The creator mentions a Netflix documentary about Reagan, finding it inspirational.
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They Called My 7 Stocks a Joke (I’m Up $126,000)
Sep 7, 2026
The creator discusses their portfolio performance, highlighting a 90% gain over 20 months, and details their current holdings. They express a conflict between taking on too much risk with their largest holding, Duolingo, and believing it is undervalued. Other holdings like SoFi, HIMS, and Adobe are also reviewed, with concerns about leadership and market sentiment for each.
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Tickers discussed in this post
PDD (Pinduoduo) is found to be extremely cheap relative to its market dominance, but the creator is hesitant due to lack of corporate transparency and shareholder-unfriendly management.
Deckers is presented as a high-quality, multibrand operator with an immaculate balance sheet, cheap valuation, and a habit of aggressive share repurchases, making it an attractive contrarian bet.
Nike is approaching a valuation that interests the creator after years of being too expensive, with the stock near its 2022 IPO price but with improved cash flow.
Lululemon's stock is trading at 2018 price levels despite significantly higher revenue, presenting a compelling valuation disconnect for a company still producing positive free cash flow.
Booking is mentioned as one of the creator's three smaller, relatively defensive holdings, which are less attractive with 10-year yields around 4.8%.
Novenor (likely a typo for Novatek or similar, but mapped to NVDA for context) is mentioned as one of the creator's three smaller, relatively defensive holdings, which are less attractive with 10-year yields around 4.8%.
Microsoft is mentioned as one of the creator's three smaller, relatively defensive holdings, which are less attractive with 10-year yields around 4.8%.
Adobe, another 10% holding, announced a new CEO, but the market and the creator are not thrilled due to leadership uncertainty and a key leader's resignation, leading the creator to sell their position.
The creator's largest holding, Duolingo, is a significant part of their portfolio, and despite market fear and personal conflict, they believe it is undervalued and do not want to sell.
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Tracked calls opened from this post
DECKbuy opened Sep 7, 2026
-8.32%