Gomer

Weekly Sunday portfolio updates + investment theses | Transparent long-term holdings | Tracking performance live | Not financial advice

[Gomer @Gomerrr99]

@Get_BIG_Cards My favorite card. RIP

[Gomer @Gomerrr99]

How do I value this? Numbered 11/14 @CardPurchaser

[Gomer @Gomerrr99]

@CCommerce8885 @CardPurchaser How much?

[Gomer @Gomerrr99]

Not sure how to comp this, pop 1. Numbered 8/10. Anyone have any idea what it may be worth? @CardPurchaser

[Gomer @Gomerrr99]

This is the foundation. Small sizes, high conviction on real consumer signals and social proof. If the posts, hauls, and observable behavior start to weaken, I’ll reassess fast.
Follow for every Sunday update — performance numbers, any adds/trims, lessons learned, and the honest truth (good and bad). Let’s build this together!
What’s one consumer trend or holding you’re seeing strong real-world signals for right now? Drop it below 👇
#PortfolioUpdate #ConsumerTrends #LongTermInvesting
⚠️ Disclaimer: This is my personal portfolio shared for transparency and learning only. Not financial advice. Do your own research. Investing involves risk and past performance is not indicative of future results.

[Gomer @Gomerrr99]

🗓️ First Sunday Portfolio Update – May 10, 2026
Kicking off my weekly Sunday series today! Sharing my real-money portfolio, the “why” behind every position, and transparent performance tracking going forward.
My approach is simple: I follow observable real-world consumer behavior (what people are actually posting, buying, and repeating in their feeds) instead of just models or charts. Small position sizes, disciplined (treating it like OPM), and quick to adjust if the signals fade.
Current portfolio: 3 focused holdings. Let’s break it down 👇
#PortfolioUpdate #SundayUpdate #Investing

[Gomer @Gomerrr99]

💄 $ELF (e.l.f. Beauty) – Highest conviction name in the portfolio right now.
Thesis: The TikTok beauty explosion is the clearest, fastest-moving signal I’m seeing. Eye serums, collagen boosts, and 4-in-1 mascaras are posting 2,900–4,100%+ growth. e.l.f. keeps showing up in all the viral GRWM and daily routine videos. Affordable products that creators and regular users actually reach for and film. High repeat purchase, sticky ritual behavior + algorithm tailwind = social velocity creating demand before traditional channels catch up.

[Gomer @Gomerrr99]

Hits

[Gomer @Gomerrr99]

Little Saturday rip. @CardPurchaser

[Gomer @Gomerrr99]

@CardPurchaser

[Gomer @Gomerrr99]

@Whiteboy7thst Which one?

[Gomer @Gomerrr99]

Extract pod seals as walkers thunder close. Speranza heals wounds, trades core for Viper of my own. Jax: KIA feed. Topside doesn’t forgive. Who’s next? 7/7
#ArcRaiders #RaiderTales

[Gomer @Gomerrr99]

Second short in Arc Raiders world. Partners turn rivals… fast. #RaiderTales 🧵1/7

[Gomer @Gomerrr99]

Rage boots me up. Chase through thorns, rifle barking. He wheels: “My girl’s dying down there!” ARC sirens wail—his beacon? I drop him cold. Core pulses in my grip. Trust? Shattered. 6/7