We’re excited to announce the integration of Blackrock’s HPS Corporate Lending Fund on Goldfinch Prime
HLEND is a $98B fund that targets upper-middle-market companies with scalable yield strategies
TradFi meets tokenization
Now available on Goldfinch Prime
Here's the 10 best opportunities today and why 🧵
1. Nu Bank | $NU
$NU currently trades at 3.50x and 18.6x NTM PE. Net income is projected to grow to $5.8 billion by 2027 which is ~49% CAGR.
18.6x PE for 49% CAGR is nice.
Simply following analyst estimates, you're looking at $1.15 EPS by 2027.
At 3y average PE of 23.5x, you're looking at a $27 stock.
This is 145% above today. Reiterating that this is by 2027 and based solely on analyst estimates.
My investment model puts $NU much higher than this.
Some of my 2025 predictions: 👇
1) Google $GOOG hits $250/share
2) Consumer staples like $PEP, $MDLZ, $HSY easily outperform the market
3) $HIMS hits $40/share easily
4) $BTC and crypto in general are flat-slightly down on the year
5) $PLTR goes down to $40/share
6) $TSLA goes down to $250/share
7) $AMZN still outperforms the market despite STRONG performance already
8) REITs like $O, $VICI easily outperform the market
9) Healthcare names like $UNH, $ELV outperform
10) Celsius $CELH hits $40/share sometime this year
What predictions do you agree/disagree most with? 🤔
While everyone is in the gym trying to work off that holiday fat, I’m going to tell you my top 5 stocks going into 2025: 👇
1. $SOFI
Market cap: $16.71 Billion
They are the fastest growing fintech in the game right now. They’ll most likely be added in the S&P 500 this year and have been profitable going on 5 consecutive quarters if you count this one.
Heads up, crypto investors! The IRS is making BIG changes starting Jan 1, 2025, and if you don’t prep now, you could pay more in taxes or face penalties.
Here’s what you need to do before the year-end to avoid penalties, save money, and stay ahead of the game. 🧵
@CoinTracker TL;DR: Crypto tax prep checklist for 2024 👇
☑️ Track all taxable events
☑️ Use a crypto tax tool like @CoinTracker
☑️ Set aside 20-25% of profits for taxes
☑️ Offset gains with tax-loss harvesting
☑️ Transition to Per-Wallet Tracking
10 Best Risk-Reward Investments Right Now 👇
1) Google $GOOGL
2) ASML Holding $ASML
3) Hims & Hers $HIMS
4) Amazon $AMZN
5) Elevance Health $ELV
6) Celsius $CELH
7) Mondelez $MDLZ
8) Nike $NKE
9) Louis Vuitton $LVMH
10) Meta Platforms $META
How many do you own? 🤔
You can still buy Occidental Petroleum $OXY well below Buffett’s buy price of the mid $50s…
It’s also currently at a 52-week low. Do your due diligence but I believe the market is overly pessimistic here!! 🤷♂️
OCCIDENTAL PETROLEUM $OXY IS NOW UNDER $50/SHARE AND BUFFETT WAS LOADING UP IN THE MID $50S…
I WOULD BE SHOCKED IF HE IS NOT BUYING MORE NOW! I ALSO WOULD NOT BET AGAINST BUFFETT.
THIS SEEMS LIKE AN OPPORTUNITY. 🧐