6-9 positions is all you need Anything more over the long term your returns will generally correlate to the market long term average 7-9% per year At that point, just go buy S&P 500

Rate cuts are coming That is what the market was telling you today $IWM

Stocks Will SELL-OFF Next Week? $SPY & $QQQ book biggest weekly gain of 2024 Rate Cuts Come Into Focus 💸

Paycom $PAYC ripping this week +8.88% But is it still a buy at $170 per share? 🤔 - 11% projected revenue growth - 20x earnings valuation - $0 debt My fair value = $217. It’s still a clear BUY to me, what about you?

Management teams blaming a weak consumer for poor sales is a red flag High quality management take accountability and DO NOT play victim

unpopular opinion: All your problems can be solved with more money

These companies print money like the US Government 😂 7 stocks with free cash flow margins above 30% 54.30% $V Visa Inc. 💳 49.31% $NVDA NVIDIA 💾 41.67% $MA Mastercard 💳 30.22% $MSFT Microsoft 💻 43.32% $AVGO Broadcom 🏭 32.07% $NVO Novo Nordisk 💉 33.22% $META Meta

Sometimes investing is simple By 2035 Google Cloud will be generating $250B in revenue $GOOGL reported $307B in FY23 and currently trades at 18x earnings 🤯 My fair value = $199

In 5 years you'll regret not buying these stocks Companies with the best risk to reward profile in the market right now: $PYPL PayPal: A leading player in the digital payment revolution. $PAYC Paycom: Revolutionizing HR and payroll with innovative software. $GOOGL Google:

Volatility during election years is a feature not a bug Equities typically rally following Election Day as policy uncertainty is resolved $SPX average election year gain +9.8% tl;dr - BUY THE DIP

Want exposure to cybersecurity? BUY THESE $FTNT Fortinet $QLYS Qualys $PANW Palo Alto $CRWD CrowdStrike $ZS Zscaler

$PYPL Venmo and PayPal Branded are entirely two demographics, likely with minimal overlap, positioning Venmo as a complementary offering rather than a competitor to existing PayPal checkout options

Welcome to the SHOW We’re entering the worst 2 week period of the year 💀 $SPY 2H Sept median gain: -0.4%

Total returns over the last 10 years: $NVDA Nvidia: +21,600% $BTC Bitcoin: +21,000% $TSLA Tesla: +1,000% $AAPL Apple: +915% $MSFT Microsoft: +910% $AMZN Amazon: +900% $META Facebook: +550% $GOOGL Google: +425% Benchmark: $SPY S&P 500 +220% Next 10?

Want exposure to Semiconductors? BUY THESE $NVDA Nvidia $TSM TSMC $ASML ASML $SNPS Synopsys $AVGO Broadcom $AMAT Applied Materials