Lecture Notes

Introduction

• Presenter shared excitement about hitting eighth stock in the public account that achieved over a 2X gain.
• Mentioned stocks like Amazon, Sofi, Meta, etc., with significant gains.
• Invited audience to share their first 2X stock in the comments.

Focus of the Presentation

• Discussion on five stocks considered as nonstop buys for the next 90 days.
• Emphasis on stocks with major upside potential over the next 3 years.
• Idea originated from a conversation with the presenter's wife regarding stock purchases.

Stocks to Buy

1. Advanced Micro Devices (AMD)

• Current Situation: AMD projected to 3X-5X over the next 3 years.
• Growth: Expecting revenue growth of 25%-45% per year until 2030.
• CEO Impact: Lisa Su's leadership crucial in AMD's turnaround.
• Market Position: AMD does not need to surpass Nvidia but remain competitive.
• Future Outlook: Potential to reach a trillion-dollar valuation by 2030.

2. Sofi Technologies

• Business Model: New age digital bank and fintech company.
• Growth: Strong revenue growth trajectory with profitability achieved.
• Management: Led by experienced CEO, Anthony Notto.
• Future Potential: Expected to reach several hundred billion in market cap 10-20 years ahead.

3. The Cheesecake Factory

• Concepts: Focus on North Italia and Flower Child expansion.
• Valuation: Undervalued compared to peers like Chipotle.
• Growth Strategy: Massive expansion potential in the U.S.
• Financials: Revenue and earnings growth expected.

4. Elf Beauty

• Strengths: High-quality, affordable products with strong consumer demand.
• Marketing: Excellent digital marketing strategy.
• International Growth: Huge potential for international expansion.

4.5 Meta Platforms

• Growth: Projected revenue growth of 15% and net income growth of 20% per year.
• Valuation: Reasonable PE ratio given growth projections.

5. Nike

• Market Perception: Belief that fears about Nike's decline are overblown.
• Historical Performance: Nike has rebounded from challenges before.

Conclusion

• Emphasized the importance of long-term investment in these stocks.
• Encouraged to take advantage of current market conditions for future gains.
• Mentioned an opportunity for joining a private stock group and other investment resources.