Aug. 8 at 8:06 PM
If I could hold just 4 stocks for the next 5 years, these would be on my shortlist.
$TEAM
One of my highest-conviction software plays. The earnings reaction was powerful.
Long-term target:
$830+
$ASTS
If I could own only one space stock,
$ASTS would be my pick.
Long-term target:
$470+
$EOSE
Potentially 1,000%+ upside, but easily the highest-risk name here.
Long-term target:
$44+
$BABA
Still massively underestimated in my view. At current levels, the risk/reward looks compelling.
Long-term potential:
$430+
Four very different businesses. One common theme: massive long-term upside if the theses play out.
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