Stocks I Want to Buy! - My Bullpen of Investments

Doximity is an impressive, niche medical industry app with potential AI benefits, and the creator is holding it in the bullpen for a potential dip.

CVS's merger with Aetna could have been better utilized, and the creator holds a small position, watching for improvement.

Warner Brothers Discovery stock is currently high due to buyout rumors, and the creator is monitoring it after receiving shares from AT&T.

Disney has been underwhelming, losing reputation and becoming riskier, but the creator is holding shares hoping for a long-term brand recovery.

Microsoft is a favorite company that the creator would like to buy more of if it reaches a good fair value level.

CRM is a decent company exposed to AI threats and benefits, with potential for long-term growth despite a reduced competitive moat.

Adobe is an interesting company with AI posing both threats and opportunities, and the stock has been significantly impacted.

Palantir has recently been added to the creator's 'bullpen' of investments to watch closely.

The creator owns Apple, purchased around $140 per share, and acknowledges its strong performance.

Nvidia has seen significant stock price appreciation due to massive revenue and profit growth, largely driven by AI, and the creator acknowledges it deserves its success.

Intel is a company the creator has researched extensively and would be curious to re-evaluate if it returns to an ideal entry price.

ASML is a high-quality company owned by the creator, with a strong moat in the semiconductor industry, and is a significant driver of their portfolio.

Ulta Beauty is a company the creator is a big fan of, owns, and would consider adding to if it pulls back to a good price.

Home Depot is an interesting long-term investment, similar to Lowe's, and would be desirable to own at the right price.

Lowe's is considered an interesting long-term investment with potential to hit fair value, though the ideal entry point hasn't been reached yet.

AutoZone is a defensive stock that tends to perform well during recessions and is being watched for potential entry.

AT&T is a stock the creator owns a small piece of and has performed okay, having been bought around $17-18 per share.

Occidental Petroleum has recovered and the creator is considering selling to take profits, as they are not excited about the company at current prices.

Celanese is a materials company being watched for potential undervaluation, but the creator has not yet invested due to analysis nuances and margin of safety considerations.

Lockheed Martin is held for diversification, but is currently overvalued and far from the creator's ideal entry price.

American Express is mentioned as a company facing similar headwinds to Visa and Mastercard, though it is a bit different.

Visa, along with Mastercard and Amex, faces headwinds from evolving payment technologies and potential pressure on its long-term moat.

Mastercard has dropped below its ideal entry point and is a company the creator is excited about, despite potential industry headwinds.

Citigroup is a solid company the creator owns a small piece of, but it needs more growth.

The creator mentions owning Alphabet (Google) as a comparison point for The Trade Desk.

The creator mentions owning Meta as a comparison point for The Trade Desk.

The creator bought Hims & Hers around $19 and considers it a long-term buy and hold investment, monitoring for pullbacks.

The creator finds Mercado Libre impressive and at a decent level, but has had hesitation due to its expansion into lending.

The creator owns Alibaba at a decent level and is considering adding more if a significant opportunity arises, despite geopolitical risks.

The creator is waiting for Amazon to pull back to a good entry level before considering a purchase.

The creator is monitoring Uber, which is below its ideal entry, but wants to wait for it to bottom out or start recovering before buying.

The creator is monitoring The Trade Desk for an ideal entry below $32 per share, noting its fair value is $40.