Key insights

• 📈 Tom Lee's list provides large cap and small to medium cap stocks for November
• 💼 Promising stocks include Nvidia, Meta, Amazon, and Tesla
• ⚠️ Uber's stock and business model raise concerns
• 📊 Discussion of stock scores and price targets for Nvidia, Meta, Amazon, and Tesla
• 📈 Palantir is bullish, but DG Therapeutics and Mankind Corp are not favored due to financial metrics
• 💰 Companies like Palantir are rapidly growing but becoming expensive
• 📈 Long-term investing advice emphasizing embracing volatility and focusing on fundamentally strong businesses
• 💡 Encouragement for long-term investing, borrowing against stocks, and critical thinking about stock recommendations

Q&A

• What were the suggested strategies for investing and research?

  The speaker recommended investing for the long term, borrowing against stocks if needed, and using dollar-cost averaging to build wealth. They emphasized thinking critically and doing one's own research on stock recommendations. Additionally, viewers were encouraged to join the Academy for more insights and lessons.

• What was the advice regarding long-term investing and volatility?

  Long-term investing can lead to significant gains in the stock market, especially when investing in generational, game-changing companies. The focus should be on fundamentally strong businesses, and volatility should be embraced for successful long-term investing.

• What were the comments about Apple and its stock MVP score?

  Apple seemed like a pleasant surprise with a strong stock MVP score, good free cash flow margin, and moderate growth projections.

• What was the analysis of Palantir and its rule of 40 score?

  The speaker was bullish on Palantir, believing it's a $500 stock in the next 10 years, with a rule of 40 score of 53, considered amazing.

• What companies did the speaker express disinterest in and why?

  The speaker expressed disinterest in 'booted out' companies and did not consider Micro Strategy as a real company for evaluation. Additionally, they were not interested in companies like DG Therapeutics or Mankind Corporation due to their financial metrics.

• What were the considerations about Uber's stock score and business issues?

  Uber's stock scored low and has multiple business issues, leading to questions about its recommendation by Tom Lee.

• What were the stock scores and price targets for Nvidia, Meta, Amazon, and Tesla?

  Nvidia scored 90 on the scorecard, with a price target range of $280 to $700 within 5 years. Meta scored 95, with a 5-year price target between $690 to $1470. Amazon scored 75, with a 5-year price target range of $260 to $480, focusing on its cloud business. Tesla scored 85, with a price target ranging from $420 to $1300.

• What large cap and small to medium cap stocks were recommended by Tom Lee for November?

  Tom Lee recommended Nvidia, Meta, Amazon, Uber, and Tesla as large cap stocks. The small to medium cap stocks recommended were Palantir, Loven, Micro Strategy, DG Therapeutics, and Mankind Corporation.

• 00:00 Tom Lee provided a list of five large cap and five small to medium cap stocks to buy in November. The large cap stocks include Nvidia, Meta, Amazon, Uber, and Tesla. The small to medium cap stocks are Paler App, Loven, Micro Strategy, TG Therapeutics, and Mankind Corporation. The analysis of the stocks reveals both promising and unsatisfactory stocks. Notably, the recommendation questions Uber as it scored low and has multiple business issues.
• 02:05 A discussion of the stock scores and price targets for Nvidia, Meta, Amazon, and Tesla. These companies are considered generational leaders with potential upsides. Tom Lee's stock list has changed significantly except for two companies.
• 04:17 The speaker is not interested in companies that have been 'booted out' and doesn't consider Micro Strategy as a real company for evaluation. They are bullish on Palantir, believing it's a $500 stock in the next 10 years, and its rule of 40 score is 53, which is considered amazing. They are not interested in companies like DG Therapeutics or Mankind Corp due to their financial metrics.
• 06:07 The company is growing rapidly and is becoming expensive, with high future success already reflected in its stock price. It's volatile and not for everyone. On the other hand, Apple seems like a pleasant surprise with a strong stock MVP score, good free cash flow margin, and moderate growth projections. Ultimately, the decision to invest should be based on individual research and conviction.
• 08:12 Long-term investing can lead to significant gains in the stock market. High P ratios and short-term volatility are less important when investing in generational, game-changing companies. Over time, long-term investing provides a significant edge over short-term trading. Volatility should be embraced, and the focus should be on fundamentally strong businesses. For successful long-term investing, there is no specific entry or exit point; the key is to invest in companies that remain strong over time.
• 10:06 Invest for the long term, borrow against stocks if needed, and use dollar-cost averaging to build wealth. Don't rely on others' stock recommendations; think critically and do your own research. Join the Academy for more insights and lessons.