🆕UPDATED GROWTH PORTFOLIO 1/06/26:
1. $FOUR 24%
2. $AMD 18%
3. $MELI 12%
4. $BTC 10%
5. $HIMS 9%
6. $OSCR 8%
7. $AMZN 7%
8. $DLO 6%
9. $PYPL 5%
10. $PATH 2%
Not much has changed from the December update with exception of adding $PATH.
I'd like to get out of $PYPL at some point mostly to consolidate into my existing names as I don't usually have this many names in my portfolio.
$HIMS. Institutional Ownership is rising meanwhile short interest and retail ownership declining. 🤔
Volume is declining since November, sellers getting tired.
Analyst projecting $HIMS grows between 19% in 2026 down to closer to 10% after that through 2030. 😂😂
Sure $HIMS could keep dropping but one thing is for sure, this shit will be back to ATH in the future.
Growth will accelerate behind Labs Flywheel and expansion into new verticals. Some exciting verticals like peptides are exponential growth triggers. Another one is the micro needle at home lab testing.
Continuing to buy here and if it falls into the $20's will get as aggressive as possible on this.
🤔If I use FY2027 estimates of $83 per share and assume even a lower P/E ratio of 35 compared with historical norms for $MELI
I get a $2,905 stock. Let's round up to $3K or around a 50% gain from here within the next couple years.
🆕UPDATED GROWTH PORTFOLIO 12/22/25:
1. $FOUR 28%
2. $AMD 17%
3. $MELI 12%
4. $BTC 10%
5. $HIMS 9%
6. $OSCR 7%
7. $AMZN 7%
8. $DLO 6%
9. $PYPL 5%
Over the last month I did add to $MELI, $AMZN, $HIMS, and $AMD.
Pretty happy riding this portfolio out long term. All of the names maybe outside $AMD are off highs.
Can literally go down the list and make a case for all these names to 2-3X in the next 2-3 years (Maybe excluding $AMZN).
@cutsclothing bought your expensive AO pant with a 15% off coupon. Now trying to exchange and I have to pay $15 more because you won’t honor my original coupon. After repeated emails customer service won’t budge. Last time I order from you all for not treating customers well.
$Hbar - 1) secure 2) fast 3) fixed transaction fees 4) hashpack - staking made easy 5) lowest energy consumption 6) top companies as council members.
#HBarbarian add more ⬇️