Market and Investment Strategies

Overview of Market Performance

• Significant growth in market value over the past year.
• Personal account growth from $1.6M to over $2.8M with minimal deposits.

Recent Investment Moves

• Investment of $90,000+ into various stocks.
• Profit-taking from stocks with high valuations to reinvest in potentially high moneymakers over the next 2-3 years.

Key Investments

Shopify

• Significant growth in stock value, largest position in Patreon portfolio.
• Phenomenal earnings report with major revenue and profit increases.
• Decision to hold shares similar to holding Amazon stock due to expected revenue growth.

Cheesecake Factory ($10,000+ investment)

• Upcoming dividend payment.
• Public account holds 2,222 shares; significant dividend income expected.
• Expansion plans with North Italia and Flower Child concepts in the U.S.
• Low valuation compared to competitors like Wingstop and Chipotle.
• Projected stock price increase based on revenue and net income growth.

Celsius ($26,000 investment)

• Belief in a bottoming out phase; aggressive accumulation.
• Growth expectation despite recent revenue drops.
• 20% revenue growth projected for next year.

Toll Brothers (Put Options)

• Bought as a hedge against market conditions.
• High-end home builder with potential risk due to high mortgage rates.

Nike

• 195 shares purchased at $76.23 each.
• Viewed as a generational buying opportunity.
• Expected to climb to $100+ in 2025 and reach $150+ afterward.

Fubo TV

• Speculative buy; 2,023 shares purchased.
• Revenue, subscriber growth, and margin improvements noted.
• Potential for significant stock price increase if improvements continue.

Monster Energy

• 222 shares purchased as a hedge against Celsius position.
• Monster considered a stable, anti-stress investment.

Estee Lauder

• 400 shares purchased at $62.49.
• Belief in future growth with incoming CEO and easy comps.
• Potential for stock to triple in value over the next two years.

Market Sentiment and Strategy

• Caution against euphoria in the market and piling into high-risk assets.
• Emphasis on owning great companies with strong future profit potential.
• Critique of investors not buying value stocks during downturns.

Personal Investment Philosophy

• Focus on long-term gain through smart, value-driven investments.
• Importance of building a balanced and profitable portfolio over time.