Download as docx, pdf, or txt
Download as docx, pdf, or txt
You are on page 1of 1

I'm Buying These 30 Stocks

Here are 30 stocks that I want to own forever. Some of these I currently own and some of them I don't yet.

First is Microsoft. Microsoft is a great company, it controls the entire software business office. Everything in this
company was considered absolutely dead, 10 or 12 years ago it was selling for a nine times PE, the current PE is 36
or 33. It was insane that this is the first company I want to own but remember for this company and all the ones in
the future, the price relative to value is very important.

Stock number two that I want to own is Google. Google is probably the most reasonably valued of all the
Magnificent 7. We know those magnificent’s it's reasonably valued. I believe that I can justify Google's price today.
However I'm probably not going to get an outsize return for it so, am I trying to be a little greedy? Maybe so! But
that's where I stand in Google. They dominate search. The top two search in the world are YouTube and Google. I
just saw the other day teenagers they like to spend 93% of their time on YouTube, 63% of their time on Tik Tok, so
Google is the great one.

Southwest I currently own Southwest and again don't own a company just because I do. It's at 29 bucks a share right
now. I bought it from 35 all the way down to 21 or 22 and it's climbing back up my thesis. The current profit margin
is about 2% but historical before Co was 10 to 15% so even though they have record revenues, the profit is low but I
think as long as it can get even close to that number this is a stock that could potentially go to 60 bucks a share. But
remember don't do it just because I'm doing it. The point about all this is a TJ process.

Stock number four is Meta. Meta back on November 4th 2022 was at $88 a share. It is now at $350 a share. It's up
over four times in the last one year. This company controls Facebook, Instagram and WhatsApp.

You might also like