Market Investment Strategies Overview

Well folks, what a past year it has been in the market and cheers to everybody that's made record-breaking money over the past year or two. It's been absolutely incredible, right? If we look at the public count around a year ago, it was at about 1.6 million dollars. Here today, it's over 2.8 million dollars and that's with minimal deposits over that time. So it's been absolutely incredible, right? In this video here today, I'm going to take you through. I just invested 90,000 plus dollars into a bunch of different stocks. I'm going to take you through every single stock. I bought here today. Why I bought them, the bullish case for these stocks, where I see them going, all those sorts of things. And I had this $90,000 around because I took some profits here recently on a few stocks that have had a pretty incredible run over this past two years. And the valuations on those particular stocks is not as attractive. And so I see some other opportunities that look like absolute huge moneymakers over this next two to three years, just like those stocks were if we went back two, two and a half years ago. Okay, so we're going to get all into all that in this video here today. There's only one thing I need from you guys. There's one favor I ask, and one favor only, and it is to hit that like button. All the OGs know it, and you guys all do it. If you're new to the channel, you've been here in the past year, please join the program. All you got to do, hit that thumbs up button. Hope it's not too much to ask. If you aren't subscribed to the channel, you might want to subscribe. We just hit a new all-time high subscribers yesterday. If you want access to all my premium courses, that's going to be the pin comment down there. You fill in an application, join my private stock group, private wealth group, all that sort of stuff. including getting to see the moves I make in that Fidelity account, which we made this graphic not that long ago, and it's $2.4 million, and now it's $2.8 million. So you get to see all the moves I'm making in that particular portfolio every single week, as well as exclusive videos in, if you want the bundle, as far as getting 1000xstocks.com access as well, we can do that for you as well. Pin comment down there, okay? Alrighty. Listen, listen, listen. I have one big piece of housekeeping I got to get out of the way here. There's something substantial that just happened in the market. Okay. So I did a video two days ago on my reaction channel. I'm sure a lot of you guys follow the reaction channel as well. It's called Jeremy Lefebvre makes money. And that's a channel I react to articles or videos or all different stuff like that. Right. And so I've made a video two days ago. And right off the bat, I spoke about Shopify stock and I talked about their earnings and kind of what my expectations were in regards to their earnings and those sorts of things. Right. And the video was called this stock could boom this week. Well, Shopify stock. Absolutely. Boomed huge 25% move. And this is the largest position I have in my Patreon portfolio. The largest position I have. Absolutely incredible earnings out of this company. I gave them an A-on their income statement here. It was phenomenal. $2.16 million of revenue versus $1.7 million. Gross profit went to $1.1 million. billion versus $901 million. If you look at net income, excluding equity investments, $344 million versus 173. So that's basically a double up year over year. Banger earnings from Shopify. So yeah, yeah. Now you might say, okay, it's the sixth best performing stock in the Patreon portfolio now at this point in time. And it's now the biggest position. Do I want to go ahead and cash some shares? Because there are stocks I've seen out there and I've definitely cast some shares on different portfolios, right? The answer to that is absolutely not. No, no. There's no reason for me to cash in on Shopify. Shopify, I view very similar to like an Amazon type stock that, you know, you just hold those stocks and you hold on as tight as you can. And that's my view on Shopify. So being that Shopify is a company that should grow revenues 20% plus a year for as long out as I can see. There's just, I can't really get rid of those sorts of companies. So Shopify, it's performing tremendous. But I have no interest in selling those shares. Alrighty, let's get into the stocks I bought here today. Because it was $90,000 plus dollars of buying here today. First one up here, Cheesecake Factory. I bought over $10,000 worth of Cheesecake Factory stock here today. Now, very important for anybody that cares anything about Cheesecake Factory stock. Listen, they're about to pay the dividend. So they basically pay this dividend. usually every three months. So shares purchased before November 13th, you're going to essentially receive the 27 cents per share on November 26th. So if we look at the public account, and keep in mind I own Cheesecake shares and other portfolios as well, but the public account is my biggest position in Cake. 2,222 shares, so we times that out by 27 cents. So basically, I will be getting on November 26th, I will be receiving $599.94 to my portfolio in cheesecake dividends. So yeah, if you get a cheesecake dividend yourself, say thank you to me because I definitely go to North Italian Flower Child a lot. And if you support Cheesecake Factory, North Italian Flower Child, all those concepts, I thank you for the dividend as well. We can all help each other out in regards to this. But to be honest, the dividend money is the small money in regards to Cheesecake Factory. Look at how much I've already made on the stock. $26,000 I've already made. in the stock and i think that's just the start of the gains we have a lot more twenty six thousand dollars to grab here at a time so the dividends sweet i love that pouring in each three months and you know i can see a place where i'm making five to ten thousand dollars a year from cheesecake dividends not in too distant of a future if you add up all my different portfolios You know, that's little money. The big money is in share price appreciation here. Now, I made this beautiful, beautiful graphic for you guys here today, just to kind of explain Cheesecake a little better, so everybody can really understand the true opportunity in regards to the stock, and why I get so excited about this stock, and why it's such a moneymaker, right? When we talk about Cheesecake Factory, we're talking about the ATM, the original concept, right, that's successful even outside the United States of America. This is straight ATM, profit machine, cash flow, right? And then we have U.S. expansion phase for the next five to ten years with North Italia and Flower Charles. So there's two concepts that you're going to see expand throughout the entire United States over this next five to ten years, right? Which is absolutely beautiful. You're going to see multiple locations in every big city you could imagine out there, right? International, we'll see. I don't know if those concepts will go international, but the bottom line is over this next five to ten years, there's so many locations in the United States, you can't even really worry about international. And then additionally, we have Blanco, which is a Mexican restaurant concept that's very, very good. very good. And then we have culinary dropout, which is very popular as well in testing phase. We do not know if these two concepts are going to be able to expand across the entire United States. They're expanding them into some more markets to kind of test them right now. North Italian flower child is clear cut. Like they're going to expand that all over the entire United States of America. These two concepts are maybes. So if either of these concepts become the next big one, then we're going to have three concepts or potentially four concepts that are going to be in entire United States of America international. expansion phase, which is going to be incredible when it comes to this company. The other beautiful thing is you compare it to other companies that just have one growth concept, right? And the stock trades so cheap. It trades so cheap. Ford PF14 versus Wingstop 83 versus Chipotle 47, right? And those ones come with a lot bigger risk if there's even, you know, because they're all just dependent upon one brand. And so I get cheesecake at this incredibly low valuation with multiple growth concepts. I like this a lot, right? If we go to the projections on 1000xstocks.com, we're going to be able to, and by the way, that compare features on 1000xstocks.com as well. But the projections feature is something I love. So I ran cheesecake at a 9% revenue growth rate from 2025 to 2028, right? And this is assuming one prices will go up a little bit each year, right? Usually 1% to 3% prices go up. Additionally, we should have better comp restaurant sales over the next few years, even if you minus out the expansion in terms of pricing of 1% to 3% per year. So that should definitely help. And then additionally, we've got a lot more locations coming online over the next several years. So I think 9% revenue growth is definitely doable, especially given the fact that Flower Child, as that concept expands more, they do heavy to-go business. Like 50% of that business is to-go. So that's a huge expansion opportunity there. So 9% revenue growth 2025 through 2028 on average, 11% net income growth. So if you've got a concept like this, growing revenue just under 10% and net income just over 10%, you could probably command a 25 to like a 32P ratio, which puts the stock, you know, we could say in 2026, somewhere between $90 and about 115. which right now it's in the 40s we say 2028 puts the stock somewhere between about 112 and 143 which gives me an insane compound annual growth rate that is honestly better than you'll get from a lot of the big tech stocks so that's what i see playing out here for cake over time now that was one of six stocks i spoke about in this video right here looks like 88 000 people have gotten a chance to see that video so far that i created eight days ago six stocks to buy now november edition so if you wanted to hear me talk much more in depth about cheesecake factory stocks specifically definitely check out that 45-minute beast video there. Okay, already. Next one up here. This is Celsius. Big buy. Big buy on Celsius here today. Huge buy. I bought 1,000 shares of Celsius. This is just under a $26,000 move here. So the moral of the story is, I believe Celsius is now officially in a bottoming out phase, and I've got to add aggressively. And that's why you see me buy 1,000 shares here today. Okay. So in regards to Celsius, I'm now up to 2000 shares of stock. It's a $54,000 position for me so far. Right. And if, by the way, if you don't know Celsius, they've gotten very popular over the last few years in the energy drink industry. And, but they have a little bit more of a focus on like fit lifestyle than we can say kind of more of the, um, you know, monsters or Red Bulls that were kind of more known for like the party scene, more known for, you know, people in the workforce, like Celsius, a little bit more for like. People that go to the gym and a lot of those sorts of folks love to drink Celsius. Okay. Now, I don't know if you guys remember this video I did a month ago. buy elephant Celsius stock and don't stop, right? But in that video, and as I've talked about Celsius the last month or two, I mentioned to you guys, there's likely big tax loss harvesting coming in the stock in what I say, the fourth quarter of this year. We're in the fourth quarter of this year. And so that's why you see this continued weakness in regards to Celsius. And I told you guys like this stock could see $25. I think $25 is realistic. And sure enough, 25 bucks is what we hit here today, right? And it doesn't come as a surprise at all. Listen, if you bought Celsius stock in the last two years, you've lost money on the stock. right? It means nothing to me. I'm the one just getting involved with the stock. Like, I don't really care. Everybody lost money in that stock over the past two years. You know, too bad. So sad. The bottom line is now's the time to get involved with the stock, at least in my view, right? And so I'm gladly picking up shares as people tax loss harvest, as investment funds tax loss harvest on this one. It was a very hot stock. The growth slowed down majorly and everybody gets all, you know, all crazy about this one, right? We're in the sucks phase in regards to our numbers right now. right? We're looking at the charts feature on 1000nextstocks.com. This is a trailing 12 month. You know, the revenue is what the revenue is right now. It sucks, right? It's down and it's going to be down on a year over year basis for at least one to two more quarters before it starts to reverse and then starts going back up again, right? And we start trending back, back up. So we're in that sucks phase right now, which once again, as a long-term buyer, I don't care. Like this is, this is a phase I want to buy in. I don't want to buy when Celsius is $100 a share like it was a few months ago, and the revenue was just growing to the sky, right? Like it was back in the springtime, in the summertime. I'd much rather buy Celsius at $25 when everybody, you know, is all, you know, it's the end of the world in regards to Celsius stock. Now, check this out. Free cash flow, down. Operating cash flow, down. Operating income, down. Shareholder equity, up. So we do have one good thing here in regards to... short-term numbers and that shareholder equity continues to increase. So the balance sheet is incredibly strong at this company, right? So in regards to all these metrics, we're likely two quarters away from starting to see all these metrics start to trend up again. Revenue, you're going to likely see freight cashflow, operating cashflow two quarters from now, operating income, shareholder equity, all going up, up, up two quarters from now. Okay. That's my view on this. And so, yeah, sucks. Next quarter numbers won't be great. The following quarter numbers. likely will be a little less depressing. And then after that is when we start to get back to growth, growth, growth. And so I need to step in before we get back to that phase, because by the time we're back to the phase where Celsius is growing revenues again, growing operating income again, growing EPS again, growing the cash flows again, by the time we get to that, the stock's going to likely already made a substantial move. We could be talking about a stock by that time could already be, you know, high thirties. It could be. 40, it could even be $50 by that time. And so I need to get in front of that. And so that's why I'm picking up shares aggressively now in the twenties, right? Now here's a deal. You got to understand, like if people are confused, like why is Celsius numbers going down short term? This is why. Basically they did a big, uh, they did a big distribution deal and Pepsi became a big shareholder in Celsius a few years ago. Okay. And so at first, like, Pepsi's getting them distribution everywhere. Things are going great. So sales are booming like they should have been booming, right? But then Pepsi ordered way, way, way too much inventory in these particular quarters here. So these growth rates you're looking at in these particular quarters should not have been that strong. It was 104% revenue growth, 95% revenue growth, 37% revenue growth. The numbers should not have been that strong. Pepsi ordered too much. And now Pepsi's decreased their inventories massively. And from what we hear, that's just about done now at this point in time. right? And so Celsius is having to pay the price for that in this third quarter they just reported, and they're also going to have to pay the price for that in the fourth quarter as well, right? And so that's why we're in this phase right now of numbers suck. It's very depressing. And so, you know, fourth quarter numbers, don't be excited about that. Q1 numbers also probably don't be excited about that. Q2 and beyond is when we start to see some nice numbers start to pour in once again, in my personal opinion, no pun intended, in regards to Celsius, right? And so that's what's going on there. And the management teams called it out. We know that now. Now, I ran some numbers in regards to Celsius, and here's why it's a very attractive stock. So next year, I expect them to do about 20% revenue growth. Q1, numbers aren't going to be great. Q2, it's going to get a little better. Q3 is going to likely be a banger quarter. They're going to come off super easy comps. And then Q4, I'm looking at great numbers as well on a year-over-year basis. So 20% revenue growth, I don't think is a stretch at all for 2025. And net income should come back very strong as those revenues start to bounce back, especially Q2, Q3, and Q4. So I'm expecting net income growth of about 40% in 2025. And then I think growth rates will slow down a little bit to a more consistent range of around 15% on average per year and a net income growth range of around 18% per year on average, right? So if Celsius is growing 15% to 18%, right, top line, bottom. line yeah 30 to 35 is very fair you could even push a p to a 40 to 45 range on this stock but i want to be a little more conservative so 30 to 35 looking at a compounding growth rate on the low end 17 on the high end 21 in a stock that then is you know 50 60 at that point in time so that's why celsius is very very attractive now if they ever get back to anything even remotely close to old growth rates and i'm not talking about the 100 revenue growth rates i'm just talking about the quarters when they were growing like 30 or 23% of those sorts of numbers, right? Top line. Then we're going to likely see the stock go back to $100 plus by 2028, right? Which if you can pick shares up in the 20s, and this stock is $100 plus stock in 2028, it's a very, very attractive risk reward there, right? And so that's why I'm picking up shares here right now, right? But you've got to understand there's a specific thing that's going on with Celsius right now that went on with Monster Energy back when it was called Hanson's Natural Beverage. So Monster product launched in 2002, right? And they launched that product. It was like double the size of Red Bull, right? This is when the energy drink industry was at its infancy. They came out with very aggressive branding and marketing and that completely changed the business model. And so the company's stock price boomed 2002 to 2006. It was insane. The growth rates were ridiculous at this company. I'll show you in just a moment, right? But then growth rates started to slow substantially and people got very worried about Monsters growth rates going forward. And so the stock went from around $4.30 all the way down to just over $2. And it went like there in a matter of months. What stock does that remind you of? What stock just got cut in over half in a matter of months? Oh, Celsius did. Isn't that funny, right? Isn't that funny? And keep in mind, this was way before the great financial crisis. So we can't even blame this on like the market going down. The market started to go down in, you know... The fall started in the summer of 2007, and then obviously it got ugly in 2008, 2009, the beginning of 2009, right? But the moral of the story is the stock fell by over 50% in a matter of months, right? And here's why. This was a year before Monster was launched. They grew heaven and earth 5.5%. Then they got Monster launched in 2002, and, you know. numbers started to build a little bit, 9.4% growth. And then they really started to take off in 2003. They reached about 20% growth rate. 2004, 63% growth for Monster. 93% growth for Monster in 2005. And then things started to slow in 2006, down to 73%. Numbers started to weaken significantly. Management team got more cautious about growth going forward, right? And in 2007, they did 49% growth. But the stock had already crashed and growth investors sold the stock heavily and value investors actually started to step up. and buy Monster stock, right? And so that's what we had play out there. And obviously growth rates were much lower for Monster moving forward. They went down to 49% and 14%. So growth investors said, we want no piece of this stock. Value investors begun to step in. They said, okay, you don't want this stock? We'll gladly take it off your hands. And that's exactly what's going on with Celsius right now, where the people that were in the stock because it was such a fast growing stock, 100% growth rates and 90%, those people have pieced out. over the past number of months and are continuing to here into the year end with tax loss harvesting, right? And then people like myself that understand the valuation portion of Celsius, that's very, very attractive over this next few years, we're stepping in now and we're starting to buy this stock. And so that's the opportunity there. Now, I did that video about a month ago. If you never got to check that one out, if you care a lot about Celsius stock, check that video out. Buy elephant Celsius stock and don't stop. That's a video you definitely want to check out. 30 minute video talking just about Elf and Celsius in that one. Okay. It wasn't my most viewed video, but I can tell you that one's valuable if you care about those stocks. Next move I made is I bought Toll Brothers Put Options. This is a hedge for my portfolio. Toll Brothers, remember, they are more of a high-end home builder. Average selling price is like a million plus dollars for them overall, right? High-end home builder, the highest-end home builder in the public markets, right? And when it comes to this, these particular put options here expire September 19th, 2025. Okay, they're $170 strikes. I paid $2,750 for these. So basically... I need the stock to go down to, what would the math be on that? $142.50 to break even on this. And anything under $142.50, I start to really make quite a bit of money in regards to this. So not the highest reward potential, but also not the highest risk potential because I bought out of the money in regards to these put options, right? So I bought two more contracts on this. And that now puts me at eight contracts for the public account. Now, I like to hedge my portfolio usually 1% to 3% going into a new year. So the public account's at $2.8 million right now, and I got a $22,000 hedge here, so I'm not quite 1%. So if you're wondering, could I buy more of these put options, I could hedge a little bit more in regards to this. I could hedge a little bit more. I think I need to hedge a little bit more. I would love to be at a 1% or above hedge portion going into 2025. Now keep in mind, when it comes to me and hedging, I'm not just going to always hedge with just like put options. Like a lot of times I might hedge with cash as well. So I might keep that extra cash around or something like that. Right? So just a little food for thought in regards to that. No, here's the deal with toll. They could tank when they report their earnings are likely going to report their earnings. This is not official, but they're likely going to report their earnings on this particular week. They could tank on those earnings. If, if new order numbers come in week or they give any sort of signals about new orders being weak. If they do that, you could see Toll Brothers stock easily push under 140, maybe even into 130s or 120s very shortly after that. But that's if that happens. I think there's actually a pretty good probability that's going to happen given the fact that mortgage rates are very high. And that is a portion of Toll Brothers. Toll's buyers do have to take out mortgages, right? Some are straight cash, but a portion do have to take out mortgages. But also, I'm just looking at there's a lot of inventory on the $1 million plus brackets now in many markets. And I think that's not going to bode great for Toll's numbers for this winter and maybe even going into the spring. So if orders are a little weak there, if guidance isn't the best, don't be surprised if Toll Brothers tanks. It might not. And that's fine because then... then that likely means the real estate market's fine and that's not going to cause any problems there, right? So that's a hedge I have on and I might add some more to it. We'll see, right? Next stock I bought here is Nike, N-K-E. Pretty big buy here. I bought 195 shares. I paid $76.23 per share for that Nike move there, right? This is a, for Nike stock specifically, this is a generational buying opportunity here in the back half of 2024 for this stock. I don't think we're going to see this stock at 70 bucks in future years. I think this stock is going to climb to 100 plus next year in 2025. And then from there, it's going to climb back to 150 and break a new all-time high and head to 200 plus a few years after that. So for such an attractive risk reward for a stock, I just could just feel comfortable holding for the next five, 10 years. That is a great company generation after generation after generation. That's Nike. They're a one of one. You can't compete with them. I've gone through a lot of the reasons why no one can ever compete with these guys because you've got to think like, how do they stay doing it decade after decade and no one can knock them off. They've got a special DNA with that company and I've gone very into details in regards to that in the past, including in this video here. I don't know if you guys ever saw this video here. It's one of six stocks I featured so far in this year in a series I call Buy This Stock and Don't Stop. I featured Shopify on this eight months ago. I featured Palantir on this five months ago when Palantir was around $20 a share, right? Shopify was like insanely low compared to where it's at now. I featured Tesla on this series four months ago. That was when Tesla was around $180 at that particular time. I believe Tesla's around double that price now at this point in time, right? I featured Nike, and then I featured Elf, and I featured Celsius. And those ones were a month ago, right? But that Nike video there from four months ago or so, definitely one you're going to want to check out if you care about Nike stock. If you don't care about Nike stock, it's not relevant to you. But if you care about Nike, I'm telling you, that's a video you're going to definitely want to watch here. You'll get a lot of value out of that one. I go into Nike's positioning in the marketplace and all types of things, right? And the fact that the company is likely going to get back to nice growth in the second half of next year. All those sorts of things. So, once again, if you care about Nike, definitely check that video out there, right? Next stock I bought here, this is a speculative buy. It is FUBA. Fubo is a position I have in the public account. I want to add a little more shares. I bought another 2,023 shares of this stock here today. Paid $1.49 for that. When it comes to Fubo TV, the stock gets no respect right now. But everything's moving in a better direction for Fubo. The revenues, the amount of subscribers they have, the losses are coming down substantially. The margins are all improving monumentally. We could even hit a profitable quarter or two next year in 2025. On the legal front... Everything's going the way we need it to go for Fubo, and the stock's just not getting any respect for that. And so it's a dollar-something stock here today. So, if they keep improving all this stuff that they're improving, right? Like, I just don't see a way this stock doesn't become a $10, $20, or $30 stock over the next few years. And so that's why I'm willing to step in and buy shares at a dollar-something. I'm like, okay, like, everything's improving. Like, I can understand if everything was getting worse, the losses were increasing, the revenue was... declining, the legal stuff wasn't going their way, the margins were declining. I could understand like the stock being priced here if that was happening. I'd be like, yeah, that makes sense. But the fact that everything's improving for the company and not just in a small amount, like monumentally, it's a silly pricing down here. And so at some point in time, the stock's going to get a lot of respect. And at some point, it's going to make a shocking move that people are going to be like, what just happened with this company? Why was this company a dollar? And then it went to $5, right? And I think you're going to see a very similar move. that you've seen in honest stock where honest was a dead and forgotten stock back november of last year right it was a dollar something a share and now you look at honest shares and we're out of the goo log if i recall right aren't we five dollars plus now at this point in time so i think you're going to see a very similar phenomenon play out over the next 12 to 18 months in fubo could be wrong might not happen but given that everything's lining up in the right direction i think it looks pretty darn good i think it looks pretty darn good in regards to fubo okay Next up here, next stock I bought is Monster Energy. I say, whoa, whoa, whoa. Why would you buy Celsius and buy Monster? I bought 222 shares of Monster here today. Paid $55.82 for this one. By the way, Monster is just a very anti-stress stock to own. Very anti-stress, kind of like buying Nike stock right now. Very anti-stress company. It's just going to put up their numbers quarter after quarter. Monster owns Monster. They own Rain Energy. They own Bang Energy. And they own a bunch of other energy brands as well. Okay. Now, when it comes to Monster... I buy the stock because it's a hedge. Not because I think unnecessarily I'm going to make the most money in the stock. I don't think it's the best opportunity in my portfolio, but I'm even close. But I need to hedge my Celsius position. So rather than say, let me go buy put options on Celsius, something like that, I'd much rather just buy monster shares. Because if Celsius falters at all over the next few years, the biggest beneficiary, in my personal opinion, of them faltering, if that was to even happen, would be monster in the end. And so I look at Monster as a, you know, as a hedge just in case. So basically it's a two to one ratio. So if I put $2 into Celsius stock, I usually try to put a dollar into Monster stock, right? Which is pretty much exactly what happened today. I bought 20, what was it? $25,000 and some change of Celsius stock. And I bought $12,000 and some change in Monster stock. So it might not be perfect in regards to the two-to-one ratios, but it's going to be somewhere roughly in that vicinity. And so that's exactly what we see play out. The Celsius position is a little over $50,000, and the Monster position is right around $25,000, right? So we're right around that two-to-one ratio in regards to that. So Monster, it's just a solid company. It's just a good hedge. And so it's just, in my opinion, intelligent portfolio running there, right? Big buy for me here today is EL stock. Estee Lauder. Talk about a beaten down dog. $62 I paid for this one. $62.49. I bought 400 shares. Big buy for me in regards to EL. This is a beaten down dog stock. Big tax loss harvesting is going on in regards to the stock right now. And that's why you see the stock go down even when the market's going up. As somebody that is a huge believer of their brands they own, they own some of the best brands in cosmetics history and the beauty industry in general. They own many of the best brands ever. I look at this and I'm like, this is an incredible opportunity. They got a new CEO incoming here. I think that's going to get this company on the right trajectory and moving forward. I think the comps are looking great for this next one to two years. They're coming off of pretty dang easy comps in regards to that. Travel, I think Asia is going to be fine. Asia has so much negativity this year. No one wants to own anything China with China exposure, Asia exposure. No one wants any of those talks. They've thrown them all out to the side of the road. They're in the gutter right now. And I'm just like. But it's silly, in my opinion. To go this negative on China, I just don't think it's the right decision. And so everybody has given up on these stocks. They've all thrown them out. And I'm here to pick up the shares of a great company with great brands. And I think this is the type of stock that we'll look back at one or two years from now and be like, dang. We should have probably been picking up shares in the 2024 in regards to that stock. Because, you know, it's probably going to go from like 60 to like 180 over the next two years. And people are going to be like, dang, it's a cosmetics company. That was easy money. Like how did we miss that one? So that's what I see playing out for for el And that's a stock. I also spoke about in this video right here six stocks to buy now november edition Estee lauder was one of those stocks mentioned so 89 000 people now have gotten to check out a video out if you never got to check that video out You'll definitely definitely want to watch that one. Okay. No Listen, there's a there's a lot of people very excited about the market, right? and I warned you guys about this euphoria in the market that was going to creep in here and it's exactly what has played out, right? And people are kind of piling into the most risk on assets they can imagine, right? And there's just a pile on into whatever the hot, the hot most risk on stocks are and other things outside of stocks as well, right? And so there's a whole pile of going on there and I just don't get caught up in all that. And you don't, you don't want to get caught up in all that, especially as a long-term investor, just stay focused on owning great companies. They're going to produce incredible profits. of millions, tens of millions, hundreds of millions or billions of dollars a year in future years, right? And that's going to serve you very well over time. You're not going to be counting on the market being haunted at a particular time or things like that. Many of these companies that are incredible opportunities right now, they're value stocks, they're dividend stocks. They're not the most sexy business models out there. The time to buy those assets was 2022. People are buying those at the very end here of 2024 and they're just missing. They've missed the big move. Now they're trying to catch little like, you know, lemon drops from these either stocks that have been the hot ones or, you know, things outside of stocks once again, right? And I'm just like, where were you at in 2022? Where were you at in 2023, right? Where were you at when Bitcoin was under, wasn't Bitcoin under 20k not that long ago? And now people are lining up to buy it at 90,000? Wasn't Tesla stock at the beginning of 2023 $101 a share? Was it not? Where were people at when I was buying? Palantir. Palantir was $6 in 2022, and now it's $60. And people can't wait to buy the shares now. And they're trying to get some lemon squeezes here at the end of the year. And I'm just like, where are y'all at? Where are y'all at? And so that's where people are piling up into. People don't want these other stocks that have done bad, value stocks, dividend stocks. But there's a very high probability we'll look back two years from now and we'll say, gosh, like you weren't buying those easy money stocks in 2022. Like, what were you thinking? And I think that's exactly what's going to play out over this next two years, right? And people look back and they'd be like, dang, I was piling into the hot ones and I should have been piling into a lot of those other ones that were the beaten down dogs, right? But people don't work like that psychologically. I work like that, but a lot of people don't. They don't understand it. They can't comprehend that. They see things going up and they're like, oh, this thing's gone up a lot. That means it's great. I need to buy it. And they see something going down. They're like, ooh, bad. I definitely don't want to buy that. That stock's down 50% this year. I don't want to buy that. You've got to look into the fundamentals of these companies. You've got to run your valuation models on them. And then you can begin to understand, okay, this asset over here, not a good deal. Okay, this asset over here, great deal. And that's how the game's actually played at a high level. right and so you don't get caught up in all the emotions that a lot of people get caught up in because people just get depressed in the market people get way too excited in the market right and it's just like ridiculous it's ridiculous but it happens time and time again and i've been now a bit on youtube since 2016 i've seen several cycles of like very bullish cycles very bearish cycles i've seen people get so like down on the market and just think like nothing's going to go up and i've seen they get so excited that they think everything's going to be you know a trillion dollars and i'm just like like Focus on long-term. Focus on buying great companies that have great business models and are going to produce you incredible cash flows over the next 5-10 years and call it a day and build out a great portfolio. So then your portfolio is so big that those companies are able to pay you out game-changing money over the years, right? You're going to be able to get great capital appreciation. You'll be able to make incredible dividend income from those companies, right? And over a 10-20 year span of building your portfolio, you'll have a lot of freedom. Whether that means, you know... to retire, if that's what freedom means to you, whether that means go on vacation more often, or go on a better vacation than you are, or live in a nicer house than you live in, or buy a different type of car than you want, or all those sorts of things, right? And so stay focused on the long-term here, folks, okay? Don't get caught up in all the other short-term stuff, because that will be what that's going to be, and then it goes bye-bye, and then everybody wakes up, right? All right, you guys, appreciate you joining me. As always, if you want access to my entire library or premium courses, become a master of Stockmark course, Millionaire Playbook. stock options mastery, dividend investing mastery. If you want access to my private discord chat, access to 1000xstocks.com, we can bundle all that together for you. If you're looking for that, that will be the pinned comment down there. Fill in application and we'll see if we can get you access to all that probably next week because I think we're already booked out for this week. So maybe we can get you access maybe the weekend or maybe next week. Much love and have a great day.

In this video here today, I'm going to take you through. I just invested 90,000 plus dollars into a bunch of different stocks. I'm going to take you through every single stock. I bought here today.

Why I bought them, the bullish case for these stocks, where I see them going, all those sorts of things. And I had this $90,000 around because I took some profits here recently on a few stocks that have had a pretty incredible run over this past two years. And the valuations on those particular stocks is not as attractive.

And so I see some other opportunities that look like absolute huge moneymakers over this next two to three years, just like those stocks were if we went back two, two and a half years ago. Okay, so we're going to get all into all that in this video here today. There's only one thing I need from you guys. There's one favor I ask, and one favor only, and it is to hit that like button. All the OGs know it, and you guys all do it.

If you're new to the channel, you've been here in the past year, please join the program. All you got to do, hit that thumbs up button. Hope it's not too much to ask. If you aren't subscribed to the channel, you might want to subscribe. We just hit a new all-time high subscribers yesterday.

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Alrighty. Listen, listen, listen. I have one big piece of housekeeping I got to get out of the way here.

There's something substantial that just happened in the market. Okay. So I did a video two days ago on my reaction channel.

I'm sure a lot of you guys follow the reaction channel as well. It's called Jeremy Lefebvre makes money. And that's a channel I react to articles or videos or all different stuff like that.

Right. And so I've made a video two days ago. And right off the bat, I spoke about Shopify stock and I talked about their earnings and kind of what my expectations were in regards to their earnings and those sorts of things. Right. And the video was called this stock could boom this week.

Well, Shopify stock. Absolutely. Boomed huge 25% move. And this is the largest position I have in my Patreon portfolio. The largest position I have.

Absolutely incredible earnings out of this company. I gave them an A-on their income statement here. It was phenomenal. $2.16 million of revenue versus $1.7 million.

Gross profit went to $1.1 million. billion versus $901 million. If you look at net income, excluding equity investments, $344 million versus 173. So that's basically a double up year over year.

Banger earnings from Shopify. So yeah, yeah. Now you might say, okay, it's the sixth best performing stock in the Patreon portfolio now at this point in time. And it's now the biggest position.

Do I want to go ahead and cash some shares? Because there are stocks I've seen out there and I've definitely cast some shares on different portfolios, right? The answer to that is absolutely not.

No, no. There's no reason for me to cash in on Shopify. Shopify, I view very similar to like an Amazon type stock that, you know, you just hold those stocks and you hold on as tight as you can.

And that's my view on Shopify. So being that Shopify is a company that should grow revenues 20% plus a year for as long out as I can see. There's just, I can't really get rid of those sorts of companies.

So Shopify, it's performing tremendous. But I have no interest in selling those shares. Alrighty, let's get into the stocks I bought here today. Because it was $90,000 plus dollars of buying here today.

First one up here, Cheesecake Factory. I bought over $10,000 worth of Cheesecake Factory stock here today. Now, very important for anybody that cares anything about Cheesecake Factory stock.

Listen, they're about to pay the dividend. So they basically pay this dividend. usually every three months.

So shares purchased before November 13th, you're going to essentially receive the 27 cents per share on November 26th. So if we look at the public account, and keep in mind I own Cheesecake shares and other portfolios as well, but the public account is my biggest position in Cake. 2,222 shares, so we times that out by 27 cents.

So basically, I will be getting on November 26th, I will be receiving $599.94 to my portfolio in cheesecake dividends. So yeah, if you get a cheesecake dividend yourself, say thank you to me because I definitely go to North Italian Flower Child a lot. And if you support Cheesecake Factory, North Italian Flower Child, all those concepts, I thank you for the dividend as well. We can all help each other out in regards to this.

But to be honest, the dividend money is the small money in regards to Cheesecake Factory. Look at how much I've already made on the stock. $26,000 I've already made.

in the stock and i think that's just the start of the gains we have a lot more twenty six thousand dollars to grab here at a time so the dividends sweet i love that pouring in each three months and you know i can see a place where i'm making five to ten thousand dollars a year from cheesecake dividends not in too distant of a future if you add up all my different portfolios You know, that's little money. The big money is in share price appreciation here. Now, I made this beautiful, beautiful graphic for you guys here today, just to kind of explain Cheesecake a little better, so everybody can really understand the true opportunity in regards to the stock, and why I get so excited about this stock, and why it's such a moneymaker, right? When we talk about Cheesecake Factory, we're talking about the ATM, the original concept, right, that's successful even outside the United States of America. This is straight ATM, profit machine, cash flow, right?

And then we have U.S. expansion phase for the next five to ten years with North Italia and Flower Charles. So there's two concepts that you're going to see expand throughout the entire United States over this next five to ten years, right? Which is absolutely beautiful.

You're going to see multiple locations in every big city you could imagine out there, right? International, we'll see. I don't know if those concepts will go international, but the bottom line is over this next five to ten years, there's so many locations in the United States, you can't even really worry about international.

And then additionally, we have Blanco, which is a Mexican restaurant concept that's very, very good. very good. And then we have culinary dropout, which is very popular as well in testing phase.

We do not know if these two concepts are going to be able to expand across the entire United States. They're expanding them into some more markets to kind of test them right now. North Italian flower child is clear cut. Like they're going to expand that all over the entire United States of America.

These two concepts are maybes. So if either of these concepts become the next big one, then we're going to have three concepts or potentially four concepts that are going to be in entire United States of America international. expansion phase, which is going to be incredible when it comes to this company.

The other beautiful thing is you compare it to other companies that just have one growth concept, right? And the stock trades so cheap. It trades so cheap.

Ford PF14 versus Wingstop 83 versus Chipotle 47, right? And those ones come with a lot bigger risk if there's even, you know, because they're all just dependent upon one brand. And so I get cheesecake at this incredibly low valuation with multiple growth concepts. I like this a lot, right?

If we go to the projections on 1000xstocks.com, we're going to be able to, and by the way, that compare features on 1000xstocks.com as well. But the projections feature is something I love. So I ran cheesecake at a 9% revenue growth rate from 2025 to 2028, right? And this is assuming one prices will go up a little bit each year, right?

Usually 1% to 3% prices go up. Additionally, we should have better comp restaurant sales over the next few years, even if you minus out the expansion in terms of pricing of 1% to 3% per year. So that should definitely help. And then additionally, we've got a lot more locations coming online over the next several years. So I think 9% revenue growth is definitely doable, especially given the fact that Flower Child, as that concept expands more, they do heavy to-go business.

Like 50% of that business is to-go. So that's a huge expansion opportunity there. So 9% revenue growth 2025 through 2028 on average, 11% net income growth. So if you've got a concept like this, growing revenue just under 10% and net income just over 10%, you could probably command a 25 to like a 32P ratio, which puts the stock, you know, we could say in 2026, somewhere between $90 and about 115. which right now it's in the 40s we say 2028 puts the stock somewhere between about 112 and 143 which gives me an insane compound annual growth rate that is honestly better than you'll get from a lot of the big tech stocks so that's what i see playing out here for cake over time now that was one of six stocks i spoke about in this video right here looks like 88 000 people have gotten a chance to see that video so far that i created eight days ago six stocks to buy now november edition so if you wanted to hear me talk much more in depth about cheesecake factory stocks specifically definitely check out that 45-minute beast video there. Okay, already.

Next one up here. This is Celsius. Big buy. Big buy on Celsius here today. Huge buy.

I bought 1,000 shares of Celsius. This is just under a $26,000 move here. So the moral of the story is, I believe Celsius is now officially in a bottoming out phase, and I've got to add aggressively.

And that's why you see me buy 1,000 shares here today. Okay. So in regards to Celsius, I'm now up to 2000 shares of stock.

It's a $54,000 position for me so far. Right. And if, by the way, if you don't know Celsius, they've gotten very popular over the last few years in the energy drink industry. And, but they have a little bit more of a focus on like fit lifestyle than we can say kind of more of the, um, you know, monsters or Red Bulls that were kind of more known for like the party scene, more known for, you know, people in the workforce, like Celsius, a little bit more for like. People that go to the gym and a lot of those sorts of folks love to drink Celsius.

Okay. Now, I don't know if you guys remember this video I did a month ago. buy elephant Celsius stock and don't stop, right?

But in that video, and as I've talked about Celsius the last month or two, I mentioned to you guys, there's likely big tax loss harvesting coming in the stock in what I say, the fourth quarter of this year. We're in the fourth quarter of this year. And so that's why you see this continued weakness in regards to Celsius.

And I told you guys like this stock could see $25. I think $25 is realistic. And sure enough, 25 bucks is what we hit here today, right?

And it doesn't come as a surprise at all. Listen, if you bought Celsius stock in the last two years, you've lost money on the stock. right?

It means nothing to me. I'm the one just getting involved with the stock. Like, I don't really care.

Everybody lost money in that stock over the past two years. You know, too bad. So sad.

The bottom line is now's the time to get involved with the stock, at least in my view, right? And so I'm gladly picking up shares as people tax loss harvest, as investment funds tax loss harvest on this one. It was a very hot stock.

The growth slowed down majorly and everybody gets all, you know, all crazy about this one, right? We're in the sucks phase in regards to our numbers right now. right? We're looking at the charts feature on 1000nextstocks.com. This is a trailing 12 month.

You know, the revenue is what the revenue is right now. It sucks, right? It's down and it's going to be down on a year over year basis for at least one to two more quarters before it starts to reverse and then starts going back up again, right?

And we start trending back, back up. So we're in that sucks phase right now, which once again, as a long-term buyer, I don't care. Like this is, this is a phase I want to buy in.

I don't want to buy when Celsius is $100 a share like it was a few months ago, and the revenue was just growing to the sky, right? Like it was back in the springtime, in the summertime. I'd much rather buy Celsius at $25 when everybody, you know, is all, you know, it's the end of the world in regards to Celsius stock.

Now, check this out. Free cash flow, down. Operating cash flow, down.

Operating income, down. Shareholder equity, up. So we do have one good thing here in regards to...

short-term numbers and that shareholder equity continues to increase. So the balance sheet is incredibly strong at this company, right? So in regards to all these metrics, we're likely two quarters away from starting to see all these metrics start to trend up again. Revenue, you're going to likely see freight cashflow, operating cashflow two quarters from now, operating income, shareholder equity, all going up, up, up two quarters from now.

Okay. That's my view on this. And so, yeah, sucks.

Next quarter numbers won't be great. The following quarter numbers. likely will be a little less depressing.

And then after that is when we start to get back to growth, growth, growth. And so I need to step in before we get back to that phase, because by the time we're back to the phase where Celsius is growing revenues again, growing operating income again, growing EPS again, growing the cash flows again, by the time we get to that, the stock's going to likely already made a substantial move. We could be talking about a stock by that time could already be, you know, high thirties.

It could be. 40, it could even be $50 by that time. And so I need to get in front of that.

And so that's why I'm picking up shares aggressively now in the twenties, right? Now here's a deal. You got to understand, like if people are confused, like why is Celsius numbers going down short term?

This is why. Basically they did a big, uh, they did a big distribution deal and Pepsi became a big shareholder in Celsius a few years ago. Okay. And so at first, like, Pepsi's getting them distribution everywhere.

Things are going great. So sales are booming like they should have been booming, right? But then Pepsi ordered way, way, way too much inventory in these particular quarters here. So these growth rates you're looking at in these particular quarters should not have been that strong.

It was 104% revenue growth, 95% revenue growth, 37% revenue growth. The numbers should not have been that strong. Pepsi ordered too much.

And now Pepsi's decreased their inventories massively. And from what we hear, that's just about done now at this point in time. right?

And so Celsius is having to pay the price for that in this third quarter they just reported, and they're also going to have to pay the price for that in the fourth quarter as well, right? And so that's why we're in this phase right now of numbers suck. It's very depressing. And so, you know, fourth quarter numbers, don't be excited about that.

Q1 numbers also probably don't be excited about that. Q2 and beyond is when we start to see some nice numbers start to pour in once again, in my personal opinion, no pun intended, in regards to Celsius, right? And so that's what's going on there.

And the management teams called it out. We know that now. Now, I ran some numbers in regards to Celsius, and here's why it's a very attractive stock.

So next year, I expect them to do about 20% revenue growth. Q1, numbers aren't going to be great. Q2, it's going to get a little better. Q3 is going to likely be a banger quarter.

They're going to come off super easy comps. And then Q4, I'm looking at great numbers as well on a year-over-year basis. So 20% revenue growth, I don't think is a stretch at all for 2025. And net income should come back very strong as those revenues start to bounce back, especially Q2, Q3, and Q4.

So I'm expecting net income growth of about 40% in 2025. And then I think growth rates will slow down a little bit to a more consistent range of around 15% on average per year and a net income growth range of around 18% per year on average, right? So if Celsius is growing 15% to 18%, right, top line, bottom. line yeah 30 to 35 is very fair you could even push a p to a 40 to 45 range on this stock but i want to be a little more conservative so 30 to 35 looking at a compounding growth rate on the low end 17 on the high end 21 in a stock that then is you know 50 60 at that point in time so that's why celsius is very very attractive now if they ever get back to anything even remotely close to old growth rates and i'm not talking about the 100 revenue growth rates i'm just talking about the quarters when they were growing like 30 or 23% of those sorts of numbers, right?

Top line. Then we're going to likely see the stock go back to $100 plus by 2028, right? Which if you can pick shares up in the 20s, and this stock is $100 plus stock in 2028, it's a very, very attractive risk reward there, right? And so that's why I'm picking up shares here right now, right? But you've got to understand there's a specific thing that's going on with Celsius right now that went on with Monster Energy back when it was called Hanson's Natural Beverage.

So Monster product launched in 2002, right? And they launched that product. It was like double the size of Red Bull, right? This is when the energy drink industry was at its infancy.

They came out with very aggressive branding and marketing and that completely changed the business model. And so the company's stock price boomed 2002 to 2006. It was insane. The growth rates were ridiculous at this company. I'll show you in just a moment, right?

But then growth rates started to slow substantially and people got very worried about Monsters growth rates going forward. And so the stock went from around $4.30 all the way down to just over $2. And it went like there in a matter of months.

What stock does that remind you of? What stock just got cut in over half in a matter of months? Oh, Celsius did.

Isn't that funny, right? Isn't that funny? And keep in mind, this was way before the great financial crisis.

So we can't even blame this on like the market going down. The market started to go down in, you know... The fall started in the summer of 2007, and then obviously it got ugly in 2008, 2009, the beginning of 2009, right? But the moral of the story is the stock fell by over 50% in a matter of months, right?

And here's why. This was a year before Monster was launched. They grew heaven and earth 5.5%. Then they got Monster launched in 2002, and, you know. numbers started to build a little bit, 9.4% growth.

And then they really started to take off in 2003. They reached about 20% growth rate. 2004, 63% growth for Monster. 93% growth for Monster in 2005. And then things started to slow in 2006, down to 73%. Numbers started to weaken significantly. Management team got more cautious about growth going forward, right?

And in 2007, they did 49% growth. But the stock had already crashed and growth investors sold the stock heavily and value investors actually started to step up. and buy Monster stock, right?

And so that's what we had play out there. And obviously growth rates were much lower for Monster moving forward. They went down to 49% and 14%.

So growth investors said, we want no piece of this stock. Value investors begun to step in. They said, okay, you don't want this stock?

We'll gladly take it off your hands. And that's exactly what's going on with Celsius right now, where the people that were in the stock because it was such a fast growing stock, 100% growth rates and 90%, those people have pieced out. over the past number of months and are continuing to here into the year end with tax loss harvesting, right? And then people like myself that understand the valuation portion of Celsius, that's very, very attractive over this next few years, we're stepping in now and we're starting to buy this stock.

And so that's the opportunity there. Now, I did that video about a month ago. If you never got to check that one out, if you care a lot about Celsius stock, check that video out. Buy elephant Celsius stock and don't stop. That's a video you definitely want to check out.

30 minute video talking just about Elf and Celsius in that one. Okay. It wasn't my most viewed video, but I can tell you that one's valuable if you care about those stocks.

Next move I made is I bought Toll Brothers Put Options. This is a hedge for my portfolio. Toll Brothers, remember, they are more of a high-end home builder. Average selling price is like a million plus dollars for them overall, right? High-end home builder, the highest-end home builder in the public markets, right?

And when it comes to this, these particular put options here expire September 19th, 2025. Okay, they're $170 strikes. I paid $2,750 for these. So basically... I need the stock to go down to, what would the math be on that?

$142.50 to break even on this. And anything under $142.50, I start to really make quite a bit of money in regards to this. So not the highest reward potential, but also not the highest risk potential because I bought out of the money in regards to these put options, right?

So I bought two more contracts on this. And that now puts me at eight contracts for the public account. Now, I like to hedge my portfolio usually 1% to 3% going into a new year. So the public account's at $2.8 million right now, and I got a $22,000 hedge here, so I'm not quite 1%. So if you're wondering, could I buy more of these put options, I could hedge a little bit more in regards to this.

I could hedge a little bit more. I think I need to hedge a little bit more. I would love to be at a 1% or above hedge portion going into 2025. Now keep in mind, when it comes to me and hedging, I'm not just going to always hedge with just like put options. Like a lot of times I might hedge with cash as well. So I might keep that extra cash around or something like that.

Right? So just a little food for thought in regards to that. No, here's the deal with toll.

They could tank when they report their earnings are likely going to report their earnings. This is not official, but they're likely going to report their earnings on this particular week. They could tank on those earnings.

If, if new order numbers come in week or they give any sort of signals about new orders being weak. If they do that, you could see Toll Brothers stock easily push under 140, maybe even into 130s or 120s very shortly after that. But that's if that happens.

I think there's actually a pretty good probability that's going to happen given the fact that mortgage rates are very high. And that is a portion of Toll Brothers. Toll's buyers do have to take out mortgages, right?

Some are straight cash, but a portion do have to take out mortgages. But also, I'm just looking at there's a lot of inventory on the $1 million plus brackets now in many markets. And I think that's not going to bode great for Toll's numbers for this winter and maybe even going into the spring. So if orders are a little weak there, if guidance isn't the best, don't be surprised if Toll Brothers tanks. It might not.

And that's fine because then... then that likely means the real estate market's fine and that's not going to cause any problems there, right? So that's a hedge I have on and I might add some more to it. We'll see, right? Next stock I bought here is Nike, N-K-E.

Pretty big buy here. I bought 195 shares. I paid $76.23 per share for that Nike move there, right? This is a, for Nike stock specifically, this is a generational buying opportunity here in the back half of 2024 for this stock.

I don't think we're going to see this stock at 70 bucks in future years. I think this stock is going to climb to 100 plus next year in 2025. And then from there, it's going to climb back to 150 and break a new all-time high and head to 200 plus a few years after that. So for such an attractive risk reward for a stock, I just could just feel comfortable holding for the next five, 10 years. That is a great company generation after generation after generation.

That's Nike. They're a one of one. You can't compete with them.

I've gone through a lot of the reasons why no one can ever compete with these guys because you've got to think like, how do they stay doing it decade after decade and no one can knock them off. They've got a special DNA with that company and I've gone very into details in regards to that in the past, including in this video here. I don't know if you guys ever saw this video here.

It's one of six stocks I featured so far in this year in a series I call Buy This Stock and Don't Stop. I featured Shopify on this eight months ago. I featured Palantir on this five months ago when Palantir was around $20 a share, right? Shopify was like insanely low compared to where it's at now. I featured Tesla on this series four months ago.

That was when Tesla was around $180 at that particular time. I believe Tesla's around double that price now at this point in time, right? I featured Nike, and then I featured Elf, and I featured Celsius.

And those ones were a month ago, right? But that Nike video there from four months ago or so, definitely one you're going to want to check out if you care about Nike stock. If you don't care about Nike stock, it's not relevant to you. But if you care about Nike, I'm telling you, that's a video you're going to definitely want to watch here.

You'll get a lot of value out of that one. I go into Nike's positioning in the marketplace and all types of things, right? And the fact that the company is likely going to get back to nice growth in the second half of next year.

All those sorts of things. So, once again, if you care about Nike, definitely check that video out there, right? Next stock I bought here, this is a speculative buy. It is FUBA.

Fubo is a position I have in the public account. I want to add a little more shares. I bought another 2,023 shares of this stock here today. Paid $1.49 for that. When it comes to Fubo TV, the stock gets no respect right now.

But everything's moving in a better direction for Fubo. The revenues, the amount of subscribers they have, the losses are coming down substantially. The margins are all improving monumentally. We could even hit a profitable quarter or two next year in 2025. On the legal front...

Everything's going the way we need it to go for Fubo, and the stock's just not getting any respect for that. And so it's a dollar-something stock here today. So, if they keep improving all this stuff that they're improving, right?

Like, I just don't see a way this stock doesn't become a $10, $20, or $30 stock over the next few years. And so that's why I'm willing to step in and buy shares at a dollar-something. I'm like, okay, like, everything's improving. Like, I can understand if everything was getting worse, the losses were increasing, the revenue was... declining, the legal stuff wasn't going their way, the margins were declining.

I could understand like the stock being priced here if that was happening. I'd be like, yeah, that makes sense. But the fact that everything's improving for the company and not just in a small amount, like monumentally, it's a silly pricing down here. And so at some point in time, the stock's going to get a lot of respect. And at some point, it's going to make a shocking move that people are going to be like, what just happened with this company?

Why was this company a dollar? And then it went to $5, right? And I think you're going to see a very similar move.

that you've seen in honest stock where honest was a dead and forgotten stock back november of last year right it was a dollar something a share and now you look at honest shares and we're out of the goo log if i recall right aren't we five dollars plus now at this point in time so i think you're going to see a very similar phenomenon play out over the next 12 to 18 months in fubo could be wrong might not happen but given that everything's lining up in the right direction i think it looks pretty darn good i think it looks pretty darn good in regards to fubo okay Next up here, next stock I bought is Monster Energy. I say, whoa, whoa, whoa. Why would you buy Celsius and buy Monster?

I bought 222 shares of Monster here today. Paid $55.82 for this one. By the way, Monster is just a very anti-stress stock to own. Very anti-stress, kind of like buying Nike stock right now.

Very anti-stress company. It's just going to put up their numbers quarter after quarter. Monster owns Monster.

They own Rain Energy. They own Bang Energy. And they own a bunch of other energy brands as well.

Okay. Now, when it comes to Monster... I buy the stock because it's a hedge.

Not because I think unnecessarily I'm going to make the most money in the stock. I don't think it's the best opportunity in my portfolio, but I'm even close. But I need to hedge my Celsius position. So rather than say, let me go buy put options on Celsius, something like that, I'd much rather just buy monster shares.

Because if Celsius falters at all over the next few years, the biggest beneficiary, in my personal opinion, of them faltering, if that was to even happen, would be monster in the end. And so I look at Monster as a, you know, as a hedge just in case. So basically it's a two to one ratio.

So if I put $2 into Celsius stock, I usually try to put a dollar into Monster stock, right? Which is pretty much exactly what happened today. I bought 20, what was it?

$25,000 and some change of Celsius stock. And I bought $12,000 and some change in Monster stock. So it might not be perfect in regards to the two-to-one ratios, but it's going to be somewhere roughly in that vicinity.

And so that's exactly what we see play out. The Celsius position is a little over $50,000, and the Monster position is right around $25,000, right? So we're right around that two-to-one ratio in regards to that. So Monster, it's just a solid company.

It's just a good hedge. And so it's just, in my opinion, intelligent portfolio running there, right? Big buy for me here today is EL stock. Estee Lauder.

Talk about a beaten down dog. $62 I paid for this one. $62.49.

I bought 400 shares. Big buy for me in regards to EL. This is a beaten down dog stock.

Big tax loss harvesting is going on in regards to the stock right now. And that's why you see the stock go down even when the market's going up. As somebody that is a huge believer of their brands they own, they own some of the best brands in cosmetics history and the beauty industry in general. They own many of the best brands ever.

I look at this and I'm like, this is an incredible opportunity. They got a new CEO incoming here. I think that's going to get this company on the right trajectory and moving forward.

I think the comps are looking great for this next one to two years. They're coming off of pretty dang easy comps in regards to that. Travel, I think Asia is going to be fine.

Asia has so much negativity this year. No one wants to own anything China with China exposure, Asia exposure. No one wants any of those talks.

They've thrown them all out to the side of the road. They're in the gutter right now. And I'm just like.

But it's silly, in my opinion. To go this negative on China, I just don't think it's the right decision. And so everybody has given up on these stocks.

They've all thrown them out. And I'm here to pick up the shares of a great company with great brands. And I think this is the type of stock that we'll look back at one or two years from now and be like, dang.

We should have probably been picking up shares in the 2024 in regards to that stock. Because, you know, it's probably going to go from like 60 to like 180 over the next two years. And people are going to be like, dang, it's a cosmetics company.

That was easy money. Like how did we miss that one? So that's what I see playing out for for el And that's a stock.

I also spoke about in this video right here six stocks to buy now november edition Estee lauder was one of those stocks mentioned so 89 000 people now have gotten to check out a video out if you never got to check that video out You'll definitely definitely want to watch that one. Okay. No Listen, there's a there's a lot of people very excited about the market, right? and I warned you guys about this euphoria in the market that was going to creep in here and it's exactly what has played out, right? And people are kind of piling into the most risk on assets they can imagine, right?

And there's just a pile on into whatever the hot, the hot most risk on stocks are and other things outside of stocks as well, right? And so there's a whole pile of going on there and I just don't get caught up in all that. And you don't, you don't want to get caught up in all that, especially as a long-term investor, just stay focused on owning great companies.

They're going to produce incredible profits. of millions, tens of millions, hundreds of millions or billions of dollars a year in future years, right? And that's going to serve you very well over time. You're not going to be counting on the market being haunted at a particular time or things like that.

Many of these companies that are incredible opportunities right now, they're value stocks, they're dividend stocks. They're not the most sexy business models out there. The time to buy those assets was 2022. People are buying those at the very end here of 2024 and they're just missing. They've missed the big move.

Now they're trying to catch little like, you know, lemon drops from these either stocks that have been the hot ones or, you know, things outside of stocks once again, right? And I'm just like, where were you at in 2022? Where were you at in 2023, right? Where were you at when Bitcoin was under, wasn't Bitcoin under 20k not that long ago?

And now people are lining up to buy it at 90,000? Wasn't Tesla stock at the beginning of 2023 $101 a share? Was it not? Where were people at when I was buying?

Palantir. Palantir was $6 in 2022, and now it's $60. And people can't wait to buy the shares now.

And they're trying to get some lemon squeezes here at the end of the year. And I'm just like, where are y'all at? Where are y'all at?

And so that's where people are piling up into. People don't want these other stocks that have done bad, value stocks, dividend stocks. But there's a very high probability we'll look back two years from now and we'll say, gosh, like you weren't buying those easy money stocks in 2022. Like, what were you thinking? And I think that's exactly what's going to play out over this next two years, right?

And people look back and they'd be like, dang, I was piling into the hot ones and I should have been piling into a lot of those other ones that were the beaten down dogs, right? But people don't work like that psychologically. I work like that, but a lot of people don't. They don't understand it. They can't comprehend that.

They see things going up and they're like, oh, this thing's gone up a lot. That means it's great. I need to buy it.

And they see something going down. They're like, ooh, bad. I definitely don't want to buy that. That stock's down 50% this year. I don't want to buy that.

You've got to look into the fundamentals of these companies. You've got to run your valuation models on them. And then you can begin to understand, okay, this asset over here, not a good deal. Okay, this asset over here, great deal.

And that's how the game's actually played at a high level. right and so you don't get caught up in all the emotions that a lot of people get caught up in because people just get depressed in the market people get way too excited in the market right and it's just like ridiculous it's ridiculous but it happens time and time again and i've been now a bit on youtube since 2016 i've seen several cycles of like very bullish cycles very bearish cycles i've seen people get so like down on the market and just think like nothing's going to go up and i've seen they get so excited that they think everything's going to be you know a trillion dollars and i'm just like like Focus on long-term. Focus on buying great companies that have great business models and are going to produce you incredible cash flows over the next 5-10 years and call it a day and build out a great portfolio. So then your portfolio is so big that those companies are able to pay you out game-changing money over the years, right? You're going to be able to get great capital appreciation.

You'll be able to make incredible dividend income from those companies, right? And over a 10-20 year span of building your portfolio, you'll have a lot of freedom. Whether that means, you know... to retire, if that's what freedom means to you, whether that means go on vacation more often, or go on a better vacation than you are, or live in a nicer house than you live in, or buy a different type of car than you want, or all those sorts of things, right?

And so stay focused on the long-term here, folks, okay? Don't get caught up in all the other short-term stuff, because that will be what that's going to be, and then it goes bye-bye, and then everybody wakes up, right? All right, you guys, appreciate you joining me.

As always, if you want access to my entire library or premium courses, become a master of Stockmark course, Millionaire Playbook. stock options mastery, dividend investing mastery. If you want access to my private discord chat, access to 1000xstocks.com, we can bundle all that together for you. If you're looking for that, that will be the pinned comment down there.

Fill in application and we'll see if we can get you access to all that probably next week because I think we're already booked out for this week. So maybe we can get you access maybe the weekend or maybe next week. Much love and have a great day.

Transcript for:Market Investment Strategies Overview

Transcript for:
Market Investment Strategies Overview