Financial Education track record
Does Financial Education beat the market? Since Feb 04, 2020 — the span we've tracked their calls over — every explicit on-camera call, 245 positions each priced at that day's close, adds up to +85.7%. Over that exact period the S&P 500 returned +134.7% and the Nasdaq 100 returned +219.0%.
Return · live
+85.7%
≈ +9.6%/yr over 6.7 yrs
same span: S&P +134.7% · Nasdaq +219.0%
Hit rate
56%
Open calls
155
Closed
90
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Performance
Growth of 100 in this picker's book — the Return above, over time. The book is split equally across whatever is open, re-split each time one of the 233 priced call(s) opens or closes, and held in between: what following them equal-weight would have done. The book starts at Jan 01, 2020 — the same date every book on the site starts — flat at 100 until this picker's first tracked call, with benchmarks measured from the same day, so the gap to the index is comparable across pickers. Price returns, excluding dividends on both sides. Hypothetical; excludes fees and taxes. 29 earlier calls sit out: our coverage of this channel only runs unbroken from Nov 12, 2019, and across a gap that long we could miss a sell and mark a position they had already exited. They rejoin the book if the missing videos are filled in.
Growth of 100
Annual returns
The book's return in each calendar year — the whole account as it stood that year, whatever year its positions were opened, marked year-end to year-end (year to date for the current year). These rows chain: compound them and you get the total return above. The index column is the same calendar year's Nasdaq 100 return, identical on every picker's page; Edge is the difference.
| Year | Book return | Nasdaq 100 (QQQ) | Edge | Picks opened | Closed |
|---|---|---|---|---|---|
| 2026 YTD | +2.0% | +18.1% | -16.1% | 18 | 14 |
| 2025 | +17.2% | +20.2% | -3.0% | 22 | 14 |
| 2024 | +17.2% | +24.8% | -7.6% | 21 | 10 |
| 2023 | +35.2% | +53.8% | -18.6% | 46 | 24 |
| 2022 | -33.7% | -33.1% | -0.6% | 37 | 14 |
| 2021 | +22.5% | +26.8% | -4.3% | 57 | 12 |
| 2020 | +20.7% | +47.6% | -26.9% | 44 | 2 |
Same construction as the Growth of 100 chart above, sliced at year boundaries. Price returns, excluding dividends on both sides.
Coverage is not complete. Calls are read from video transcripts, and some videos can't be captured — YouTube does not always serve the captions, and a video we miss is a call we never see. Buys are announced and sells are quiet, so what a missing video most likely hides is an exit: a position may show as open that the picker has already closed. Treat these as a good-faith reconstruction, not an audited record.
Open calls (155)
Open calls (155)
| Ticker | Called | Entry | Now | Return |
|---|---|---|---|---|
| CAG | Sep 17, 2026 | $15.18 | $13.92 | -8.3% |
| He bought Conagra Brands as an early value and dividend investment while learning valuation and portfolio construction. | ||||
| CRUS | Sep 17, 2026 | $120.37 | $113.08 | -6.1% |
| He identifies Cirrus Logic as an earlier successful growth investment before his largest later winners. | ||||
| KMB | Sep 17, 2026 | $98.19 | $108.40 | +10.4% |
| He bought Kimberly-Clark as a stable value and dividend investment and supports using such stocks as portfolio foundations. | ||||
| MNST | Sep 17, 2026 | $44.51 | $45.66 | +2.6% |
| He bought Hansen’s Natural Beverage, now Monster Beverage, as an earlier successful growth investment. | ||||
| WMT | Sep 17, 2026 | $106.79 | $118.77 | +11.2% |
| He bought Walmart as a stable, lower-risk value and dividend investment and still recommends building portfolios around such holdings. | ||||
| OXY | Jul 20, 2026 | $55.19 | $62.86 | +13.9% |
| Buy around $55 and hold five years for dividends, deleveraging, oil-price upside, and carbon-capture optionality. | ||||
| GOOGL | Jul 13, 2026 | $352.51 | $324.89 | -7.8% |
| Reasonably attractive but less preferred than Amazon or Meta because he doubts analysts’ revenue-growth targets can be achieved. | ||||
| WHR | Mar 11, 2026 | $58.23 | $27.31 | -53.1% |
| Whirlpool is less risky than RH and could benefit when the real estate market thaws and normalizes. | ||||
| CCL | Mar 04, 2026 | $28.01 | $28.06 | +0.2% |
| A long-term 10–20 year travel opportunity as wealthy boomers spend more on cruises; Carnival offers affordable family vacations despite near-term oil-price pressure. | ||||
| RCL | Mar 04, 2026 | $287.21 | $298.30 | +3.9% |
| Royal Caribbean has incredible ships and somewhat higher-end customers than Carnival, though its valuation is richer and dividend yield smaller. | ||||
| MU | Feb 17, 2026 | $399.78 | $983.23 | +145.9% |
| Near-term earnings should be exceptional, but memory cyclicality could make Micron a value trap when the AI-driven boom busts. | ||||
| PANW | Feb 17, 2026 | $163.50 | $394.49 | +141.3% |
| Cybersecurity demand should persist and the company has years of expected double-digit growth. | ||||
| AMD | Feb 03, 2026 | $242.11 | $578.44 | +138.9% |
| A+ earnings, sustained 35%+ revenue CAGR, accelerating AI-chip demand, and Lisa Su’s consistent guidance beats support major long-term upside. | ||||
| SNOW | Jan 29, 2026 | $199.37 | $339.91 | +70.5% |
| Snowflake could become a buy as it shifts from losses to profitability; an early profit ramp may make its high forward P/E look cheaper. | ||||
| CAVA | Sep 29, 2025 | $58.76 | $54.25 | -7.7% |
| CAVA may offer a long-term growth opportunity if the stock keeps falling; they may start a position in December 2025 or January 2026 and build it through 2026. | ||||
| NVDA | Aug 27, 2025 | $181.60 | $215.38 | +18.6% |
| The stock is likely rangebound between roughly $125 and $200 for the next 2–3 years as growth decelerates, margins compress, and AMD competition increases. | ||||
| META | May 26, 2025 | $627.06 | $612.49 | -2.3% |
| Diversified platforms, a top-tier balance sheet, roughly 40% margins, and a reasonable forward P/E support continued buying. | ||||
| PLTR | May 21, 2025 | $120.58 | $196.81 | +63.2% |
| Revenue growth is accelerating and new multi-million-dollar contracts keep rolling in, making it too tough to bet against. | ||||
| TNA | Apr 09, 2025 | $24.01 | $59.09 | +146.1% |
| Bullish on a multi-year rebound in small caps under the Trump administration; current hatred of small caps creates a contrarian opportunity. | ||||
| E | Apr 06, 2025 | $28.14 | $59.65 | +112.0% |
| A screaming deal at current levels, especially if it falls under 50. | ||||
| RRR | Apr 06, 2025 | $37.62 | $48.42 | +28.7% |
| At 37 and potentially under 35, Red Rock Resorts is a steal deal. | ||||
| HSY | Apr 06, 2025 | $162.24 | $163.77 | +0.9% |
| Hershey is attractive at current levels. | ||||
| URTY | Apr 06, 2025 | $25.05 | $68.61 | +173.9% |
| Compelling for investors with a longer-term horizon if it breaks below 20 this week. | ||||
| TTD | Apr 06, 2025 | $46.24 | $12.76 | -72.4% |
| The historic 63% fall from January creates an opportunity to start a position, potentially below 45 and into the 30s. | ||||
| SHOP | Apr 03, 2025 | $82.29 | $168.22 | +104.4% |
| Shopify ranks second-best for risk-reward among the group, behind Amazon and ahead of Micron. | ||||
| HNST | Mar 26, 2025 | $4.99 | $4.57 | -8.4% |
| Improving margins, profitability, revenue, and EPS; $70M+ cash on a roughly $400M market cap, with strong execution by CEO Carla Vernon. | ||||
| TXRH | Feb 14, 2025 | $171.70 | $174.75 | +1.8% |
| An okay, though not great, buy around $170 after falling from above $200; forward P/E is about 23. | ||||
| NFLX | Sep 18, 2024 | $69.05 | $61.99 | -10.2% |
| A low-risk position with strong three- to five-year upside. | ||||
| PLNH | Sep 12, 2024 | $0.62 | $0.08 | -87.1% |
| He loves Planet 13 long term and has especially strong expectations for growth over the next 12–18 months. | ||||
| UPS | Sep 12, 2024 | $128.42 | $105.62 | -17.8% |
| Attractive valuation, recovering earnings, and likely strong returns over the next three or four years. | ||||
| RVLV | Aug 21, 2024 | $23.56 | $22.59 | -4.1% |
| Net income and EPS more than doubled year over year, while analysts underestimate earnings; he considers it a buy below $25, especially in the low $20s. | ||||
| SPY | Aug 04, 2024 | $532.90 | $772.31 | +44.9% |
| Plans to keep buying the market systematically during declines, increasing purchase size as the selloff deepens. | ||||
| LULU | Aug 02, 2024 | $236.00 | $105.22 | -55.4% |
| Would buy Lululemon below $100 and pick up shares around $52 if it falls near $50; sees a potentially strong three-year opportunity. | ||||
| ULTA | Jul 22, 2024 | $391.67 | $619.24 | +58.1% |
| At around $390, Ulta offers attractive risk/reward with potential for earnings growth and a long-term recovery. | ||||
| EA | May 09, 2024 | $127.12 | $209.70 | +65.0% |
| Attractive valuation, a sports-game licensing moat, cost-cutting-driven EPS growth, and the NCAA Football release support adding to the position. | ||||
| CELH | Apr 04, 2024 | $79.47 | $27.98 | -64.8% |
| The core brand can return to growth, giving the stock substantial long-term upside. | ||||
| MODG | Feb 13, 2024 | $13.53 | $13.70 | +1.3% |
| Buy-and-hold-your-breath opportunity below $15; dominant Topgolf and Callaway brands offer high reward, but financial statements are unusually messy. | ||||
| LVS | Jan 18, 2024 | $49.52 | $36.22 | -26.9% |
| Roughly 46% 2024 EPS growth, 18% revenue growth, and a valuation near 17x earnings make it attractive, though he prefers Wynn. | ||||
| LYV short | Jan 18, 2024 | $90.65 | $172.50 | -90.3% |
| Concert demand may normalize, valuation is high, and government scrutiny is escalating. | ||||
| BKNG | Jan 18, 2024 | $141.15 | $147.94 | +4.8% |
| Expected 17% EPS growth versus roughly 10% revenue growth at a decent valuation, though revenge-travel demand may normalize. | ||||
| ENPH | Jan 03, 2024 | $122.63 | $24.99 | -79.6% |
| Could be an interesting buy in 2024 if analyst numbers are correct, but he wants to see where collapsing revenue and EPS ultimately bottom. | ||||
| Z | Dec 21, 2023 | $58.75 | $30.77 | -47.6% |
| A materially healthier housing market over the next 12–24 months could improve Zillow’s business, though he is not personally buying it on that basis alone. | ||||
| BBWI | Nov 17, 2023 | $29.36 | $21.64 | -26.3% |
| Low-ticket products, limited competition, and a forward P/E below 10 are attractive, creating a high probability of buying within the next few months. | ||||
| IWM | Nov 09, 2023 | $167.24 | $281.29 | +68.2% |
| The Russell 2000 ETF is unusually cheap, and small caps should not remain at historically depressed valuations. | ||||
| ALGN | Oct 30, 2023 | $186.74 | $153.62 | -17.7% |
| Align's near-monopoly in clear aligners, strong balance sheet, and roughly 20x forward earnings are attractive despite recent weakness. | ||||
| W | Oct 04, 2023 | $58.13 | $114.02 | +96.2% |
| Wayfair is viewed as a major buy over the next three to six months despite near-term weakness and continued tax-loss selling. | ||||
| ORCL | Sep 26, 2023 | $104.88 | $144.54 | +37.8% |
| He is nearly finished researching Oracle and would likely build a smaller position if it keeps falling; below $100, buying is almost guaranteed. | ||||
| EL | Sep 19, 2023 | $152.01 | $109.31 | -28.1% |
| Estee Lauder has valuable brands and turnaround potential; improving growth, digital expansion, and margins could drive the stock from $92 to about $180. | ||||
| RH | Sep 19, 2023 | $289.87 | $145.06 | -50.0% |
| A higher-risk position with room to build over the next three to six months if the stock declines. | ||||
| MAT | Aug 24, 2023 | $21.27 | $15.28 | -28.2% |
| Barbie could support toy sales for years, and the company has shown it can produce additional successful films. | ||||
| SDOW | Aug 24, 2023 | $99.28 | $23.91 | -75.9% |
| He is not hedged enough and plans to add SDOW hedges in September and October; they could recover strongly if the Dow falls 5–10%. | ||||
| ALLY | Aug 15, 2023 | $27.37 | $38.80 | +41.8% |
| Ally can attract deposits through high-yield savings accounts and CDs while interest rates remain elevated. | ||||
| GM | Aug 15, 2023 | $33.30 | $82.48 | +147.7% |
| GM trades at roughly four times earnings, while Cruise Automation's potential is not reflected in the stock, despite significant auto and recession risks. | ||||
| SMG | Aug 02, 2023 | $57.86 | $59.66 | +3.1% |
| A long-term buying opportunity after the post-COVID reversal; the business should remain relevant and could perform well over the next three to six years. | ||||
| AYRWF | Jul 11, 2023 | $1.07 | — | — |
| Already owns many shares and will not add more until the company demonstrates profitability; remains bullish over the medium term. | ||||
| ELF | Jun 25, 2023 | $108.45 | $115.41 | +6.4% |
| Has a long runway of growth ahead, has clearly bottomed, and the momentum has started. | ||||
| AAPL short | May 31, 2023 | $177.25 | $343.83 | -94.0% |
| Apple is richly valued despite declining trends, and the iPhone 15 may fail to excite consumers. | ||||
| SH | May 11, 2023 | $60.00 | $32.13 | -46.5% |
| Owns SH as a hedge against his long-heavy portfolio, expecting it to rise roughly 1% when the S&P 500 falls 1%. | ||||
| ANET | May 03, 2023 | $33.18 | $186.72 | +462.7% |
| After the decline, Arista is at a very fair valuation for the first time in a while, creating an opportunity. | ||||
| V | Apr 25, 2023 | $229.59 | $400.60 | +74.5% |
| Visa is one of the world's best-run companies, with net income up 17%, EPS up 20%, and an apparently undervalued valuation of roughly 27x forward earnings. | ||||
| TRN | Apr 09, 2023 | $23.36 | $25.56 | +9.4% |
| Could be a buying opportunity this year; it is a dominant railcar manufacturer with durable replacement demand and a strong dividend yield. | ||||
| GBX | Apr 09, 2023 | $30.21 | $37.48 | +24.1% |
| Could be a buying opportunity this year; railcars have needs-based replacement demand and the company benefits from a concentrated market. | ||||
| MOS | Apr 06, 2023 | $43.67 | $18.33 | -58.0% |
| Mosaic is deeply discounted, profitable, pays a dividend, and serves a needs-based market. | ||||
| JNJ | Mar 22, 2023 | $151.05 | $271.04 | +79.4% |
| They would consider buying Johnson & Johnson, but need it to decline further first. | ||||
| PEP | Mar 22, 2023 | $176.51 | $132.63 | -24.9% |
| They would consider buying Pepsi, but need it to come down more first. | ||||
| NKE | Mar 15, 2023 | $118.17 | $37.15 | -68.6% |
| A generational buying opportunity after a 43% decline, with CEO Elliot Hill rapidly repairing the business and Nike reclaiming running-market momentum. | ||||
| CAKE | Mar 13, 2023 | $34.35 | $105.73 | +207.8% |
| Short-term traffic, inflation, and fuel pressures are temporary relative to Cheesecake Factory’s 10-plus-year growth runway across its restaurant portfolio. | ||||
| RIVN | Mar 07, 2023 | $14.64 | $11.67 | -20.3% |
| Rivian has an attractive product lineup, institutional backing, and a decent probability of succeeding, making it the preferred EV stock other than Tesla. | ||||
| HD short | Feb 21, 2023 | $295.50 | $317.56 | -7.5% |
| Home Depot is unattractive and overvalued, and is likely to fall considerably as housing weakens. | ||||
| ON | Jan 31, 2023 | $73.45 | $75.63 | +3.0% |
| They personally own ON and noted that the stock is up roughly 28% over the past month. | ||||
| SQQQ | Jan 24, 2023 | $1,053.25 | $36.28 | -96.6% |
| A modest SQQQ position can serve as an annual portfolio hedge, profiting in a market decline and allowing proceeds to be redeployed into long positions at lower valuations. | ||||
| FLO | Dec 12, 2022 | $29.09 | $6.14 | -78.9% |
| Likely Q1 2023 purchase; beaten-down company with a solid business model, balance sheet, profitability, cash flow, and long-term prospects. | ||||
| CRM | Nov 27, 2022 | $153.35 | $242.11 | +57.9% |
| High confidence in management, strong revenue and margin growth, Agentforce adoption, and aggressive share buybacks at a reasonable valuation. | ||||
| INTC | Nov 02, 2022 | $27.42 | $95.53 | +248.4% |
| They are considering Intel as a potential 2023 addition, particularly for the dividend account. | ||||
| ABNB | Nov 01, 2022 | $109.05 | $166.04 | +52.3% |
| Early-stage profitability opportunity and potential to become a profit machine. | ||||
| SOFI | Oct 30, 2022 | $5.45 | $17.14 | +214.5% |
| A speculative bet on SoFi becoming a future banking giant, supported by rapid customer and revenue growth, improving profitability and a lean digital platform. | ||||
| LOGI | Oct 23, 2022 | $44.62 | $98.27 | +120.2% |
| Logitech is a buy near its recent low, with roughly 13.5 trailing P/E, over 2% dividend yield, and about 12 forward P/E. | ||||
| GOOG | Oct 11, 2022 | $98.05 | $321.89 | +228.3% |
| Bought Alphabet after it moved back below $100. | ||||
| SFT | Aug 22, 2022 | $0.95 | — | — |
| Short-term meme-stock contagion is obscuring his longer-term confidence in the business. | ||||
| FDX | Jun 28, 2022 | $193.46 | $304.58 | +57.4% |
| Likes the conference call, stable business model, and roughly 2% yield. | ||||
| NDX | Jun 24, 2022 | $11,697.68 | $29,813.16 | +154.9% |
| When the Nasdaq is down 30%, 40%, or 50%, investors should be buyers because such opportunities are rare and valuation matters more than short-term downside. | ||||
| TARK | May 27, 2022 | $59.50 | $49.79 | -16.3% |
| A speculative slot-machine position for someone highly bullish on a short-term market rally and willing to gamble. | ||||
| TGT | May 19, 2022 | $153.43 | $148.96 | -2.9% |
| Target is a really good value at $150 or below; he praises its management, execution, and long-term operational performance. | ||||
| ONON | May 02, 2022 | $26.04 | $31.94 | +22.7% |
| On Holding is a company he loves for the long term and expects to be much higher in future years. | ||||
| WBA | Mar 24, 2022 | $47.02 | $11.98 | -74.5% |
| Walgreens was dirt cheap and offered a better return than holding cash. | ||||
| AVT | Mar 21, 2022 | $43.04 | $93.57 | +117.4% |
| Avant Brands is highly speculative and trades around $0.20, so he will probably average down while keeping the position limited. | ||||
| WYNN | Mar 20, 2022 | $79.65 | $71.38 | -10.4% |
| Wynn is an incredible buy with substantial long-term upside. | ||||
| AFRM | Feb 22, 2022 | $36.41 | $73.32 | +101.4% |
| Probably a money maker whose stock is difficult to see not rising over the next three years, though PayPal is the safer choice. | ||||
| QQQ | Feb 14, 2022 | $347.49 | $725.61 | +108.8% |
| Buying and holding after the dot-com bubble deflated would have produced substantial long-term gains; broad-index investing is favored. | ||||
| UBER | Jan 18, 2022 | $38.41 | $65.27 | +69.9% |
| He'd probably be buying Uber now if he weren't already finding so many other stocks extremely cheap. | ||||
| GDRX | Jan 18, 2022 | $25.90 | $3.47 | -86.6% |
| He'd probably be buying GoodRx at a new 52-week low if he weren't already buying many other stocks. | ||||
| FUBO | Jan 17, 2022 | $157.44 | $7.98 | -94.9% |
| Fubo targets sports fans efficiently, has rapid revenue growth, and could become much more profitable as customer scale reduces marketing costs. | ||||
| AMZN | Jan 12, 2022 | $165.21 | $254.60 | +54.1% |
| Amazon is a buy in every market and a core position because AWS profits let it undercut competitors in grocery and other markets. | ||||
| STC | Jan 11, 2022 | $79.25 | $44.30 | -44.1% |
| Bought around $2 because further declines to irrationally low valuations would not make sense. | ||||
| SDC | Dec 14, 2021 | $2.53 | — | — |
| SmileDirectClub is a massive buy because losses may shrink, revenue could recover, ancillary products are expanding, and profitability may arrive by 2024. | ||||
| LOCO | Dec 14, 2021 | $13.40 | $15.01 | +12.0% |
| Profitable, reasonably valued restaurant with expected growth and a high probability of a potential buyout at a premium. | ||||
| HIMS | Dec 14, 2021 | $5.50 | $29.32 | +433.1% |
| Attractive growth and a path to profitability, though the broader telehealth thesis is still being evaluated. | ||||
| ARKK | Dec 09, 2021 | $97.73 | $86.12 | -11.9% |
| Favorable over a one- to five-year horizon, but only suitable for a very small position rather than going all in. | ||||
| LMND | Dec 02, 2021 | $47.36 | $45.36 | -4.2% |
| Substantial long-term potential despite expecting years of losses, with an attractive entry around $25 after a much larger decline. | ||||
| PL | Nov 23, 2021 | $11.41 | $14.33 | +25.6% |
| Planet's fundamentals and future are amazing, and he is a huge long-term believer. | ||||
| TDOC | Nov 21, 2021 | $116.99 | $6.88 | -94.1% |
| Teladoc's potentially sticky, game-changing virtual-healthcare business could achieve long-term profitability. | ||||
| SAM | Nov 21, 2021 | $464.75 | $198.21 | -57.4% |
| Boston Beer is much cheaper and Truly could eventually overtake White Claw. | ||||
| PRPL | Nov 15, 2021 | $335.00 | $3.29 | -99.0% |
| He says $10–$15 is a buy for a long-term investor and would likely start a personal position below $10. | ||||
| VGFC | Oct 14, 2021 | $2.29 | — | — |
| He expects substantial upside if the company executes and would continue holding even if it abandoned China after six or 12 months. | ||||
| HON | Sep 28, 2021 | $212.49 | $219.26 | +3.2% |
| Building a position in needs-based products such as beauty products, diapers, and wipes; it is holding up well during the selloff. | ||||
| BROS | Sep 22, 2021 | $50.88 | $42.93 | -15.6% |
| He loves the business and would likely buy after a substantial post-IPO decline, potentially building a six-figure position. | ||||
| VYGR | Sep 16, 2021 | $3.03 | $1.84 | -39.3% |
| He remains a long-term believer in Voyager and plans to keep buying around $10–$14, potentially adding 500–1,000 shares and averaging down. | ||||
| HOOD | Sep 06, 2021 | $43.35 | $91.43 | +110.9% |
| Would consider buying only after a decline of more than 50% to roughly $21 or below a $20 billion market cap; avoids it near $38 billion due to losses, weak user growth, regulation, crypto dependence, and distrust. | ||||
| VRYYF | Aug 24, 2021 | $2.43 | — | — |
| Improved branding, packaging, production, retail distribution prospects, and rapid revenue growth make the valuation attractive. | ||||
| AVNT | Aug 11, 2021 | $48.92 | $42.19 | -13.8% |
| He sees greater upside and wants to add roughly 10,000–20,000 shares, building toward approximately 88,000–99,000 shares, though with more risk than Corsair. | ||||
| WING | Aug 03, 2021 | $172.92 | $138.57 | -19.9% |
| Loves Wingstop as a 2024 call-options opportunity if the stock keeps falling, despite potential near-term pressure from COVID and China/U.S. concerns. | ||||
| ETSY | Jul 31, 2021 | $183.51 | $92.35 | -49.7% |
| Likes Etsy's long-term business despite recent weakness and would buy common shares if the stock falls substantially on earnings. | ||||
| F | Jul 25, 2021 | $13.82 | $11.95 | -13.5% |
| He would buy Ford over every automaker except Tesla, citing its trucks, Mustang franchise, electric SUV, lineup, production discipline, and management. | ||||
| GLW | Jul 25, 2021 | $41.22 | $131.20 | +218.3% |
| He considers Corning a strong dividend candidate and may buy it if earnings weakness creates a better entry. | ||||
| MMM | Jul 25, 2021 | $167.63 | $172.80 | +3.1% |
| He has considered 3M many times as a dividend play and may buy it if earnings cause the stock to decline. | ||||
| AVTBF | Jul 21, 2021 | $16.75 | $0.36 | -97.8% |
| Avant is his most bullish stock, supported by premium cannabis products, strong branding, improving sales, execution, and continued fundamental growth. | ||||
| SKYW | Jun 07, 2021 | $48.14 | $95.27 | +97.9% |
| Bought progressively as the stock declined, arguing investors should keep accumulating while a fundamentally attractive company is weak. | ||||
| INTU | May 24, 2021 | $440.41 | $328.19 | -25.5% |
| Loves the recurring-revenue ecosystem built around QuickBooks, TurboTax, and services for small and midsize businesses. | ||||
| ZM | May 21, 2021 | $316.40 | $100.26 | -68.3% |
| He bought initial shares and wants to buy a lot more because Zoom has a strong product, sticky customers, large net cash, buybacks, profitability and low valuation. | ||||
| VYGVF | Mar 15, 2021 | $18.45 | — | — |
| He expects Voyager could expand into brokerage, banking, cards, and crypto-to-fiat services, providing high-risk, high-reward crypto exposure. | ||||
| GGTTF | Mar 04, 2021 | $0.68 | — | — |
| Exceptional revenue growth, improving profitability, premium brands, strong leadership, and potential to become his next 10x stock; intends to hold for years. | ||||
| GTEC | Mar 03, 2021 | $11.91 | $0.66 | -94.5% |
| Owns 333 shares and would likely add after a sharp decline if the company continues executing and growing strongly; he is very excited about it. | ||||
| RKT | Mar 03, 2021 | $28.01 | $11.57 | -58.7% |
| Could add for the long term if refinancing fears drive further weakness; still researching but increasingly positive on the company. | ||||
| CCIV | Mar 03, 2021 | $24.20 | — | — |
| Would reconsider around a $20 billion or $15 billion valuation after seeing a compelling factory and evidence that production is beginning. | ||||
| PFE | Mar 01, 2021 | $33.69 | $29.45 | -12.6% |
| Stable dividend investment with an approximately 4.66% yield, low forward P/E, strong vaccine position, pipeline, and expected recurring EPS of at least $3. | ||||
| KR | Jan 20, 2021 | $33.07 | $65.02 | +96.6% |
| Defensive value, a dividend, roughly 12 forward P/E, and durable grocery demand while competing effectively with Walmart and Target. | ||||
| CVS | Jan 20, 2021 | $75.25 | $89.95 | +19.5% |
| COVID vaccine distribution should benefit CVS, which also provides durable needs-based pharmacy exposure and a dividend. | ||||
| FIZZ | Jan 05, 2021 | $42.02 | $34.27 | -18.4% |
| Bought around $37–$38 after channel checks showed LaCroix selling through quickly and being scarce on store shelves. | ||||
| BTC | Dec 28, 2020 | $27,084.81 | $79,886.47 | +194.9% |
| He supports Tesla putting roughly half its cash, about $7 billion, into Bitcoin because it should outperform slowly depreciating cash over 10–20 years and could accelerate mainstream adoption. | ||||
| ELY | Nov 03, 2020 | $15.64 | — | — |
| Getting back in because Callaway is acquiring Topgolf; he sees a long-term revenue-growth beast with two iconic golf brands and major expansion potential. | ||||
| VERY | Oct 28, 2020 | $11.05 | — | — |
| Not selling after a 20% gain; pursuing potentially hundreds- or thousands-of-percent long-term returns. | ||||
| UAL | Oct 13, 2020 | $35.26 | $103.43 | +193.3% |
| United is the most beaten-down airline selection and could potentially double if airline operations recover. | ||||
| DAL | Oct 13, 2020 | $31.77 | $80.35 | +152.9% |
| Delta is the number two U.S. airline behind Southwest and offers attractive risk/reward after being heavily beaten down. | ||||
| SWCH | Oct 01, 2020 | $15.50 | — | — |
| Amazing data-center company offering secure, low-cost physical server infrastructure for businesses that do not want workloads on the cloud; particularly attractive after a material decline. | ||||
| SFIX | Oct 01, 2020 | $28.29 | $2.68 | -90.5% |
| AI plus human stylists create improving recommendations; strong balance sheet, founder-led management, recurring demand, and long-term operating leverage. | ||||
| PLNT | Sep 22, 2020 | $58.35 | $52.63 | -9.8% |
| The upside is too attractive even after the stock more than doubled from their purchase price. | ||||
| DBX | Aug 17, 2020 | $19.92 | $36.51 | +83.3% |
| Added aggressively as one of three new-generation holdings expected to be a home run and major winner over the next two to three years. | ||||
| MGM | Aug 10, 2020 | $21.65 | $27.27 | +26.0% |
| Buy MGM at a reasonable valuation rather than wait for it to return to $10; add if it declines while the company remains attractive. | ||||
| MSFT | Aug 03, 2020 | $216.54 | $531.01 | +145.2% |
| Amazing company with strong recurring revenue, cloud exposure, balance sheet, and leadership, despite its rich valuation. | ||||
| UPWK | Jul 14, 2020 | $13.87 | $9.00 | -35.1% |
| Likely leader in the expanding freelance economy; despite recent highs, the roughly $2 billion valuation could eventually reach $5 billion, $10 billion, or more. | ||||
| DRI | Jun 24, 2020 | $70.81 | $216.56 | +205.8% |
| Likes Darden at about $70 and expects the business and valuation to recover as temporary COVID disruption passes. | ||||
| PLAY | Jun 24, 2020 | $14.19 | $7.71 | -45.7% |
| Speculative high-risk, high-reward opportunity at about $14 that could recover to $30–$40 over one to three years. | ||||
| AXP | Jun 19, 2020 | $100.94 | $317.94 | +215.0% |
| Relatively low risk with substantial three- to five-year upside. | ||||
| JPM | Jun 19, 2020 | $97.81 | $339.30 | +246.9% |
| JPMorgan has an attractive valuation, a dividend yield above 3%, proximity to its 52-week low, and perceived government support. | ||||
| LOW | Jun 19, 2020 | $133.83 | $198.40 | +48.2% |
| Lowe's is thriving on strong home-improvement demand despite a somewhat rich valuation. | ||||
| MCD | Jun 19, 2020 | $186.56 | $250.50 | +34.3% |
| McDonald's is exceptionally stable, well run, and dependable for dividend growth; they would begin building a position around $175, especially below $165. | ||||
| SBUX | Jun 19, 2020 | $75.40 | $103.20 | +36.9% |
| A depressed valuation creates an attractive long-term entry for a globally recognized, repeat-purchase brand that could outperform the S&P 500 over the next decade. | ||||
| SQ | Jun 11, 2020 | $86.09 | $89.50 | +4.0% |
| He would love to own Square but considers roughly 240x earnings unreasonable and wants a major valuation reset toward its historical range. | ||||
| HAS | Jun 05, 2020 | $80.86 | $118.68 | +46.8% |
| Hasbro is a phenomenal, consistent dividend payer with attractive toy and game businesses. | ||||
| REAL | Jun 05, 2020 | $14.44 | $11.06 | -23.4% |
| A trusted authenticated luxury-resale platform with nearly 52% expected revenue growth this year and a large five-to-ten-year expansion runway. | ||||
| NAT | Apr 22, 2020 | $5.23 | $7.95 | +52.0% |
| Extreme tanker-storage demand, rates, cheap fuel, and dividends could drive much higher earnings and potentially 2× returns. | ||||
| QCOM | Mar 11, 2020 | $74.62 | $182.97 | +145.2% |
| The picker is very interested in buying the world's biggest direct 5G play because its valuation looks increasingly cheap as 5G accelerates. | ||||
| NCLH | Mar 05, 2020 | $28.59 | $16.06 | -43.8% |
| Long-term business growth, rising passenger demand, and continued cruise-industry expansion. | ||||
| LUV | Mar 04, 2020 | $46.93 | $43.47 | -7.4% |
| Southwest’s established brand, customer-service reputation, recognizable advertising, and differentiated customer experience make it stand out in a commoditized industry. | ||||
| PLNHF | Feb 20, 2020 | $1.61 | — | — |
| Planet 13 is a massive buy with ridiculous upside, supported by its superstores, brands, vertical integration, expansion, and management. | ||||
Closed calls (90)
Closed calls (90)
| Ticker | Called | Entry | Exit | Return |
|---|---|---|---|---|
| TSLA | Sep 17, 2026 | $358.08 | $364.27 | +1.7% |
| TSLZ short | Feb 11, 2026 | $12.51 | $16.48 | -31.7% |
| NOW | Jan 29, 2026 | $116.73 | $150.13 | +28.6% |
| TSLA short | Jan 28, 2026 | $431.46 | $352.42 | +18.3% |
| TSLZ short | Oct 22, 2025 | $14.06 | $14.64 | -4.1% |
| TSLA short | Oct 13, 2025 | $435.90 | $439.62 | -0.8% |
| ADBE | Aug 31, 2025 | $356.70 | $257.26 | -27.9% |
| DUOL short | Aug 20, 2025 | $338.88 | $321.44 | +5.2% |
| TSLA | Jul 29, 2025 | $321.20 | $410.04 | +27.7% |
| TOL | Apr 14, 2025 | $94.21 | $131.43 | +39.5% |
| NVDA | Mar 14, 2025 | $121.67 | $137.38 | +12.9% |
| COST short | Feb 18, 2025 | $1,056.03 | $1,035.60 | +1.9% |
| MU | Jan 06, 2025 | $99.26 | $435.79 | +339.0% |
| TSLA | Oct 23, 2024 | $213.65 | $250.74 | +17.4% |
| TOL short | Oct 13, 2024 | $149.86 | $126.23 | +15.8% |
| CMG short | Jul 24, 2024 | $51.78 | $52.47 | -1.3% |
| TSLA | Jul 09, 2024 | $262.33 | $240.83 | -8.2% |
| GPRO | May 21, 2024 | $1.57 | $1.49 | -5.1% |
| TSLA | Feb 25, 2024 | $191.97 | $251.52 | +31.0% |
| TSLA | Feb 18, 2024 | $199.95 | $194.77 | -2.6% |
| BABA | Dec 01, 2023 | $73.99 | $137.14 | +85.3% |
| MNST | Nov 30, 2023 | $27.58 | $55.69 | +102.0% |
| BABA | Nov 24, 2023 | $78.49 | $78.49 | +0.0% |
| NVDA | Nov 21, 2023 | $49.94 | $124.58 | +149.4% |
| HNST | Nov 20, 2023 | $1.60 | $5.05 | +215.6% |
| META | Oct 24, 2023 | $312.55 | $751.66 | +140.5% |
| HNST | Oct 24, 2023 | $1.27 | $1.20 | -5.5% |
| CMG short | Sep 08, 2023 | $38.90 | $59.51 | -53.0% |
| NVDA | Aug 23, 2023 | $47.12 | $46.57 | -1.1% |
| PII short | Aug 17, 2023 | $114.35 | $89.86 | +21.4% |
| MAT | Jul 23, 2023 | $21.18 | $20.45 | -3.5% |
| META | Jun 29, 2023 | $281.53 | $314.01 | +11.5% |
| ELF | May 24, 2023 | $86.45 | $105.10 | +21.6% |
| SDOW short | Mar 31, 2023 | $105.40 | $98.84 | +6.2% |
| NFLX | Mar 08, 2023 | $31.18 | $64.76 | +107.7% |
| NVDA | Jan 09, 2023 | $15.63 | $38.65 | +147.3% |
| SDOW short | Dec 22, 2022 | $108.76 | $117.08 | -7.7% |
| ADBE | Dec 12, 2022 | $338.17 | $353.43 | +4.5% |
| TTCF | Nov 22, 2022 | $1.71 | $1.30 | -24.0% |
| ELF | Nov 20, 2022 | $54.91 | $89.81 | +63.6% |
| DIS | Nov 06, 2022 | $99.58 | $89.49 | -10.1% |
| AMD | Oct 06, 2022 | $67.85 | $630.63 | +829.5% |
| HD | Sep 20, 2022 | $274.17 | $314.94 | +14.9% |
| META | Jun 28, 2022 | $160.68 | $751.66 | +367.8% |
| PLTR | May 09, 2022 | $7.46 | $189.67 | +2442.5% |
| CCL | Mar 28, 2022 | $19.40 | $11.16 | -42.5% |
| NVDA | Mar 08, 2022 | $21.51 | $16.67 | -22.5% |
| SHOP | Feb 16, 2022 | $74.68 | $96.53 | +29.2% |
| HNST | Jan 16, 2022 | $6.83 | $1.36 | -80.1% |
| BYND | Jan 06, 2022 | $2,011.80 | $1,147.80 | -43.0% |
| PLTR | Dec 09, 2021 | $19.21 | $9.48 | -50.6% |
| BYND | Dec 02, 2021 | $2,020.80 | $2,223.90 | +10.1% |
| OTLY | Dec 02, 2021 | $164.60 | $33.00 | -80.0% |
| PYPL | Nov 21, 2021 | $193.61 | $56.73 | -70.7% |
| MNST | Nov 17, 2021 | $22.85 | $26.17 | +14.5% |
| AAPL | Nov 09, 2021 | $150.81 | $160.80 | +6.6% |
| BYND | Oct 22, 2021 | $2,874.00 | $2,987.10 | +3.9% |
| BABA | Oct 04, 2021 | $139.63 | $88.33 | -36.7% |
| HNST | Aug 31, 2021 | $10.18 | $6.83 | -32.9% |
| CHEF | Aug 17, 2021 | $28.92 | $32.62 | +12.8% |
| SDC | Aug 10, 2021 | $5.08 | $2.96 | -41.7% |
| GPRO | Jul 29, 2021 | $10.43 | $5.50 | -47.3% |
| WHR | Jul 19, 2021 | $212.39 | $93.75 | -55.9% |
| CCL | Jul 16, 2021 | $20.92 | $19.46 | -7.0% |
| RH short | Jul 08, 2021 | $692.97 | $392.85 | +43.3% |
| FUBO | May 21, 2021 | $243.48 | $237.24 | -2.6% |
| COIN | Apr 15, 2021 | $322.75 | $287.48 | -10.9% |
| PLTR | Mar 03, 2021 | $23.59 | $19.82 | -16.0% |
| TTCF | Feb 22, 2021 | $21.38 | $3.35 | -84.3% |
| CRSR | Feb 19, 2021 | $39.02 | $13.13 | -66.3% |
| AMC | Feb 09, 2021 | $55.00 | $164.10 | +198.4% |
| AAPL | Jan 20, 2021 | $132.03 | $145.86 | +10.5% |
| MSTR | Jan 01, 2021 | $38.85 | $63.65 | +63.8% |
| PTON short | Oct 30, 2020 | $110.21 | $84.87 | +23.0% |
| CAT | Oct 19, 2020 | $167.53 | $236.49 | +41.2% |
| HA | Oct 13, 2020 | $12.97 | $4.86 | -62.5% |
| ELF | Jul 16, 2020 | $19.48 | $50.12 | +157.3% |
| CAKE | Jun 24, 2020 | $22.29 | $29.05 | +30.3% |
| WBA | Jun 19, 2020 | $44.13 | $47.44 | +7.5% |
| CRUS | Jun 08, 2020 | $68.51 | $81.68 | +19.2% |
| CRUS | Jun 05, 2020 | $71.60 | $119.92 | +67.5% |
| SHOP | May 23, 2020 | $82.52 | $152.48 | +84.8% |
| META | May 19, 2020 | $216.88 | $751.66 | +246.6% |
| USO | Apr 23, 2020 | $21.12 | $85.43 | +304.5% |
| AAPL | Apr 16, 2020 | $71.67 | $96.19 | +34.2% |
| NFLX | Apr 16, 2020 | $43.92 | $36.59 | -16.7% |
| BA | Mar 12, 2020 | $154.84 | $217.31 | +40.3% |
| TXRH | Mar 11, 2020 | $42.05 | $147.70 | +251.2% |
| FL | Feb 14, 2020 | $40.38 | $31.38 | -22.3% |
| RVLV | Feb 04, 2020 | $17.17 | $19.36 | +12.8% |
Recent calls (40)
Recent calls (40)
sell
NOW conviction 8/10
Recently took profits and will probably sell the rest because expenses are rising while operating income, net income, and EPS are falling.
2026-10-28
· video
buy
AMD conviction 9/10
Strong long-term AI and chip opportunity; expects the fastest growth among trillion-dollar-plus companies by 2027, with dips likely to be bought.
2026-10-28
· video
hold
CAKE conviction 8/10
Calls it an “absolute hold” based on strong results and long-term expansion through Flower Child, North Italia, and other concepts.
2026-10-28
· video
hold
CAKE conviction 8/10
He is not selling because Cheesecake Factory remains discounted and has unusually strong long-term growth potential through Cheesecake Factory, Flower Child, and North Italia.
2026-10-26
· video
add
RH conviction 8/10
He is actively buying because revenue, margins, EPS, operating cash flow, and free cash flow are improving, while fear over housing weakness and debt maturities creates a buying opportunity.
2026-10-26
· video
add
WYNN conviction 9/10
He wants as many Wynn shares as possible, viewing the 41.5% decline and concerns over the 2027 resort, geopolitics, gas prices, and debt as excessive short-term penalties.
2026-10-26
· video
hold
AMD conviction 8/10
He already has several million dollars invested and remains bullish on AMD benefiting most from another semiconductor bull run, but has no interest in adding short-term options or extra capital.
2026-10-26
· video
· target $1,000
buy
AMZN
Already a buy at its current price; any weakness after earnings would be a great long-term buying opportunity.
2026-10-23
· video
buy
SOFI
Already a buy at its current price; any weakness after earnings would be a great long-term buying opportunity.
2026-10-23
· video
buy
CRM
He highlighted viewers who bought Salesforce earlier in the year with him and said they were making a ton of money.
2026-10-22
· video
buy
CELH conviction 9/10
Top-three stock for upside over the next three years; Celsius and Alani are building durable, repeat-purchase beverage brands with Pepsi distribution and international potential.
2026-10-19
· video
buy
RH conviction 8/10
Top-three stock for upside over the next three years; a strengthening housing market and smaller-format stores could drive growth, lower costs, and better margins.
2026-10-19
· video
buy
SOFI conviction 9/10
Top-three stock for upside over the next three years; SoFi has a long way to run and could become a $100 billion to several-hundred-billion-dollar financial giant through member growth and cross-selling.
2026-10-19
· video
hold
PLTR
Says Palantir remains a position and cites roughly 2,700% gains as an example of his high-growth investing approach.
2026-10-12
· video
hold
AMD
Holding his massive positions but will not buy extra shares or calls ahead of earnings; expects accelerating GPU/CPU demand, margins, and EPS.
2026-10-12
· video
· target $675–$775 within 30 days
buy
AMZN
Calls Amazon always a buy because AWS can drive extraordinary long-term growth and profitability.
2026-10-12
· video
buy
PEP
Calls Pepsi a great opportunity now after a 20% five-year decline, with roughly 14× forward earnings, a 4%+ yield, and strong results.
2026-10-12
· video
buy
CCL
Calls Carnival an easy-money opportunity benefiting from value-focused family vacations, wealthy retirees, and baby-boomer cruise demand.
2026-10-12
· video
trim
PLTR
Sold the far majority of his shares last year after previously owning 5,555; now holds about 1,000 shares in the public account.
2026-10-07
· video
add
WYNN conviction 8/10
Calls Wynn an incredible buy and is very excited to buy and add to the position over the next three to six months.
2026-10-07
· video
add
CELH conviction 9/10
Has been buying since late 2024 and calls it one of the best buys in the market; expects the core brand to return to growth and the stock to soar.
2026-10-07
· video
add
NFLX conviction 8/10
Actively building a low-risk position with strong three- to five-year upside and is comfortable taking it to roughly 5%–7% of the portfolio.
2026-10-07
· video
add
RH conviction 7/10
Actively building this higher-risk position and wants the stock lower so he can complete it over the next three to six months.
2026-10-07
· video
add
AXP conviction 8/10
Actively building the position and would love to buy more; considers it relatively low risk with substantial three- to five-year upside.
2026-10-07
· video
trim
META
Took a huge amount of profits last year from shares accumulated over many years, including shares bought in 2018.
2026-10-07
· video
hold
ELF
Congratulates shareholders; says the stock is already more than a double from its lows and sees $140 as the next move up.
2026-10-07
· video
· target $140
hold
AMD
Describes AMD as a long-held position that has appreciated substantially and now represents about 31% of the portfolio.
2026-10-07
· video
buy
AXP conviction 8/10
He calls American Express an A+ student on sale and a low-risk, sleep-well-at-night holding, supported by affluent customers, recurring fees, buybacks, and dividends.
2026-10-05
· video
· target $575+
buy
RH conviction 8/10
He has started buying and plans to build a good-sized position because revenue, margins, and free cash flow are recovering and housing may rebound in 2027–29.
2026-10-05
· video
· target $400+; best case $1,000+
buy
ELF conviction 9/10
He absolutely loves the company and sees a new EPS upcycle driven by improving margins, cash flow, Road Beauty, European expansion, and strong brands.
2026-10-05
· video
· target $400+
buy
NKE conviction 8/10
Despite Nike being a major loser in his account, he calls it a great buy and says his belief in the stock is as good as it has ever been.
2026-10-05
· video
· target $100+
buy
SOFI conviction 9/10
He repeatedly calls it a buy; membership growth, more products per member, rising equity, and improving EPS support substantial long-term upside.
2026-10-05
· video
· target $50–$100
buy
WYNN conviction 9/10
He calls it the best time to buy and a steel deal under $80, expecting the 2027 Middle East property to drive major earnings and cash-flow growth.
2026-10-05
· video
· target $200+
buy
NFLX conviction 9/10
He calls Netflix an easy buy near $67, citing strong revenue, margins, cash flow, advertising growth, pricing power, and international opportunity.
2026-10-05
· video
· target $200+
buy
AXP conviction 8/10
Bought over $6,000 because American Express is a great long-term company and they want to accumulate as many shares as possible.
2026-10-02
· video
buy
SOFI conviction 8/10
Made nearly a $16,000 big-boy buy because SoFi was trading around $15; it was the largest of the six purchases.
2026-10-02
· video
buy
RH conviction 8/10
Bought over $12,000 and expressed strong conviction in RH's prospects over the next few years.
2026-10-02
· video
buy
WYNN conviction 8/10
Bought over $9,000, expecting massive upside over the next few years, particularly from its Middle East property.
2026-10-02
· video
buy
CELH conviction 9/10
Bought over $7,000; considers Celsius the most attractive risk/reward in the stock market over the next three years.
2026-10-02
· video
buy
NFLX conviction 7/10
Made a $13,000-plus purchase, calling Netflix a pretty big buy.
2026-10-02
· video
We track this picker's explicit on-camera calls faithfully — we don't endorse or judge them. Marks are hypothetical and exclude fees and taxes. Not financial advice.