Microsoft may struggle to command high forward P/E multiples due to heavy capex, unlike Apple.
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I Spent $72,000 on this stock today‼️
Jeremy Lefebvre Makes MoneyApr 1, 2026
The creator discusses four stocks they recently purchased, highlighting that these stocks are currently disliked by the market. They provide detailed rationales for buying Cheesecake Factory (CAKE) and Elf Beauty (ELF), focusing on their current valuations and future growth prospects.
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Tickers discussed in this post
Amazon may struggle to command high forward P/E multiples due to heavy capex, unlike Apple.
Salesforce is struggling due to concerns that AI will negatively impact its business.
Chevron was the best performer in the Dow last quarter, but its sustainability is questioned.
Micron is mentioned as a stock that has performed very well recently.
Nvidia is mentioned as a stock that has performed very well recently.
The creator is considering starting a position in RH due to its significant price decline.
AMD is mentioned as a stock that faced negative sentiment but has since outperformed.
Shopify is cited as an example of a stock that fell to a 'ridiculous price' in 2022.
SoFi is mentioned as another stock that experienced a significant price drop before potentially recovering.
Palantir is mentioned as an example of a stock that previously traded at a very low price before recovering.
Nike is a conviction buy due to its current low price, which the creator views as a 'ridiculous deal'.
Celsius is a buy because it's trading significantly below its all-time high and is considered too cheap for its growth rate.
Meta is mentioned as another stock with strong growth that is trading cheaply, similar to ELF.
Elf Beauty is a buy as its current low P/E multiple is unjustified for a double-digit growth company.
Cheesecake Factory is a buy due to its stable earnings, attractive valuation, and future growth from new concepts.