Charlie Munger once said... "Great investing requires a lot of delayed gratification." Here are 6 stocks I believe will reward investors who are willing to wait: 1. Meta Platforms | $META The monetization of Meta's AI products, including Muse, could unlock a MASSIVE new revenue opportunity. Eventually, AI spending slows down and free cash flow can recover.

This is getting ridiculous... $AVGO

$META was just $770 2 weeks ago... Now it's below $620, giving you another opportunity to buy in. Q3 earnings gave STRONG numbers: • Revenue: $64.6B (+26% YoY) • Advertising Revenue: $63.1B (+26% YoY) • ADJUSTED EPS: $7.40 (which would be a 25% beat) • Daily Active People: 3.64B (+3% YoY) • Ad Impressions: +10% YoY (At their scale, INSANE) • Average Price Per Ad: +14% YoY The buildout with Muse has been incredible: - Over 10 million accounts in the US and Canada in just the first 6 weeks - Average user of Muse for shopping is spending $200 on average - The amount of volume seen through Stripe and Plaid has been so much more than anticipated With all these being said, the market is taking it down due to 2 main reasons: 1. Capex spending 2. The planned equity raise with dilution Both I believe are short term noise as all of it is because they are building out their AI as fast as possible because they realize the opportunity they have in that market. I’m so bullish, and will be buying more.

As a $HOOD investor, this is a big reason why I'm so bullish. Robinhood continues to create new revenue sources that keep working for them. Scalability is everything.

$HOOD just released Q3 earnings! Revenue: $1.424B vs Expected $1.43B (+12% YoY) EPS: $0.51 vs Expected $0.55 Adjusted EPS however is at $0.60, a BEAT Numbers weren’t mind blowing but it’s about the continued compounding of the company: Funded customers: 28.7 million (+7% YoY) Gold subscribers: 5.2 million (+34% YoY) Average revenue per user: $200 (+5% YoY) Nothing too crazy but just continuing to compound.

$UBER is back at 52-week lows… Uber’s total market cap is now under $135B. For perspective: Waymo was last valued at $126B… 17x Fwd P/E, 13x P/FCF. This is getting insane.

If you’re new here, I post content like this daily. Keeping track of everything that happens in the market Follow for much more ahead 🤝 A recent post of stocks I’m intrigued of: