The Psychedelic industry is growing rapidly. This year I have invested in Psychedelic stocks, specifically Mind Medicine (MNMD) and COMPASS Pathways (CMPS). I understand the biotech sector is risky. The majority of drugs, like 90%, do not reach approval by the FDA. That being said, any successful investor needs to take at minimum a small […]by RandominvestorAugust 18, 2021
Alibaba (BABA) is still a screaming buy. It is a undervalued growth stock that will likely 3x in price in the next 5 years or less. Big profits and gains are made during intense fear and uncertainty. This is usually the best time to buy, not sell. Baba’s income statement/growth/balance sheet remains pristine. The headlines […]by RandominvestorAugust 4, 2021
This is a partial reveal of my entire investing portfolio showing how weighted I am in certain stocks. Just some quick random thoughts. RVLV is my highest position obviously but I am comfortable with it. Remember, it didn’t start out at 16%. During the beginning of the pandemic it was barely 5%. I will hold […]by RandominvestorJuly 29, 2021
Jim Cramer, the well-known host of “Mad Money” created the acronym FANG in 2013, a cute play on words to describe four popular/high-growth tech stocks: FacebookAmazonNetflixGoogle Before that, in 2010, Cramer created the acronym CANDIES, which preceded FANG. ChipotleAppleNetflixDeckers OutdoorIntuitive SurgicalExpress ScriptsSalesforce.com A lot of these stocks from FANG and CANDIES are still great stocks […]by RandominvestorJuly 22, 2021
Investing can seem daunting but it really shouldn’t be. Here is my best advice for all investors new and old; Hold for the long-term Studies have shown holding on for the long-term, even during significant down periods will build wealth. Macroeconomic/Geopolitical risk will always exist however reliable companies tend to trend upwards in the long-term. […]by RandominvestorJuly 14, 2021
Thanks for reading my content. As a thank you I want to reward one lucky subscriber to a $45 ClassPass Gift Membership! Just send me a message of your favorite movie of all time and the first person will get a $45 promo code which can be redeemed at ClassPass Thank you! Sign up for […]by RandominvestorJuly 13, 2021
As we navigate past the pandemic I am really bullish on Revolve Group, Inc. (NYSE:RVLV) in the long-term. Just a bit about Revolve, from their website on the investor relations page: “REVOLVE is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted, premium lifestyle brand, and a go-to online source for […]by RandominvestorJuly 13, 2021
“The IT department of every company is going to be the HR department of AI agents in the future. Those digital employees are going to work with our biological ones, and that’s going to be the shape of our company in the future.” — Jensen Huang, CEO of NVIDIA (CES 2026) If the Godfather of…
This is exactly why the average retail investor consistently underperforms the S&P 500: they are biologically wired to buy high and sell low. We are currently witnessing a classic “Retail Doom Loop” with Duolingo (DUOL). If you’re staring at the price ticker instead of the fundamentals, you’ve already lost the game. Your Biology Is Your…
The market currently treats Duolingo like a “dead app walking,” terrified that AI will turn language learning into a relic. They are playing the math of a utility company while ignoring the psychology and network effects of a platform. The argument that Duolingo is headed to zero is dumb. The argument that AI language tools…
The Mainstream Blind Spot Most investors are still fixated on the smoking crater of the 2022 bubble. They haven’t refreshed their mental models to reflect Lemonade’s evolution from a cash-burning startup to a data-driven compounding machine. That lingering skepticism? It’s pure alpha. The Pivot to Profitability Lemonade has long been a tantalizing story, but the…
Aritzia’s Q3 FY2026 was one of its best quarters ever—like a walk-off home run in the playoffs. For the first time in the company’s history, they crossed the CAD 1 billion revenue mark in a single quarter, hitting CAD 1.04 billion, up 42.8% YoY. Aritzia grew sales by nearly 43% while increasing inventory by only…
Asset Class: NFL Event Contracts (e.g., Robinhood, Kalshi) Time Horizon: 12–14 Months Conviction Level: High (Conditional on Jesse Minter’s retention) I. Executive Summary The market will likely misprice the LA Chargers due to recency bias following their 16–3 Wild Card exit. By applying first principles, I identify a massive gap between the “Playoff Loser” narrative…
Revolve Group (NYSE: RVLV) is the forgotten champion of apparel retail. While Wall Street obsesses over hyper-growth names and retail investors chase the next meme stock, Revolve quietly operates one of the strongest, most defensible business models in the entire consumer sector. It’s dismissed as “just another overpriced clothing seller,” but that superficial take misses…
Pfizer has released Phase 3 data for its mRNA flu vaccine, boasting 34% greater efficacy than the standard flu shot. On paper, this beats Moderna’s candidate, which demonstrated 26.6% efficacy. If you trade on headlines alone, you buy Pfizer. If you trade on first principles, you recognise the trap. The trials weren’t even testing the…
Investing in the U.S. healthcare sector is akin to navigating a battlefield shrouded in fog. Stocks like UnitedHealth (UNH), Oscar Health, Progyny, Hims & Hers Health, or even Novo Nordisk may seem appealing, but a minefield of uncertainties surrounds them. I am skeptical whether UNH is the obvious value play. Picture this: Deploying your capital…
As an investor, I’ve had a love-hate relationship with Lemonade stock. I loaded up too heavily right after its 2020 IPO, only to regret not buying more aggressively when shares dipped into single digits. If you’re considering this name, approach it with caution—it’s a classic high-risk, high-reward bet. Lemonade remains a young company in its…
Invest in Myself 