This Sale Won t Last – 4 Stocks Worth Buying!

Yesterday, an entire country hit the emergency brake on its own stock market. Korea. Shares fell so fast the exchange literally stopped all trading to try and stop the panic. Japan was bleeding red, its worst day in over a week. And in the US, the Nasdaq opened lower from the third day running. Now, here's the reaction I already know some of you are having. Great, another doom video, right? Another chap in front of a camera telling me the world's ending. So let me kill that right now because this is not a doom video. This is the opposite of a doom video. This is me telling you I am more interested in buying today than I've been in like all year really. Winston's excited here. And I'm going to show you exactly what I'm buying and exactly why. But first, the thing everybody's whispering about and nobody's explaining in plain English. He likes his ears being pulled. Why is that mic blocking Winston's face? That is a crime, isn't it? And borrowing for the United States government, supposedly the safest place on earth where any investor can park a dollar, just got more expensive than it's been in 19 years. And the one thing the entire financial world treats as totally safe is no longer the hating safe. So the big money got scared and the big money gets scared. It doesn't sell carefully. It sells like everything. It's automatic. The good, the bad, the brilliant, all of it, all at once, all in the same morning. And that, that right there is the one idea I want you to hold on to for the next 15 minutes. Fear does not read balance sheets. When everyone dumps everything at the same time, they stop pricing businesses and they start pricing panic. And that is the only moment a normal person like you or me ever gets to buy a genuinely great company at a stupidly low price. I've got four of them for you today. I'm not telling you to buy them. I'm not a financial advisor. I'm just telling you, these are the four that I'm looking at. And quite frankly, you know most of these. I'm putting them on the screen here for you. There's no gatekeeping here. Uber, Info, Google, and then a fourth one that you probably don't know. And I promise you the reason I'm buying them right now is not the reason you're reading about in the headlines. Not because they're cheap, not even close. And the fourth one, boring little shipping company that we're going to talk about is an interesting one as well. And when you see what that business made, that fourth one in cold hard cash in the last year, this is what the market is pricing it at. I think you're going to think I made the number up. I'm going to save that one for last to make you stick around and learn all of this. Yes, a bit of manipulation here. It's true. But before I show you a single one of them, let me ask you something honest. These last three days watching the red numbers stack up, what did you actually do? If you're like most people, you did one of two things. You refreshed your account in a cold sweat every three and a half seconds or you sat there with your finger over the sell button, not knowing whether to dump it all or whether to hold on or whether to pray. And that feeling, what does that feel like? Put it in the comments. Horrible, helpless, screwed, manipulated, all that face feeling. Put them in the comments. Seriously, it's good for everyone to see this. You don't have that feeling because you picked bad stocks. It's because nobody taught you the system, that this is a feature, not a bug. Nobody ever showed you what to actually do on a day like yesterday. And the truth that took me years to work out is that the wealthy don't have better stocks than they just have a better system. It sounds simple, but they know what to buy when everybody's terrified. They know when to sell and they know exactly how much to put there so that a day like yesterday is an opportunity for them, not a heart attack. And this Saturday, I'm going to show you for the first time ever exactly what that system looks like and how to run it on any size portfolio, whether you've got $10,000 or a million or millions or whatever. And it is a live event called How to Invest Like the 1% without being one of them. And it is completely free. Grab your seat at howtoinvest.org. That's how and then toinvest.org. The link is down below. And it's going to be live at 9 a.m. Pacific time. I've never once in my life ran a live event at 9 a.m. Pacific time. That's 12 noon if you're on the East Coast or it's 5 p.m. if you are in London. There's a link right down below the video. Go claim your spot. And let me show you the businesses, the macro setup in plain English, and why everything is falling at once. Let me explain it the way I wish somebody explained it to me before I learned all the jargon and the jibber to make myself appear smart, which I'm not. But think of the world, the financial world, as an enormous game. And in that game, there is one thing everybody agrees is the safest bet on the table, lending money to the U.S. government. When you lend the government money, they pay you a little bit of interest for that privilege. And for years, that interest was tiny because it was so safe, nobody needed to be paid very much to do it. Well, this last week, that little bit of interest jumped to the highest it's been in 19 years, which means one of two things is happening right now. Either lending to the government suddenly feels riskier, maybe because America is like $40 trillion of debt, or safe, boring government debt is now paying so well that big investors go, well, why on earth am I taking a risk on stocks when I can sit here and get paid nicely for doing nothing? Either way, the answer is the same. Money runs for the exit out of the stock market. And the bit that matters for you and for me is that when a giant fund manager decides to get out, he doesn't sit there lovingly deciding which companies deserve to be sold. He can't do that. He's got to raise cash really fast, so he sells a bit of everything. The rubbish, the gems, everything, right? And the good businesses get thrown in with the bad ones. And again, I'm not giving you financial advice. I'm just sharing my research. You have to come to your own conclusions. Don't just buy stuff because some guy on YouTube is buying it. So find some holes in what I'm finding here, what I'm looking at, and put them in the comments. It'll help everybody. But the pattern that I've watched for the last 20 years is what I'm seeing here. Indiscriminate selling, fancy word, just means selling without looking. It's just when these great companies go on sale. So let's dive into the first ones, Uber. Now, I know you're thinking it's a taxi app, right? Brilliant, wonderful. And that's exactly the mistake people make. The headline everybody's stuck on is the reason they're missing out on the key thing. Two days ago, Uber signed a deal with a drone company called Zipline. And the target they put on it is one million deliveries a day by drone, not by 2050. No, by 2029, two and a half years away. And they're starting it this year in Dallas and in Houston. So Uber didn't just announce it. They put their own money into Zipline to make it happen. So the thing everyone still thinks of as a taxi app is turning itself into the company that moves your dinner literally through the sky. And if you look at the Uber stock chart here, this is in the Winston app, I'll put a link down below for you guys if you wanna try it, free trial for a month. It's not been a good performer the last year, right? And then you see all these green triangles down here and you see all these politicians buying it again and again and again and again. 3.1 million net new buys in the last 12 months. Donald the Trump in there, Nancy Pelosi, Rory Connor. You could literally buy it cheaper right now than what these guys paid. And you see how much cash these guys are generating, right? Like 5 billion in the last quarter. Pretty extraordinary. So why is the stock down with everything else? Well, two reasons. One, it gets lumped in with all, it's an expensive tech name, right? So it gets sold. Two, higher borrowing costs scare people of any company they think is a growth story. And this is actually still a growth story. It's a growth story with how much revenue? 14 billion last quarter. It's still a growth story. But Uber makes real money, right? It's a very profitable business that happens to be sitting on a lottery ticket in drones and self-driving cars that no one's pricing in yet. So how am I dealing with that? Well, I'm treating the drone and the robo-taxi bit as a free bonus on top of a business that I'd probably want to own anyway. So I'm not paying for the dream because the market has put it on sale. So I'm liking it here, right? It doesn't mean you should. Name number two is Intel. And it might make you wince again because Intel has been the great fallen giant of American tech, right? But the idea is Intel makes the physical guts, the actual chips that the entire AI world runs on. And America has decided very loudly that it cannot afford to let that skill die inside its own borders. You pull Intel up in the app and it wins an app. Terrible score, right? Fundamentally, it looks absolutely dreadful, but it's improving. And that's very important. Improving very significantly, actually. Before I show you the last quarter, look at these monster buys here by none other than Al-Presidente just before the government put his money into, maybe slightly after, I don't know. Anyway, it's kind of an interesting one. Pelosi buys it here. It's cheaper now than where Pelosi bought it. Doesn't mean you should buy it. But literally 3 million Trump's got in there. Pelosi's got 3 million in there, right? These are the guys who know stuff, in my opinion. And one thing I love is insiders, not politicians, but the people running the business, buying themselves. And we just had a monstrous 10 million buy by the CEO of Intel. Now, if you're running a company like this, you're already getting paid in Intel shares. You don't need to buy shares. Normally you sell them to pay for tax and for the yacht and the fourth house and the second house and the Hamptons for the mistress and that kind of stuff. And very unusual for a CEO to go in and put 10 million bucks of his own money into the company. And he just did that. He just did it. You can see it. By the way, you can get alerts for these if you're in the app. It'll ping it to you if Intel is on your watch list. But even look at the numbers a little bit lower. The last quarter, 25% revenue growth on Eureka. The data center and the AI part of the business is up 59%. We know the U.S. government has got an insider stake in it now. They crushed market expectations on the earnings. So why is it down? Well, chip stocks got hit harder than everything else in the last two days. 5% down in the whole sector. And to fund its turnaround, Intel sold a big pile of new shares just, and there's a warning of that on the top here, share count is rising, $20 billion. And when a company prints new shares, it's a bit like the government printing dollars. You know, people run and buy gold or whatever. Same story with Intel. So if you've been owning Intel for a year, you now own a little less Intel. It's called dilution, right? And the market doesn't like it. Who likes it? But you see, that $20 billion is exactly what pays for the factories that make this turnaround real. There's no longer hope. And the factory part of Intel is still losing money. So I want to be honest with you here. It lost a couple of pilking this last quarter. So this is not a safe little dividend stock. This is a turnaround story. So how do you handle a turnaround story? Smaller positions. But if it works, the government and I are on the same side of the table, well, pretty good. And by the way, it's not just me who's thinking this. If you look at what the famous funds did last quarter, and this is a feature I'm working on. It's going to get put into the Winston app shortly to be rolled out free for the existing users, including you guys on the free trials, because that's what we always do. We give you all the upgrades for free. We might actually charge for this for new people who join in a week or so when this is going to be out, because it's that good. And it shows you for all the funds, here's Google, in blue, the pluses they're buying, red selling, right? And you can see the most buying of any single stock for all the major funds. We're talking Buffett, Bill Ackman, David Pepper, Dan Loeb, Klamen, you know, all those big guys. Even, you know, Soros and so on. The one thing they seem to agree on, they're buying Google. The blue is the buyers here. Duquesne is also Stanley Druckenmiller also bought a new position. There are a few others that they sort of agree on, but they don't agree on anything quite as much as on Google. And that's kind of interesting. And what we'll do is we'll make one of these tables for your stocks. You put in your portfolio in the app. This is a mock-up at the moment. And it'll show you for your stocks, are any of these guys buying or selling in the last quarter? And I think it's just one of these missing pieces of information. What are the funds doing? What are the insiders doing? And you're going to get alerts and notifications on that as well. So if you think that's going to be useful, well, check out the app and I'll put that live as soon as I can, as soon as my travels allow. Now, the third name is a teeny tiny company you've never heard of. It's a freaking verb. It's Google, right? Or if you're Alphabet, if you're being a pedantic nitwit about it, you used it today, right? You use it again in about an hour and right now it's being priced like something's gone wrong. It's fallen more than 11% in about three months. Here's the stock chart, right? It's a bit of a blunt buff there. And here's the idea. Everybody is terrified that AI chatbots are going to kill Google search. That's the scary headline, right? But the part of Google almost nobody talks about which is on fire in a really good way is what? Google's cloud business. The bit that rents computing power to other companies that run AI chatbots. It grew 82% last quarter. Google's revenue is up 24% last quarter. This is not a new business, right? Crazy, right? Earnings per share growth up 296%. This is not a failing business. And look at the cash. They have $373 billion in cash and then generated $53 billion in the last quarter, in the last year. Yes, in the last quarter they burned a little bit but let's be realistic. They burned $5 billion. They've got $370 billion. It's going to be just fine. My grandmother used to ask me every week, do I have enough money? And she was in a sort of Google type position, not quite deep with a billion, but it was a position where she never needed to worry about money again because she was an incredibly hardworking person and generated all of it herself out of absolute nowhere. It makes me think of her because there's a tiny little red number there because she went and bought a cup of coffee but she's sitting on a great big cash pile, man. So why did this stock this good then fall? Well, this AI-killed search field is the main one. But what's the AI you use the most? It's Google, isn't it? Because when I type in something into Google, instantly it gives me the answer at the top of the Google search. So I love it. Now, if I'm doing something more complex, yes, I might use Claude Opus or whatever, you know, but for the day-to-day I'm searching with Google because it's just faster, right? And maybe you're still scared about the AI spending. And yeah, there is some risk of that. But look, Warren Buffett's company just increased its Google holding by 83%. The most patient investor alive is buying this company because to him, it looks like a railway. And I was going to show you the Google buying, but obviously, I showed you that accidentally by Uber, but I was thinking of Google. Forgive me. I did wrong. Anyway, we'll run with it. It'll make sense. And someone's going to have a ---- fit in the comment section down below. I will no longer watch you. It's terrible. I can't deal with it. How can you be so incompetent? Something like that. There'll be somebody, trust me. And that's part of the Now, name number four. And that's the one I make you wait for. It's called ZIM. It's a shipping company and they move steel containers across the ocean. Big, boring boxes that basically carry everything you own. It is also an Israeli shipping company, which makes it a little bit more interesting. And here's the number I promised you. Let me pull it up so you don't think I made it up. There is another thing that I'm working on. It's called deep value. So stocks that are basically trading at pretty much their cash value. So ZIM is trading at $3.4 billion and it's got $2.7 billion in cash. Now, in the last 12 months, they generated about $1.5 billion in spare cash. So you can buy the whole company for $3.5 billion or $3.4 billion to be pedantic. There'll always be one. And it created $1.5 billion in the last year in cash. So you're buying the company, 80% of its value is cash and it generated 40% of its value in cash in the last year. Interesting, right? You don't see that very often in a healthy business. You only see that when everyone's too scared to look. So why is it that cheap? So let me give you the bad case. Let me give you a ludicrous amount of data in this deep value. This isn't live yet, by the way. I'm thinking about putting this live, but I'm still tweaking it a little bit. That's why I always build stuff. I build stuff for myself. And then once it's in a state where it's fit for other people to see it, I put it live for you guys. Again, this is going to get grandfathered into every Winston app user out there. Or you found us tier members, at least. And anybody who joins now is going to get it for free. If you join us and say in two weeks and I put it live, this might actually be a premium feature because it's, in my humble opinion, that good. It doesn't mean you should run out and buy Zim, by the way. It is data, right? So what's the risk? Well, if the current shipping rates hold and they're high because of the war in the Middle East, Zim makes a fortune. They'll make like $4 a share a year at these rates, my estimate. And they're going to pay a massive dividend. And if rates soften, really, really soften, well, they're going to lose money. Okay. So this is not a steady business. This is a shipping business, which is a bit of a lunatic business, but only two sort of Norwegians and obviously one Israeli likes to run. So I'm not buying Zim, expecting a smooth ride. I've already bought it, actually, knowing exactly what it is. It's a wildly cyclical business that the panic has priced as if it's dead. I mean, the receipts say it's still generating serious cash. Interesting. Be careful with this. So how do we play this? And again, all the details are in here, even comparisons against closest rivals. And then full shipping story, competition and downside and management and takeovers and everything else and a Peter Lynch-style test and a Klarman-style test and a David Pepper-style test and a Druckenmiller test and a Ken Griffin test and all of it. And then all the data and everything else. And that's why I'm still testing this because it's a bit complex. You always got to do something like this in a small way, because if it pays off, it pays off nicely, but there's a chance it couldn't, right? There could be peace on Earth tomorrow, right? It's an unlikely possibility given how much money is made in non-peace environments, but it's possible, right? Let's keep believing. Now you have my four stocks. Doesn't mean you should run out and buy them. So here are the stocks again. Uber, hiding a drone company inside of a taxi app. Intel, US government standing behind it. Google, drowning in cash and on sale, in my opinion. And then Zim, throwing off incredible cash if the shipping rates stay high while everyone's too frightened to buy a company that's got 80% of its value in cash. So four businesses, one idea. Fear does not read balance sheets, right? So the market stopped pricing companies rationally for some of these. A lot of stuff is priced entirely irrationally, but I like to buy great companies when they are at an opportune moment in my humble opinion. And what I think separates the people who actually get rich from the people who write me angry comments is knowing what to do next. When do you add? When to hold? When to sell? How much? The system. And the thing the 1% have and we were never taught unless we got really, really lucky is exactly that. So come and let me teach it to you for free. Life event this Saturday, 9am pacific time. We've never done that before. And I call it how to invest like the 1% without being one of them. So grab your free seat at howtoinvest.org. Note the clever 2 in the middle of my domain name because I couldn't find a better domain name. Some bastard had registered at the moment with the letters TO. But click on that link down below. It's in the description and I'll see you there. And I hope this has been helpful. If it has been, share it with somebody. One of the most powerful armies on earth walked into a NATO war game and got wiped out. Not by a missile, not by a fighter jet, but by a drone swarm where each drone costs $500.