giving the stock market a chance,
12:42right? They're like looking at
12:43prediction markets and trying to trade
12:45those and, you know, the outcome of this
12:47and outcome of that and all those sorts
12:48of things and you know, gambling money
12:50back and forth amongst each other. So,
12:52that is a phenomenon that's going on
12:54right now and I think that's also
12:55sucking out a lot of people. And if you
12:58look at, you know, how that chart has
13:00played out, right? You know, I don't
13:02think it's coincidence that over the
13:03past 1 to 2 years prediction markets
13:05have taken off like insane and
13:06meanwhile, you know, retail investors
13:09single stock buys has plummeted. So, I
13:11think that's another part to play in
13:13this. And then that leads us to next up
13:16here. Got to talk about the elephant in
13:17the room. Donald Trump, the president of
13:19the United States. He is the one that a
13:23lot of people were very, very excited
13:25about, right? Coming into office, okay,
13:28Trump's coming into office, we're
13:29getting Biden out of here. So exciting.
13:33You know, all his first term, you know,
13:35the markets were crazy. Look what
13:36happened, you know, it was exciting
13:38times, all those sorts of things, right?
13:40I can tell you that excitement that
13:43occurred in the weeks and months after
13:45the election happened, right? It
13:47completely faded very shortly after. We
13:50got tariff war, the trade war and all
13:52that. And ever since then, it's just
13:55been plummeting. Interest in regards to
13:57that, right? And in terms of Trump's
14:00approval, it's just kept going down and
14:02down and down. And now, this is very
14:04different than Trump's first term.
14:06Trump's first term, the approval rating
14:08started out rough, but then you saw a
14:10flip happen about a year into his
14:12presidency. And what happened was his
14:15approval rating started to go up and up
14:16and up, right? And unfortunately, what
14:19we're seeing this term, the second term,
14:21right? Very similar to Biden, actually,
14:24where it's just trending down, down,
14:26down, down. And so,
14:29all that excitement about the economy
14:31and what's going to happen in the
14:32financial markets and crypto, all that
14:35stuff is gone right at the door. I mean,
14:37you know, you can
14:39go through on X and try to read crypto
14:42folks, like the crypto people, read
14:44their opinion on Trump and his kids and
14:47all that stuff. Like it is nothing but
14:49hate. Like they are mad. They're very,
14:51very mad. Like they feel like the Trumps
14:53made all this money on crypto and
14:55everybody else is holding the bag and,
14:57you know, they're the only ones that
14:58have made money on crypto the last
14:59several years, right? And so, that's the
15:02phenomenon we have going on right now.
15:03And so, man, that like that's just
15:06another boat scale that's going on,
15:08right? So,
15:10the moral of the story is here, right?
15:12You have not a lot of people really
15:14looking at individual stocks or buying
15:16individual stocks, right?
15:18For you guys, the great news is, once
15:20again, I always kind of look at the
15:21things from a contrarian angle.
15:23This is the time
15:25you want to be looking for gems out
15:27there in the market when no one else is
15:28looking. Like no one's looking for the
15:30gold right now. That's when you want to
15:31look for the gold, you know? Um and so I
15:34think it's actually, you know, a great
15:36time when people aren't interested. And
15:38I take you back to when I first got in
15:39the stock market. When I first got in
15:41the stock market,
15:43no one cared about buying individual
15:45stocks. Ew, get out of here. I couldn't
15:48find anybody in my college, anybody that
15:51would have interest in buying individual
15:53stocks. Not one kid in my college, okay?
15:56When I worked at Walgreens, I would take
15:58physical annual reports and read those
16:01on my break, right?
16:03None of my managers, none of the
16:05pharmacists at Walgreens were interested
16:07in individual stocks. They might have
16:09had a 401k through Walgreens or
16:11whatever, but they weren't in it
16:12interested in individual stocks. None of
16:13my coworkers were. When then I got hired
16:16at QuikTrip and started rising the ranks
16:18in management at QuikTrip, I had talked
16:20to people till I blew in the face about
16:22stock cuz it's exciting. It's like, you
16:23know, when you get involved in something
16:25and it's kind of like a hobby that
16:27you're doing, right? And you're so
16:28excited and you start making money, you
16:29want to tell everybody about it and you
16:30want to like see if there are other
16:32people. I couldn't find anybody that was
16:34interested in buying individual stocks.
16:36Like, oh my gosh, none existed, right?
16:39And then if I told anybody about it,
16:40they had nothing but bad things to say.
16:43Nothing but bad things to say cuz the
16:44stock market had been through a crash.
16:46Great Financial Crisis happened, right?
16:48And so people had nothing good to say.
16:50No one was interested in buying
16:51individual stocks. Couldn't find
16:53anybody. It was lonely, man. It was
16:55extremely lonely. I like literally for
16:57years, I felt like I'm the only person
16:59in the world that does this. No kidding.
17:01Like that's literally how I felt for
17:03years.
17:04Like my first
17:07>> [sighs]
17:07>> at my first at least, you know, from
17:09when I got in the market end of '08, I
17:11didn't feel like there was anybody else
17:13that did this till really probably my
17:14channel started popping off a little bit
17:16in 2017.
17:19I felt very lonely.
17:20Very lonely, man. It's a lonely place
17:23out there when you're an individual
17:24stock picker cuz it's just like nobody
17:25cares about buying individual stocks.
17:28Come on, get out of here, man. Right?
17:30So,
17:31my message to you guys is focus on
17:33building your portfolio, building your
17:35wealth over the next 3, 5, 7, 10, 20
17:38years. If other people don't want to
17:40participate, that's their loss in the
17:42end, right? And that's your gain. And,
17:45you know, people get really excited
17:46about individual stocks and they're not.
17:48And they leave the market or they're not
17:49getting interested, right? And then all
17:51of a sudden, you know, something happens
17:53and they get really interested again.
17:55And so, right now we're going through a
17:56phase where not a lot of people are very
17:58interested in buying individual stocks.
18:00A year from now, 2 years from now, that
18:01can completely flip, right? This stock,
18:04that stock, all of a sudden goes on a
18:05big run. Prediction markets, people
18:07realize they're just gambling their
18:09money and they're going to lose it all,
18:10right? And next thing you know, all of a
18:12sudden interest in the stock market die
18:13again. That's how the It's It goes
18:15through waves, man. And so, for you,
18:17just focus on building what you got to
18:19build. Like, I don't care. Like, you
18:20know, like I said, from when I got in
18:22the market at the end of '08 all the way
18:24through 2017, it felt very lonely. And
18:26meanwhile, I was just building my
18:27wealth, building my wealth, stacking my
18:29chips, right? And that's [snorts] what
18:31you guys got to do. Focus on building
18:32your portfolio, your wealth. And you'll
18:34be shocked at where you'll be 5 years
18:36from now, 10 years from now, 15 years
18:37from now, right? All right, next up
18:39here, let's get into a stock I sold out
18:41of completely. And then we're going to
18:43four stocks I bought, talk about some
18:44price targets for those stocks, all that
18:46good stuff, okay? Listen.
18:50I sold my PayPal.
18:53In around these parts, it'll always be
18:55referred to as PainPal.
18:57Yeah, good old PainPal. We sold it all,
19:00right? Sold it all. So,
19:03PainPal was
19:05interesting
19:07cuz it seemed like it had a great setup.
19:09It's a great company, always put up
19:11great numbers,
19:12right?
19:14People kept using their service.
19:16And the stock just never did anything.
19:18You know, it should have been one of
19:19those stocks I thought I could double
19:20up, triple up my money on and it was
19:22just not there, right? And so it's one
19:24of those you you just got wrong, you
19:26know, there's no other way to put it.
19:27You just got it wrong. It never turned
19:29out to be what I thought it could be,
19:32which was a company where I could make,
19:33you know, a double up or triple up on my
19:35money. Never became that. And um
19:39you know, it was one of those I'm like,
19:40this is you know, take what we can get
19:41here, right? And so I took my $165,000
19:44and and went elsewhere. And so when it
19:47came to PayPal, you know,
19:49what what went wrong here? Like why
19:51didn't this become that double up,
19:53triple up the money type stock, right?
19:55Well, a few things that kind of went
19:57wrong here.
19:59First off, the good, it was good
20:00company. Like their numbers were never
20:02bad. It wasn't like, oh my gosh,
20:03PayPal's done. Like their numbers are so
20:05horrible. No, no, oh they're going to go
20:07bankrupt. They're going to lose No,
20:09never was that type of company, right?
20:11And it never when I bought it, at least
20:12it was never like overvalued. It was
20:14always at fair valuations. But the issue
20:16with PayPal is they had very sleepy
20:19growth. And so PayPal back in the day,
20:21this is like, let's call it 2021 and
20:24prior, PayPal was a growth stock. And
20:27they attracted growth investors. And so
20:30people were willing to pay big
20:32valuations for PayPal because it had
20:34great growth, right? The issue was once
20:37the growth went down to single digits,
20:40people didn't want to pay anything for
20:42it. They didn't want to pay anything for
20:44it. And they were also scared of
20:45long-term disruption here. So PayPal
20:47could be trading at a forward P of 8, 9,
20:4910 and it honestly was irrelevant
20:51because the value investors didn't want
20:53it. And the growth investors like, uh
20:56for 5% revenue growth? No. So the growth
20:58investors flocked to companies like
21:00this, Robinhood, right? Robinhood has
21:03had the big growth over the last number
21:04of years. And so people want to own
21:06Robinhood. Like if you're a growth
21:08investor and you have to pick between
21:09PayPal PayPal or Robinhood, you're
21:13picking Robinhood every time because
21:14Robinhood has the big growth and they're
21:16always coming out with new exciting
21:17products and trying to disrupt this and
21:19disrupt that, right? It's like a whole
21:21exciting thing. PayPal just kind of
21:22feels like a stagnant value company that
21:26some might call a value trap, right?
21:30People want growth, they're going to go
21:31to SoFi. Like if you're going to go into
21:35something fintech related, something
21:36money related, they're going to look to
21:38stocks like SoFi, stocks like Robinhood.
21:40And those stocks have run huge, right?
21:42You know, Robinhood a few years ago was
21:43under $10 a share. And look where that
21:45stock is today. It's $100 plus, right?
21:48And SoFi, this stock just back in 2024
21:51was like $6 a share, right? Today it's
21:53$17 a share. That's what people want to
21:55own. They want to own SoFi. They want to
21:57own Robinhood, if you're a growth
21:59investor, that is. And so, stock like
22:01Pay PayPal, they just get thrown out,
22:04you know? So, no one wants to own it, so
22:05it trades at these crap multiples.
22:07Meanwhile, the value investors refuse to
22:09step in PayPal. So, like where the value
22:12investors at? You'd think it Oh, it's a
22:14great value stock. Like their business
22:16model's stable. They do grow revenues.
22:18[clears throat]
22:18But at the end of the day, if you're the
22:21big money, the big money value
22:22investors, they don't want PayPal
22:23either. They haven't been around long
22:25enough to really be interested in a
22:26stock like that. So, what big money
22:29looks for, JP Morgan. They want to own
22:32good old solid JP Morgan. That stock's
22:34doing just fine, right? That's what big
22:36money wants to own, JP Morgan. They want
22:38to own Goldman Sachs. Goldman Sachs,
22:42right? Those are the sorts of stocks
22:44they want to own. They don't want to own
22:45PayPal. They're like, "Uh PayPal, we
22:47don't even know. Is What is it? An app?
22:48Like uh what's going to happen with this
22:50company? Is Apple Pay going to disrupt
22:52them? Android Pay? Like all these other
22:54products, right?" So, they're like, "Uh
22:56I don't think JP Morgan's being
22:57disrupted in the short term. I don't
22:58think Goldman Sachs is being disrupted
23:00anytime soon." So, they want to own
23:01that. You know what else they want to
23:03own? They want to own a stock like what
23:04I hold in the the public account, right?
23:07It's kind of a newer position, but
23:08American Express. American Express
23:09already up $15,000 on the stock, doesn't
23:11include any dividends received. This is
23:13what big money wants to own, right? The
23:15big value investors, they look at a
23:17stock like American Express and say,
23:18"That's got an amazing business model
23:20and moat around the business." And so,
23:22even if their growth rates aren't super
23:24high, they don't that's fine. They'll
23:26accept an American Express at 8%, 10%,
23:2812% growth. Same thing they'll do with a
23:30JP Morgan or a Goldman Sachs. They look
23:33at those stocks as stable stable
23:34companies that have been around for many
23:36decades and are going to keep putting up
23:38great profitability and growing their
23:40businesses bigger, right? And look to
23:42nobody look to no different than Warren
23:44Buffett, the big Buffett, right? Big
23:47Buffett, guess what his number two
23:49biggest position is out of all the
23:50stocks.
23:52Number two, American Express.
23:54Hit over 15% of his portfolio at
23:57Berkshire Hathaway is in American
23:59Express stock. He's owned it for a long
24:01time. He loves that company, right? He
24:03owns 22% of the company, 22.2% of the
24:06company. The big Buffett, he loves
24:08American Express. That's what value
24:10investors love, right? JP Morgan,
24:12Goldman Sachs, these sorts of companies.
24:14They look at a PayPal and they go, "I
24:15don't know about that." So, PayPal would
24:17need to be public for another at least
24:195, 10, 15, 20 years to really start
24:21getting value investors say, "You know
24:23what? I like PayPal. They grow, you
24:25know, their growth isn't that great.
24:26It's 5% a year, but we like that, you
24:28know?" Right now, they just they don't
24:30trust it. They don't trust it, right?
24:33No,
24:33you know, when you get it wrong on a
24:35stock like that and you, you know,
24:36you're stuck and you're like, "Man, like
24:38I thought this could be a double up
24:39opportunity, triple up opportunity."
24:41Just didn't, you know, you just move on.
24:43You know, that's the cost of doing
24:45business. You're never going to get them
24:46all right, right? Sometimes you're going
24:47to sell stocks at big losses. Sometimes
24:49you're going to sell them at small
24:50losses. Sometimes you're going to sell
24:52them at small profits and you're going
24:54to look at it and be like, "Man, like,
24:56you know, this had the big oppor- I I
24:57this had a big opportunity but didn't
24:59happen. The long-term returns is all
25:00that matters, right? The long-term
25:02returns is all that matters. So, the
25:05rest is going to be what the rest is.
25:07You know, you look at the public account
25:09Yeah, PayPal didn't work out, but you
25:10know what? A lot of stocks have worked
25:12out over the years, right? Just in the
25:13public account alone, we've got like
25:15seven stocks that have over doubled up
25:17for us, right? And this doesn't even
25:19account for stocks I sold out of
25:20completely, right? Uh SoFi, this is
25:23basically the seventh one. I added more
25:24SoFi shares here today, so it raised my
25:26cost basis, so now it's not a double up.
25:28Before it was up like 110%, so it's
25:30basically a double up. And then Amazon
25:32and Revolve are almost double ups, and
25:33I've upped cost bases on both those
25:35stocks substantially. So, if I hadn't
25:37upped my cost bases, both those would be
25:38double ups as well. That's like nine
25:40stocks that are double up just in
25:41current positions.
25:43So, at the end of the day, you know, a
25:45stock like PayPal comes along and you
25:48get value trapped.
25:50It is what it is. The main thing I think
25:52about in regards to stock like that is
25:53like, man, like I uh know, there could
25:55have been a lot of money
25:57had I put that money elsewhere, right?
25:59Cuz I think about all the great stocks
26:01I've held over the last few years, and
26:03if that money was in
26:05those possessions, right? Instead of
26:07PayPal, like
26:09the public account's easily 5 million
26:11plus right now, right? It's just a
26:13question is it five? Is it 5.5 or is it
26:156 million?
26:17You know,
26:19it is what it is. Cost of doing
26:20business. You're not going to get them
26:21all right, so and don't be ashamed of
26:23it. Like I don't care. You know, it's
26:26on to the next one. On to the next one,
26:27right? It's like, you know, if you're
26:29approaching girls at the bar and one's
26:30not interested in you, you know, move on
26:32to the next one. Like, you know, some
26:34people can't get they can't get their
26:35mentally like wrap their head around
26:37like, oh, like, you know, it might not
26:40work out sometimes on a stock. It's
26:42fine. As long as you're right a lot more
26:44than you're wrong, and when you're
26:45right, it's like you're making, you
26:47know, Look at AMD. How many millions
26:49have I made in AMD between the public
26:50account and the private portfolios? You
26:52know what I mean? Like
26:53Yeah, on to the next one. All right,
26:55next one up here, four stocks I bought
26:58and I bought heavy. And then let's talk
27:01about some price targets for these
27:02stocks, all that good stuff, okay?
27:04All right, listen.
27:06$165,000. That's a beautiful thing when
27:08you sell out of a position big like that
27:10with PayPal, you got a lot of money just
27:12sitting around. And I'm like,
27:14"Hmm, $165,000
27:16to invest." Okay, so what did I buy?
27:17Well,
27:19I bought 375 shares
27:22of the flicks, Netflix, okay? 375 shares
27:26of that one.
27:27Now, I let my private group know I said,
27:29"I'm holding $50,000 back here cuz my
27:32plan was if Netflix goes down big on
27:35earnings, right? I got $50,000 sitting
27:38there ready to go in." Well, guess what?
27:41Guess what? It's going in tomorrow,
27:43okay? We're going to buy $50,000 likely
27:44in Netflix stock
27:46tomorrow, tomorrow.
27:49Uh yeah, it's So, my thought process
27:51with Netflix is I was like, "I want to
27:52buy a little bit before earnings just in
27:54case just in case stock goes beast mode,
27:58I have my position to a decent size.
28:00It's like, you know, got it to like
28:01$100,000." And then I'm like, "I'm
28:03holding $50,000 back just in case they,
28:05you know, people sell the stock off big
28:07tomorrow or whatever, I'm going to be
28:08ready to buy." And I will be ready to
28:11buy. Now, when it comes to Netflix
28:13numbers here,
28:15you know, they grew revenue a little
28:16over 13% year over year. And then as far
28:19as our forecast was only for about 12%
28:21growth. So, this is the issue Netflix
28:23has in the short term at least. Growth
28:25investors are kind of dipping out of it
28:26because they're looking at like, "Oh my
28:27gosh, like you go from 17% growth to 16%
28:31to 13% to 12%." People start thinking,
28:34"Are you going to go single digits,
28:36right? 9% coming." And so growth
28:38investors like, "Peace out, right?" They
28:40want no piece of that. But the thing is
28:42with Netflix, you've had many
28:43phenomenons over time in in stock where
28:45it growth will dip down and then it
28:47comes back strong a year two year later.
28:49So, they get some new programming, some
28:51new big show,
28:53and next thing you know, growth rates
28:55spike up again. So, in regards to
28:57Netflix, like I wouldn't be surprised if
28:58that happens. They go up on price maybe
29:00a dollar or two and next thing you know,
29:01you know,
29:04all sudden, you know, growth is is very
29:05strong again. They and their advertising
29:07business should grow for 10 20 years in
29:09the future, right? Now,
29:11for their income statement, I grade them
29:13a B grade here. Revenue's up 13%, cost
29:15of revenue up 13% as well. So, they kind
29:17of, you know, not ideal. Sales and
29:20marketing was up up substantially 16%.
29:22Technology development up 22%. G&A was
29:24up 13%. So, operating income was only up
29:2711% year-over-year because some of these
29:30line items were at a faster They grew at
29:32a faster clip than revenues, right?
29:34As far as income before income tax is up
29:3512%, net income up 9%, diluted EPS up
29:3811%. So, solid report, but this is not
29:42great, right? If it was great, we would
29:44have seen operating income up 16%, up
29:4719%, up 20%. We would have seen diluted
29:50EPS up
29:52That would have been a great report. We
29:53could have graded this one an A or an A
29:55plus, right?
29:56This is like a B grade. When you're, you
29:58know, EPS grew at a slower rate than
30:01revenues, eh,
30:03not that exciting. Next stock I bought
30:05up here was
30:07SoFi Technologies. SoFi I bought 555
30:10shares here, filled 1752
30:12in regards to SoFi. So, I think this
30:16tells you everything you got to know
30:17about SoFi in in regards to my
30:20belief in this company.
30:22I have shares in the public account that
30:23I bought at $6.90, $6.93,
30:26right? $7.74,
30:28$8.03. The fact that I'm willing to pay
30:3117 and change for this stock
30:34speaks volumes about how far this
30:37company has come in my belief in this
30:39company over time and my belief in
30:40Anthony Noto leading this company,
30:42right? So, it it's much easier for me to
30:44buy the dip, let's say buy the dip on a
30:46Netflix, than to raise my cost basis
30:48substantially. Like these shares I'm up
30:50150% on, and I'm willing to buy that
30:53stock still?
30:54That speaks volumes about my belief in
30:57SoFi and where the stock is going long
30:58term, which you know, you know, Netflix
31:01as far as that stock long term, it's a
31:02$200 stock in my opinion long term. SoFi
31:05stock, I mean, this is probably a $50 to
31:08$100 stock long term in regards to this
31:10company. You guys know my belief in
31:11SoFi. I believe long term they could
31:13become a financial giant, right? Like
31:16when I look at how many members they're
31:18attracting, especially the younger
31:19generation, those people net worth
31:21getting higher and higher, sell those
31:22folks more and more products, which they
31:24all all have.
31:25And then looking at the revenue growth
31:26of the company, they have they have all
31:28the makings to long term become a
31:30financial giant. You know, this is a
31:32company that right now the market cap's
31:33like twenty-something billion dollars,
31:35right? Long term this could be a hundred
31:37billion dollar if not a two hundred
31:38billion dollar plus company, right? And
31:40I mean, you know,
31:43they're still going to be actually small
31:44when that does happen, and I believe it
31:46will happen. You look at a Goldman Sachs
31:47three hundred billion dollar plus market
31:49cap, Morgan Stanley's three hundred
31:51billion plus, HSBC's three hundred
31:53billion plus, Bank of America's over
31:54four hundred billion dollar market cap,
31:55JP Morgan's nine hundred twelve billion
31:57dollar market cap. Like the issue for
31:59all those big banks though, a lot of
32:01them,
32:02they're not really attracting uh the
32:04younger demographic like they used to,
32:07right? A lot of the young younger
32:08demographic is going to somebody like a
32:10SoFi to get a loan from now, to start a
32:13savings account with, to start investing
32:14with, rather than a JP Morgan, rather
32:16than a Bank of America. And so it's one
32:18of those things that's not going to show
32:19up in the numbers in the short term cuz
32:21that nineteen-year-old who signed up
32:22with SoFi, they don't have any money
32:24right now anyways, right? Like they got
32:26a net worth of maybe a thousand bucks.
32:28So, it
32:29doesn't matter, but as they get used to
32:32using and trusting SoFi as the years
32:34tick on, it's going to matter
32:35substantially. And then all of a sudden
32:36the JP Morgans and the Bank of Americas,
32:38and Wells Fargo, and all these other
32:39companies are going to look and they're
32:40going to be like, "Oh my gosh,
32:41what happened?"
32:43You know,
32:44those companies focus on the older
32:46demographic. Those people have all the
32:48money right now.
32:49And by the way,
32:51what do you think's going to happen when
32:53the baby boomers have all this money
32:55passed down that that money?
32:57You know, that money's going to be
32:58transferred from the old banks to the
33:01new banks cuz the kids are going to be
33:03the ones that have the money then. And
33:05if they're used to using SoFi, and
33:06that's the bank the financial
33:07institution they trust,
33:09money's going to SoFi accounts. So,
33:12that's going to be interesting. And
33:14these are things that really no one's
33:15talking about right now, but
33:17this is why like
33:19the lifeblood of a financial institution
33:21for the long term is attracting the
33:23younger demographic. JP Morgan attracted
33:26me back when I was like 18 years old.
33:28They understood this. Jamie Dimon
33:29understood this. This is back during the
33:31great financial crisis. I had to set up
33:32a bank account for direct deposit,
33:35right? And I got a We got a thing in the
33:38mail that said, you know, if you open up
33:40a bank account with direct deposit
33:42through Chase, you got $250
33:45as long as you kept the direct deposits
33:47going in with in in a 90-day span.
33:50I'm like, "Oh my gosh, $250 for me back
33:53then was like a lot of money." I was
33:54like, "This is amazing. I got free
33:56money."
33:56They built that relationship with me.
33:58And I still use Chase for a lot of
34:00products today. I got the Chase Reserve
34:03whatever Sapphire Reserve credit card
34:06bank accounts through Chase. They're
34:08still I would say my pri- I use many
34:10different financial institutions
34:11nowadays, but they're still my primary,
34:13I would say. All these years later. And
34:15they attracted me as a broke
34:1718-year-old.
34:18And now I'm fortunate to be super
34:20wealthy and all this stuff, and they're
34:22still my main financial institution all
34:24these years later. That's what it's
34:26about. And so, SoFi understand they're
34:29attracting the broke 18, 19, 20-year-old
34:32today. They're also attracting in even
34:34millennials with money, which is
34:35interesting dynamic through a lot of
34:37their different products they have out
34:40there. So,
34:42yeah, SoFi is like like Anthony Noto is
34:44doing a great job of setting that
34:45company up for unbelievable long-term
34:47future. And I don't even know if he's
34:49going to be the CEO still when they get
34:51to that future, right? Um 5 years, 10
34:54years, 20 years from now, but what
34:55Anthony Noto is putting in place is all
34:58the makings of like
35:00what could make them a financial giant
35:0310 years out, 15 years out, 20 years
35:05out. And so, he's got to get them
35:06through
35:07uh future recessions and things like
35:08that as well, right? Next stock up here
35:10I bought is
35:12e.l.f. Beauty, e.l.f. Cosmetics. So, I
35:15bought about 475 shares here today 74.57
35:20on this one. This is another one I just
35:22had up my cost basis massively on e.l.f.
35:24Remember, I started buying e.l.f. in the
35:26public account, you know how much it
35:27was?
35:28Seven bucks. Seven bucks.
35:32It's 10x since I bought it. And I'm
35:35still willing to buy more shares. That
35:37speaks volumes about like where I
35:40believe this company's going. The fact
35:41that I bought the stock for seven bucks
35:43in 2019 and now it's a 10x and I'm like
35:47it's still a steal deal and it's got a
35:48long way to run from here.
35:51That speaks volumes. Now, I spoke about
35:53e.l.f. and I gave it one of my highest
35:55grades. I don't know if you guys got to
35:56see this. About 113,000 people got to
35:58see it so far. I ranked the best stocks
36:00you should buy right now. I ranked a
36:02ridiculous amount of stocks in that
36:04video. And I graded them like one, you
36:07know, you wouldn't buy it with your
36:07worst enemy's money and 10 being like,
36:09you know, load the boat. It's a
36:11unbelievable opportunity, right? And um
36:14e.l.f. got one of my highest grades in
36:16that entire video. So, you might want to
36:18check that one out. Next stock I bought
36:19is
36:21Celsius Holdings. Uh 29.77 I got these
36:24shares at. I bought 1,456
36:27shares of Celsius. Big buy in regards to
36:29Celsius. And guess what? Celsius also
36:31got one of my highest rankings in that
36:34particular video. Obviously, with the
36:35Celsius brand, Alani,
36:37they're hopefully can revive the
36:39Rockstar brand they just acquired from
36:40Pepsi. They got the distribution
36:42everywhere now.
36:43Uh you know, stocks like Celsius and Elf
36:45are some of the best long-term
36:47opportunities I can find in the stock
36:49market that are not like the obvious
36:51like big tech type plays, right? And so,
36:53I think those stocks will do very well.
36:54And yeah, once again, you definitely
36:56want to check out that video if you
36:57haven't got the chance to watch it yet.
36:58I think you'll thoroughly enjoy that.
37:00Seems like people love that video, okay?
37:03All right, guys. I appreciate you for
37:04joining me as always. Thanks so much for
37:05being here. Once again, the pinned
37:06comment down there here today is to join
37:09the waitlist for the private group
37:10before I reopen that next week to
37:12members. So, you should definitely join
37:14that. All right, much love and have a
37:16great day.

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