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
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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
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…
In 2016, I invested in Tapestry (TPR), betting on Coach as an undervalued brand poised for a turnaround. It was one of the first stocks I bought as a new investor. My thesis was straightforward: the stock could reclaim its March 2012 peak of $79.70. Nearly a decade later, my prediction proved correct, though the…
Palantir redefined data analytics, while Gangnam Style redefined K-pop. Both achieved unexpected success through unconventional approaches, capitalizing on the right timing, transformative momentum, and cultural context. Palantir, whose stock has surged over 400% in the past year, has become a focal point in the AI movement, despite its 20-year history. Similarly, Psy was already a…
“The only way to win in a casino is to own one… unless you’re very lucky.” — Steve Wynn, in a candid chat with Charlie Rose “Even when people are lucky, they usually gamble away their winnings.” — Charlie Rose, pressing the point “You know nobody who, over time, comes out ahead?” “Nope.” — Steve…
My thoughts on a few companies as we close 2024 Palantir: Reflecting on my own experience, the seismic movement in Palantir’s stock price YTD led me to sell my original cost-basis two years ago. This decision was not made lightly; it seemed reckless not to convert some gains into actual profits. A few thoughts: Investing…
After Joe Biden dropped out of the 2024 Presidential race in July, something notable happened: Zoom, the videoconferencing app, was used as a political rally call for Kamala Harris. On a Thursday summer night, a Zoom fundraiser attracted more than 200,000 viewers, making it the largest Zoom call in history. Several other Zoom fundraising calls…
The Game Has Changed Once the undisputed athletic apparel champion, Nike has faced increasing challenges recently. With Mark Parker’s departure and John Donahoe’s subsequent leadership, the company is struggling to keep pace with rapidly changing consumer preferences, particularly among Gen Z and Millennial demographics. The stock has seen a significant decline, underscoring the urgency of…
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