Friends! In this video, I will discuss 2 high conviction stocks in my portfolio.
2 extracted signals · 0 resolved · 2 still active
The Patient InvestorIndependent analyst profile- Source published
- 05 Sept 2025, 22:44 UTC
- Recorded by Tahlil Plus
- 18 May 2026, 20:23 UTC
AI-generated source summary
The analyst discusses two stocks he intends to hold long-term. The first is Constellation Energy (CEG), currently priced at $309.06, down 13% in the last month, he calculates a target price of $582.2, saying that this stock is undervalued due to power needed from data centers. The second stock discussed is Mama's Creations, ticker MAMA, a food company whose gross margins are up from 11.9% to 27.0%. Citing a CEO with a profitability focus who just acquired Crown 1 Enterprises for 0.3x revenue. This acquisition has increased sales to 40% and based on the CEO's goal of 1 billion by 2030 and given the debt decrease this leads to a target of approximately $53.71 if they sustained their earnings and reach their goals.
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The Patient Investor
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