UNVEILED: The Top 5 Stocks In This Market Thrashing Portfolio

[@Jens640]

My Top 5 1) Cash 2) Kinsale Kapital 3) Crowd strike 4) Mercado libre 5) The trade desk What do you think about kinsale and ttd?

[@samuelmandel4537]

Tesla, Apple, TTD, AMZN, NVDA

[@Amoory851]

Hi Brian, please make a video about Atlassian (TEAM) thank you

[@uberthomas]

TTD, AMZN, SNOW, NVDA, SHOP. Thanks for your great analysis. One of my favorite investing channels!

[@adham7912]

Sea limited at 38$, ALGN at 186$, CRL at 190$, UPWORK at 12.2 $, JD at 34$

[@anudhunna]

Just put money in broad based index, SPY and QQQ and sleep calmly.

[@stoffelbrian]

We'll never advise against that

[@kaloyanspirov9235]

Great insight! Can you analyse Hims and hers, I would really appreciate it!

[@muratshogenov9563]

Amd, Nvda, Uber, Meta, NFLX

[@alexkoch14]

would be really interesting to see your least anti fragile stocks

[@jonnhymar3895]

Nvidia, Microsoft, visa, booking and alphabet

[@ku9145]

QQQ (Nasdaq 100) is up over 390% since Jan 1, 2014.

[@stoffelbrian]

This starts December 31, 2014

[@surprizesurprize...1515]

meta, amazon, nvidia, msft and qualcomm

[@mattinterweb]

BAE, ASML, CAT, CRWD, MSFT

[@rtorcato]

What do you guys think of Ubiquiti. It's a weird stock. Lots of demand and products are always sold out, but the ceo (founder) owns over 90% of the company.

[@citizenpunx]

I would love to start a position in Crowdstrike soon. That PE ratio seems crazy though 846!?

[@CallmeMasta]

If you believe that cyber security is vital for this upcoming computing boom. You can invest in PANW, ZS. both are great companies that drooped about 30% recently = a buying opportunity.

[@stoffelbrian]

I won't argue that's it's cheap in any way. However, it's not optimized for earnings, so PE doesn't mean much. 75X FCF (still very expensive) is more telling

[@CallmeMasta]

@@stoffelbrian Nancy Pelosi bought before the dip.. The Nancy indecator is pretty reliable 😂

[@Jens640]

Thanks for keeping us up to date with your anti fragile portfolio some time ago cash was your no1 position is that still true?

[@nabeelsiddiqui5724]

Amazon, google, tesla and jpm

[@CallmeMasta]

My top 5 MELI, CRWD, ONON, HIMS, SOFI, ELF.

[@JamieK348]

BKNG, AMZN, LRCX, GOOG, MELI & NVDA tied