5 Stocks I’m Buying Now‼️April 2026

Key Concepts

• Market Volatility: Periods of significant price fluctuations where popular stocks experience sharp declines, often viewed by the speaker as "discount time" for long-term investors.
• High-Growth Stocks: Companies characterized by rapid revenue expansion and significant market potential, often trading at higher valuations (e.g., Celsius, Elf Beauty).
• Dividend/Value Stocks: Established companies with strong moats, consistent cash flow, and shareholder-friendly policies like dividends and share buybacks (e.g., American Express).
• Moat: A competitive advantage that protects a company’s market share and profitability from rivals (e.g., brand loyalty, high switching costs).
• Capex (Capital Expenditure): Funds used by a company to acquire or upgrade physical assets; high capex is typical for infrastructure-heavy businesses like Amazon.
• Forward P/E (Price-to-Earnings) Ratio: A valuation metric comparing a company's current share price to its expected future earnings.
• Compound Annual Growth Rate (CAGR): The mean annual growth rate of an investment over a specified period of time longer than one year.

Market Overview

The speaker highlights a period of significant market correction as of April 2026. The NASDAQ is down 8.6% over the last six months, with high-profile stocks like Tesla (-21%), Palantir (-25%), and Duolingo (-65%) experiencing severe pullbacks. The speaker argues that this volatility provides an optimal entry point for investors who understand the underlying math and long-term value of these businesses.

Featured Stocks

1. Celsius Holdings (CELH)

• Profile: A high-growth energy drink company popular in the fitness community.
• Performance: Revenue grew from $75 million in 2019 to over $2.5 billion last year. Despite this, the stock is down ~29% year-to-date.
• Key Argument: The speaker views the current 24x Forward P/E as undervalued for a high-growth company.
• Risk/Competition: Investors are concerned about Costco launching a private-label energy drink at a lower price point. The speaker dismisses this, citing the "three-horse race" (Red Bull, Monster, Celsius) and the power of brand loyalty, comparing it to the soda industry where name brands (Coke/Pepsi) thrive despite cheaper generic alternatives.
• Strategic Edge: The speaker favors Celsius’s leadership team, noting that the founders of Red Bull and Monster are either deceased or nearing retirement, while Celsius’s CEO is in his "business prime."

2. Amazon (AMZN)

• Profile: A "three-headed dragon" consisting of E-commerce, AWS (Cloud), and Advertising.
• Performance: Despite strong fundamentals, the stock has underperformed the S&P 500 over the last five years.
• Key Argument: AWS is the most critical segment for profitability. The speaker notes that Amazon is currently trading at a historically cheap valuation relative to its growth.
• Capex Note: Amazon is extremely capital-intensive due to its global logistics network and data centers, but the speaker argues this is a long-term investment in infrastructure that creates a massive barrier to entry.

3. Elf Beauty (ELF)

• Profile: A high-growth cosmetics company.
• Performance: Up 119% over five years, but down 21% year-to-date.
• Strategy: The speaker maintains a high conviction in the stock, noting that he continues to buy heavily across private portfolios despite already being up 740% on his initial investment.

4. American Express (AXP)

• Profile: A premium financial services company and a core holding of Warren Buffett (14.4% of Berkshire Hathaway’s invested capital).
• Key Argument: AXP is described as "quality of the quality." Its moat is built on a customer base of high-income earners and a business model where users pay annual fees for the privilege of using their cards.
• Financials: The company is actively buying back shares, which, combined with revenue growth, creates a powerful multiplier effect for Earnings Per Share (EPS).
• Projections: The speaker’s base case projects a 20%–28% CAGR, with even the "bear case" expected to outperform the S&P 500.

5. Nike (NKE)

• Profile: A global athletic apparel leader currently experiencing a 67% decline over five years.
• Key Argument: The speaker recently invested $45,000 in a single day, citing high conviction in the company’s turnaround strategy following recent earnings reports.

Synthesis and Conclusion

The speaker emphasizes that successful long-term investing requires distinguishing between short-term market noise and long-term business quality. By focusing on companies with strong moats (American Express), dominant market positions (Amazon), and high-growth potential (Celsius, Elf), the speaker advocates for aggressive buying during periods of market "pain." The core takeaway is to ignore short-term price volatility and focus on the fundamental growth trajectory and valuation of the underlying business.