Best Hyper-Growth Stock Portfolio: What If I Could Only Buy 10 Stocks? (MY FAVORITE STOCKS REVEALED)

0:00 Introduction (screenshot of spreadsheet updated as of 8.30.2023)
0:55 If you're new to the channel (Explanation of my investing style)
5:31 Updates begin: Tesla - Number 1 position and why
13:55 Enphase - Second biggest stock position
17:27 Hims - A small-cap favorite in preventative healthcare (eDoc+ePharmacy)
21:02 Palantir, the Big Data play for the defense industry
25:05 Crowdstrike: Networked data for the best endpoint security
27:28 MercadoLibre: Outstanding success in Latin America
29:11 StoneCo: The "Square" of Brazil
31:05 Nubank: The main neobank in Latin America
33:53 Airbnb: disrupting hotels, hospitality, and mom-and-pop rental real estate
37:08 Bitcoin, Microstrategy & GBTC! The most debated asset.
41:16 Thanks for watching!

In this video, I reveal my top 10 stocks in the Beat The Denominator portfolio, and explain my criteria and reasoning behind each stock becoming one of my "preferred stocks" on the list. These stocks are poised to beat the denominator, that is, monetary inflation, since they are growing revenues all at over 30% each year. Sales growth is the ultimate proxy for product adoption, and all these stocks sell products that are early on in their product adoption journeys. I begin the video by providing a screenshot of my stocks and their valuation as well as my ranking of each stock, then followed by a description of each stock and their advantages. In the video, I provide an analysis of Tesla stock (TSLA stock) and it's potential as a disruptor, Enphase stock (ENPH stock) and the value of residential solar, why I believe they'll win, Bitcoin and its role as a bond alternative likely to beat monetary inflation without taking on counterparty risk, Hims stock (Hims and Hers) and their role in the preventative healthcare revolution and the future of healthcare, Palantir and it's excellent software & AI businesses, as well as its association with Peter Thiel from Paypal, MercadoLibre stock (MELI stock) and how well this e-commerce giant is doing in Brazil, Mexico, Argentina, and Latin America (LatAm) in general, StoneCo stock (STNE stock) and why it may be the "Square of Brazil" with a hint of Quickbooks likeness, Nubank (NU stock) and its role as a neobank in Latin America, and Airbnb stock (ABNB stock) and it's amazing prospects and profitability.

I also explain my process for stock selection through the video.

Former videos explaining my theses for each stock:

As always, this video is NOT investment advice, and none of the contents should be construed as such. I do not make short-term or long-term price predictions for any stock investment, and all words spoken in this video are for entertainment purposes ONLY .

[drafhar]

i wonder if you dont mind sharing your excel sheets so that i can add other co's of mine. Thanks

[SecretReefs]

Thanks for the break down. Do you follow PAGS? I read a few comparisons to STNE and currently just hold PAGS. Definitely agree on Brazil coming up.

[pcos]

Love your style, is there an instruction video on how you break these numbers down & come up with your top players?

[ryanreeves]

Scared investor cause most of my many many stocks are down but i love your run down. Thank u.

[claylazar]

The best investing strategy. Very good videos. I view psychedelic stocks as disrupting the mental health care system. There are some companies that are highly undervalued. Cmps being one . What is your view on this if you have one

[iakobkv]

Salut dear Frenchman!
I'm curious what is your professional background?

[bobbis]

Been adding to HIMS, STNE and started a big RUM position, plan on swinging that for a year or so.

[alexlu]

Great content. What is the apporximate % of each of these companies in your portfolio asides from the 30% on TSLA? Just a way for me to judge your conviction of each company as a reference to put my weight of my time to research each company. Thanks.

[nospringchicken]

You had 3 of my 4 top stocks TSLA, ENPH and ABNB. I just sold R which was supposed to be my sole dividend stock but I ended up swing trading it twice. I needed the money or I would have kept it. Congrats to ABNB today.

[TimeLapseCarGuyBruno]

great picks.. how does stoneCo compare to DLO?

[ms]

I still do not understand why $HIMS is so cheap

[annmarielamb]

oh now I understand why you do it weekly. congrats. maybe a different company is going to knock airbnb off your platform 'platform'? hint :)

[mateostyle]

After a few weeks you lose viewers due to saying the same things every week...