Learn to Invest - Investors Grow

"Adding HIMS to the long-term buy-and-hold portfolio worked out—he paid a little over $19 per share and it’s now around $28–$29, helping the portfolio beat the market by about 15–16%."

"CVS is already a small position in the portfolio, and the manager views HIMS as a complementary healthcare holding that improves diversification rather than replacing CVS."

"OXY turned from a laggard to a winner as oil prices surged—his OXY position was down for a while but the stock’s recent run helped him get back into the black."

"ULTA is a strong performer in the consumer discretionary sleeve, sitting above $540 per share and described as having “done fairly well.”"

"BABA is working as part of the manager’s smaller foreign exposure, trading around $130 per share and characterized as “doing fairly well.”"

"META remains a long-run winner in the portfolio—near $700 per share and “doing fantastic” over the long run—despite only being up about 23% over the past year and lagging the rest of the holdings."

"GOOGL is a major portfolio contributor, having more than doubled over the past year and providing the biggest lift relative to other positions."

"Intel is an interesting company but currently overvalued versus my discounted-cash-flow fair value (analyst-based DCF produces a mid-$30s fair value while the stock trades above $60), so I would avoid buying here."

"NVIDIA is an extraordinarily cash-generating, Blackwell-led data‑center incumbent — roughly $120B net income, ~ $100B free cash flow and ~55% net margins — but trading near my DCF fair value of about $174 (forward P/E ≈21x vs 20‑yr average ~25–26x), so I'm impressed on the long term yet I'm holding off buying today and waiting for a pullback or clearer FCF ramp."