Meta is mentioned as the creator's fourth-largest portfolio position.
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Elf Beauty ($ELF) - Interest Rate Resistant
Sep 17, 2026
The creator discusses ELF Beauty's recent stock performance, highlighting a significant drop after strong earnings and an increased outlook. They also analyze the Federal Reserve's recent interest rate hike and its potential impact on ELF Beauty, suggesting the current stock price might present a buying opportunity.
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Service Corp International is mentioned as one of the creator's top three portfolio positions.
UNH is mentioned as one of the creator's top three portfolio positions.
Oscar is mentioned as one of the creator's top three portfolio positions.
ELF Beauty's stock has pulled back significantly after strong earnings and an increased outlook, presenting a potentially decent opportunity to buy.
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