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Bourbon Capital
@BourbonCap
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Stock Trader | Investor | Growth Investments - Long term. | Do your own research
Joined February 2011
10 stocks to buy and hold for the next 10 years: 1) $ASML - One of the biggest monopolies in the world - ASML's biggest partners are still producing standard chips but are in the process of catching up with AI technology - There are plenty of projects in medical research, EVs, AI, data storage, energy, etc.; we need $ASML for the next 20 years - China, Singapore, South Korea, Taiwan, and the US are going to keep growing and innovating; $ASML is going to keep growing with them
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Tomorrow, more than 100 million Americans are going to watch the $HIMS Super Bowl ads. It's the most bullish thing since we hit 2 million subscribers, and tomorrow, we are probably going to gain more. Whatever happens tomorrow and in the next few months, don't forget that 29% of the float has been shorted, and it's not covered yet. Long $HIMS
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I have seen weight loss pills before; I think I saw a commercial 20 years ago about it, but they're usually scams or failed products. We will see how it goes this time, but at least we know that Ozempic and Wegovy work perfectly. People might trust them this time. But I get your point; generic products are easy to make once you have the formula, but $LLY and $NVO will continue to innovate or improve the products
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@CalorieAlchemy I have spent countless hours telling people to eat healthily, but they don't care; even my doctor always has a Coca-Cola drink on his desk. I'm probably the only human in this world who only drinks water, and I've been doing this for 20 years.
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@iampaniclothing Pretty much, daily walks, eating healthy, sleeping enough, but this is just about money and the majority of people don't want to take care of themselves
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@TimoDengler 100%. I think people should drink water and eat healthily, but we are here to make money
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@nvidiaretail AI its a big defense market: Cybersecurity, Intelligence Gathering and Analysis, Training and Simulation, Autonomous Systems...etc
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@EngBigData Just be careful with options and leverage; the turbulence is not over yet. Probably January 2026
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@mintcitycollect A lot of people travel to Brazil, Mexico, Thailand, and Colombia to get liposuction; it's a huge business over there, but it can be sketchy. Obesity is a big market, and the pills will create huge demand.
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@mintcitycollect Mexico its worse than the US, people don't drink water there, they drink and shower with Coca Cola Brazil, the UK, Australia, Canada, and Argentina have a huge problem as well.
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@JohannesIsakss3 Mexico has a bigger problem than the US, and Canada is going to join them soon. Then we have the UK, the beautiful UK, where nobody cooks at home. The majority of the money is made in the US, but there are plenty of markets they could explore or expand into.
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RT @BourbonCap: Don't take too long thinking about $NVO. Obesity care remains a big problem worldwide, but the majority of people are wait…
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They need NBA players, soccer players, and golfers. They need to find the next big, young athlete and pay him to boost the brand. David Beckham carried the entire fashion world by himself for years. Michael Jordan carried Nike for years All it takes is to find the next big thing. No position on Nike yet
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