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Precise Market Analysis.
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4 companies I’m buying with building unbeatable flywheel businesses 🔂
$MELI: E-commerce -> Fintech -> Credit
$ZETA: More customers → More data → Better AI models → Higher ROAS for clients → Customers spend more with Zeta → More businesses adopt Zeta
$AVGO: Custom Silicon Chips → Mass ethernet clusters → Software
$SOFI: More customers → More products used → More engagement → More data → Better financial products → More customers
These are some of my largest holdings as I think they will dominate for decades.
Wanna read more? Check out my newest substack posted going into depth about these 4 business models👇




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Many of my followers have already joined our WhatsApp group.
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@SchwartzFinance Many of my followers have already joined our WhatsApp group.
Get free real-time trading alerts, investment strategies, and market forecast analysis.
Join the group here 👉🔗 api.whatsapp.com/send?phone=120…
➡️ Send Join to this WhatsApp number: +12018502843
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Earnings season has begun 👀
The only stock I hold of the bunch is $NFLX who reports on Thursday after close
But $ASML is also very interesting to see how chip demand continues
What’s catching your eye?
The Earnings Correspondent@earnings_guy
#earnings for the next week: $FBK $AERO $JPM $GS $BAC $C $WFC $FAST $ERIC $ANGO $AEHR $EQBK $KMTS $ASML $JNJ $BLK $MS $BNY $PNC $ELV $CTAS $CAG $UAL $JBHT $HOMB $GSBC $KARO $TSM $UNH $GE $ABT $STT $USB $PLD $CFG $NFLX $ISRG $AA $FNB $INDB $VIST $SFNC $RF $TFC $TRV $FITB $ALV
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@SchwartzFinance Many of my followers have already joined our WhatsApp group.
Get free real-time trading alerts, investment strategies, and market forecast analysis.
Join the group here 👉🔗 api.whatsapp.com/send?phone=120…
➡️ Send Join to this WhatsApp number: +12018502843
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Celsius still seems to be one of the most misunderstood stocks in the market🧃
• 140% YoY revenue growth last quarter
• 20.7% market share & rapidly growing
• 17x forward P/E
Celsius continues to get grow into the Pepsi distribution system along with the rapid growth of presenting a very appealing opportunity in the market in the coming years.
In my DCF I have them growing FcF / share at 20% annually as they grow revenues (even if slow) and with margin expansion then trading at a 2.5% FcF yield (which is still higher then monster)
That gives a 30.19% Annual growth going into 2031 and being $114 / share by Q1 2031
That would always guarantee to beat the general market with very realistic and possible expectations
Are you a buyer of $CELH here?




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I believe one of the most powerful advantages a business can have is the ability to cross sell products to its existing customers
Here are 4 companies with killer cross selling abilities I OWN in my Portfolio👇
1. Mercado Libre $MELI
• Cross Sell: E-commerce -> Fintech -> Credit
• Revenue Growth: 49% YoY
• % of my Portfolio: 10%


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$SOFI is such an under appreciated play in the market today in my opinion. We’ve all seen it all over X and for good reason.
While the market continues to hold this stock below $20 they have made killer acquisitions to start 2026 so let’s break them down.
Acquisition 1 - Composer Technologies 🔮
Composer processes $1.6 billion In monthly tracing value on their platform which has a 60 second AI strategy builder for traders. This helps Sofi invest as it adds a zero code trading tool to hook younger and active traders who can now use the AI and help become a “stickier” platform and compete with Webull and Robinhood.
Acquisition 2 - PrimaryBid Assets 💰
PrimaryBid will give Sofi member the ability to buy stocks at IPO prices or during corporate bond offerings. This helps Sofi once again become more competitive and draw in a bigger audience but also take high margin fees alongside.
Acquisition 3 - Peach Finance 🍑
Peach is the complete software system that helps run calculate and manage loans from the second they are signed until they’re paid off. This helps Sofi with their own loans but also with other banks who come to them they can charge with high margin software fees.
This is showing how Sofi is trying to become THE fintech platform with everything a one stop shop.
The CEO has bought over $2 million worth of shares since February while it only trades at a 25x forward P/E while expecting over 50% EPS growth.
This is why Sofi is being built to one of my largest positions.
Are you a shareholder? If you aren’t please tell me why 🤷♂️




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@SchwartzFinance Latest Detail Analysis
🔻My internal plan 🔻
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@SchwartzFinance Latest Detail Analysis
🔻My internal plan 🔻
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My First Deep Dive Posted on Substack!!
Today I went into depth about one of the most undervalued chip stocks in the market…
$AVGO reported 48% YoY revenue growth last quarter yet is trading down -22% from its recent ATH’s
Check it out!
open.substack.com/pub/schwartzfi…
Any deep dive requests or questions? Fire away!
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@SchwartzFinance Latest Detail Analysis
🔻My internal plan 🔻
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