This Stock will make us RICH🤑AF

Financial Education•Aug 25, 2026

Summary

Jeremy provides an update on his investment portfolio, which has reached an all-time high of approximately $4.7 million, driven by strong performances from companies like Celsius, ELF Beauty, and Cheesecake Factory. Jeremy emphasizes that successful individual stock picking requires both mathematical logic—understanding PE ratios, balance sheets, and cash flows—and the emotional 'stomach' to endure volatility. Jeremy shares personal experiences of weathering market crashes and highlights that long-term focus, rather than chasing short-term gains, is what leads to substantial portfolio growth.

Jeremy addresses the recent news regarding Hims & Hers (HIMS), explaining that credit card dispute penalties from Visa are a standard part of doing business for a company with millions of subscribers. Jeremy compares the situation to Netflix, noting that as long as dispute rates stay within manageable percentages, the narrative is often more frightening than the reality. Jeremy also introduces RH as a potential new addition to his portfolio, citing its high-end business model and improving cash position as reasons for his interest. Jeremy prefers 'high-end' bets like RH, Wynn Resorts, or Ferrari because wealthy consumers maintain their spending habits even during economic downturns.

Celsius (CELH): Jeremy believes that Celsius is poised for continued success, especially with its 20% US market share and massive potential for international expansion. Jeremy views recent management changes, including the departure of the COO, as a positive step that instills investor confidence in the company's ability to execute. Jeremy compares Celsius to Monster Beverage, noting that Celsius still has significant room to grow toward Monster's near-$100 billion valuation.

RH (RH): Jeremy is closely monitoring RH and notes that the stock is currently down roughly 80% over the last five years, making it an intriguing 'destroyed' stock. Jeremy likes the luxury furniture model because rich customers spend heavily on furnishings, often in the six-to-seven-figure range for high-end properties. Jeremy states that he is looking for a broader market correction—specifically the S&P 500 being down 10% or more from its highs—to initiate a position in RH.

Hims & Hers (HIMS): Jeremy acknowledges the 8% drop in Hims & Hers stock following news of Visa penalties related to subscription disputes. Jeremy argues that these issues are common for telehealth providers and that investors must have 'strong hands' to hold through such negative headlines. Jeremy notes that the company remains a growth story with nearly 3 million customers, despite the periodic volatility.