About this Video

• Video Title: 4 Stocks I bought last week‼️
• Channel: Jeremy Lefebvre Makes Money
• Speakers: Jeremy Lefebvre, Tom Lee, Professor Jeremy Seagull, Katie Stockton
• Duration: 00:37:30

Introduction

This video discusses the types of stocks the speaker, Jeremy Lefebvre, is currently buying, given the recent surge in the NASDAQ. He shares his recent stock purchases and provides commentary from market experts Tom Lee, Professor Jeremy Seagull, and Katie Stockton, offering diverse perspectives on potential market upside and downside risks.

Key Takeaways

• Recent Stock Purchases: Jeremy Lefebvre bought Estee Lauder (EEL), Revolve (RVLV), SoFi, and Nike in his personal and Patreon portfolios. He highlights the long-term growth potential of Estee Lauder and Nike, despite recent market volatility.
• Expert Opinions: Tom Lee anticipates further stock market upside due to improved tariff visibility and potential tax cuts. Professor Jeremy Seagull shares a bullish outlook, suggesting the equity market could reach new highs. Katie Stockton, however, presents a more cautious perspective, predicting a potential new low relative to April's lows.
• Market Dynamics: Lefebvre explains the rapid up and down swings in the market, attributing them to the speed of information dissemination through the internet and the synchronized reactions of investors. He emphasizes the importance of understanding these dynamics to profit from market volatility.
• Investment Strategy: Lefebvre advises against focusing solely on market-wide indicators like P/E ratios. He advocates for analyzing individual stocks based on their fundamentals and growth potential. He also discusses the importance of managing risk, particularly in light of potential short-term pullbacks.
• Contrarian Views: The video highlights differing opinions among market experts, emphasizing the need for independent analysis and a diversified investment strategy.

Tom Lee believes the risk-reward for stocks is better now than in February because:

• Tariff Visibility: Uncertainties surrounding tariffs have lessened, providing better visibility for the future.
• 2026 Outlook: Looking toward 2026, he sees positive factors such as deregulation, tax cuts, and a potentially more accommodative Federal Reserve.