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These 2 Stocks are Next to Soar‼️ — Transcript

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0:00Welcome into the Flapjack Flipper. This
0:02is the Headless Horseman speaking here
0:04today, ladies and gentlemen. New alltime
0:06high in the public account. Posted this
0:08on my X page here today. 4.862
0:11million. Congratulations to everybody
0:14out there hitting all-time highs in your
0:15portfolio. Um, unbelievable to see,
0:17right? And you may say like, how is this
0:19possible? Because you're looking at the
0:20biggest stock in the public account,
0:22AMD, [clears throat]
0:24not doing so well, right? Well, we got
0:27so many stocks picking up the slack on a
0:29day like today when AMD is really weak.
0:31And you so you look at Meta. Meta's up
0:32almost $20,000 here today. Service Now
0:35is up 12,000. Salesforce up 11,000.
0:37Cheese Cheesecake Factory up 8,400.
0:41Celsius up 7,800. Palunteer up 6600.
0:44Palanteer is pretty hot lately. And uh
0:46Netflix up 6,300. On up 5,800. Uh E up
0:512500. Google McDougall up 2200. SoFi up
0:532,000. Right. So, we have a lot of
0:55stocks really picking up the slack on a
0:58day that AMD is down and then it seems
0:59like on days when AMD is doing well. Uh,
1:03it's just like, you know, the other it
1:05just way outweighs everything else. And
1:06so, we're just in a very very I would
1:08call it a sweet spot right now, which,
1:10you know, you just got to be thankful
1:12for being in that sweet spot, right?
1:13And, uh, if you look at the market since
1:15May, we've been in a real kangaroo
1:17market, right? This is a real kangaroo
1:19market. It's gone nowhere. This is since
1:21about I think I pulled up May 8th here,
1:23right? And so this is what we call a
1:25kangaroo market. It's going up, it's
1:26going down, but it ain't going nowhere.
1:28And that's exactly what's going on in
1:30this market. And so I posted this inside
1:32the private group here today inside the
1:33breadcrumbs tab. I said, if you've been
1:35hitting all-time highs the past few
1:36months, good for you. Real uh real
1:39kangaroo market we've been in since May.
1:41Uh you are positioned really well if you
1:44can keep hitting all-time highs in a
1:45kangaroo market. And uh so just
1:47understand, give yourself a pat on the
1:49back. Give yourself a thumbs up if you
1:51are out there and you're hitting
1:52all-time highs despite a kangaroo
1:53market, right? And this really goes to
1:56illustrate. I want to do something
1:58important. Okay, listen. This really
2:00goes to illustrate the point of how much
2:03money can be made in the market. Even in
2:05a kangaroo market, I always tell you
2:06guys there's always money to be made in
2:07the market. I don't care if we're in a
2:08bull market, if we're in a kangaroo
2:10market, or we're in a bare market.
2:11There's always money to be made if you
2:14know what you're doing in this game. And
2:15so if you look, this is the NASDAQ
2:17performance since that, you know, kind
2:19of early May time frame, right? It's
2:20gone nowhere. Just a kangaroo.
2:22Meanwhile, under that same time, AMD
2:24[clears throat]
2:25is up 13%. E's up 15%. Palunteer up 27%.
2:31MU up 28%. CRM Salesforce up 44%. Honest
2:36up 48%. Service Now 56%.
2:41Elf on a Shelf 58%. And jeez, Cake
2:45Factory, the greatest stock in the
2:46world, up 70%.
2:48Look at those moves up. Look at how much
2:50money there's been out there to be made
2:52even with a NASDAQ that has gone
2:54absolutely nowhere. Right. Three core
2:56subjects I want to get into in this
2:57video here today. Okay, first one up
2:59here is what are my plans with the
3:02public account. We're going to talk
3:03about moves I might be looking at that
3:05portfolio is getting very very close is
3:07flirting with going to 5 mil, right? So,
3:09we're talking about like where I'm going
3:11to position up next, what moves I might
3:13make. I want to talk about where my
3:15mindset is in regards to each and every
3:18individual stock in there, so everybody
3:19can get a glimpse of my picture on every
3:21single stock. Okay. Two, I'm going to
3:24give some advice for everybody out there
3:25that you're near all-time highs in your
3:27portfolio or you're at all-time highs
3:29right now. Okay. And the third subject
3:31we'll get into here today is uh some
3:33stocks that are next up to soar. I need
3:36you to do one thing, one thing only for
3:38me here today. I need you to just smash
3:40that like button for me if you could do
3:41that. That would mean the world. If you
3:43haven't already done it, I appreciate if
3:45you did it. If you did already do it,
3:47thank you so much. You're the best. Make
3:48sure you subscribe to the channel as a
3:50sign of my garage says. Okay, ladies and
3:52gentlemen. Okay, so let's start out.
3:54Let's look at the public account. I want
3:55to talk about every single stock in
3:57here. I want to talk about my plans if I
4:00want to sell these stocks, buy more,
4:01just hold, uh things like that. Okay,
4:04let's start. Where do you want to start?
4:06Let's start at the top. Okay. AMD. So
4:10AMD has been tremendous, obviously, you
4:11know, up around a million dollars. First
4:13off, AMD, in my opinion, is going to
4:17make another epic run over the next 3 to
4:206 months. I could be wrong on that, but
4:22I do believe over this next 3 to 6 month
4:24span. I don't know exactly what day it
4:26starts. So if you're wondering like what
4:28exact day is it tomorrow? Is it next
4:30week? Is it next month? I don't know.
4:31But I believe in the next three to six
4:32months AMD goes on an absolute tear.
4:36Okay. And so my plans with AMD is
4:42after the next big run is done or let's
4:45just call it when we're deep into the
4:46next big run, I want to sell some AMD
4:50shares. Keyword is some. Not a lot, but
4:54some. This is a huge overweight position
4:57in the portfolio. It's about 26%. Do you
4:59know how big the waiting is going to get
5:01when this baby goes on that next run?
5:03Right now, the thing that we 2027 is
5:08going to be fine for the semiconductor
5:09stocks in regards to their numbers. And
5:10when I'm talking about the stock, I'm
5:12talking Nvidia, I'm talking AMD, I'm
5:13talking the memory stocks. They're all
5:15fine, right? The issue is in 2028, in my
5:19opinion, we start keyword is start the
5:22slowdown of the semiconductor cycle.
5:25Now, this is not going to hit AMD's
5:28numbers yet at that particular time, but
5:30it will hit Nvidia. it will hit the
5:33memory stocks in 2028.
5:36And so with that, AMD will get pulled
5:39down at least some because you got to
5:41understand AMD's in a basket of stocks
5:42with these other stocks. And so if one
5:44moves down, they all start moving down.
5:46Okay? And so with AMD, I'm going to want
5:49to take some profits off the table uh
5:52likely after the next big run
5:54essentially. Okay? And I'm still going
5:56to want to keep a position in AMD for
5:58the super long term. So do keep that in
6:00mind as well. But essentially, as it
6:01starts going up more and more and more,
6:03I'll take a little profits here and
6:04there. Do I want to take profits right
6:06now at 493? Heck no. We're still quite
6:09we're still significantly uh below where
6:12I would even start taking profits on
6:13AMD. So, just keep that in mind, okay?
6:15You know, like if you asked my number,
6:18what is my number that I would consider
6:21starting to take some profits in AMD?
6:25700. 700. If AMD was 700 today, I would
6:29consider starting to take some profits.
6:32Okay. Now, from there, Meta uh Meta is
6:36just I feel comfortable with the sizing
6:38of the Meta position. As I've told you
6:40guys many times, Meta is in what I would
6:42call, you know, it's stuck, right? It's
6:44stuck between about 550 and 750. And so,
6:48it just kind of bounces in there. You
6:49know, if people are feeling real
6:50bearish, they'll push it down below that
6:52level. If they're feeling really, really
6:53bullish, they might push up. But at the
6:55end of the day, Meta is not going
6:56anywhere in the very very short term
6:59just because the capex numbers are so
7:00out of control and people are still
7:01confused on if they're ever going to get
7:04this payback in regards to this capex
7:06spend. Right? So Meta is just stuck
7:09longterm. It's a,000 to $2,000 stock. So
7:12do keep that in mind. Uh we just can't
7:14reach that level right now because we're
7:16stuck. Okay. From there, we're talking
7:18Amazon. Amazon, great company. AWS
7:22growth is accelerating. It's it's a
7:24cleaner story than Meta. And the reason
7:26it's a cleaner story from Meta is the
7:28AWS growth is accelerating rapidly. And
7:31that gives the spend a lot more leeway
7:35than with Meta essentially. Okay? You
7:37know, Meta is in a situation where
7:39they're spending so much money and
7:40people like, "Dude, what are you
7:41spending all this freaking money on
7:42meta?" Amazon at least people are seeing
7:45the some return on investment. They're
7:47seeing those AWS numbers accelerate much
7:49more quickly than anybody anticipated.
7:50like, "Okay, we're getting somewhere
7:52here." Uh, Amazon's just a great
7:54long-term hold. I feel comfortable with
7:55the position. So, I'm just not
7:57interested at all in selling stocks like
7:59Met selling Amazon. I'm um those are
8:01type of stocks you you buy them, you
8:03throw them in the filing cabinet, and
8:06you know, the short term is going to be
8:08the short term. At the end of the day,
8:09Meta is going to be a massively larger
8:11company 5 years from now than it is
8:12today in my opinion. Same thing with
8:13Amazon. And so, there's just I have no
8:17interest in selling those position. They
8:18were way oversized maybe, but they're
8:20just not. I feel comfortable with the
8:22sizing of those two positions given how
8:24strong those business models are. Okay,
8:26Cheesecake Factory. So, Cheesecake
8:28Factory done amazing for us. $29,000 in
8:30gains here. It's a 7% waiting here.
8:33Cheesecake just doesn't interest me in
8:35selling this one either. And the reason
8:36being is it pays me out those fatty
8:38dividends every 3 months, right? Which,
8:40keep in mind, from my cost basis, those
8:42dividends actually are pretty
8:43significant. Like a lot of the shares I
8:44have, I'm getting like a 3% plus yield
8:46on those just for holding them, right?
8:48But additionally, when it comes to
8:50Cheesecake Factory, like why do I need
8:52to run out of that stock? They get the
8:53next 10 years of growth ahead. So, what
8:56is the point? Like, what is the point of
8:58running out of cheesecake? So, that
8:59that's my perspective on that one. It's
9:01just continues to be a hold. If it ever
9:03got really overvalued, like the forward
9:05P went to like a 35 or something, uh,
9:08then I would probably position out or,
9:10and when I say position out, I still
9:11don't mean sell it all, but I would sell
9:12a big portion of my shares. But right
9:14now, forward P on Cake is probably
9:16realistically 20-ish. When I got a
9:19company that has a 10year runway of
9:21growth ahead,
9:23why am I going to position out when the
9:25forward P is maybe a 20, right? So, that
9:27that's my perspective on cake sales
9:30force. So, here's a deal with
9:33Salesforce.
9:35This is one I could feel very confident
9:37just holding right right now. They're in
9:40a a big investment cycle for the
9:42business. They're starting Keyword is
9:44starting to get some ROI on the spend
9:46they're doing and the the changes in
9:48their business model and really going AI
9:50first and foremost, right? But you got
9:53to understand like the opportunity in
9:55Salesforce is immense over the coming
9:58years. And same thing for Service Now.
10:01And so those companies
10:03are you got to understand like those
10:05companies the agents that you're going
10:08to be able to run in the different
10:09softwares like this all ties back into
10:12your company if you run a big large
10:14organization. So with a company like
10:16Salesforce, you need the protection in
10:19your business model that these agents
10:21don't go rogue, right? And you need the
10:23protection your business model from a
10:25securityurities perspective that agents
10:27from over here in your business can't
10:28get access to this other information,
10:30but you need it to be able to read this
10:31other information to give you better
10:32results for your business. And so it
10:34gets very complicated very quickly is
10:37when you run a large organization and
10:38you're starting to do all this AI
10:40related stuff in your business and every
10:41let's be honest, every single major
10:43company in the world is pushing heavy
10:45into AI because it has a great
10:47opportunity to accelerate your profits
10:50massively, right? And so Salesforce uh I
10:54you know I think we'll see a major
10:56acceleration of growth over the next
10:57couple years and that's going to be very
10:58exciting. That's why that stock is
11:00already starting. You haven't even seen
11:02the major upcycle in growth yet for
11:04Salesforce. You're going to see it over
11:05the next year or two. And so the stock's
11:07front running that essentially right now
11:09look at how the gains like it's crazy.
11:11We were down tens of thousands of
11:14dollars just a few months ago in
11:15Salesforce, right? And now we're sitting
11:17on $67,000
11:19of gains. It it's it switches quick in
11:22the market, ladies and gentlemen. Um, so
11:24yeah, Salesforce just is not interested
11:26at all selling that one. You know, 400.
11:29Okay, I'll start cashing. I'll start
11:31cashing a lot of shares. Maybe even 350.
11:33I would start cashing some. Okay,
11:35honest. Honest. So, this is one that
11:38I've I've talked about this one since
11:40the beginning of the year. I said this
11:41stock exits this year $5 plus. $5 plus
11:44in the bag. In my opinion, we're
11:45probably exiting this year somewhere
11:46between 7 and 9 based upon how strong
11:48the financials get. now up $81,000. So,
11:52Honest, oh, look at that number. You
11:54know, I love that right there. $222,000
11:56position. Honest just not interested in
11:58selling at all, right? Solid business
12:00model, diapers, wipes, soaps, shampoos,
12:03like all the the simple stuff, right?
12:05Makeup, beauty products, like um great
12:07business model. They've got a strong
12:09niche customer base. It's all good. Uh
12:12American Express,
12:14one of the best companies in the world
12:16to invest in, right? When you just think
12:18about the business model, like just a
12:20top tier business model. When you think
12:21about the client list of American
12:24Express, it is just top tier. Credit
12:27cards are very uh let's call competitive
12:29space, but American Express competes
12:31like no other, right? And the, you know,
12:34there's multiple great American Express
12:36cards you can get, but the gold card is
12:38just like, you know, that's just an easy
12:40top tier card to have um you know, as as
12:43an individual out there. And so American
12:45Express just a great company. um
12:47attractive valuation, top tier financial
12:49statements, top tier management team. I
12:52mean, you know, it's just one I could
12:54build into a very large position and
12:55feel comfortable holding for years and
12:57years and years to go in the future.
12:58Celsius Holdings, this one, uh very
13:00slight gain on this one. We're hardly
13:02up. We're up maybe $14,000 in Celsius
13:04here, right? A little under 4% waiting
13:06here. Celsius has an immense long-term
13:09opportunity in front of the I mean,
13:11there's still very early days in this
13:12company. Remember, no one heard of
13:14Celsius like 7 years ago, right? Let's
13:16just admit that. And so this company's
13:18come out of nowhere and now they've got
13:20around 20% of the market share for
13:22energy drinks in North America. It's
13:23unbelievable. And so we're so early days
13:26in this story. Like I think about where
13:28Celsius could be 5 10 years from now if
13:31John keeps running this company, right?
13:32He just purchased some shares on the
13:34open market recently which was very
13:35exciting just from a like a sentiment
13:38perspective around the stock. So
13:40Celsius, here's a deal. Do do I want to
13:42like what price would I sell Celsius at?
13:45I mean, there's there's not really a
13:47price you could give me right now that
13:48would make me want to cash Celsius if
13:50this stock doubled. 28 goes to 56. I
13:54just not interested in selling Celsius.
13:57And that's a big statement, right? Cuz I
13:59can tell you if AMD doubled tomorrow, I
14:01would absolutely be willing to sell some
14:03shares of AMD at right around a
14:04thousand, right? But Celsius could
14:06double. It could go to 56. And I'm I'm
14:08just not interested. I'm good. Thank you
14:10very much. Uh I'll continue to hold my
14:12shares. So that speaks volumes about
14:14Celsius, right? Elsa Lauder. Say it
14:17louder for the people in the back. Up
14:1851,000 52,000 roughly, right? Uh this
14:22one not interested in selling anytime
14:23soon. This is a stock that used to be
14:26$370. Not saying it's going back to 370,
14:29but could this stock go back to 200 to
14:31300 land over the next few years? Yes.
14:34And so I have no intention to sell Estee
14:36Lauder under 100. Give me a break. Um
14:38not even a consideration. Service Now,
14:42that one's running for us. Up now almost
14:4443%, up $52,000.
14:48Service Now, [sighs]
14:50I mean, up another 7% here today. Yeah,
14:55Wall Street's starting to get it. They
14:56know this is next up. Where are you
14:59going to see the next acceleration and
15:00growth? It's in these companies, Service
15:03Now and Salesforce. And so, you're even
15:05seeing CrowdStrike move. A lot of those
15:07companies have an immense opportunity as
15:09there's going to be more and more fear
15:10around AI and how powerful it can be. I
15:13mean Salesforce and Service Now are two
15:14of the most well positioned. I think
15:16Crowdstrike is another one. I don't own
15:17CrowdStrike, but I think that is company
15:19that's well positioned to kind of
15:20capitalize in the fear and the security
15:22and all this sort of stuff, right? And
15:24the governance of the data. Palanteer, I
15:27mean, when you think AI, you think
15:29Palanteer. Uh up 2,262%
15:32on this stock. This is just a long-term
15:33hold. There's not really a price you
15:35could give me to make me want to sell my
15:37other thousand shares of Palanteer. Like
15:38that's just a super long-term hold
15:40there. Netflix
15:43[sighs and gasps]
15:44is a still a buy. It, you know, it's
15:45starting to go up for us. We're up
15:4614,000 is a a relatively newer buy for
15:49me in the public count. Uh long long
15:51upside ahead. It's not a price you could
15:53really give me on Netflix. I mean, if it
15:55was 200, okay, you can have my Netflix
15:57shares, but there's nothing even
15:59remotely close to where we're at right
16:00now that would make me say I got to
16:02start selling my Netflix shares. You
16:04know, uh, like I said, 200, okay, take
16:06my Netflix shares off my hands right
16:08now. But anywhere around here, 80, 100,
16:11120, no, thank you. If anything, I'll
16:13keep buying. Elf on a Shelf, uh, great
16:16long-term buy. You know, I've said it a
16:18few times. I think the stock exits this
16:19year. Worst case scenario, $100. Best
16:22best case scenario 140. So that's just a
16:26short term. Longterm the stock has an
16:28opportunity to be a several hundred
16:30stock. When you think about the
16:31long-term opportunity for the ELF brand,
16:32the increase in margins over the next 5
16:3410 years, profitability, getting smarter
16:36about the business model, the brands.
16:38Yeah, Nike
16:43[laughter]
16:46Nike. Um,
16:48the crazy thing about Nike, you know,
16:51the crazy thing, guys, okay, obviously
16:53the position's done awful. There's no
16:56other way to put it, man. There's no
16:58other way to put it. We got the
16:59flapjacks flipped right on the floor.
17:01But the craziest thing is in regards to
17:03this Nike situation,
17:05I have lost zero conviction in Nike.
17:09Like, I'm as I have as much conviction
17:11in that stock as I did when I first
17:13started buying the stock. And so, that's
17:15pretty rare. I will say it's pretty rare
17:18when you could be down this much on a
17:20position and you're like I have lost no
17:23because usually when I go down big on a
17:24stock I you know when it like if you go
17:27down like 30% plus let's call it it's
17:30kind of natural to start losing some
17:31conviction be like oh shoot okay maybe
17:33maybe maybe something's going I've lost
17:35no conviction Nike that's the craziest
17:37part of this whole situation so we'll
17:39see what happens but um Nike I haven't I
17:43have no intention to sell Nike uh you
17:45know
17:47yeah I'm still as confident as I've ever
17:49been. It's just weird. It's very weird
17:51but that's how I truly feel. SoFi SoFi I
17:55mean my gosh SoFi is the most
17:56wellpositioned company out there in
17:58fintech in my opinion in banking to
18:00really become the next financial giant
18:02over the next decade. Anthony Notto just
18:04needs to never put the company under
18:05during a recession get overleveraged or
18:07something like that. If he keeps a
18:09company fairly leveraged right never
18:11overleveraged so they can always get
18:12through recessions. I mean the the
18:14company's on the way to becoming a
18:16financial giant. How? Because they keep
18:17attracting more and more members,
18:19especially the younger generation. When
18:21you attract those younger members, you
18:22got to understand their net worth grows
18:23immensely over the next 10, 20 years.
18:26And so's assets under management, assets
18:28in the business model grow immensely,
18:31then you can sell more products to those
18:32individuals. You get network effects. I
18:34mean, oh my gosh, it's insane, right?
18:36And so just got to keep executing. Don't
18:39get overleveraged and the world is
18:40yours, SoFi. I mean, that's a stock that
18:42could be hundred plus dollars long term.
18:45RVLV Revolve,
18:48great management team, great income
18:49statement, great balance sheet of this
18:50company. Um, if anything, it's a buy. I
18:53have no no interest in selling that
18:55stock. Google McDougall, I mean, it's
18:57hard to sell Google. I've already sold a
18:59lot of shares of Google. This is about a
19:00$76,000 position. 40 almost $42,000 of
19:04that is gains. Why why do I want to sell
19:07any Google McDougall? Like, you know, so
19:08that's my perspective there. Um
19:12yeah yeah yeah uh Fubo Fubo my tubo uh
19:17down 22% on that one.
19:20I think you know you're seeing more and
19:21more momentum come into Fubo. I think
19:23the company positions well for 2027 and
19:25beyond and profitability will expand.
19:27Ebida will expand for Fubo and I think
19:29that stock will be fine. Um you know
19:33it's never going to be like a Netflix
19:34you know like that's the other thing
19:36I'll say about a Fubo. It's never going
19:37to be like a Netflix. So, if you're ever
19:39expecting to be a giant like several
19:40hundred billion dollar market cap, no.
19:43Best case scenario for Fubo is they
19:45become like a Direct TV Dish Network in
19:48their prime type company, which we could
19:51be talking about, you know, uh 5, 10, 20
19:54billion market cap in that situation,
19:56right? Um, so yeah, Fubo. So, that's
20:00public account. You know, that's kind of
20:01my opinions there on buy, sell, hold
20:05perspective. I hope you guys enjoyed
20:06that. We just talked about a lot of
20:08stocks right there. Okay. All righty.
20:10Next up here, I want to give some advice
20:11for anybody out there that's got a
20:12portfolio near all-time highs or close
20:15to all-time highs, right? Um and then
20:18we'll talk about some stocks that I
20:19think are going to soar next up. Okay.
20:21So, if you have a portfolio right now
20:24and let's say I don't know, you're at
20:25all-time highs, you're very close to
20:27alltime highs, I want to ask you how did
20:29you get there? And I think this question
20:31is very important because
20:35if you want to know where you're going,
20:38you got to figure out the destination.
20:39You got to figure out how to get there,
20:41right? And so, how did you get here to
20:43this first part? Did you get lucky,
20:46right? Did you kind of gamble some money
20:48around? You know, I live in Vegas. I got
20:50the Vegas poster there, right? Uh like,
20:52did you gamble money around? You just
20:53threw some money in some stocks and they
20:55happen to go up and you're like, "Oh my
20:56gosh, were you watching my videos and
20:58you just piggybacked off my stocks?" you
21:00know, did you put in the real work about
21:02the income statements, the balance
21:03sheets, running the numbers, running the
21:05projections? Because if you didn't,
21:09I can promise you over the long term, it
21:11will come back to bite you in a major
21:12way. And so, I'll put it to you like
21:14this, right? I ran track. Now, when we
21:17talk about running fast, right? There's
21:19always some kids that are just like
21:21stupid fast, right? Like, h they're just
21:23born fast. They just run crazy fast,
21:25right? And
21:28what got them to that place? It might
21:30have been just God-given ability, right?
21:32They might have been eating candy and,
21:33you know, hardly even running and
21:35they're just naturally god-gifted and
21:37they run crazy fast, right? Somebody
21:38like myself, I had to work hard to do
21:40it. And so, you know, somebody that
21:42could have been smoking me, let's call
21:44it, uh, early when I first started
21:47running track, like I had I understood I
21:50had to put in like a lot of extra work
21:51and grind hard and next thing you know,
21:53I'm keeping up with these kids or
21:55beating these kids that used to, you
21:57know, absolutely decimate me. But it's
21:59because I understood I got to put in the
22:00work, right? I understood like, you
22:02know, I if I'm going to get to this
22:04place of success doing this thing, I've
22:07got to outwork everybody else to make
22:10this sustainable over time, right? Where
22:12somebody that just kind of lucks into it
22:13sometimes can get very, very lazy,
22:15right? So, I don't know if you guys know
22:17this story, but the first two stocks I
22:20ever bought when I started investing,
22:23uh, one was Walgreens cuz I was working
22:25at Walgreens when I first started
22:26investing. This is at like the very end
22:28of 2008, by the way. Another was this
22:30biioharmaceutical company, right? Now,
22:32this biioharmaceutical company, I lost
22:34$43 on it, right? And once again, this
22:37is like the end of '08 roughly, sometime
22:40around then, right? And by the way, part
22:41of that big loss was because the trade
22:43commissions were so expensive through
22:45Fidelity. I think it was like 1995 every
22:47time you bought or sold a stock. It was
22:48ridiculous. You guys have it so good
22:50nowadays. You can literally buy a stock
22:51for free and sell it for free. It's like
22:53insane, right? But I lost money on this
22:56stock and I was greeted with a moment
22:59there where it's like you either give up
23:01on it, right? And you say, "Ah, hell
23:03with this." Like, you know, or you go
23:05back to the drawing board and you say,
23:06"Okay, here's the thing. When I bought
23:08that bioharmaceutical stock, I didn't
23:09know freaking crap about the stock
23:10market. I barely knew how to like buy a
23:12stock, right?" Like, and so it's just
23:15ridiculous. I'm like just read about
23:17some biioharmaceutical stock on I don't
23:19I think it was like Yahoo Finance or
23:21something, right? and I buy the stock
23:23and um I ended up selling for a loss and
23:26I ended up losing $43 of my capital.
23:28Right from there I was like, "Dude, I
23:30got to freaking figure this stuff out."
23:32Right? [snorts] And there's something
23:33here. And so what I started coming
23:35across and I would watch these videos
23:38many times in the computer center. I
23:40don't even know if they still have
23:41computer centers at colleges and
23:43universities nowadays, but I go to the
23:45computer center uh cuz they had
23:47high-speed internet there and they had
23:48YouTube access, right? And I watched
23:50these old interviews of Warren Buffett
23:53and I came across him, I think by
23:54accident one day. He was speaking on
23:56CNBC or something and I was like really
23:58started to learn about this stuff,
23:59right? And so I remember watching this
24:01old interview, it's now posted 18 years
24:03ago. It's crazy to think like this was
24:05relatively new when I first started
24:06investing uh when it was posted, right?
24:08Uh Warren Buffett on his petrol China
24:10and his strategy and he kind of talks a
24:12little bit about that stock, right? And
24:13then I started kind of going down the
24:14rabbit hole um you know in 2009 2010 and
24:18just kind of like watching everything I
24:20could of like Warren Buffett stuff
24:21reading as much as I could about like
24:23how he looks at companies. Um meanwhile
24:26I'm also taking accounting courses and
24:28I'm learning I took three levels of
24:30accounting courses in uh college right
24:32to learn about income statements,
24:33balance sheets, cash flow. So I'm
24:34learning about all this financial side.
24:36I'm learning about how Warren Buffett
24:37sees business models and I'm learning
24:38about these new terms like moat. Never
24:41heard about a moat around a business. I
24:42was like, what is he talking about?
24:44Right? And so I'm just kind of like just
24:46gathering all this information. And so
24:48from what happens there is I start
24:52buying some stocks and I start building
24:53a portfolio and I buy a company named
24:56Walmart. I'm sure we all know Walmart.
24:58Very high quality company. Not the most
25:00exciting company to invest in, but it's
25:02a very solid business model because I
25:04start understanding. I look at the
25:05income statements, the balance sheets. I
25:07start understanding the business model.
25:08I understand the Buffett principles of
25:10value investing. I buy Walmart and then
25:12I buy a company named Kagra Foods,
25:14right? Another boring company, but they
25:16make food related products. I can see
25:18them on the shelves. I look at their
25:20income statement, their balance sheet.
25:21It looks good. Checks out, right? Low
25:23forward P. Same thing with Walmart. It's
25:25all good. Buy the next company, Kimberly
25:28Clark.
25:29Same exact situation as the other one.
25:31Good income statement, good balance
25:32sheet, needsbased products, and very
25:34boring stocks. But I start building this
25:36portfolio. Okay. And so now I'm starting
25:38to get it. I'm like, okay, like I'm
25:40starting to get this game a little bit,
25:42right? And now my portfolio might be a
25:44couple thousand bucks or so. And so from
25:46there, I start kind of venturing out a
25:47little bit. I get the job at Quick Trip
25:49toward the end of 2010. I start
25:51venturing out and finding other stocks
25:52to invest in that, let's just call it,
25:54are a bigger opportunity than some of
25:57these maybe little more boring stocks
25:58like Kimberly Clark where it's like I
26:00could kind of use the Buffett principles
26:02of value investing and buying at the
26:04right price, but
26:07they also have major growth. And that's
26:09what these sorts of stocks that I bought
26:11and started building that portfolio
26:12around did not have. Kimberly Clark,
26:14Kagra Foods, Walmart, they did not have
26:15that big growth, right? And so I come
26:17across Hansen's natural beverage, which
26:20nowadays you guys know is Monster, but
26:21Hansen's natural beverage. They own this
26:24Monster product and it was selling like
26:26crazy. I would work these overnight
26:27shifts at Quicktrip and being a manager
26:29right at the end of 2010 and into 2011.
26:33And you know, you get off at 7:00 a.m.,
26:35but a lot of the landscapers,
26:36construction workers, all those guys
26:38would be coming in 4:00 a.m., 5:00 a.m.,
26:406:00 a.m., and they'd just be buying
26:41these monsters two at a time, and I'm
26:43like, "Dang, man, this product sells
26:44well." And I would look at the sales
26:45numbers our store would put up, and the
26:47monsters just sold ridiculous. Like,
26:48we'd sell 2,000 plus cans at my
26:50particular store a week. It was a lot of
26:53Monster to be selling, you know, a week,
26:55like, you know, of just the regular
26:56flavor, never mind the other flavors.
26:58And so, I'm looking at this and I'm
26:59like, "Oh my gosh." So, I started doing
27:00research on the company. It's a little
27:02higher P than I'm used to paying. It was
27:04kind of like high 20s, low30s, forward
27:06P. I'm like, gh that's a little high.
27:08But I looked at the growth and I started
27:10understanding. I bought the stock,
27:11right? Made a lot of money on that
27:12stock. Found Trinity Industries. Start
27:14learning about what's going on North
27:16Dakota. A lot of fracking was starting
27:18to take off like crazy like 2010 into
27:202011. And this stuff had to get
27:23transported. And the company that was
27:24the most well positioned in the world to
27:27capitalize on that was this company
27:28named Trinity Industries. And it was
27:29very undervalued. People didn't
27:30understand the long-term opportunity
27:32there. Bought Trinity Industries end up
27:34making a fortune on that over the next
27:35few years. From there, I found a company
27:36named Cabelas, right? Found exactly what
27:39I was looking for. The profitability was
27:40increasing a lot. I was looking at the
27:42business model. I'm like, "Oh, they're
27:43starting to increase their stores and
27:44they're getting smarter about it cuz
27:45they started building these like smaller
27:46format stores that could be more
27:48profitable, much more profitable on a
27:50price per square foot, much cheaper
27:52construction costs." I'm like, "Oh my
27:54gosh, this is starting to make a lot of
27:55sense, right?" And uh made fortunate
27:57money on Cabela's over the next few
27:58years as they expand it, right? And
28:00eventually Cabela ended up getting sold
28:01to Bass Pro Shops and I think they
28:03rebranded all the stores Bass Pro Shops.
28:05It's a real shame. It was it was
28:06actually a really good company. They
28:07should have kept separate in my opinion,
28:09but whatever. It is what it is, right?
28:11Then I dabbled in even higher growth and
28:14I found a company named Cirrus Logic.
28:17Cruisy Doozy. Okay, Cirrus Logic. They
28:22got a spot in an iPhone. I can't
28:25remember because it's so many years ago
28:26now. It might have been the iPhone 3GS
28:29or the iPhone 4 or something like that.
28:31And it was huge for Cirrus Logic. It was
28:34like a gamecher for the stock
28:36essentially, right? And I saw this new
28:38mobile revolution taking off and I'm
28:39like, "Oh my gosh, this company Cirrus
28:41Logic is working extremely close with
28:43Apple. They're going to probably be able
28:45to get in future iPhones. These iPhones
28:46are going to sell more and more over the
28:48coming years. And they're probably going
28:49to be able to get in other devices like
28:51iPads and other things that will come
28:52down the years, right?" And so I looked
28:54at this company, great financials, the
28:57income statement was ballooning, great
28:59balance sheet. Uh I love the CEO of the
29:01company that was leading the company,
29:02his name was Jason RH, right? And um it
29:06was a very successful stock for me. Made
29:08a lot of money on that stock, right?
29:09Cruisy doozy. I love that stock. Okay,
29:11but that was my first time in a
29:12semiconductor stock, right? And so I got
29:16to that place and started building that
29:18confidence. And so when you when you
29:19look at me today, you say, "Oh my gosh,
29:21like my life's almost unrelatable,
29:23right? on a financial front.
29:25But you think about how did I get that
29:27early success that first let's call it
29:29five years, six years of success. It's I
29:32had to go back to that Warren Buffett
29:34stuff and like learn the about SWAT
29:37analysis, right? Strengths, weaknesses,
29:39opportunities, threats, and how to like
29:40really do that, right? The financial
29:43statements, uh, conference call
29:44analysis, how to value stocks, how to
29:46run projections on these companies on
29:48where this company's net income can go
29:50over the coming years and all that
29:51stuff. So that's all the stuff you've
29:54got to learn if you really want to play
29:56this game on a high level and you really
29:58want to make your success sustainable
30:01over the next 5, 10, 15, 20 years. Cuz
30:04any guy or girl can have success for a
30:07year, can have success for 2 years,
30:09right? Can have success for 6 months.
30:11But the real players, like I've been
30:13playing this game for 18 years now,
30:15right? The real players are the ones
30:17that can get through the bare markets
30:19out to the other side, capitalize on the
30:21bull markets, find ways to make the
30:24money even in the kangaroo markets,
30:26right? And so for you guys out there
30:29that maybe, you know, you kind of lucked
30:31into your success so far, learn all this
30:34stuff right here. You there's a lot more
30:36to learn, by the way, than just what I'm
30:37showing you here, but this is like a
30:39huge portion of what you need to learn
30:41over time and get to yourself to a high
30:42level. You need to be able to look at
30:44look at a balance sheet and be able to
30:46understand within
30:4930 seconds if that's a great balance
30:51sheet or a bad balance sheet. Within 30
30:53seconds, I can identif I can look at
30:54every single line item and I can
30:56identify if that's a great balance sheet
30:57or a bad balance sheet or if there's red
30:59flags in that balance sheet. Same thing
31:01with an income statement. The same thing
31:02with a cash flow. Right? SWAT analysis.
31:04You got to be able to perform that on a
31:05high level and know what you're actually
31:07looking for. Right? When you listen to a
31:08conference call, like you know, you got
31:10to really be locked in. Do you
31:12understand what are the little like
31:15let's call it the little breadcrumbs
31:16that the CEO and the CFO kind of leave
31:18for you out there sometimes the reason I
31:21listen to every single one of my
31:22company's conference calls and sometimes
31:23multiple times because they leave so
31:24many breadcrumbs that you don't get
31:26anywhere else right and so you got to
31:29know all this stuff so my thing to you
31:31guys is make sure you learn all this
31:33stuff right now I've been running the
31:35private group for what seven eight years
31:38now maybe longer than that and So
31:41that's always out there for you guys.
31:43That's I always put that as a pin
31:44comment. You don't have to join there.
31:45Like if you don't want to join the
31:46private group, don't join the private
31:47group. Like learn it on your own. That's
31:49the way I did. I learned it on my own,
31:50right? You So you don't have to join the
31:52private group. You can kind of go about
31:54it the hard way like I did, right? But
31:56the good thing about the private group
31:57and the real value in the private group
31:59is it's just going to bring you up to a
32:01much higher level much quicker, right?
32:03Whereas I kind of wasted my first few
32:05years of investing just trying to learn
32:07stuff and also got into some big
32:09mistakes over the years and things like
32:10that. Like I just kind of like fast
32:12forward you guys through all that crap
32:14that I had to go through, right? And
32:16just teach you all the stuff. And so the
32:18private group's always out there for
32:19you. That's always pinned comment down
32:20there. Like I said, you don't have to
32:21join it. If you know you don't want to
32:22be part of a group like that, that's
32:24perfectly fine. But you still got to
32:25learn this stuff. So do it however you
32:27want to do it. You can self teach
32:29yourself or you can go through the
32:30private group, whatever you want to do.
32:32But there's no other way about it. If
32:33you want that long-term sustainable
32:35success and to really build to the big
32:36boy numbers and big girl numbers, yeah,
32:39you got to you got to uh you got to put
32:40in the work. Okay. All righty. Next up
32:42here, let's talk about some stocks that
32:44I believe are next up to soar. So,
32:49I would be considered partially as a
32:51contrarian investor. Okay? And so I look
32:56for
32:57not what like if a stock's super hyped
33:01and like everybody's talking about it
33:02and it's talked about on CNBC and
33:04Bloomberg and everywhere, I'm usually
33:06going to avoid that stock like the
33:07plague. What really is interesting to me
33:10is when I can find stock market
33:11opportunities to buy assets that no
33:14one's paying attention to, no one gives
33:16a crap about at that particular time.
33:18Okay? And I'm kind of like going against
33:20the crowd. And I kind of enjoy it in
33:25some sick way of like being the one
33:27that's going the opposite way. But I
33:29love it. And you know, you hear Warren
33:31Buffett sometimes talk about things like
33:33you know uh what uh buying or you know
33:36sell when others are greedy and buy when
33:38others are fearful and things like that,
33:40right? And there's all these kind of
33:41great sayings from the top investors
33:43over the years, right? But I love being
33:45a contrarian investor and it's paid off
33:47pretty handsomely countless times for
33:49me. So if we just talk about some
33:51current positions I have, right? Meta,
33:53Meta had sold off 70% plus in 2022,
33:57right? No one wanted a piece of that
33:58stock and I just was gobbling up shares
34:01left and right in Meta, this stock that
34:03was dead and forgotten, right? No one,
34:06it was like a toxic asset, right? No one
34:10wanted to touch this thing. And now you
34:12look at Meta and it's like, oh, you
34:14know, yeah, that was a good contrarian
34:16buy, was it not? Right, Palanteer.
34:19Palanteer, you know, after they I can't
34:22remember if they did an IPO or they did
34:23SPACK, right? But the stock was 30 or
34:26$40 and, you know, at the lows it was
34:28like $5.98 in 2022. No one wanted that
34:31stock. No one wanted Palunteer. And I
34:34was picking up shares, gobbling up
34:35shares at 10 bucks, n bucks, eight
34:37bucks, $7, right? is still a bunch of
34:39shares from the sevens of Palunteer.
34:42Great contrarian buy when no one could
34:45see it at that particular time, right?
34:47SoFi, no one was paying attention to
34:49SoFi in 2024. The stock was trading at
34:51six bucks a share. I'm gobbling up
34:53shares. I'm like, I think there's a
34:55pretty big opportunity here over time,
34:56right? It's paid off handsomely. Google
34:59McDougall just last year, no one wanted
35:03a piece of Google. They thought like
35:04chat GPT1, no one's going to use Google
35:07search anymore. no one's going to use
35:08Google anymore. Like, it was ridiculous,
35:11right? Ridiculous. And so, I'm like,
35:14this is silly. So, I gobbled up I think
35:16it was $444 shares. I think I sold about
35:18half. Took that profits and invested
35:20elsewhere. But look at this. I still got
35:21222 shares of it. And the cost I got
35:24those shares at $156 last year. Now,
35:27people are out there today paying $3.45.
35:30What a good contrarian buy, right?
35:32Salesforce, this is one just from this
35:34year, right? You couldn't get somebody
35:36to touch this stock just a few months
35:38ago. Look at this. I got these shares in
35:40May at 178. Got these shares in
35:42February. 185 185 185 from March from
35:46April 185. Back in the springtime in
35:49late winter, no one wanted Salesforce.
35:51And look at this. Now we're up 67,000,
35:53right? Service Now, same exact. Look at
35:55this. April 24th, I got shares at 85
35:58bucks for Service Now. People are
36:00paying. It's still the same flipping
36:02flapjacking year. And now people are
36:04paying 142 for the stock just a few
36:07months later.
36:09Things switch fast in the market, right?
36:12Look at this. 90 bucks, 91 bucks. Is it
36:15crazy, right? Cheesecake Factory. Look
36:17at Cheesecake Factory. This is another
36:19perfect example of a contrarian buy. No
36:21one wanted this stock back in 2023,
36:232024. I was gobbling up shares at 32,
36:2631, 31, 30,30, right? And now we're
36:29sitting on $29,000 of gains. This
36:31doesn't even include all the dividends
36:32received. And I've averaged up on
36:34Cheesecake over time. My average is now
36:36$40.75. And so, man, can it pay off, but
36:40keep this in mind, it doesn't always
36:41work, right? Look at look at a Nike
36:43situation. That's been a contrarian buy
36:45for me. I've gone against the grain
36:46there and it hasn't worked. So, it's not
36:48like it's a foolproof plan. But the
36:50moral of the story is for every Nike, I
36:53got so many of these other ones that
36:54man, did they pay off handsomely, but
36:56you got to know where the contrarian
36:57opportunity is at. It's not it can't
36:59it's just not as simple as like oh the
37:01stock's down a lot so it's going to go
37:02up a lot. No, it doesn't work like that.
37:04The business model's got to be there so
37:07the comeback can happen and be a
37:09sustainable comeback over time. And
37:11that's the thing I've been able to
37:12identify in a lot of these companies,
37:13right? So
37:16the stocks I would say I'm kind of
37:18looking at first off I think Salesforce
37:21and Service Now have some still room to
37:24move. uh they've done a lot of the the
37:26heavy lifting now at this point in time,
37:28but they still got some left. Okay. But
37:30some of the contrarian stocks I'm really
37:32looking at and I really will be likely
37:35adding over the next few months is
37:36something like a wind resorts. This is
37:38one I want to really build out to a big
37:40position. This is one I don't even
37:41really I don't even have a position in
37:42the public account. A stock like wind
37:44should be in the public account in my
37:46opinion. And so that's a stock I'm
37:48looking at I really want to build into a
37:50very large position. They got the Middle
37:52East property opening next year. Like
37:54it's the reason wind's down is interest
37:56rates have gone up, right? And companies
37:59like when they have to take out a lot of
38:00debt to build resorts. So people don't
38:02want to hold a resort company, right?
38:05When interest rates are higher.
38:07Additionally, airline tickets are
38:09getting much more expensive. Um it's one
38:11of the biggest if you actually look at
38:12the CPI report, like airline tickets
38:14have gone insane because fuel costs have
38:16gone insane, right? Listen, the type of
38:19person that's going to win resorts
38:20doesn't give a flipping flapjack if they
38:22have to pay $400, $600, $800 for a plane
38:25ticket, okay? Those individuals like
38:28they're going to, you know, drop tens of
38:30thousands, hundreds of thousands or
38:32millions of dollars on a weekend at the
38:33win. So, it's completely irrelevant. So,
38:36it's just silly, right? And then wind's
38:38got arguably the best balance sheet of
38:40any resort company in the entire world,
38:42if not any travel company in the entire
38:43world. So they're just not nearly as
38:45negatively impacted by a higher interest
38:47rate environment. They're actually one
38:48of the most well positioned. So when
38:51that's one I want to build out and a
38:53contrarian buy over the next few months.
38:54RH is another one I want to build out.
38:56Their balance sheets improved a lot. If
38:57I recall the latest quarter they had
38:59something around 125 million in cash. So
39:02that's getting in a much better place.
39:03Uh this is one I look at contrarian buy.
39:06No one wants to own a stock like RH. The
39:09real estate industry has been trash for
39:11the last several years. Mortgage rates
39:13are skyhigh right now, right? They're in
39:15the sevens. No one wants a stock like RH
39:18right now. The stock was $700 five years
39:20ago. It's 100 something today, right?
39:23So, this is one I want to really be a
39:24contrarian on and build out that
39:26position over the next several months.
39:28And so, yep. Another possibility, this
39:31one I don't know if I'll do is Pool
39:33Corporation. And another possibility is
39:35Whirlpool. I'm interested in being a
39:37contrarian on these beaten down dogs as
39:39well, but I might stay away from those
39:42and I might stick with win and RH and
39:44and why
39:46win and RH really cater to the top
39:50income earners. They really cater to,
39:52you know, the top wealthy, right? Really
39:55the top 10%
39:57and even deeper in the top 5%, right?
40:00Whereas pool's really catering to more
40:03of the masses. Whirlpool's more catering
40:06to the masses. So, I I look at those
40:08stocks and I'm like, there's opportunity
40:09there, but I just I got to feel safe.
40:12And I would feel safer probably buying
40:15these top dogs than buying, you know,
40:18some of these other guys that are just
40:20kind of catering to the masses. Cuz at
40:22the end of the day, man, I'm going to
40:23just be honest with you guys. Rich
40:25people got money regardless of whatever
40:28[snorts] the short-term blah blah blah
40:29is going on out there. That's just how
40:31it is, man. You know, the guy that has a
40:34$50 million net worth, guess what? You
40:36know, his stocks go down, his net worth
40:38probably still 40 million. He's still
40:39stupid rich, right? And so, I don't
40:42know. Like, I've considered maybe just
40:44sticking to these, but I I'm still in
40:46consideration for pool. Still in
40:47consideration for Whirlpool. Hell,
40:49that's kind of funny. Pool and
40:50Whirlpool. Hilarious. Uh, another one I
40:53think has massive upside ahead that will
40:56move is Celsius. this stock. I'm just
40:58trying to gobble up as many shares as I
41:00can in between like 27 and 33.
41:02Obviously, if it was lower than 27, I'd
41:04still keep buying the stock. If it's 22,
41:06it was 25. But, um, 27 and 33 is kind of
41:09where it's been recently. And so, I'm
41:11just trying to gobble up as many shares
41:12as possible. It's kind of in this like
41:14bottoming formation. And understand when
41:16Celsius starts to move, it's going to be
41:18epic. Like, it's not going to be a slow
41:20move, right? Another one really high
41:23quality company is American Express. I
41:25think is another one that interest rates
41:27are higher right now. No one kind of
41:28wants to own it right now. Uh at the end
41:30of the day, man, this is the top this is
41:32like these tours are companies that
41:33really cater to the top income earners,
41:35the top wealthy. You just got to
41:37understand, man, those are the top tier
41:38companies, the top tier business models
41:40and American Express is one of those.
41:42And so that's one I look at as a
41:43contrarian buy. The stock's down about
41:4512% this year and um it should actually
41:47be up about 12% on the year in my
41:49personal opinion. So American Express is
41:51one I would love to build out u to be a
41:53much bigger position, right? You guys
41:55know I live in Vegas. We got the Hoover
41:56Dam. It's almost 100 years old, right?
41:59And um you want to build a portfolio
42:02kind of like the Hoover Dam. Like think
42:04about the heat that this dam has to go
42:06through, you know, when it's 110 115
42:08degrees out here and the cold. It gets
42:10cold here in Vegas, man. At night in the
42:12winter time, woo, gets cold, right? And
42:14all the wind and the water level being
42:16higher and the water level being I don't
42:18know where's it at now. here, you know,
42:19like like all the stuff that Dan has to
42:21go through and it just remains solid
42:24year after year after year, decade after
42:25decade. That's the type of portfolio you
42:27want to really build, right? Um, one you
42:30don't have to worry about. And so, keep
42:32building and when you're building that
42:34portfolio, build it strong like the
42:35Hoover Dam. Okay, ladies and gentlemen,
42:36I appreciate you for joining me. As
42:38always, this was a static video here
42:40today, but I appreciate you for joining
42:42me. Anyways, I hope you enjoyed it. Let
42:44me know in the comment section if you
42:45did. Additionally, uh if you're ready to
42:47join the private group and you want to
42:48become the most confident investor you
42:50possibly can, that will be the pinned
42:53comment down there today. Much love and
42:55have a great day.

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