Pivot Point Investing
@P_Earns24
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Long-term high quality growth Investor | Transparent portfolio updates + Multi-bagger moonshot picks | Buying the DIP on world class stocks.
Joined March 2023
Portfolio update as of the end of February 2026, the sideways chop continues, essentially flat YTD. Missing that late January pump, but continuing to buy the companies I think have widest moats that are trading at the steepest discounts… $META, $AMZN, $MSFT, $MELI, $NFLX
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10 stocks I’m buying today at steal prices: $META @ $525 $MSFT @ 356 $AMZN @ 200 $MELI @ 1600 $SOFI @ 15 $ZETA @ 14 $DUOL @ 96 $GRAB @ 3.50 $TMDX @ 100 $CRWD @ 370
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Ever since @AGPamBondi referenced the $DJI being at 50,000 in front of congress on 2/11/26 in an attempt to draw attention away from the current administration’s ties to Jefferey Epstein, the Dow Jones has gone STRAIGHT down. Karma can be a bitch.
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Buys so far today $AMZN, $ZETA, $TMDX, $SOFI, $DUOL I’m gonna make so much money on these buys today over the next 5-10 years it’s not even funny.
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The Muddy Waters short report on $SOFI misses a massive accounting reality Their major claim is SoFi's 3.89% discount rate on student loans is a "smoking gun" because it’s lower than the 10-year Treasury yield, which is the “risk-free” rate. They claim there could be no possible
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$MSFT at $370 a share and $META below $600 a share is free money from here if you are willing to hold for minimum 3-5 years.
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Conspiracy theory… Is Trump making insane claims about bombing Iran’s infrastructure just so he can tweet a couple days later that he’s changed his mind to pump the stock market. Meanwhile, taking everyone’s attention away from the Fed’s last FOMC meeting where they confirmed
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Here is why $SOFI is the easiest double in the stock market right now at $17 a share. 1. They are growing their member base and revenue massively while simultaenously flexing huge operating leverage and growing profitability. 2. S&P500 inclusion is basically a certainty at
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Really hate starting the day this green just simply due to a Trump text that means essentially less than nothing with how much he has waffled on Iran in the past week. I would NOT assume this conflict is over and pile back in with all your remaining capital at market open today.
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This is what people who actually understand $SOFI like myself and @Futurenvesting have to deal with… a fundamental misunderstanding of the business. This guy’s “breakdown” of SoFi makes a fundamental mistake as it arbitrarily compresses the P/E multiple of a hyper-growth tech
$SOFI had $0.13 in EPS for Q4-2025. If you push that forward and add 35% to it or ($0.13x4)*1.35 = $0.70 EPS. The P/E is ~24x earnings. If that same $0.70 grows 35% into 2027 = $0.70x1.35 = $0.95. P/E for 2027 earnings = 17.8x 2027 earnings. That's partly why SoFi is priced
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Additionally, the shares I intially sold on 3/18 were lots that I was essentially flat on (No gains and no losses) so it did not create a major taxable event when I sold. Which is important to note.
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On 3/18, the morning of the FOMC meeting, I sold several shares of some companies that I’m extremely bullish on, including $MELI, $MSFT, $META and $SOFI I did this because I had a feeling Jerome Powell would say near term inflation is ticking back up, energy prices are going to
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When ur browsing through X and Reddit and seeing all this doom porn, just remember one absolute FACT. Bears sound smart. Bulls make money.
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If we are red again Monday, and if are sitting on capital. It’s well past time to start deploying some. We are in extreme fear in the Fear and Greed index. VIX is approaching 30. Don’t try and time the bottom. If you buy Monday it may go down more over the next week or two.
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Some examples of employing these 3 simple wealth hacks today would be buying: $MSFT $META $AMZN $GOOG
3 easy hacks to get rich in the stock market: 1. Buy high quality companies -Revenue growth +10% -Has operating leverage and pricing power -Highly profitable and cash flow positive -Strong moat 2. But these stocks at a good price -Ideally during a market selloff or downturn
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3 easy hacks to get rich in the stock market: 1. Buy high quality companies -Revenue growth +10% -Has operating leverage and pricing power -Highly profitable and cash flow positive -Strong moat 2. But these stocks at a good price -Ideally during a market selloff or downturn
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What is one of the most simple tasks to accomplish in theory, but can be extremely difficult to put into practice? I’ll go first, buying stocks during a market selloff. Simple does not equal easy. If it was easy, everyone would be rich.
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If you have spare capital, I really hope you bought stocks today. Today I bought a little $AMZN, $MELI, $SOFI, $ZETA, $GRAB, and $DUOL What did you buy?
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Typically, the best times to buy stocks are when everyone is telling you not too.
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