Published: 2024-09-13
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Ulta Beauty to achieve approximately 8% annual revenue growth from 2025 to 2028.
"If we just run some numbers which I think these are pretty fair numbers for Ulta over the coming years around 8% Revenue growth a year 20125 to 2028."
Pending
Ulta Beauty to achieve approximately 12% annual net income growth from 2025 to 2028, resulting in net income margins of about 12% by 2028.
"and around 12% net income growth that would put the company at net income margins of about 12% come 2028."
Pending
Ulta Beauty stock price to be between $650 and $866 by 2028, representing a compound annual growth rate (CAGR) of 15-23%.
"you'd be looking at somewhere around a $650 stock pric to about $866 which gives you a compound annual growth rate on the low low end of about 15% on the highend 23."
Pending
Boston Beer Company to achieve approximately 6% annual revenue growth over the coming years, reach $2.5 billion in top-line revenue by 2028, and have net income margins of about 14% by 2028.
"let's assume they can do about 6% Revenue growth which is kind of what analysts are expecting then run about 33% over the coming years you be looking at a very nice kagar here which I think they could actually get here you know 14% net income margins in 2028 and to do about $2.5 billion doar on Top Line."
Pending
Lululemon to achieve approximately 15% annual revenue growth and 13% annual net income growth over the coming years, leading to a compound annual growth rate (CAGR) of 11-19%.
"if we run about 15% Revenue growth... I don't think it's crazy to imagine 15% Revenue growth net income growth of about 13% or there right... you got a pretty good kagar story here compounding growth rate on the low end about 11 and on the high end about 19."
Pending
UPS to average about 8% revenue growth over the coming years and achieve a compound annual growth rate (CAGR) of 16-18% over the next 3-4 years.
"let's say they do Revenue growth on average of about 8% over the coming years... they put the kagar on the low end of about 18% on the high end of about 16% so I think UPS is actually a buy here not not the most exciting stock in the world but I do actually think it's a money maker for the next 3 or four years."
Pending
Whirlpool stock price to reach over $200 within the next 3-4 years (by 2027-2028).
"if we look out three years from now four years from now I wouldn't be surprised if whirpool is like a $200 plus stock."
Pending
Nike stock will not be available at the low prices of 2024 (around $90) again, specifically not by 2026.
"I don't think we'll get Nike at these sorts of prices that it's been here in 2024 I don't think we'll get that on Nike probably ever again... do I expect in 2026 to still be able to get Nike a 7 Bucks I don't I just don't."
Pending
Macau's tourism and economy, relevant to Wynn Resorts, will continue to recover year after year.
"Maau continues to come back year after year."
Pending
Shopify will surpass its previous all-time stock price highs and has the potential to become a trillion-dollar market cap company within the next decade.
"Shopify will take out those old highs and go much Shopify has the making of if you're thinking about... the next generation of trillion doll companies... Shopify I see the type of company there with the type of DNA that could reach a trillion dollar market cap someday."
Pending
PayPal, under CEO Alex Chris, will likely return to double-digit revenue growth rates.
"I think there's a decent probability Alex Chris is going to get this team back to getting the company back into double digit growth rates which PayPal has not seen for quite some time."
Pending
PayPal to achieve approximately 15% annual net income growth over the next few years, resulting in a net income margin of about 18% by 2028.
"I think they're going to be able to do around 15% nit income growth per year over the next number of years which will put them in 2028 at a net income margin of around 18% here."
Pending
PayPal to achieve a compound annual growth rate (CAGR) of 27-33%.
"which would put the kagar on the lowend compounding annual growth rate of about 27% on the high end about 33%."
Pending
Uber to average approximately 12% annual revenue growth and 45% annual net income growth over 2025-2028, resulting in a net income margin of about 14% by 2028.
"I have been doing about 12% Revenue growth a year on average over the next number of years while they do net income growth of about 45% now that puts them at a net income margin in 2028 of about 14%."
Pending
Uber and Tesla are predicted to be the two main players in the robo-taxi market within the next 10 years (by 2034).
"I do believe that the two main players in that market will be Uber and will be Tesla."
Pending
Zoom to achieve approximately 5% annual revenue growth and 10% annual net income growth from 2025 to 2028, resulting in net income margins of about 28% by 2028.
"them doing only 5% per year Revenue growth 2025 through 2028 and then doing net income growth about double that 10% per year over the next number of years net income margin about 28%."
Pending
Etsy to achieve approximately 10% annual revenue growth and 10% annual net income growth from 2025 to 2028, resulting in net income margins of about 10% by 2028.
"I put this company at very conservative numbers of only 10% Revenue growth a year 2025 to 2028 and net income growth of only 10% a year for the next four years right... which puts them at net income margins of only 10%."
Pending
Monster Beverage to achieve approximately 10% annual revenue growth and 15% annual net income growth on average, with net income margins of about 28% by 2028, and to outperform the S&P 500 over the next 4-5 years (from Sept 2024).
"I ran my projections here 10% Revenue growth a year on average and 15% net income growth on average right puts it that net income margins about 28% come 2028... I wouldn't be surprised all if monster out performs sp500 over the next four or five years."
Pending
Cheesecake Factory to average approximately 9% annual revenue growth and 9% annual net income growth from 2025 to 2028, resulting in net income margins of about 4% by 2028. The stock's PE ratio is expected to upgrade to the 25-30 range, leading to a compound annual growth rate (CAGR) of 30-36%.
"for cake I'm expecting around 9% Revenue growth on average 2025 to 2028 and I'm expecting net income growth of the same which is pretty modest right that puts that net income margins of 4%... you'll see a big PE upgrade for the stock I think to kind of the more 25 to 30 range... which gives me a cegar on the low end of about 30 and on the high end of about 36."
Pending
Celsius Holdings' short-term financial problems will not last beyond the next couple of quarters (from Sept 2024).
"I think there's problems with their short-term numbers no doubt but I do not think that's lasting past the next you know couple quarters here."
Pending
SoFi Technologies has 'unlimited upside' over the next 10-20 years, with the potential to become a giant in banking comparable to Goldman Sachs or JP Morgan.
"the way I look at Sofi is you're buying a bank with unlimited upside literally unlimited upside over this next 10 20 years and they're honestly the only financial institution I've come across that I truly believe they have a great opportunity to become a giant a giant in banking."
Pending
The Honest Company's stock price will rise above $5 in the next few months (from Sept 2024), reach $10-$20, and could be acquired for $20-$30 per share by 2026-2027. The company is also predicted to achieve consistent quarterly profitability with revenue growth.
"I think they'll get out of the goog in the next few months so I think they'll get it back above five get them at back to double digits you know stock price somewhere in the $10 to $20 range and then I would start exploring the idea of potentially selling the company right for maybe 20 to somewhere in the 20 to $30 range at that particular time... I think you're going to start seeing this company be profitable quarter in quarter out with Revenue growth."
Pending
Fubo will genuinely win its antitrust lawsuit (or achieve a favorable settlement) against Disney, Fox, and Warner Brothers, potentially settling before October 2025.
"this is very I can say very favorable for fubo like fubo is really actually genuinely winning in regards to the situation and this could settle way before October 2025."
Pending
The Planet Company's Vegas Superstore and Florida operations (with 30+ stores in 2025) will show 'ridiculous' (extremely high) growth rates over the next 12-18 months (from Sept 2024).
"I think the Vegas Superstore numbers are going to be ridiculous over the next 12 to 18 months in terms of growth rates additionally on top of that Florida they're going to have full acquisition of all of everything going on in Florida they're supposed to have 30 plus stores in 2025 I think the Florida growth is going to be ridiculous for this company."
Pending
Mortgage rates will continue to decline for the next two years (~until Sept 2026), then bottom out and stagnate for 1-2 years (~until Sept 2028), before starting to rise again.
"mortgage rates are starting to come down and they're likely going to continue to come down for my guess is they're going to continue to come down for the next two years... and then I think they'll probably bottom out probably stay there for maybe 1 to two years and then they'll start probably moving up again."
Pending
An uptick in the number of people moving homes is predicted between 2025 and 2029.
"I think we could see an uptick in the amount of people moving 2025 through probably 2029."
Pending
An interest rate cut cycle of 1-2 years will begin soon (from Sept 2024), and inflation will not be a significant issue for at least the next year.
"we're about to go into a rate cut cycle that's probably going to last I would say at least a year if not two years... and inflation not really an issue shouldn't be an issue for at least a year."
Pending
If China's economy gains strength over the next few years, it will benefit the Macau region.
"if China can get some footing over the next few years and strengthen it's going to help that maau region in general."
Pending
Federal legalization of cannabis is likely, as both Kamala Harris and Donald Trump appear to be supporting it.
"if we could have any sort of federal legalization happen oh that could be big and honestly it seems to me like Harris and Trump are both kind of pushing that way so which is good to see."
Pending
Ulta Beauty's stock price is predicted to be between $650 and $866 by 2028, implying a Compound Annual Growth Rate (CAGR) of 15-23%.
"If we just run some numbers which I think these are pretty fair numbers for Ulta over the coming years around 8% Revenue growth a year 20125 to 2028 and around 12% net income growth that would put the company at net income margins of about 12% come 2028 that if you're saying somewhere between about a 15 and 20p ratio which is fair for an Ulta right 15 to 20p is about fair for the stock you'd be looking at somewhere around a $650 stock pric to about $866 which gives you a compound annual growth rate on the low low end of about 15% on the highend 23 so Ulta actually looks pretty darn attractive here"
Pending
Lululemon is projected to achieve a Compound Annual Growth Rate (CAGR) of 11-19% in the coming years (e.g., 2025-2028).
"if we run about 15% Revenue growth which by the way their International opportunities pretty immense and they're just really starting they're they're kind of in like I think the first or second inning of their International expansion they got a long way to go there so I don't think it's crazy to imagine 15% Revenue growth net income growth of about 13% or there right um which would just kind of say they're they're spending heavy on marketing as they expand internationally so kind of their profitability isn't able to keep up with the revenue in regards to this and you still have a 15 to 20p on this you got a pretty good kagar story here compounding growth rate on the low end about 11 and on the high end about 19"
Pending
RH stock could fall back to the $250 level shortly after its 18% post-earnings jump (predicted for the next trading day).
"I still don't even know if tomorrow's move the 18% move I don't even know if that's going to be a real move like I wouldn't be surprised if next thing you know stocks back at 250 level"
Pending
UPS is predicted to be a "money maker" with a Compound Annual Growth Rate (CAGR) of 16-18% over the next 3-4 years (by 2027-2028).
"They put the kagar on the low end of about 18% on the high end of about 16% so I think UPS is actually a buy here not not the most exciting stock in the world but I do actually think it's a money maker for the next 3 or four years"
Pending
Whirlpool stock price is predicted to exceed $200 in the next 3-4 years (by 2027-2028).
"I wouldn't be surprised if whirpool is like a $200 plus stock know whirpool we know it makes appliances"
Pending
Nike stock prices seen in 2024 (around $70 at the time of recording) are a "once in a generation" opportunity and are predicted to not be seen again.
"I don't think we'll get Nike at these sorts of prices that it's been here in 2024 I don't think we'll get that on Nike probably ever again this is like a once in a generation type time for a stock like Nike"
Pending
Shopify is predicted to surpass its previous all-time highs and could become a trillion-dollar market cap company within the next decade.
"Shopify will take out those old highs and go much Shopify has the making of if you're thinking about if you're thinking about like what could be the next generation of trillion doll companies right ... when I look at Shopify I see the type of company there with the type of DNA that could reach a trillion dollar market cap someday"
Pending
There is a decent probability that PayPal will return to double-digit revenue growth rates under CEO Alex Chris in the coming years.
"I think there's a decent probability Alex Chris is going to get this team back to getting the company back into double digit growth rates which PayPal has not seen for quite some time"
Pending
PayPal's net income growth is projected at 15% per year over the coming years, leading to an 18% net income margin by 2028.
"nit income growth should outstrip the revenue growth extensively over the coming years as he runs his company lean and mean so I think they're going to be able to do around 15% nit income growth per year over the next number of years which will put them in 2028 at a net income margin of around 18% here"
Pending
PayPal is projected to achieve a Compound Annual Growth Rate (CAGR) of 27-33% in the coming years (e.g., 2025-2028).
"which would put the kagar on the lowend compounding annual growth rate of about 27% on the high end about 33%"
Pending
Uber's revenue growth is projected at 12% per year and net income growth at 45% per year, resulting in a 14% net income margin by 2028.
"I have been doing about 12% Revenue growth a year on average over the next number of years while they do net income growth of about 45% Now that puts them at a net income margin in 2028 of about 14%"
Pending
Uber is projected to achieve a Compound Annual Growth Rate (CAGR) of 14-19% by 2028.
"which puts it out a categ about 14 to 19% come 20128"
Pending
Lyft is predicted to eventually be acquired by a company like Google, rather than Uber.
"I think ultimately Lyft might end up getting bought out over time I don't think they'll be able to get bought out by Uber but I wouldn't be surprised if LT gets bought out by a Google or somebody like that"
Pending
Zoom is projected to achieve a Compound Annual Growth Rate (CAGR) of 12-24% in the coming years (e.g., 2025-2028).
"20 to 30 p ratio on this one which puts at a kagar of about 20 20 uh 12% to 24% in regards to this one I think that looks pretty good"
Pending
Etsy is predicted to experience selling pressure for the next 3 months (Q4 2024) due to its removal from the S&P 500 and tax loss harvesting.
"there's going to be selling pressure on ety for probably the next 3 months and that's where I look at my opportunity here in regards to starting a position here and remember there's going to be likely tax loss harvesting on this one as well coming in the next 3 months so you got being kicked out of the S&P 500 compounded with tax loss harvesting like in the fourth quarter it makes for a very ugly setup for Etsy stock in the short term"
Pending
Etsy is projected to achieve a Compound Annual Growth Rate (CAGR) of 8-20% in the coming years (e.g., 2025-2028).
"20 to 30p on this one still gives me a catar of about 8% on the low end and about 20% on the high end I like that from Etsy"
Pending
Monster Beverage is projected to achieve a Compound Annual Growth Rate (CAGR) of 11-16% in the coming years (e.g., 2025-2028).
"25 to 30 pees fair for this company and that gives a kagar about 11% to 16%"
Pending
Monster Beverage is predicted to outperform the S&P 500 over the next 4-5 years (by 2028-2029).
"I wouldn't be surprised all if monster out performs sp500 over the next four or five years"
Pending
Cheesecake Factory's P/E ratio is expected to upgrade to the 25-30 range in the coming years (e.g., 2025-2028) as investors recognize its growth potential beyond the main Cheesecake Factory brand.
"I believe Cake's about to go through over the next number of years basically an uptick in regards to p ratio ... you'll see a big PE upgrade for the stock I think to kind of the more 25 to 30 range"
Pending
Cheesecake Factory is projected to achieve a Compound Annual Growth Rate (CAGR) of 30-36% in the coming years (e.g., 2025-2028).
"which gives me a cegar on the low end of about 30 and on the high end of about 36 here so CES a pretty extraordinary opportunity"
Pending
Celsius Holdings' short-term business problems are not expected to last beyond Q1 or Q2 of 2025.
"I think there's problems with their short-term numbers no doubt but I do not think that's lasting past the next you know couple quarters here I think this sets up very well for 2025 and Beyond"
Pending
SoFi is predicted to become a giant in banking, comparable to Goldman Sachs or JP Morgan, within the next 10-20 years (by 2034-2044).
"they have a great opportunity to become a giant a giant in banking it's the only one it's the only one I know of that I've ever looked into that I'm like they're not a giant today they're actually really small compared to these other guys but they have an opportunity over the next 10 20 years to become a giant right to get in the same sentence of a Goldman Sachs or JP Morgan and those sorts of guys right Bank of America Wells Fargo like up there"
Pending
The Honest Company could explore a sale to a larger company in 2026-2027, potentially at a valuation of $20-$30 per share, after achieving consistent profitability and growing its stock price to the $10-$20 range.
"maybe you know 2026 2027 maybe then would want to explore a sale to a bigger company at that point in time right I think there would be a lot of people in the market for an honest right cuz it's one of the very few growing brands that really resonates with kind of the millennial generation in gen Z as well so I would get the company out of the goog which I think they'll get out of the goog in the next few months so I think they'll get it back above five get them at back to double digits you know stock price somewhere in the $10 to $20 range and then I would start exploring the idea of potentially selling the company right for maybe 20 to somewhere in the 20 to $30 range at that particular time"
Pending
The potential venue service competition is no longer a concern for Fubo for the upcoming 2025 football season, with low odds of it ever becoming a significant issue.
"So now that takes this venue or potential service out of being next football season either so now you don't have to worry about this year you don't have to worry about it next year right and fubo is already looking and honestly you might not never have to worry about it I would say the odds that you ever have to worry about in general are pretty low as well right"
Pending
The antitrust lawsuit involving Fubo, Disney, Fox, and Warner Brothers could settle before October 2025, and it would be intelligent for Disney, Fox, and Warner Brothers to do so to avoid exposing "ugliness" at trial.
"this could settle way before October 2025 by the way which we'll see if they do it would be it would be intelligent in my opinion for Disney Fox and Warner Brothers I'm just going to tell you guys honestly it would be an intelligent decision if they settle before October 2025 that would be the best case scenario for them in my opinion I don't think they should let this go to trial if they let this go to trial I think fubo is going to air a lot of ugliness out there"
Pending
The Planet's Vegas Superstore is expected to see "ridiculous" (very high) growth rates in its numbers over the next 12-18 months (by late 2025 to early 2026).
"I think the Vegas Superstore numbers are going to be ridiculous over the next 12 to 18 months in terms of growth rates"
Pending
The Planet is expected to achieve "ridiculous" (very high) growth in Florida in 2025, with over 30 stores.
"Florida they're going to have full acquisition of all of everything going on in Florida they're supposed to have 30 plus stores in 2025 I think the Florida growth is going to be ridiculous for this company"
Pending
Mortgage rates are predicted to decline for the next two years (until late 2026), then bottom out and remain stagnant for 1-2 years (until late 2027/late 2028), then begin to rise again.
"mortgage rates are starting to come down and they're likely going to continue to come down for my guess is they're going to continue to come down for the next two years two years of mortgage rates coming down and down and down and then I think they'll probably bottom out probably stay there for maybe 1 to two years and then they'll start probably moving up again"
Pending
An uptick in people moving houses is expected from 2025 through 2029.
"I think we could see an uptick in the amount of people moving 2025 through probably 2029"
Pending
Despite an increase in people moving, home prices are not necessarily expected to rise in 2025-2026 due to increased inventory and potential higher unemployment.
"that doesn't mean pricing of homes will pick up in 25 26 A lot of people are assuming because demand's going to pick up in terms of people moving that that suddenly that's going to make prices jump higher you got to keep in mind there's going to be probably a lot of inventory that hits the market in 25 26 as well right and so that's just something to factor in if you talk about a higher unemployment rate maybe people are a little bit more desperate these are things to all consider here right so you could have a lot more people moving company like whirpool numbers improving but the price of hes not necessarily going up"
Pending
A 1-2 year interest rate cut cycle is expected to begin (from late 2024, lasting until late 2025 or late 2026).
"we're about to go into a rate cut cycle that's probably going to last I would say at least a year if not two years a rate cut cycle that's going to be a 1 to twoyear rate cut cycle"
Pending
Inflation is not expected to be an issue for at least the next year (until late 2025).
"inflation not really an issue shouldn't be an issue for at least a year you know 2 years Out 3 years out we'll see what happens with that right but as far as at least the next year we're looking good so the fed's got the clear signals to cut cut cut"
Pending
Uber and Tesla are predicted to be the two main players in the robo-taxi market within the next 10 years (by 2034).
"I do believe that the two main players in that market will be Uber and will be Tesla I think it will be Tesa versus Uber"
Pending