Tempest AI is a stock the creator has bought a little bit of.
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Estee Lauder ($EL) And Abercrombie & Fitch ($ANF) - Buy The Dip
The RoseMar 27, 2026
The creator discusses Estee Lauder's recent struggles and a potential merger with Puig, expressing skepticism about the deal's ability to drive growth. They believe Estee Lauder should focus on acquiring smaller, high-growth companies instead of merging with similar legacy brands.
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ELF Beauty is a company the creator would like to add more to if more cash were available.
Reddit is a company the creator is very interested in, expecting significant growth over the next few years.
SoFi is being added to in a different portfolio, and the creator would add more if cash were available.
Oscar is a smaller cap stock the creator has been adding to, holding 475 shares.
Meta is considered a very interesting buy at its current price of around $550.
Google is a potential buy if it falls below $250, with expectations of reaching $400+ in 5 years.
Abercrombie & Fitch offers low downside risk due to its very low valuation (forward P/E of 8.08).
Estee Lauder is a sell due to a potential merger with Puig that doesn't address the company's core growth problem.
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