Owlette is a small-cap company with a unique FDA-approved baby monitor product, trading at a good valuation, though it is not yet highly profitable.
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4 Incredible Stocks I Love Today
Aug 19, 2026
The creator discusses four stocks he loves for long-term compounding growth, focusing on companies outside the popular AI trade that the market might be overlooking. He highlights Hims and Hers as his biggest position, noting its recent volatility but positive momentum driven by new agreements and a reconfigured weight loss business, positioning the company as a healthcare aggregator.
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Tickers discussed in this post
Lyft is presented as a significant value play in ride-sharing, with a very attractive valuation, strong growth in bookings and riders, and substantial free cash flow generation.
Zeta Global, with a $7.1 billion market cap, is compounding revenue growth at 38% CAGR and has significant opportunities to expand into new markets and business intelligence services.
Hims and Hers is the biggest position in the asymmetric portfolio, showing positive momentum with a 38% growth rate for Q2 2026, driven by new agreements and a reconfigured weight loss business.