Oliver | MMMT Wealth (CPA)
@MMMTwealth
Followers
17,493
Following
876
Media
1,081
Statuses
14,412
A CPA 💼 Providing you with investing advice, PDFs, graphics, and quality stocks. All for FREE in my newsletter👇
Join 2,000+ readers 👉
Joined February 2023
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
and more
• 1829182 Tweets
LINGORM PANTENE TRIP
• 643934 Tweets
Corinthians
• 129786 Tweets
Flamengo
• 129372 Tweets
Al Smith
• 119816 Tweets
Yankees
• 89765 Tweets
Saints
• 87062 Tweets
Schumer
• 66754 Tweets
CONGRATS CL IG1M400K
• 63049 Tweets
Broncos
• 41035 Tweets
Cleveland
• 39792 Tweets
Guardians
• 37030 Tweets
Saint Dr MSG
• 36249 Tweets
Allan
• 35833 Tweets
APT OUT NOW
• 31937 Tweets
depay
• 25706 Tweets
対象作品
• 22886 Tweets
Stanton
• 19077 Tweets
Ganso
• 18647 Tweets
David Fry
• 17499 Tweets
ROSSI
• 17416 Tweets
Yuri Alberto
• 16643 Tweets
Patrick New Single
• 16600 Tweets
#FridayFitness
• 15415 Tweets
Big Christmas
• 15071 Tweets
Bo Nix
• 14685 Tweets
#EliminaçãoAFazenda
• 14541 Tweets
Athletico
• 13794 Tweets
Mookie
• 12936 Tweets
Rattler
• 12901 Tweets
Fernanda Montenegro
• 12209 Tweets
集英社秋マンガチャ開催
• 11297 Tweets
Gabigol
• 10696 Tweets
Drew Brees
• 10096 Tweets
Dennis Allen
• 10009 Tweets
Pinned Tweet
10 Stocks On My Watchlist (And Why)🧵
1. Snowflake | $SNOW
Why?
$SNOW has dropped 20% recently since earnings mainly on slowly growth rates, margin contraction, and overall software weakness.
From a long term perspective I'm not too concerned with margin contraction as long
23
50
365
Michael Burry has had a sensational 2024 so far. His fund is up 39%.
Over the last 8 years he has also managed to provide returns of 345% compared to 110% for the S&P 500...!
He only holds 10 companies. Want to see them?
🧵👇
49
225
2K
Let's kick this week off good!
Here's 20 quality stocks that I think will outperform S&P 500 over the next 5 years: 🧵
1. Tesla $TSLA
$TSLA is planning on rolling out advanced FSD in China. This will be a huge inflection point for $TSLA.
42
122
1K
Investing is all about risk to reward. Here’s the 5 best opportunities in the market today:
1. $AMZN below $180
2. $CELH below $31
3. $HIMS below $16
4. $SOFI below $7.20
5. $BABA below $90
88
107
1K
Investing is all about risk to reward.
Here's 10 stocks with incredible risk to reward opportunities today:
1. $CELH
Revenue growth: 23.55%
EV/Sales: 5.1x
$CELH has been punished for slowing revenue growth, but this was completely expected. No company can sustainably grow
40
169
1K
The most undervalued Mag 7 stock is $AMZN
The most undervalued fintechs are $FOUR $NU and $PYPL
The most undervalued cybersecurity stocks are $S and $ZS
The most undervalued semiconductor stocks are $NVDA and $MU
Other undervalued companies are $ABNB $CELH and $HIMS
73
129
1K
Here’s what I’m buying if we have some red days this week:
$CELH below $40
$SOFI below $7.50
$PYPL below $70
$PLTR below $30
$AMZN below $170
41
69
916
Here's 5 quality stocks trading near their lowest multiples🧵
1/ Amazon | $AMZN
EV/EBITDA multiple - 13.1x
5 Yr Average - 25.5x
24
81
905
Here's everything you need to know about PayPal $PYPL.
Investment case, innovations, valuations, risks, competition. Everything.
🧵
29
133
922
Over the last 3 years, we've had:
$META at $120 being a clear buy.
$PLTR below $10 being a clear buy.
$TMDX below $50 being a clear buy.
Over the next 3 years we have:
$CELH in the $40s is a clear buy.
$AMZN today is a clear buy.
$SOFI in the $6s is a clear buy.
$PYPL in
123
86
916
$BABA has $85B in cash and trades at only 10x earnings.
It really is the most undervalued company I've seen in my short lifetime so far...and I assume many peoples lifetime.
226
49
848
If you had dinner with a millionaire what would be your first question? 👇
724
38
790
$PYPL is a hated stock. It's down 80% in 3 years...📉
But the fundamentals are stronger than ever. Let me outline why $PYPL is a STRONG BUY.
🧵
93
94
820
The 5 best opportunities in todays market are: 👇
1. Palantir | $PLTR
2. PayPal | $PYPL
3. Tesla | $TSLA
4. Alibaba | $BABA
5. SentinelOne | $S
62
65
828
@unusual_whales
Absolutely ridiculous how this is allowed.
My company doesn’t allow me to own 1 dollar of stock in any company I audit.
17
17
712
Quality stocks that I’d class as overvalued or undervalued today:
OVERVALUED:
- Palantir | $PLTR
- Tesla | $TSLA
UNDERVALUED:
- SoFi | $SOFI
- PayPal | $PYPL
- Amazon | $AMZN
What’s missing? 👇
188
57
707
10 quality stocks in 10 exciting industries 🧵
1. Visa $V | Financial Services
EV/Sales Multiple:
EV/EBITDA Multiple:
Revenue Growth:
Commentary: $V is currently in the midst of a DOJ lawsuit where they are accusing Visa of taking steps to stop competitors from challenging the
13
84
706
$CELH is a clear buy at $38.
I've bought in the $50s, $60s, and even once in the low $70s...but now I'm massively loading up in the $30s.
Investors need to realize that this isn't a revenue growth story anymore. It's a compounding earnings story now and the market should like
159
59
688
Here's the best risk to reward investments in the market today in my opinion:
1. Bitcoin
2. Ethereum
3. Alibaba $BABA
4. PayPal $PYPL
5. SoFi Technologies $SOFI
6. Indian index fund
7. Celsius Holdings $CELH
8. Starbucks $SBUX
9. Mining
What else do you think?
261
44
679
Here's a thread on Alibaba $BABA and why it's the best risk to reward play in the market:
60
100
680
Here's 10 stocks I spent hours researching last weekend that I believe can be multi-baggers over the next 5 years:
1. SentinnelOne $S | Cybersecurity
2. Nu Holdings $NU | FinTech
3. Hims & Hers $HIMS | Telehealth
4. Alarum Technologies $ALAR | Data Scraping
5. Aehr Test
54
95
656
Here's 5 quality companies that I believe you'd regret not buying in 5 years time:
1) $PYPL
Fwd P/E: 12
Net Margin: 14.3%
5-yr return: -40.5%
2) $BABA
Fwd P/E: 8.7
FCF Margin: 16.9%
5-yr return: -62.3%
3) $SOFI
Fwd P/E: 128.1
Rev growth: 36.1%
5-yr return: -29.6%
4) $SBUX
110
74
625
Here's 7 quality companies that have dropped more than 40% over the last year👇🧵
1. Celsius Holdings | $CELH
EV/Sales: 4.4x
Revenue Growth: 23.35%
FCF Margin: 16.51%
Commentary: Perhaps I've been wrong with $CELH but the fact that they're now trading at a lower multiple than
30
89
652
I stand by the fact $PLTR is the best company in the world at the moment.
If you’re in it already, hold.
If you missed it, don’t FOMO in now.
55
40
598
Here's everything you need to know about $HIMS and why the company has HUGE potential.
This is rapidly becoming one of my biggest positions. $HIMS
🧵
24
76
581
@TunedIntoTennis
Respectfully don’t agree at all.
Hours on court isn’t even close. Women are getting paid CONSIDERABLY more per hour.
30
8
508
10 companies with huge moats👇
Nvida | $NVDA
Amazon | $AMZN
Palantir | $PLTR
TransMedics | $TMDX
NuBank | $NU
Meta | $META
Tesla | $TSLA
Taiwan Semiconductor Manufacturing | $TSM
Shopify | $SHOP
MercadoLibre | $MELI
What else?🧐
75
56
503
The best risk to reward investments in the market today are:
1. Alibaba | $BABA
2. PayPal | $PYPL
3. SoFi | $SOFI
4. Bitcoin
5. Indian index fund
6. Nu Bank | $NU
7. Tesla | $TSLA
8. Celsius | $CELH
9. Mining (I own $SVM and $NEM)
10. SentinelOne | $S
57
54
485
David Tepper, Michael Burry, Ken Griffin, and Steve Cohen all added Chinese stocks in Q1
$BABA
$BIDU
$JD
And you’re telling me China is uninvestable?
We’ll see who’s right in 5 years.
61
57
480
$PYPL
2018
Revenue: $15.5 billion
Operating Income: $2.2 billion
Net Margin: 13.3%
FCF: $1.9 billion
2024
Revenue: $30.8 billion
Operating Income: $5.1 billion
Net Margin: 14.3%
FCF: +$5 billion
2017 Share Price $74
2024 Share Price: $58
They're ALSO:
- Buying back shares
60
61
444
Here's what happened to $CELH the past month and why it's an incredible opportunity at today's prices:
🧵
18
54
441
I still stand by the fact $PYPL and $BABA are the two best risk to reward plays in the market.
Add in some high growth $SOFI $ALAR $ONON $HIMS and you’ve got yourself a nice portfolio that’ll beat the S&P
51
29
431
$CELH isn't being spoke about as much even though at these prices it's an absolute steal.
Here's 5 reasons why $CELH at $50 is a huge opportunity! 👇
38
59
428
Here's everything you need to know about $CELH investment case, opportunities, risks, & valuation:
10
61
425
Here's 3 small cap stocks I'm extremely bullish on:
1. Alarum Technologies $ALAR
$ALAR is an Israeli company that helps enterprises scrap data. This industry has a massive tailwind as the AI trend continues and the need to collect data becomes more and more vital. This is why
20
38
399
5 stocks you likely haven't heard of that I believe will be multi-baggers: 👇🧵
1. TransMedics Group | $TMDX
$TMDX are revolutionizing organ transplants with their Organ Care System (OCS). They're currently unprofitable but now have FDA approval for heart, lung, and liver
24
52
366
$AMZN is by far the best mega cap stock to own right now.
- Trades at 14x NTM EV/EBITDA
- Huge AWS growth with operating income up 77% YoY
- Ad business set to become a trillion dollar business
Bullish on $AMZN
36
21
360
Howard Marks has returned 23% annually over the last 25 years.
He also said that 95% of his investments have led to a positive return.
Here's his top 10 holdings right now (I guarantee you won't have heard of most of them)
👇🧵
14
55
361
I've studied $PYPL for hours and hours for the last 6 months.
Tomorrow I'll be releasing the best $PYPL thread outlining my investment thesis, risks, valuation, and much more.
Make sure you follow me here
@MMMTwealth
ready for tomorrow.
$PYPL
24
24
357
Buy undervalued quality companies that are leaders in their industry:
1) $AMZN
2) $CELH
3) $ULTA
4) $DKNG
5) $ABNB
36
33
345
I told my dad back in November I was putting $10k into BTC.
He told me I was stupid and that it’s far too risky.
I don’t blame him for thinking this way as he’s a recently retired 64 year old.
For him, yes that would be stupid.
For me? A young, 26 year old? Not stupid.
136
6
327
$CELH today is one of those stocks that people will say was "an obvious buy" when it returns to $80+ one day.
- Large EPS growth
- International expansion (be patient with this but this will be huge for $CELH)
- FCF positive inflection point
It's catching $MNST and Red Bull
22
53
334
5 Predictions: 👇🧵
1. $HIMS has potential to 10x from today's levels and perhaps way more. They're revolutionizing the multi-trillion dollar healthcare market that has yet to be properly disrupted.
With continued execution like they are now, $HIMS will be huge.
17
35
304
$PYPL is STILL trading at 2017 valuations. However:
- There's 250 million more customers
- There's $15 billion more in revenue
- Nearly $4 billion more in FCF
- Impressive innovations coming in 2025
- A new advertising business run by the former $UBER ad business head.
49
31
298
Here's everything you need to know about $PYPL in graphs 📊📉📈
1. Price Chart
$PYPL is down 78% from highs over the last 3 years.
Opportunity or value trap? Read on 👇
18
35
298
The 3 stocks I've probably spoke about most here on X are:
1. $SOFI - Up 9% this month at $8 now. I'm not selling until we hit $15 at least.
2. $BABA - Trading above $80. I think we can get to at least $120.
3. $PYPL - Up 25% this month and still trades at a PE of just 17x.
30
29
298
$BABA up 30% this month
BUT trades at:
1.3x EV/Sales
6.72x 2025 EV/EBITDA
11% FCF Yield
Still incredibly undervalued and still lots of room to go.
10
34
285
Here's 10 stocks with valuations less than $10 billion that have the potential to be multi-baggers over the next 3-5 years: 👇
1. SentinelOne $S | Cybersecurity
2. Hims & Hers $HIMS | Telehealth
3. TransMedics Group $TMDX | Organ Transplantation
4. Shift4Payments $FOUR |
23
45
280
$BABA and $PYPL are NOT value traps.
$AMZN will not destroy $HIMS.
$TSLA will not destroy $UBER.
The Indian stock market will be a big winner for the next decade.
$CELH will continue to take market share from $MNST
What else? 👇👀
39
18
278
Here's 5 quality companies that I believe you'd regret not buying in 5 years time:
1) Amazon | $AMZN
EV/Sales: 3.2x
Net Margin: 9.1%
Revenue Growth: 10.1%
2) PayPal | $PYPL
EV/Sales: 2.3x
Net Margin: 14.3%
Revenue Growth: 8.2%
3) SoFi | $SOFI
EV/Sales: 3.4x
Net Margin: 3%
31
30
256
How to waste your 20s:
Follow society. Don't question anything. Don't set goals.
77
28
238
"You should leave your children enough so they can do anything, but not enough so they can do nothing." - Warren Buffett
Thoughts on this quote?
62
16
250
Buy undervalued quality companies that are leaders in their industry:
1) $AMZN
2) $CELH
3) $ULTA
4) $DKNG
5) $ABNB
30
21
237
These 4 stocks will beat the S&P 500 over the next 3-5 years👇
1) $SOFI - With lending set to take off when macro conditions stabilize, the financial services sector booming, and the tech segment showing high interest, $SOFI should NOT be valued just like a bank.
2) $CELH -
38
27
244
Why did you need to wait until Buffett bought $ULTA to realize it was undervalued?
Why did you need to wait until Burry bought $BABA to notice it was undervalued?
Same for $UNH with Coatue Management.
Buy quality. Buy undervalued. That's what the best investors do.
51
9
229
$SOFI will be that “I told you so” stock in 3 years when it’s $15+
- Crossing 10M members this year
- Interest rate cuts incoming
- Financial services growth +80%
An incredible company at a cheap valuation.
24
22
227
$PYPL now at $57.2 🤯
HUGE opportunity or a dying business?
I know what I think 📈🆙
87
9
226
I originally said $BABA and $PYPL were the two best investments in today’s market.
Now it’s $BABA, $PYPL, and $CELH
Three obvious investments for me.
44
12
219
Here's 5 beat down stocks where I expect a solid turnaround👇
1. PayPal | $PYPL
2. Starbucks | $SBUX
3. Lululemon | $LULU
4. Nike | $NKE
5. Ulta Beauty | $ULTA
45
16
217
$BABA is by far one of the best opportunities in the market. Trading at just 6.4x EV/FCF with $80b in cash shows there's no signs of weakness.
They've got the stable, cash flowing e-commerce businesses which are continuing to gain market share and they've also got the higher
34
36
213
My 5 biggest positions today are:
$PYPL $SOFI $BABA $PLTR $TSLA
What's your biggest holdings?
86
11
202
The fact that $CELH now trades at a lower multiple than $MNST is ridiculous.
$CELH EV/EBITDA: 19.5x
$MNST EV/EBITDA: 22.0x
$CELH EV/Sales: 4.4x
$MNST EV/Sales: 6.5x
$CELH revenue growth is 23.4%
$MNST is 2.46%
What's the market not liking about $CELH? I'm happy to be wrong
31
23
211
Here's 10 HIGH GROWTH stocks for the next 5 years📈:
1. $TSLA
2. $CRWD
3. $CELH (own)
4. $S
5. $MELI
6. $NU
7. $DLO (own)
8. $PLTR
9. $SOFI (own)
10. $TMDX
The others are on my 33 stock watchlist.
$NU $UBER $PLTR are stocks I'm specifically interested in adding soon.
17
36
201
PayPal $PYPL - One of the best value plays out there by a mile.
1⃣ FINANCIALS
Revenue grew 8.2% YoY, which although isn't in the mid to high teens that we got used to with $PYPL back in the 2018-2021 period, it's certainly not a company that is "dead" like people keep saying.
25
37
203
Here's 3 extremely good buys right now in the stock market: 👇
1. Celsius | $CELH
$CELH is on the edge of huge international expansion with the help of $PEP. Data from Canada and UK is very strong already.
In Canada, they have 5.5% market share in just 3 months.
$CELH
22
24
197
If you're in your 20s & 30s here's the best risk to reward investments for you:
1) India - will continue to boom for the next 10 years. I invest in an Indian index fund & 3 individual Indian stocks. Economics and analysts are predicting the Indian market to 10x by 2032.
2)
54
15
194
This coming week I’m going to do a thread a day on stocks that I believe have incredible risk to reward opportunities:
My list:
Monday: $CELH
Tuesday: $AMZN
Wednesday: $PYPL
Thursday: $MU
Friday: $DKNG
Saturday: $FOUR
Happy to change this list if comments to this post vouch
23
14
194
$BABA is a no-brainer at 6x EV/FCF and 1.39 P/B
They're buying back shares at incredible rates reducing the share count by 3.2%. For reference, $AAPL are managing 2.6% reduction per year.
Further bullish catalysts:
- There's been 10% growth in Chinese online retail sales
-
20
33
188
China is uninvestable...huh?
$BABA $BIDU $JD
49
7
177
$BABA and China are bouncing back.
- GDP in China grew 5.2% in 2023 (34% of global GDP growth)
- Manufacturing activity hitting 8.6% YoY growth
- Exports of chips jumped 30% YoY as China becomes more digitalized
- 2024 has seen third highest ever amount of FDI
There's still
22
21
173
$HIMS - Everything you need to know about this multi-bagger opportunity🧵👇
2
25
172
Crazy the difference in comments between my $BABA post last week and last month compared to my $BABA post yesterday when the stock has gone up +20% 😂
Last month:
“You’re an idiot why would you invest in China. China is uninvestable”
Yesterday:
“ $BABA could triple on a
43
13
169
Here's 5 charts summing up exactly why I'm bullish on the following 5 companies:
(THREAD🧵)
1. $HIMS
2. $CELH
3. $PLTR
4. $BABA
5. $SOFI
7
25
172
Let's get this straight:
$CELH trades at NTM EV/Sales of 5.1x
$MNST trades at NTM EV/Sales of 5.8x
$CELH QoQ revenue growth is 22.35%
$MNST QoQ revenue growth is 2.46%
Buying $CELH at these levels is a great play.
24
27
167
Here's why $HIMS has such a HUGE opportunity ahead of them: 🧵👇
6
23
166
Me being awkward today because the stock market is closed and I don’t know what to do with myself
2
9
151
$CELH now below $30 🤯
Have I made a mistake with $CELH? Or is the market providing one of the best opportunities out there?
65
14
154
Here's 10 names that I believe will dominate the next 3-5 years 👇
1. SentinelOne | $S
$S has only gained popularity recently post the $CRWD outage but I've been banging on about them for a while. $S are the high growth company in the cyber space reaching a big profitability
13
14
154
Here’s 12 ways to increase your income in 2023 if you’re working a 9-5 💰
🧵
11
16
124
$HIMS is down 32% this month yet they've reported 52% growth from Q2 '23.
- Added 155,000 members in the quarter
- 43% growth in subscribers
A 2.8x EV/Sales multiple for a company growing this fast and disrupting the healthcare market is a bargain.
This is a place to add.
8
24
152
$BABA
Investing in China does have more risks but it also has far higher rewards.
$BABA is simply valued ridiculously.
When you put it into risk to reward thinking, at these valuations, it’s one of the best plays in the market.
41
8
149
What's the best opportunity on this list?
1. Bitcoin $BTC
2. Silver/Gold miners
3. PayPal $PYPL
4. SoFi $SOFI
5. Alibaba $BABA
6. Celsius $CELH
P.s. this is about a 1/3rd of my portfolio holdings and I'm happily holding them all.
120
12
148
Here's 10 companies that had the best Q2 earnings 🧵👇
1. PayPal | $PYPL
EV: $69.73B
Revenue Growth: 8.2%
Net Margin: 14.3%
Commentary: I'm a happy owner of $PYPL and have been for most of 2024. Q2 was strong for the company with nice margin expansion, further moves towards
6
27
142
$PYPL
✅25% of global e-commerce transactions
✅New PayPal ads business
✅$PYUSD just launched on Solana
✅No fees for international payments on Xoom
✅At least $5b in buybacks this year
✅At least $5b in FCF this year (likely much more)
✅80% conversion rate with Fastlane
10
13
140
Picture this:
You're young in your 20s/30s. You have a 6 month emergency fund.
You have $10k leftover to invest.
Do you stick it in an index fund or higher risk/higher reward investments like Bitcoin or individual stocks?
Only one right answer for me in this situation...
213
10
137
$PYPL news
1. Cathie Woods just bought 100,000 shares of $PYPL. Hopefully this means institutional ownership is on the rise…
2. Venmo is now charging 3% per transaction. Remember $PYPL are also focusing on Venmo debit and credit cards that offer up to 6x more revenue per
27
18
135
What is the greatest opportunity on this list?
Time frame is out to 2030:
1. $BABA
2. $PYPL
3. $NU
4. $SNOW
5. $TSLA
98
7
137
If you're below age 40 and you have a portfolio with less than 5% targeted towards crypto/bitcoin...
You're missing out on the best risk-to-reward opportunity of your lifetime.
67
3
134
$CELH down another 6% today down to $55 on data from Morgan Stanley showing slower rates of growth.
It’s difficult but focus on the long term catalysts.
$CELH will get reach $100 by mid 2025
13
10
134
Here's 10 stocks outside of the US for great international exposure: 👇🧵
1. Evolution AB $EVO 🇸🇪
Description:
Evolution Gaming (Swedish) creates live casino games for online gambling operators. The gaming operators then market these products to the end users.
Investment
10
17
129
2 of the best plays in the market:
1. Alibaba $BABA - Incredibly undervalued even with China risk baked in
2. PayPal $PYPL - Planning to launch an advertising sales business. Another huge bullish catalyst to the many huge bullish catalysts already in progress
$BABA $PYPL
15
11
124
PayPal is up 14% this month...
Here's a quick recap of what I've been saying for the last 6 months as to why $PYPL is a buy🧵
9
11
122