Diversified Best Hyper-Growth, EBITDA Positive, Rule of 40 Stock Portfolio (TOP 9 STOCKS I'M BUYING)

In this video, I reveal 9 stocks that I am currently buying for 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. None of this is investment advice!

New to this video is the addition of the Rule of 40, Rule of 50, Rule of 60, Rule of 70, or even Rule of 80+ stocks. This method looks at a business' economic prospects without taking into account valuation. It just looks at Revenue Growth and EBITDA margin and adds those up, following a classic SaaS venture capital methodology for assessing stocks. The undervalued companies and stocks covered in this video include Tesla stock, Enphase stock, Crowdstrike stock, Oddity Labs stock, StoneCo stock, Shockwave Medical (SWAV) stock, MercadoLibre stock, and Airbnb stock. The ticker symbols are as follows: TSLA ENPH CRWD HIMS ODD STNE SWAV MELI ABNB, or $ENPH $CRWD $HIMS $ODD $STNE $SWAV $MELI $ABNB.

I also explain my process for stock selection through the video, and also made the effort to find stocks in theoretically uncorrelated sectors.

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 .

[haroldpierre]

The consistent delivery of fantastic content is truly impressive. Seriously, discovering your channel has significantly altered my perspective. Keep up the great work!!

[sagig]

This is SUCH a great video! I can't appreciate you enough. The fact that you review these weekly is so helpful because it allows us to track trends and changes on top of hearing your thoughts each time. FANTASTIC JOB! As for this list: if I had to pick only one stock I'd pick STNE. I think this entire list is incredible. I like STNE and HIMS the most and I own them both. One quick question: Why do you think EBITDA margin is so low (only 5%) for HIMS?

[tennisisphysical]

Yes!!! Trimmed profits from STNE and AAP and added to TSLA, ENPH and BROS positions. Let's go 🎾💸💸💸💸💸💸💸

[sagig]

The reason I think STNE is the best pick here is not only has ultiamtely best score in 40-rule, but both RG and EBITDAM are over 40% each, plus its market is rapidly growing, plus its international which means a Dollar decline will help it, plus it's in South America which (perhaps with exception of India) is where I feel is technology's next frontier. Your thoughts on all this?

[runningman]

I like this format. Too many stocks in the older run throughs.

[kodycollins]

Would love to see your analysis for on holding (on cloud running shoes)!

[tennisisphysical]

I sold CRWD too early. Didn't expect it to run past $200. But I added it to STNE and AAP which have been 💸💸💸💸 flying for a month now🎾

[everardotapia]

Always good content with new stocks. Your style of investing is a blessing.

[benjaminferro]

Can you take a look at $YOU, great revenue this year and potential disruption play

[tennisisphysical]

Don't know much on some of these. Do not like Airbnb. Oh yeah. Adding to NVDA last couple days💸💸💸🎾

[jamojamo]

Are you going to do an ENPH update after todays rally?

[mariyanstoyanov]

Do you think guys these will still up higher after this big rally ?

[wann]

Hmm most of the tickers has already overbought 🤔

[johannes]

Love your video like always. You became my favorite youtube channel 🎉

[kProject]

You’ve been busy! Great DD 👍
It’s been a good month or two. +54% in my YouTube portfolio 🎉

[annmarielamb]

I was going to hold back and not get any ODD bc we are now only looking for 10x or more . Ivwas feeling si regretful i didnt get this earlier.... but i couldnt help myself and opened a small position in it. but it is also on my list in case of big market crash to swoop in to get more

[kezhere]

You mentioned buying enphase below 100 pounds, but according to this list its valuation is worse than every other company on this list apart from tesla. Would that not be overpaying for its growth? (I own enphase)