Finding the boring companies that beat the S&P for decades. The ones nobody posts about.
Joined October 2012
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Wait and Collect retweeted
This stock is now up 27% in ONE DAY, and up 31% since I bought it 2 weeks ago.
All you had to do was join The Assembly, and you'd have been in it from the start.
I'm buying another one right now, and it's going straight into The Assembly. Join so you don’t miss this one.
Wait and Collect retweeted
I'm only saying this ONCE.
If you're in your 20s or 30s, this stock market crash is a generational opportunity to buy good stocks at great prices.
Here are 6 stocks you should watch:
1: AMZN
2: GOOGL
3: VST
4: UBER
5: NVDA
6: NFLX
There's a very high chance most of these will be trading much higher in 2-3 years than they are today.
Save this tweet and come back to it later.
And you know what else is crazy? Yesterday I bought my first ever AI stock, right into the dip.
I shared it exclusively in The Assembly and nowhere else. It's already up 4%, and I think there's a lot more to come.
Want to see it? Join The Assembly from my bio before it moves without you…
Wait and Collect retweeted
THE STOCK MARKET IS COLLAPSING, HERE’S WHAT YOU SHOULD DO
Thursday the Nasdaq had its worst day since 2020. Almost all of it was AI.
The stock market is just the last place this showed up. The credit market saw it first.
JPMorgan and MUFG have been stuck for six months trying to sell $38 billion of debt tied to Oracle data centers. Nobody will take it, because banks have hit their internal limits on AI exposure. Oracle's default insurance has more than doubled this year. CoreWeave's is pricing in serious trouble.
OpenAI went out to raise $30 billion and reportedly came back with around $11 billion. Meta and Alphabet both posted negative free cash flow because of how much they're spending.
When the money gets this hard to raise, the stocks reprice. That's all this is.
Now the part most people get wrong.
If you hate days like this, you're doing it all wrong. The best investors alive pray for days like today. It's the only time great companies go on sale.
And if you're in your 20s or 30s, this is the best gift you could ask for. You have decades ahead of you. Every red day is a discount you'll never get again.
Over the last 2 days I bought 2 new stocks and added to another. None of them are posted here. They're only in The Assembly, with my exact entries.
In a few months people will be asking where these were when they were cheap. Members already know…
If you’re serious about investing and you actually care about your future, join The Assembly from my bio.
For the first time ever, Search is less than half of Google's $GOOGL revenue.
49.7% in Q3. It was 55.3% a year ago.
Cloud went from 14.8% to 24.1% in the same twelve months.
Meta Platforms $META is Free Cash Flow negative for the first time in more than ten years.
Interactive Brokers:
Founded 1978
Crossed 1 million accounts in 2020
5.58 million accounts today
1.4 million of those came in the last 12 months.
$IBKR
$MELI is trading at 1.84x forward sales.
Cheapest it has ever been on that measure.
Revenue is still growing close to 40%.
Warren Buffett has named very few outside investors he admires. Greg Alexander is one of them.
Alexander runs a $607M fund with six holdings.
As of September 25, one auto dealer is 64% of it.
He owns 13.75% of the entire company.
$GPI
Rollins has grown revenue for 25 years straight.
Through 2008. Through COVID. Through every rate cycle in between.
Bugs don't care about the economy. $ROL
Wait and Collect retweeted
We're happy to announce the launch of our Substack, where we'll be sharing Donald Trump's most interesting trades that almost nobody is talking about, plus other politicians like Nancy Pelosi.
We spend hours digging through filings to find the best possible setups for you guys. This is a way for us to be compensated for that work and to bring YOU as much value as possible.
We just dropped one of Nancy Pelosi's trades that nobody is talking about. Join from our bio.
Amazon has compounded operating cash flow at 19.5% a year since 2021. $66B to $161B.
The stock trades at 18.79x that cash flow, near the cheapest it's ever been.
A 19% grower at 19x cash flow. That's it.
Wait and Collect retweeted
This is the kind of message we absolutely LOVE to see. He was losing money, and we helped him make it all back and get his account out of the hole.
If you're still not a member of The Assembly, that's a mistake you'll regret later.
Access here: intheassembly.com
$PEP is paying a 4.5% dividend yield, the highest in over 20 years.
That's more than most savings accounts, from a company that has raised its dividend every year for 5 decades.
The last time you could buy $MELI this cheap on gross profit, the stock was under $150.
6.2x EV/Gross Profit. Lowest in more than 10 years.
Wall Street on $CELH: 15% annual EPS growth for years.
The market on CELH: down 39% YTD.
$FICO is closing in on the worst drawdown in its history.
The last time it fell this hard, the global financial system was collapsing.
$FICO at ~13x forward EV/EBIT, cheapest vs the last decade. Business still growing.
The discount is the FHFA/VantageScore fight on mortgages, not a collapse in the rest of the scoring franchise.
$MA free cash flow per share:
2015: $3.45
2025: $18.94
That's 18.6% compounded, every year, for 10 years straight.
Most companies can't do that for three.
