About this video

• Video Title: 7 Stocks I’m Buying NOW‼️December 2025
• Channel: Financial Education
• Speakers: None explicitly named in the transcript.
• Duration: 51:35

Overview

This video discusses seven stocks the presenter is buying, with a focus on long-term investment potential. The presenter analyzes each stock's business model, past performance, current valuation, and future growth prospects, offering personal projections for each. The video also promotes the presenter's private stock group, which is closing to new members soon.

Key takeaways

• Long-Term Investment Focus: The presenter emphasizes investing for multiple years, not short-term gains.
• Valuation Matters: High Price-to-Earnings (PE) ratios can hinder stock performance, even for strong companies, as seen with Salesforce and Amazon in the past.
• Salesforce (CRM): Despite poor past performance due to high valuation, Salesforce's subscription-based cloud software model is robust. Current PE ratios are more attractive, suggesting future growth potential.
• Amazon (AMZN): A misunderstood company with a strong business model encompassing e-commerce, AWS, advertising, and gadgets. While past returns were underwhelming due to high PE ratios, current valuations are more reasonable, and its operating cash flow potential is immense.
• The Cheesecake Factory (CAKE): The company's core brand is an "ATM," and its expansion of concepts like North Italia and Flowerchild presents significant growth opportunities. Despite past struggles due to the pandemic, current valuations are attractive, and positive customer reviews for new locations are promising.
• Nike (NKE): The stock has underperformed due to a strategic shift towards direct-to-consumer sales that weakened retailer relationships. However, a new CEO is reversing these decisions, and the brand's strength is undeniable, suggesting a turnaround is underway.
• ELF Beauty (ELF): A fast-growing cosmetics company with potential to become a beauty giant. Despite recent headwinds from tariffs and acquisitions, its strong marketing and brand acquisition strategy positions it for significant long-term growth.
• Fubo TV (FUBO) & The Honest Company (HNST): Both are considered "two-buck chucks" with significant potential despite current low stock prices. Fubo's acquisition of Hulu Plus Live TV and its partnership with Disney are key, while Honest Company's turnaround under new leadership and strong balance sheet make it undervalued.
• Adobe (ADBE): Highlighted as the seventh stock, with the presenter having invested heavily in it and recommending viewers watch previous videos for more detailed analysis.

Topics:

• Stock Market Analysis
• Long-Term Investing Strategies
• Growth Stocks
• Value Stocks
• Dividend Stocks
• Company Valuation (PE Ratio)
• Business Models
• Technology Stocks
• E-commerce
• Cloud Computing (SaaS)
• Restaurant Industry
• Retail Industry
• Apparel and Footwear
• Cosmetics and Beauty Industry
• Streaming Services
• Financial Projections (CAGR)
• CEO/Leadership Analysis
• Market Sentiment

Tags:

• Salesforce
• CRM
• Amazon
• AMZN
• Cheesecake Factory
• CAKE
• Nike
• NKE
• ELF Beauty
• ELF
• Fubo TV
• FUBO
• Honest Company
• HNST
• Adobe
• ADBE
• Stock Picks
• Investment
• Finance
• Business
• Growth Investing
• Value Investing
• Stock Analysis
• Market Trends
• Technology
• Retail
• Consumer Goods
• Dividends
• Financial Education
• December 2025

Nike's stock has been performing poorly over the past 5 years, with a 52% decline. The presenter attributes this primarily to the decisions made by former CEO John Donahoe, who took over in early 2020. Donahoe's strategy focused heavily on a direct-to-consumer (DTC) approach, aiming to increase margins by selling directly through Nike's app and website, reducing reliance on retailers.

This strategy, according to the presenter, was a mistake because it alienated important retail partners like Foot Locker. As these retailers faced survival challenges, they began promoting competing brands, strengthening Nike's rivals. Furthermore, not all consumers prefer buying directly through an app, and the presenter believes this DTC-only approach limited Nike's reach and sales.

The good news, according to the presenter, is that this strategy is being reversed. Elliot Hill, who has a deep background in building Nike into the powerhouse it is today, has returned and is now leading the company. The presenter believes Hill was overlooked for the CEO position previously and is now implementing changes to fix the issues caused by the previous strategy. This includes rebuilding relationships with retailers and focusing on the core business.

Early signs of this turnaround are already visible, with Nike's revenues shifting from negative growth to slight positive growth quarter-over-quarter. The presenter expects Nike to return to consistent revenue growth, likely in the 5-15% range annually, without needing hyper-growth rates. The focus will be on improving margins, increasing earnings per share, and regaining the trust of the Wall Street community and institutional investors. The presenter believes that buying Nike now is akin to buying at 2015 pricing, with the turnaround already in progress.