Plenty of companies right now look like once-in-a-generation buying opportunities.
These are the names I’m actively accumulating and holding with long-term conviction:
1. $JD — Trading at its lowest valuation ever despite strong growth.
Target: $67
2. $SOFI — One of my largest positions. High growth, strong execution, and relatively low risk.
Target: $52
3. $OSCR— The hype has cooled off, but the fundamentals keep improving.
Target: $45
4. $ZETA — A disruptive AI-driven ad-tech player, still trading at just ~17x forward P/E with solid growth.
Target: $66
Bookmark this and revisit in 12 months — these are the bets I’m making.
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