Stock Unlock is a gamechanger for researching stocks. I have found dozens of compounders using this platform. Such as: $MEQ.TO $EQB.TO (Currently my largest $ win) $MAGT.TO (Was acquired for a 180% gain) $CSU.TO and many, many more.

$CSU.TO is in a weird position for me. I think it's got some of the best management and capital allocators in the world. However, I also believe it's overvalued and needs to maintain high rates of growth to justify its price. I'm not sure how well the business will be able to

Thank you for the shout out! One cool idea would be to see how a stock you're considering impacts your portfolio metrics before you add it. For example, you could see if it lowers your price multiples and/or increases growth, before adding it. Jake Ruth would be cool!

Crypto is pumping, stocks are at all time highs, the economy is doing fine... Do we really need lower interest rates? Things already feel frothy enough. I'd argue we could even raise them.

I think competitors will struggle to compete with $GOOG, because Google has billions of users they sell ads to. This lets them offer products like Gmail and Chrome for free. But when you're a new company like Perplexity, without billions of users to sell ads to, then you need a

Finally shared that I bought some Vitec on my channel yesterday. Company reports earnings overnight, and drops 17%. I'm a great market timer🤣

Simeon does fantastic work. This is worth your time to read.

I was feeling a bit overwhelmed with work today. Lots going on. So I put on some headphones, and am now listening to annual shareholder meetings at the gym. This is my happy place lol.

$GOOG Chrome market share increased in June to an all time high.

$BN hitting all time highs. ~25% of my portfolios across all accounts.

To follow up on a thread from yesterday - Yes, I did wear my $BN socks to my wedding. And yes, my wife approved. This might be a top signal, idk. 🤣

Here's $GOOG's historical valuation score on Stock Unlock (feature not yet released) Green = Cheap Orange = Fair Value Red = Expensive Thoughts?

It's wild that stocks like $OPEN, $BYND, $OTLY, and $SKLZ are having rallies. They're probably zeros long-term.

2 comments from me: 1. I think a lot of people watch YouTube because they enjoy watching YouTube. I could see this being useful for research and extracting information, but I still think people will watch YouTube. It's like getting your favorite TV show summarized for you in

Great use of Stock Unlock 💯👌

One for one my thinking. Well done Simeon 🎯

This business is trading for 10X earnings. There's absolute steals in the international markets. Hint: 🇦🇺

One thing interesting about the $GOOG report: It's officially taking on debt to buy back stock. I don't know why these companies don't just cut the dividends and buyback programs, and plow it all into their capex. (Like $AMZN does).

$TSLA production is flat YoY while deliveries are down 13%. This led to inventory being up 33%, even though the average selling price of vehicles is going down. Yikes.

Canadians really are turning away from U.S goods. Liquor imports from the U.S are tanking.