Markets are red. Investors are dumping. Timelines are loud. Everyone’s an expert.
Anyway,
Wealth isn’t built in hype, it’s built in habits.
Build on it.
Don’t chase.
Don’t panic.
Don’t quit.
You buy a stock for a quick scalp then it dumps 50%… cos you can’t sell for a loss, you’re become a long-term investor attending AGMs and asking management about their corporate vision.
$HIMS
Market cap now less than $10B
Revenue this year $2.3B+
P/S of 4
Grew 69% last year
Will grow 60% this year
FCF positive 10 out of last 11 quarters
Sexiest brand in healthcare
Trillion dollar industry
Founder/CEO
🤯
Diversification doesn’t always protect you, sometimes it just helps you discover new ways to suffer.
When every asset class bleeds together
... stocks, gold, Bitcoin... it’s not a portfolio problem, it’s a macro one.
Some predictions:
• $HIMS will offer the world’s most valuable subscription
• $LMND will become the biggest insurance player, offering the lowest premiums in the market
• $AMD will dominate inference, a market 10x larger than training
• $AMZN will be a $10T company by 2030
• $META glasses will replace the iPhone, and Zuck will know everything about you
At the beginning of every month, we share our NSE picks as well as the global markets sector plays for with our group of investors at The Wealth Atlas.
In October, our main picks at the NSE included:
1. $CGEN, which was the top performing stock at the NSE for the month. We..
Getting Started with Offshore Investments:
@IBKR Main portfolio investing app, mostly ETFs
@Trading212 Mainly for growth portfolio and wildcards single stocks
@eToro Mainly for crypto, ability to move money to your crypto wallet is 💯