This stock will skyrocket on their earnings report‼️

00:25:42
https://www.youtube.com/watch?v=-eTZCAG0Qvs

Summary

TLDRIn this video, the speaker analyzes Wynn Resorts' recent earnings and performance, highlighting strong revenue growth, especially from their Las Vegas property. They note surprising revenue increases despite difficult comparisons from the previous year. The CEO's strategy on land holdings in Las Vegas is discussed, with suggestions that the land could be highly valuable for future cash generation. Additionally, the speaker shares thoughts on other stocks, including AMD, Sofi, and Amazon, suggesting ongoing investment in these due to their growth potential. The discussion also touches on S&P 500 index funds, the potential for large returns through selective investments, and opinions on gold and Bitcoin as alternative assets.

Takeaways

  • 📈 Strong earnings from Wynn Resorts indicate positive momentum.
  • 🏨 Las Vegas flagship property generated $562 million in revenue.
  • 💼 Wynn's land in Vegas represents substantial future cash generation potential.
  • 🚀 The growth outlook for AMD and Sofi remains robust in the portfolio.
  • 💸 The speaker encourages selective stock picks over index funds for better returns.

Timeline

  • 00:00:00 - 00:05:00

    The video discusses the stock Win Resorts, highlighting its strong earnings report that led to a stock price spike. Notably, revenues increased by $562 million in Q4, with Las Vegas operations contributing surprisingly positive growth despite tough previous comparisons due to the Formula 1 race.

  • 00:05:00 - 00:10:00

    In addition to revenue growth at their flagship property, the company reported mixed results from other locations, with a significant boost in EPS exceeding expectations. Win Resorts also announced a dividend payment on March 5, prompting excitement among shareholders.

  • 00:10:00 - 00:15:00

    The CEO elaborated on their Las Vegas land holdings and development plans, indicating limited capacity to act on them currently due to project commitments in places like the Middle East and New York City. There was speculation about potential strategic sales of properties versus retaining ownership for renovations.

  • 00:15:00 - 00:20:00

    The discussion shifts to the company's income statement, with a report card grade of C+. Operating revenues remained flat, but solid income and cash flow were noted, presenting Win Resorts favorably for long-term investors, especially at lower stock price levels.

  • 00:20:00 - 00:25:42

    The video concludes with insights into AMD and other stocks in the presented portfolio, emphasizing substantial growth potential. The speaker suggests a cautious yet optimistic view on stock evaluations, suggesting strong long-term buy opportunities and emphasizing the importance of thorough research for potential investors.

Show more

Mind Map

Video Q&A

  • What recent developments were discussed regarding Wynn Resorts?

    Wynn Resorts reported strong earnings, showing significant revenue growth, particularly at their flagship property in Las Vegas.

  • What is the main focus of Wynn Resorts' operations?

    Wynn Resorts primarily operates high-end casino and hotel properties, including locations in Macau and Las Vegas.

  • What are the key metrics mentioned for Wynn's properties?

    Wynn's flagship Las Vegas property generated $562 million in revenue for Q4, representing a year-over-year increase.

  • How did the Las Vegas operations perform compared to previous years?

    Despite tough comparisons from high F1-related revenue in the prior year, Wynn's Las Vegas revenues increased.

  • What investments does the speaker plan for the future?

    The speaker plans to continue investing in AMD, Sofi, and Amazon, citing their growth potential and attractive valuations.

  • What is the speaker's opinion on S&P 500 index funds?

    The speaker views S&P 500 index funds as a minimal-effort investment strategy, suitable for those not wanting to research individual stocks.

  • What is the potential financial strategy for Wynn Resorts' Las Vegas land?

    Wynn could leverage their valuable land in Las Vegas for significant cash generation by possibly selling or leasing it.

  • What does the speaker think about gold and Bitcoin as investments?

    Gold can be a small portion of a portfolio, while Bitcoin may also be a strategic hold for younger investors.

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  • 00:00:00
    I did a video uh few days ago on the
  • 00:00:03
    channel called six stocks I'm buying now
  • 00:00:04
    February 2025 Edition and in that video
  • 00:00:07
    I mentioned a specific stock named wind
  • 00:00:09
    Resorts right that was stock number six
  • 00:00:11
    of those six stocks we talked about in
  • 00:00:12
    that video and I you know spoke about
  • 00:00:14
    why I think it's a great opportunity and
  • 00:00:16
    whatnot well they reported earnings and
  • 00:00:17
    the stock is definitely spiking on those
  • 00:00:20
    earnings that they did end up reporting
  • 00:00:22
    so you know what's interesting here with
  • 00:00:24
    win you look at the win Palace this is
  • 00:00:26
    their Premier Property this is their big
  • 00:00:28
    daddy this is the granddaddy of the mall
  • 00:00:30
    on the kai strip in maau they did $562
  • 00:00:33
    million of Revenue in the fourth quarter
  • 00:00:35
    there was an increase of almost $40
  • 00:00:37
    million on a year-over-year basis so
  • 00:00:39
    very strong number there when Macau the
  • 00:00:42
    older properties that would be uh these
  • 00:00:44
    guys right here those properties uh
  • 00:00:47
    decreased about $22 million but the Las
  • 00:00:50
    Vegas operations which is these
  • 00:00:53
    properties this was shocking I'm I'm
  • 00:00:55
    shocked somehow the company increased
  • 00:00:57
    Revenue $2.7 million I don't know how
  • 00:01:00
    the heck they pulled that rabbit out of
  • 00:01:01
    the Hat
  • 00:01:02
    because this was a year where they had a
  • 00:01:04
    comp against the insane F1 comps now F1
  • 00:01:07
    was in Vegas again this year but the
  • 00:01:09
    previous year was the crazy year in
  • 00:01:12
    regards to F1 where people were just
  • 00:01:14
    paying like ridiculous room rates where
  • 00:01:17
    everybody was everybody wanted to come
  • 00:01:18
    for the F1 race first time in Vegas and
  • 00:01:20
    so the fact that they somehow grew
  • 00:01:22
    Revenue I was pretty shocked at that now
  • 00:01:24
    Encore Boston Harbor a little bit
  • 00:01:26
    tougher place they decreased Revenue
  • 00:01:27
    $4.5 million in encore Boston Harbor and
  • 00:01:31
    then as far as their property they're
  • 00:01:32
    developing in the Middle East right now
  • 00:01:34
    they're still talking about that
  • 00:01:35
    supposed to open in 2027 with how fast
  • 00:01:37
    it's going up I'm surprised they're not
  • 00:01:38
    going to open in 2026 just to be quite
  • 00:01:40
    Frank with you guys now as far as
  • 00:01:41
    earnings per share non Gap EPS they did
  • 00:01:43
    242 that beat by a115 Insane beat by win
  • 00:01:49
    there they also beat on Revenue as well
  • 00:01:51
    additionally they they announced they're
  • 00:01:53
    going to pay a 25 dividend payable to
  • 00:01:55
    shareholders on March 5th who are
  • 00:01:57
    shareholders by uh February 4 so do keep
  • 00:02:01
    that in mind which I'm looking forward
  • 00:02:02
    to receiving dividend money there right
  • 00:02:05
    now additionally they got asked on the
  • 00:02:07
    conference call about what they're going
  • 00:02:08
    to plan on doing with the land they own
  • 00:02:10
    in Las Vegas and Craig billing CEO he
  • 00:02:12
    said we obviously have a very
  • 00:02:13
    substantial land bake here in Vegas we
  • 00:02:16
    have years and years and years of growth
  • 00:02:20
    ahead of us I often get asked why aren't
  • 00:02:22
    we moving on the land in Las Vegas right
  • 00:02:23
    now and the reality is from a capital
  • 00:02:26
    perspective from a bandwidth perspective
  • 00:02:28
    within our amazing design and
  • 00:02:30
    development teams there's so many other
  • 00:02:32
    things frankly there only so many things
  • 00:02:34
    we can do at once essentially right
  • 00:02:35
    which they got that property they're
  • 00:02:37
    building in the Middle East right now
  • 00:02:38
    additionally they're still trying to get
  • 00:02:39
    that deal in New York City which you
  • 00:02:41
    know I'm almost kind of hoping it
  • 00:02:43
    doesn't work out in regards to that and
  • 00:02:45
    then they're investigating if you know
  • 00:02:47
    it makes sense to build potentially
  • 00:02:49
    build a property in Thailand so do keep
  • 00:02:51
    that in mind as well now in regards to
  • 00:02:53
    the Las Vegas Strip land it's very
  • 00:02:55
    important everybody understands this
  • 00:02:56
    this is a Las Vegas strip here um the
  • 00:02:59
    green there and center strip would kind
  • 00:03:01
    of be around like Caesar's Palace in
  • 00:03:03
    balagio area that's kind of always
  • 00:03:05
    considered like center strip and then
  • 00:03:07
    down here you kind of have the south end
  • 00:03:08
    of the strip and this is a North End of
  • 00:03:10
    the strip so the wind's more toward the
  • 00:03:11
    north end but wind owns literally pretty
  • 00:03:14
    much the only piece of dirt that's on
  • 00:03:17
    the premier part of the strip you want
  • 00:03:19
    to be they own though dirt that's right
  • 00:03:21
    across from wi and Encore which
  • 00:03:23
    everything else is already developed so
  • 00:03:25
    that piece of land there is extremely
  • 00:03:28
    valuable I mean extremely valuable
  • 00:03:30
    because you don't have to worry about
  • 00:03:31
    you know knocking a building down or
  • 00:03:33
    anything like that it's just pure dirt
  • 00:03:35
    it's ready to be built and and start to
  • 00:03:37
    be developed right and so it's a very
  • 00:03:39
    valuable piece of dirt I can tell you
  • 00:03:41
    that much um and so the question is do
  • 00:03:44
    they ever sell it do they develop it I
  • 00:03:45
    don't know I wouldn't mind them selling
  • 00:03:48
    it off cuz they could probably sell it
  • 00:03:49
    for a big number I wouldn't be surprised
  • 00:03:50
    if they could get one1 to2 billion
  • 00:03:52
    dollar for that piece of dirt honestly
  • 00:03:54
    like that wouldn't be shocking at all I
  • 00:03:57
    I heard what they're trying to sell
  • 00:03:58
    Circus Circus for so I'm like if they're
  • 00:03:59
    s Circus Circus for that the dirt
  • 00:04:01
    straight across from wind and Encore oh
  • 00:04:03
    my gosh and so yeah but my thing is they
  • 00:04:07
    probably want it to be a very specific
  • 00:04:08
    project um so I don't know we'll see
  • 00:04:11
    what they end up doing with that right
  • 00:04:13
    now Additionally you got to keep this in
  • 00:04:14
    mind in regards to when if they ever
  • 00:04:15
    want to sell off their two properties
  • 00:04:18
    and essentially do what a lot of other
  • 00:04:19
    Resort properties have done on the Strip
  • 00:04:21
    they could do that where essentially
  • 00:04:22
    they could sell these properties
  • 00:04:24
    probably fetch maybe 6 to 10 billion
  • 00:04:26
    dollar for those properties and then
  • 00:04:28
    they basically kind of like lease them
  • 00:04:29
    back so they pay like rent to whoever
  • 00:04:32
    actually will then own the buildings and
  • 00:04:34
    so it still stays when an encore
  • 00:04:36
    operated still still all their branding
  • 00:04:38
    and things like that uh but essentially
  • 00:04:40
    when would then get that massive cash
  • 00:04:42
    pile which then if they want to pay off
  • 00:04:44
    debt they could do with that if they
  • 00:04:45
    want to use a money for other
  • 00:04:46
    developments they could do that right
  • 00:04:47
    and then when would essentially pay rent
  • 00:04:49
    on a monthly basis or an every
  • 00:04:51
    three-month basis to whoever actually
  • 00:04:52
    owns a property my guess is they haven't
  • 00:04:54
    done that yet because I think they're
  • 00:04:57
    still using a lot of depreciation on the
  • 00:04:59
    properties so I think that's one factor
  • 00:05:01
    and then the other Factor I'm I'm
  • 00:05:03
    thinking in regards this whole win
  • 00:05:04
    Encore and why haven't they sold it and
  • 00:05:06
    why they want to keep ownership maybe
  • 00:05:08
    it's also has to do something with what
  • 00:05:09
    if they want to do
  • 00:05:10
    Renovations you know and how all that
  • 00:05:13
    would work what if something goes wrong
  • 00:05:14
    like I I think there's kind of some
  • 00:05:17
    issues in regards to that but the moral
  • 00:05:18
    of the story is if they ever want to do
  • 00:05:20
    that $6 to1 billion is out there for
  • 00:05:22
    them to generate just like that right
  • 00:05:24
    and still be able to operate the the
  • 00:05:26
    property in itself additionally they own
  • 00:05:28
    this massive golf course right behind
  • 00:05:30
    the property and that's a very valuable
  • 00:05:32
    piece of real estate it's not as
  • 00:05:34
    valuable because it's not technically on
  • 00:05:35
    the Strip like the dirt is they have
  • 00:05:37
    across but the golf course my guess is
  • 00:05:39
    they could if they ever wanted to sell
  • 00:05:41
    that off they could honestly probably
  • 00:05:44
    sell it off for easily 300 to $700
  • 00:05:46
    million and I might be conservative on
  • 00:05:48
    that remember that piece of golf course
  • 00:05:50
    is right by the sphere right there right
  • 00:05:52
    obviously right behind win and Encore
  • 00:05:53
    you got a Palazo Venetian right there
  • 00:05:55
    you got the convention center right over
  • 00:05:58
    here so so you know I'm just saying they
  • 00:06:02
    got a lot of opportunities with this
  • 00:06:04
    company to generate substantial amounts
  • 00:06:05
    of cash if they want to keep developing
  • 00:06:07
    or whatever they want to do here pay
  • 00:06:08
    down debt stuff like that now looking at
  • 00:06:10
    the income statement here I gave him a
  • 00:06:12
    C+ grade operating revenues were around
  • 00:06:15
    flattish roughly on a year-over-year
  • 00:06:17
    basis right but operating income went to
  • 00:06:19
    $366 million from $357 now last year
  • 00:06:23
    they had this massive one-off benefit
  • 00:06:24
    here this is uh you know benefit from
  • 00:06:26
    income taxes that's $499 million oneoff
  • 00:06:29
    so this year only $41 million so that
  • 00:06:31
    kind of hurt their net income but it's
  • 00:06:32
    not nearly as bad as it looks obviously
  • 00:06:34
    cuz we're talking about that's what
  • 00:06:36
    a458 uh million doll benefit there it's
  • 00:06:39
    insane so moral the story is winds
  • 00:06:41
    looking really darn good and always keep
  • 00:06:43
    in mind wind's always a buy under
  • 00:06:46
    $100 the further it goes under $100 the
  • 00:06:49
    more it's like a strong buy so if you
  • 00:06:50
    can get it under 80 now we're really
  • 00:06:52
    really talking if you ever get under 60
  • 00:06:55
    count your blessing that very rarely
  • 00:06:56
    happens and so that's very very uh
  • 00:06:58
    fortunate there okay so that's whenn
  • 00:07:01
    looking real good for the long term
  • 00:07:03
    great great company hey I want to thank
  • 00:07:04
    you so much for watching that clip here
  • 00:07:06
    today I hope you really enjoyed that one
  • 00:07:09
    what you're looking at right now is
  • 00:07:10
    1000x stocks.com THX does not just show
  • 00:07:13
    you a billion different metrics that are
  • 00:07:15
    completely irrelevant it's curated
  • 00:07:17
    mandatory metrics Advanced metrics
  • 00:07:20
    curated for long-term investors not for
  • 00:07:24
    Traders so you can understand a company
  • 00:07:26
    on the highest level possible how it
  • 00:07:28
    operates and most most importantly
  • 00:07:30
    making judgments on whether you want to
  • 00:07:32
    invest Capital into a company or not
  • 00:07:35
    understanding the upside the downside
  • 00:07:37
    with companies is that company worth our
  • 00:07:40
    investments or shall we keep our hands
  • 00:07:42
    away so how you can access THX
  • 00:07:44
    stocks.com is you can go to the
  • 00:07:46
    description area of this video or you
  • 00:07:48
    can go to 1000x stocks.com apply for
  • 00:07:51
    access to the service winning Resorts up
  • 00:07:54
    uh only 4% on win Resorts as of right
  • 00:07:56
    now this one's a great opportunity I
  • 00:07:58
    spoke about win Resorts pretty
  • 00:07:59
    extensively I think on the main Channel
  • 00:08:00
    Financial education I think I spoke
  • 00:08:02
    about that extensively
  • 00:08:04
    on it was either Thursday or Friday I
  • 00:08:07
    think it was on Friday's video so if you
  • 00:08:09
    want to hear me talk a lot about when
  • 00:08:11
    check out that main Channel video from
  • 00:08:13
    Friday AMD down 7% on the stock right
  • 00:08:16
    now the portfolio I'm like thank you
  • 00:08:19
    thank you very much oh my gosh like I'm
  • 00:08:21
    just going to continue to buy EMD like
  • 00:08:23
    you'll probably see me buy
  • 00:08:25
    AMD every week for the next several
  • 00:08:28
    months I'm not kidding like you will
  • 00:08:30
    likely see me buy shares of AMD probably
  • 00:08:33
    every single week for the next several
  • 00:08:36
    months because here's the thing I'm down
  • 00:08:38
    in the position right now 7% so I love
  • 00:08:41
    to you know I already thought it was a
  • 00:08:43
    great deal when it was 7% higher than it
  • 00:08:44
    is now so now it's even a better deal
  • 00:08:46
    right but here's the thing when AMD
  • 00:08:48
    starts to go up and once I turn green in
  • 00:08:50
    this position and then let's say I'm
  • 00:08:51
    plus 7% you think I'm going to stop
  • 00:08:53
    buying probably not because it's still
  • 00:08:56
    going to be a great deal once I'm plus
  • 00:08:57
    7% right so a needs to appreciate AMD
  • 00:09:01
    needs to appreciate probably 40 to 50%
  • 00:09:05
    to make me to slow down my
  • 00:09:07
    Buys so that means that AMD is I'm not
  • 00:09:11
    done buying the stock anytime soon like
  • 00:09:13
    this is still a steel deal buy for me in
  • 00:09:16
    my my personal opinion right and when it
  • 00:09:17
    comes to AMD the valuation is very very
  • 00:09:20
    darn attractive Ford p in the 20s come
  • 00:09:22
    on man like with how much growth AMD has
  • 00:09:25
    over the next many years to be trading
  • 00:09:28
    at Ford p in the 20s right now come on
  • 00:09:31
    come on like people don't quite
  • 00:09:34
    understand everything that's going on
  • 00:09:35
    with AMD I I I'm thankful for that I am
  • 00:09:38
    very thankful for that soofa in AMD is
  • 00:09:41
    another one you know I speak about AMD a
  • 00:09:42
    lot recently even on the reaction
  • 00:09:44
    channel here but definitely on the main
  • 00:09:45
    Channel as well Sofi Sofi is doing its
  • 00:09:47
    thing now up 47% on the stock in the uh
  • 00:09:51
    portfolio I would I wish I had more
  • 00:09:53
    shares of
  • 00:09:54
    Sofi that's the thing with Sofi I keep
  • 00:09:57
    wishing I had more shares in the public
  • 00:09:58
    count and wishing I had more shares uh
  • 00:10:00
    in this portfolio as well Sofi is still
  • 00:10:02
    a good deal like that's the thing like
  • 00:10:04
    Sofi yes it's gone up I know a lot over
  • 00:10:06
    the past 6
  • 00:10:07
    months it's still a good deal I think
  • 00:10:09
    for long-term investors because remember
  • 00:10:11
    a bet on Sofi is a bet that Sofi is
  • 00:10:14
    going to become a financial giant
  • 00:10:16
    Financial Giants are hundred billion
  • 00:10:18
    dollar Plus Market Caps or several
  • 00:10:19
    hundred billion dollar market cap so if
  • 00:10:20
    you believe Sofi is going to become a
  • 00:10:22
    financial giant over the next decade
  • 00:10:24
    right so let's say between 2025 and 2035
  • 00:10:27
    you think over the next 10 years sofa is
  • 00:10:29
    going to emerge as a financial giant
  • 00:10:31
    then we're talking about100 billion plus
  • 00:10:33
    market cap on this one so if they can
  • 00:10:36
    execute on that they never go BK in the
  • 00:10:37
    next big recession or anything like that
  • 00:10:39
    and they're able to you know Anthony
  • 00:10:40
    know is able to keep the company always
  • 00:10:42
    in a good Capital position coming out of
  • 00:10:43
    those recessions they're able to
  • 00:10:45
    dominate like you'll see the stock
  • 00:10:47
    become a financial Giant and you'll see
  • 00:10:49
    them become a hundred billion do plus
  • 00:10:50
    market cap and that's going to be a
  • 00:10:51
    whole lot of fun in regards to that one
  • 00:10:53
    because you'll have gotten to see a
  • 00:10:54
    whole process of like SOI from like a
  • 00:10:56
    baby financial institution into like
  • 00:10:58
    becoming a
  • 00:10:59
    Financial giant right and you look at
  • 00:11:01
    the numbers you look at the members are
  • 00:11:02
    attracting you look at the most recent
  • 00:11:04
    quarterly numbers and you could put the
  • 00:11:06
    pieces together and you're like dang man
  • 00:11:07
    like they're on their way to becoming a
  • 00:11:09
    financial giant like you know they still
  • 00:11:11
    got a lot of work to do but the the
  • 00:11:14
    groundwork is all late at this point in
  • 00:11:15
    time right if we're building a house I
  • 00:11:18
    would say sofi's already got the
  • 00:11:19
    foundation of the house Dawn right and I
  • 00:11:22
    would say they've even got the walls all
  • 00:11:23
    up right they even got the roof on like
  • 00:11:26
    now Sofi just needs to get the interior
  • 00:11:28
    of the house finished and I mean I think
  • 00:11:31
    we're I think we're looking really good
  • 00:11:32
    in regards to Sofi amazing on this is a
  • 00:11:35
    position we're up about 81% on there's
  • 00:11:38
    another one I wish I built it out more
  • 00:11:40
    aggressively back in 2023 I was a little
  • 00:11:42
    too slow with my buys but the thing was
  • 00:11:45
    when I started this portfolio man a lot
  • 00:11:47
    of those big techs were still really
  • 00:11:48
    really cheap and so I was like I was
  • 00:11:50
    trying to buy meta I was trying to buy
  • 00:11:51
    Amazon I was trying to buy Tesla it was
  • 00:11:53
    just there was a lot of opportunities at
  • 00:11:55
    that particular time revolve and by the
  • 00:11:57
    way in regards to Amazon's value
  • 00:11:59
    valuation on this baby we can go ahead
  • 00:12:01
    and take a peek at that so Amazon
  • 00:12:04
    trading around a 354 P very fair and
  • 00:12:07
    remember Amazon comes in beats numbers
  • 00:12:09
    quite often very fair valuation for
  • 00:12:12
    Amazon you know this is a company that
  • 00:12:14
    you can count just growing and growing
  • 00:12:16
    and growing they put expectations very
  • 00:12:18
    low going into this year too like if you
  • 00:12:20
    look at their latest guidance they're
  • 00:12:22
    talking about five to 9% Revenue growth
  • 00:12:25
    I can't imagine Amazon growing less than
  • 00:12:27
    10% I I can't imagine Amazon growing
  • 00:12:29
    less than 10% a year any year in this
  • 00:12:32
    entire decade all the way out to 2030
  • 00:12:35
    maybe 2030 through 2040 maybe we start
  • 00:12:38
    talking about growth rates a little
  • 00:12:39
    slower maybe we talk about you know
  • 00:12:42
    Revenue growth of you know 5 to 9% then
  • 00:12:45
    but it's just really hard for me to wrap
  • 00:12:46
    my head around anything less than 10%
  • 00:12:48
    Revenue growth and because they have
  • 00:12:50
    three main growth businesses
  • 00:12:51
    e-commerce's growth Amazon web services
  • 00:12:54
    growth and their advertising businesses
  • 00:12:56
    growth so for me to imagine them not
  • 00:12:58
    growing at least 10% % no no this
  • 00:13:00
    company set expectations on the
  • 00:13:02
    floor management set expectations so low
  • 00:13:04
    that this stock is primed to hit 300
  • 00:13:06
    plus this year like if Amazon if we're
  • 00:13:09
    at this time next year and Amazon's you
  • 00:13:11
    know $310 or $320 I wouldn't be
  • 00:13:13
    surprised at all cuz how low management
  • 00:13:16
    set expectations they know they should
  • 00:13:18
    come in and beat numbers throughout the
  • 00:13:20
    year and you know everybody's going to
  • 00:13:21
    flip their Flapjacks over this one but
  • 00:13:22
    just phenomenal growth obviously in
  • 00:13:25
    regards to this company year after year
  • 00:13:26
    after year and um you know obviously the
  • 00:13:29
    margin story has gotten a lot better
  • 00:13:31
    over the last couple years here from
  • 00:13:33
    negative net margins to now we're
  • 00:13:35
    talking about net margins of around you
  • 00:13:37
    know getting close to 11% that's got a
  • 00:13:39
    long way to play out net margins for
  • 00:13:41
    this company Long
  • 00:13:43
    Term I think they're probably more in
  • 00:13:45
    the 15 to 20% range AWS great profitable
  • 00:13:49
    business advertising we know that's
  • 00:13:51
    straight profit that's you know Amazon's
  • 00:13:53
    name of the game but the e-commerce side
  • 00:13:55
    of the
  • 00:13:56
    business I think that's going to they're
  • 00:13:58
    going to be able to focus so much more
  • 00:13:59
    on profitability in my opinion over this
  • 00:14:00
    next decade in regards to Ecom e you
  • 00:14:02
    know Bezos and the team really just
  • 00:14:04
    wanted to focus on making sure they won
  • 00:14:06
    the opportunity cuz that's a multi-
  • 00:14:07
    trillion dollar opportunity
  • 00:14:09
    itself like e-commerce alone we're not
  • 00:14:12
    talking about AWS which is arguably just
  • 00:14:13
    as big of an opportunity if not bigger
  • 00:14:15
    for the company but e-commerce is a
  • 00:14:17
    multi-trillion dollar opportunity right
  • 00:14:21
    like that's so big and so I think Bezos
  • 00:14:24
    and the team has always focused that
  • 00:14:25
    business on let's just make sure we're
  • 00:14:27
    number one by a mile and they have and
  • 00:14:29
    they won they won the game's over now so
  • 00:14:32
    Amazon won the next 10 to 20 years in
  • 00:14:34
    regards to e-commerce so now the name of
  • 00:14:35
    the game in my opinion is really
  • 00:14:37
    focusing on profitability over this next
  • 00:14:39
    10 to 20 years that's my opinion on that
  • 00:14:41
    right so these net margins this is still
  • 00:14:44
    very early days when you see Amazon at a
  • 00:14:46
    10% net margin just understand we're
  • 00:14:48
    likely going to 15 to 20% long term
  • 00:14:52
    which you know we're talking about a
  • 00:14:53
    company that is eventually going to be
  • 00:14:56
    doing a trillion dollars of Revenue so
  • 00:14:59
    when we're talking about a trillion
  • 00:15:00
    dollars of Revenue and we're talking
  • 00:15:01
    about a 20% net margin that they'll
  • 00:15:03
    probably be at long term in my opinion
  • 00:15:05
    we're talking about a company that is
  • 00:15:07
    going to have net income of
  • 00:15:10
    $200
  • 00:15:11
    billion a
  • 00:15:14
    year that's
  • 00:15:17
    crazy and they'll still be growing
  • 00:15:20
    likely so $200 billion a net income if
  • 00:15:23
    you put a 30 you know p ratio on that
  • 00:15:27
    right which if there's still strong
  • 00:15:28
    growing company at that time like
  • 00:15:30
    they're going to command a 30p no
  • 00:15:32
    problem right plus they'll be seen as
  • 00:15:34
    like just a you know kind of an apple
  • 00:15:36
    like company and just their dominance
  • 00:15:37
    30p on $200 billion in an income you're
  • 00:15:41
    at to $6 billion market
  • 00:15:44
    cap now factor in the incredible amount
  • 00:15:48
    of share BuyBacks they'll likely do over
  • 00:15:51
    this next 10 15 years and what do you
  • 00:15:54
    what do you think EPS is going to be
  • 00:15:56
    like oh my gosh earnings per share is
  • 00:15:58
    going to be ridiculous and so Amazon it
  • 00:16:01
    continues to be a core holding in the
  • 00:16:03
    public account uh I wish I held a lot
  • 00:16:05
    more shares I wish I held so many more
  • 00:16:07
    shares in the public account honestly
  • 00:16:09
    but that one's just they they won they
  • 00:16:11
    won the next 10 to 20 years between
  • 00:16:14
    their advertising business between AWS
  • 00:16:16
    and between their e-commerce side they
  • 00:16:18
    won the next 10 to 20 years we have
  • 00:16:21
    revolve is a decent sized position in
  • 00:16:23
    the port portfolio $1,500 there with
  • 00:16:25
    revolve revolve is kind of you know I
  • 00:16:27
    don't talk about this one a l lot e
  • 00:16:29
    e-commerce company really focused on
  • 00:16:31
    clothing uh big with the females you
  • 00:16:34
    know incredible co- CEOs this company
  • 00:16:37
    they run they run the ship very good
  • 00:16:39
    they get it they they just do a hell of
  • 00:16:41
    a job man they just a really good
  • 00:16:42
    management team at this company so I
  • 00:16:44
    like to hold that one it's just a good
  • 00:16:46
    company they usually surprise the upside
  • 00:16:51
    meta there's a reason met is the biggest
  • 00:16:54
    position in the in the public account
  • 00:16:56
    right with that being said it's gone up
  • 00:16:58
    so much I can't never afford to buy meta
  • 00:16:59
    shares cuz here's the thing I only
  • 00:17:01
    deposit $250 a week into the the
  • 00:17:04
    portfolio right and meta Shares are like
  • 00:17:06
    700 plus now CU it's gone up so much so
  • 00:17:09
    unfortunately I can't even if I wanted
  • 00:17:11
    to buy meta I can't buy meta I I could
  • 00:17:13
    look into maybe doing fractional shares
  • 00:17:15
    or something like that but a little
  • 00:17:17
    frustrating in regards to that so and
  • 00:17:19
    meta is still a buy like it's the
  • 00:17:21
    craziest thing man met is still a buy
  • 00:17:23
    like when you factor in the growth rates
  • 00:17:25
    this company has and when you factor in
  • 00:17:27
    I mean meta still company has going to
  • 00:17:29
    be growing 15 20% for a long time to go
  • 00:17:31
    in the future right and we're trading at
  • 00:17:34
    a Ford p in the 20s so people make a big
  • 00:17:37
    deal about oh meta's gone up like 20
  • 00:17:39
    something days in a row it's like why
  • 00:17:40
    shouldn't
  • 00:17:42
    it why shouldn't people still be buying
  • 00:17:44
    meta Give Me One Reason you don't have
  • 00:17:47
    one a company grows Revenue 15 20% in
  • 00:17:50
    future years it probably grow earnings
  • 00:17:52
    per share I wouldn't be surprised even
  • 00:17:53
    faster than that right and then they're
  • 00:17:56
    investing all this into Ai and the
  • 00:17:58
    metaverse all the these other great
  • 00:17:59
    long-term growth opportunities like met
  • 00:18:02
    as a double- digit grower for who knows
  • 00:18:05
    maybe 10 20 years to go in the future
  • 00:18:07
    and so you know at a for p at 28 you're
  • 00:18:11
    still getting good pricing on the stock
  • 00:18:13
    like is it what it was when it was $100
  • 00:18:16
    no but even at
  • 00:18:19
    700 you're still not getting bad pricing
  • 00:18:21
    if meta was trading at14 P right now I'd
  • 00:18:23
    say nah uh not that good of an
  • 00:18:27
    opportunity it was trading at 54 P right
  • 00:18:29
    now be like H you know not that good of
  • 00:18:31
    an opportunity right now at a 20s
  • 00:18:33
    something Ford P come on come on it's
  • 00:18:35
    still a
  • 00:18:36
    deal and so sometimes I'm tempted to
  • 00:18:39
    sell those shares in this portfolio but
  • 00:18:40
    then I look at the valuation I'm like
  • 00:18:42
    still like it's so hard for me to sell
  • 00:18:44
    meta it's so hard elf on a shelf uh next
  • 00:18:47
    one this is a fairly new position
  • 00:18:49
    already up almost 10% on it kind of
  • 00:18:51
    upset about that um I'm hoping this one
  • 00:18:54
    weakens but the problem is I think so
  • 00:18:56
    many people see elf down and out the way
  • 00:18:58
    the stock PR is right now and they
  • 00:18:59
    understand the growth rates this company
  • 00:19:01
    has it's been one of the most it's
  • 00:19:03
    arguably the most well-run company of
  • 00:19:05
    the past 5 years in the stock market the
  • 00:19:08
    only one you could put in the the only
  • 00:19:09
    company you put in the same sentence as
  • 00:19:11
    Al is NVIDIA and that's it they're the
  • 00:19:14
    most well-run company of the past 5
  • 00:19:15
    years in the stock market other than
  • 00:19:17
    maybe Nvidia right but this one I mean
  • 00:19:20
    the valuation gotten so compelling on
  • 00:19:22
    this company now and El's growth rates
  • 00:19:24
    are just beautiful they just beautiful
  • 00:19:27
    right now en has have this whole slowing
  • 00:19:29
    of growth and then kind of a troughing
  • 00:19:31
    and coming back up we'll see we'll see
  • 00:19:35
    like El's got so much International
  • 00:19:36
    opportunity over this next several years
  • 00:19:38
    it's ridiculous right and they're still
  • 00:19:40
    growing a lot in the United States and
  • 00:19:42
    then when you're looking at operating
  • 00:19:43
    income when you're looking at operating
  • 00:19:45
    cash flow when you're looking at free
  • 00:19:46
    cash flow I think you're going to see a
  • 00:19:49
    massive bounce back in all those metrics
  • 00:19:51
    over this next one to two years and as
  • 00:19:53
    all those metrics bounce back strong
  • 00:19:55
    over this next one to two years what do
  • 00:19:56
    you think is going to happen in the
  • 00:19:57
    stock price
  • 00:19:59
    so the moral of story is I would love to
  • 00:20:01
    buy some more elf all right so what do I
  • 00:20:03
    think about this gentleman's top four
  • 00:20:05
    Investments so first one is basically
  • 00:20:07
    just kind of like an index fund on the
  • 00:20:08
    S&P 500 he's talking about spy he's
  • 00:20:10
    talking about Vu um you
  • 00:20:14
    know I think those are fine
  • 00:20:17
    right here's here's what here's my
  • 00:20:19
    opinion on like the S&P 500 index funds
  • 00:20:22
    it's bare minimum activity it's like if
  • 00:20:26
    somebody said hey I want to go the G you
  • 00:20:28
    know I want bare minimum of what I got
  • 00:20:31
    to do each week you know somebody would
  • 00:20:33
    probably tell them go walk on the
  • 00:20:35
    treadmill for 30 30 minutes three times
  • 00:20:37
    a week right bare minimum like at least
  • 00:20:39
    do that that's kind of how I feel about
  • 00:20:42
    S&P 500 index funds like bare minimum if
  • 00:20:45
    somebody doesn't want to put in the work
  • 00:20:47
    and they don't want to actually go run
  • 00:20:48
    and they actually don't want to lift
  • 00:20:49
    weights and you know do pilates class
  • 00:20:52
    and do yoga class and all that stuff
  • 00:20:53
    okay at least go walk on the treadmill a
  • 00:20:56
    few times that's the same way I feel
  • 00:20:57
    about index funds like if somebody
  • 00:20:58
    doesn't want to individually stock pick
  • 00:21:00
    and they don't want to you know actually
  • 00:21:01
    do the research work on these companies
  • 00:21:02
    they don't want to use St X they don't
  • 00:21:04
    want to say you know what uh let me do
  • 00:21:06
    some research on this company I heard
  • 00:21:07
    this company uh this company NVIDIA I I
  • 00:21:10
    looked into let me let me see what's
  • 00:21:11
    going on with them right and they type
  • 00:21:12
    in nvidia's ticker symbol and they see
  • 00:21:14
    what's going on with the growth rates
  • 00:21:15
    this company right and they see okay the
  • 00:21:17
    gross margins are going here the net
  • 00:21:18
    margins are going here okay here's where
  • 00:21:20
    the EPS is going here's where it's
  • 00:21:21
    projected to go right okay here's a free
  • 00:21:24
    cash flow okay you know and they're
  • 00:21:25
    doing all this research work then
  • 00:21:27
    they're like oh let me listen to the
  • 00:21:28
    latest conference call of Nvidia so they
  • 00:21:30
    type in nvidia's ticker sybol not
  • 00:21:31
    everybody wants to do this right and
  • 00:21:33
    they're like okay boom let me hit the
  • 00:21:34
    play button okay let me listen to what
  • 00:21:35
    they got to say o I like this oh Jensen
  • 00:21:37
    said just said this oh no no right okay
  • 00:21:39
    some people don't want to do that it's
  • 00:21:41
    fine like you don't want to do that you
  • 00:21:42
    don't want to run your projections you
  • 00:21:43
    don't want to say okay let me type in
  • 00:21:45
    nid ticker symbol here now I've done my
  • 00:21:47
    research on it let me you know I think
  • 00:21:49
    they I think they could grow 30% blah
  • 00:21:52
    blah blah and they put in all their
  • 00:21:52
    valuations right and they say Okay a p
  • 00:21:54
    ratio I think 25 to 35 is fair right and
  • 00:21:57
    they run their base case and not
  • 00:21:59
    everybody wants to do that and so for
  • 00:22:00
    the people that don't want to do that
  • 00:22:02
    right there's index funds for you so
  • 00:22:05
    it's like not everybody wants to
  • 00:22:06
    actually work hard at the gym right so
  • 00:22:08
    this is not meant for everybody what I
  • 00:22:10
    do is not meant for everybody right if
  • 00:22:13
    it was meant for everybody everybody
  • 00:22:14
    would have a big house wouldn't they
  • 00:22:17
    everybody would have a Ferrari and a
  • 00:22:18
    Lamborghini wouldn't they right right
  • 00:22:20
    right right right right right like like
  • 00:22:23
    just think about it like if this was for
  • 00:22:25
    everybody everybody would have this
  • 00:22:27
    stuff everybody would be going on baller
  • 00:22:28
    vacations right like everybody would be
  • 00:22:31
    traveling the world everybody would have
  • 00:22:32
    the best healthare like but they don't
  • 00:22:35
    and so if you're looking for bare
  • 00:22:37
    minimum S&P 500 index funds always right
  • 00:22:40
    there that's your walking on a treadmill
  • 00:22:42
    for 30 minutes a week or whatever right
  • 00:22:46
    next one up here investment number two
  • 00:22:47
    he talks about uh many investors SCD
  • 00:22:51
    kind of a dividend Equity ETF he's
  • 00:22:54
    talking about here um he also talks
  • 00:22:56
    about Brookfield Asset Management those
  • 00:22:58
    are okay but I would just much rather
  • 00:23:00
    pick like if I'm trying you guys know my
  • 00:23:02
    strategy gvd growth value dividends if
  • 00:23:05
    I'm trying to do
  • 00:23:06
    like if I want to say like I need to buy
  • 00:23:09
    five dividend stocks let's say I have a
  • 00:23:10
    portfolio of 15 stocks right and I have
  • 00:23:13
    five growth stocks and five more just
  • 00:23:14
    values that aren't paying a dividend and
  • 00:23:16
    I'm saying I need five dividend payers
  • 00:23:17
    as well I'd rather just pick the top
  • 00:23:20
    tier top tier best companies I can find
  • 00:23:23
    that have great growth rates for the
  • 00:23:24
    next several years likely expected pay
  • 00:23:26
    great dividends have a lower out ratio
  • 00:23:29
    that are going to have tons of room to
  • 00:23:30
    expand that dividend over the next 5 10
  • 00:23:31
    years I would much rather just invest in
  • 00:23:34
    those top five companies than worry
  • 00:23:36
    about trying to spread my money amongst
  • 00:23:39
    because you got to understand there's so
  • 00:23:41
    many bad dividend stocks out there so
  • 00:23:44
    when you put just throw your money at
  • 00:23:46
    like you know SD or any of these other
  • 00:23:48
    ones that are just kind of like
  • 00:23:49
    investing around just throwing money at
  • 00:23:51
    dividend stock you're going to be in so
  • 00:23:52
    many crap quality ones Why not pick five
  • 00:23:55
    top tier ones or if you want to build a
  • 00:23:57
    portfolio 10 dividend stock Why not pick
  • 00:23:59
    10 great dividend companies that have
  • 00:24:02
    immense room to up their dividends in
  • 00:24:04
    future years right and are likely going
  • 00:24:06
    to get you great capital appreciation
  • 00:24:08
    along with dividends why not do that why
  • 00:24:10
    do I need to hold a 100 different
  • 00:24:11
    dividend stocks or 200 or 300 or 400 or
  • 00:24:13
    500 I don't want to hold 500 dividend
  • 00:24:15
    stocks I'm sorry like there's just going
  • 00:24:17
    to be too many bad quality in there
  • 00:24:19
    right much rather do my own research and
  • 00:24:21
    find my top tier dividend stocks
  • 00:24:23
    investment number three okay there are
  • 00:24:26
    many options for this one one could be
  • 00:24:27
    Diversified Bond like the Vanguard Total
  • 00:24:29
    Bond Fund index but it's 3.67% yield is
  • 00:24:32
    relatively low how yield bonds bonds are
  • 00:24:35
    bonds are crap man bonds are so crap
  • 00:24:39
    like look at this look at the bond you
  • 00:24:43
    know index versus let's say the public
  • 00:24:44
    count over the past year and then you
  • 00:24:46
    pull up a lot of these Bond related
  • 00:24:48
    indexes over the past five years oh my
  • 00:24:51
    gosh like over the past five years some
  • 00:24:54
    of these Bond indexes are negative folks
  • 00:24:57
    negative so
  • 00:24:59
    I nah nah M I'm good thank you very much
  • 00:25:04
    no no no next one topic talking about
  • 00:25:06
    gold basically gold is an investment GLD
  • 00:25:09
    not bad uh you know Gold's something
  • 00:25:12
    people could hold as a small portfolio
  • 00:25:14
    allocation right uh also kind of some of
  • 00:25:16
    the younger folks might just want to
  • 00:25:18
    hold Bitcoin you could always do a
  • 00:25:19
    strategy let's say you want to allocate
  • 00:25:21
    10% to non stocks you could always do
  • 00:25:23
    something like just put 5% of your money
  • 00:25:25
    in Bitcoin put 5% in Gold something like
  • 00:25:27
    that um I like silver more than gold but
  • 00:25:30
    with that being said that one's okay
  • 00:25:32
    it's not my favorite certainly but it's
  • 00:25:34
    okay
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