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This Stock has insane long term potential.

Financial Education•Mar 31, 2026

Summary

Jeremy provides a comprehensive analysis of the current market state, labeling the recent surge in the Nasdaq and S&P 500 as "suspect." He explains the concept of "window dressing," where fund managers buy top-performing stocks at the end of a quarter to make their portfolios look better for clients and secure bonuses. Despite this skepticism regarding the daily move, Jeremy maintains a long-term bullish outlook, citing Warren Buffett's perspective that the recent sell-off is minor compared to historical downturns.

The video focuses heavily on three specific stocks and their long-term trajectories:

ELF (Elf Beauty): Jeremy highlights this as a rare gem, being one of only six companies in the market with 28 consecutive quarters of revenue growth. He points out that the stock is trading at a significant discount from its highs and possesses a dominant market share among Gen Alpha, Gen Z, and Millennial consumers. Jeremy predicts the stock is a long-term $300 to $500 play and is aggressively buying shares because the company successfully undercuts competitors on price while maintaining elite 70% gross margins.
NKE (Nike): While Jeremy gives the latest earnings report a "D" grade due to flat revenues and rising expenses, he sees a path to recovery. He notes that North American footwear grew by 6% and the situation in China is improving, with the decline narrowing from 13% to 7%. He views the current price levels as a decade-low opportunity and plans to hold his position for the next 3 to 7 years.
EL (Estee Lauder): Jeremy discusses this stock as part of a "high-low" investment strategy within the beauty sector. By holding both EL (the high end) and ELF (the low end), investors can stay protected regardless of whether consumers are trading up or down in the economy. He has personally added this to his private portfolios to balance his beauty sector exposure.

Mentioned Stocks

NKE
Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy is adding a small amount to finish building his position. Although he disliked the margin compression in the recent report, he sees the 6% growth in North American footwear and a recovery in China as strong long-term signals. He considers the current price (around $50) to be extremely low, comparing it to prices from over a decade ago.

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ELF
Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy calls it one of the most special companies in the market with 28 consecutive quarters of growth. He is buying every share in sight, citing its dominance in Gen Alpha/Z/Millennial demographics and its 70% gross margins. He believes the stock is a long-term $300 to $500 play.

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EL
Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy mentions he has bought Estee Lauder in his private portfolios. He recommends it as a way to play the high end of the cosmetics market alongside the low-end play of Elf Beauty, creating a balanced 'high-low' strategy.

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