Transcript
0:00 Man, investing can be brutal, brutal. This was my portfolio on Tuesday. Do you know that beating the stomach of anger and sadness feeling all together to try to stop this feeling of pain, I just bought three stocks and emptied my bank accounts. But first, let me introduce the losses. Two weeks ago, I bought PayPal. CEO change right in my face, spam.
0:32 Minus 20, 30% $7,500 gone. It's PayPal. Three months ago, I bought Duolingo at 190, down 40%. Another 7,000 gone. >> >> Novo Nordisk was going well. Boom, horrible guidance, down 20% back to my entry price. But honestly, these losses are breadcrumbs compared to my real challenge, Bitcoin, Ethereum, Cardano. It's tough. I don't want to say out loud the total drawdown.
1:11 >> >> It's a lot. It's painful. It's kind of nausea feeling. I think I'm I'm ashamed to, yeah, share it publicly on YouTube. But yeah, that's it. To stop the pain, I went shopping. I bought three stocks. I want to recover, so let's risk some more. Let's gamble everything. All in. Luckily, after 18 years of experience, I know better than blew up my account using leverage, but I did use all my remaining liquidity to catch three falling knives, sharp falling knives only a real contrarian investor would attempt. And this time, I invested emotionally, so you be the judge. Am I tilting or are good buys? To improve my wonderful mood, user ask one or two just commented, "This guy might be the worst investor on YouTube." Man, today I feel it might be right, so clearly not financial advice. Don't copy my losing trades. Purchase number one, I double down on Duolingo.
2:25 The real reason is that I'm completely hooked on the app. The other day I almost got downgraded from the Obsidian League, so I studied one extra hour just to defend my rank. This app really works. It's so stupid. I love it. Duo the oil ilft adri Deutsch sprechen. It's probably wrong. Valuation-wise, Dual is finally on the cheap territory, so I bought more. My guess is that Duolingo will see new all-time highs in the next two three years. That's a potential 350% return. Am I crazy or someone else see it?
3:09 I know some other YouTubers are bullish. Maybe I'm just stubborn, but I'm holding Duolingo and I may buy more of it. Duolingo might be the most bargain basement stock that's out there right now. And a really good CEO and a really good story and a very sticky product. So, for me, Duolingo here looks undervalued. >> You know what? Let me share the forecaster numbers. It's my new sponsor, super cool website. Duolingo fair value 263. I think it's quite accurate. Maybe I would say 200 right now, but I'm convinced it's finally undervalued, so I bought more at 125 right here. Purchase number two, Hims and Hers. Last year I bought here and sold here at $62, more than doubled my money in a couple of months. Now it's back at the same price I bought it an year ago. Check out the sales growth, up almost 50%. Does this price decline make sense to you?
4:10 The bearish story is that since Novo Wegovy pills are now cheaper than Hims, Chinese Novo semaglutide, sales will collapse. Quick update, 1 day later. Now Hims is launching a $49 copy of Wegovy pill. So the market is resetting Hims expectation much lower, but if we zoom out and we look at the big picture, it makes no sense. 5 years from now, we will buy more or less medicine online, even if we exclude weight loss, sex, air, anxiety, skin, menopause. Are these problems going to disappear?
4:52 Would you prefer a medicine that is tailored and customized for your needs and your metabolism or a generic dosage? So the quality, the vision of the company, the share price of course, made it irresistible for me in the current mood. I bought 800 shares at $26. Purchase number three, I called it. Whatever the reason, if the stock crashes under 300 or ideally under 280, I will buy Adobe. Now that the price is actually in my buying area, should I get scared?
5:29 No. I think 450 for Adobe is the bare minimum reasonable price. The forecaster model is saying $483. That's impressive, very close to my take. As soon as this narrative that AI will destroy software goes back to reality, Adobe will jump. Revenue trending up. Profits trending up. Share count trending down. This divergence can't last long. I entered right under 280 with 100 shares. I even WhatsApp my friend Arya about my buy. He replied, "Bang, bang, bang." What does he mean?
6:10 Is Gen Z's slang for good job or the sound of me shooting three times on my balls? Let me know your take. As soon as I find my balance back, I will make a video update about PayPal and Novo earnings. But, since I promised I will always be honest with you guys, even when it hurts, especially when it hurts, here is my current portfolio. You can see how down it is compared to the last time I shared it in this video right here. By the time that this video get published, it's probably my birthday. 42 times around the sun.
6:50 It would really cheer me up if you leave a comment. Thank you for watching. Peace out.