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SUMMARY
Jeremy Lefebvre discusses his investment strategy and highlights four stocks he plans to accumulate in September 2026, emphasizing long-term wealth creation through disciplined investing. The video covers his rationale for selecting Celsius Holdings, SoFi Technologies, Netflix, and Wynn Resorts, providing detailed analysis of each company's growth prospects and market positioning.
MAIN POINTS
- Jeremy Lefebvre outlines his approach to building substantial wealth over 15 years through consistent monthly investing and disciplined research.
- Celsius Holdings is introduced as a top stock pick, with a focus on its rapid revenue growth, expanding brand portfolio, and potential for margin improvement.
- SoFi Technologies is highlighted for its multi-year growth trajectory, successful transition to profitability, and appeal to younger generations.
- Netflix is discussed as a strong buy due to its resilient business model, international and advertising growth opportunities, and improving financial metrics.
- Wynn Resorts is presented as a unique value opportunity, recovering from pandemic-related setbacks and expanding with a new Middle East property.
- The undervaluation of Wynn Resorts is emphasized, with a focus on its property assets, EBITDA generation, and misunderstood financials.
- Lefebvre concludes by encouraging viewers to join his private group for further investment education and community support.
DETAILED ANALYSIS
Jeremy Lefebvre begins by reflecting on his portfolio's significant gains in August, underscoring the potential for substantial wealth accumulation through disciplined investing. He stresses the importance of a long-term perspective, advocating for consistent monthly investments—ideally $1,000 or more—into carefully researched stocks. Lefebvre addresses common objections about the feasibility of saving and investing such amounts, arguing that individuals can increase their income through side hustles, career changes, or entrepreneurial efforts, rather than relying on external factors like government policy or inflation trends.
Drawing from his own experience, he illustrates how sustained effort and financial discipline over 15 years can transform modest beginnings into considerable wealth, regardless of one's starting point.
The first stock highlighted is Celsius Holdings (CELH), an energy drink company that has rapidly expanded its market presence in the United States. Lefebvre notes the company's impressive revenue growth over the past five years, driven by its flagship Celsius brand, the fast-growing Alani brand, and the recent acquisition of Rockstar from Pepsi. He points out that Pepsi is now a major investor in Celsius, providing significant distribution advantages.
While Celsius has historically prioritized market share over profitability, Lefebvre believes the company is now positioned to shift its focus toward improving margins. He compares Celsius's current margins to those of Monster and Coca-Cola, suggesting there is substantial room for improvement. With a forward price-to-earnings ratio in the low 20s and a strong balance sheet, Lefebvre projects that Celsius could exceed $100 per share in the long term, making it an attractive buy in the $28–$33 range.
The second stock, SoFi Technologies (SOFI), is recognized for its innovative approach at the intersection of banking and fintech. Lefebvre describes SoFi as a one-stop shop for financial services, including loans, checking and savings accounts, investment products, and insurance. He highlights SoFi's transition from significant losses to profitability, which has fueled a sharp rise in its stock price.
By targeting millennials, Gen Z, and eventually Gen Alpha, SoFi is positioned to capture the next generation of banking customers, in contrast to traditional banks that built their empires by serving baby boomers. Lefebvre argues that SoFi's asset-light, digital-first business model will yield superior margins and scalability compared to legacy banks. He forecasts that SoFi could reach a $50–$100 share price within five to ten years, corresponding to a market capitalization of $65–$130 billion, while maintaining a more efficient and profitable structure than its traditional competitors.
Netflix (NFLX) is the third stock featured, praised for its dominant brand recognition and resilient subscription model. Lefebvre points to Netflix's consistent revenue growth, expanding international footprint, and the nascent but promising advertising business. He emphasizes the company's improving margins, rising earnings per share, and robust free cash flow, supported by ongoing share buybacks.
Lefebvre's projections, based on different growth scenarios, suggest that even in a conservative case, Netflix is likely to outperform the S&P 500 over the next several years. He considers the current valuation attractive, with a price-to-earnings ratio that does not fully reflect the company's growth potential. Netflix's diversified growth levers, including incremental price increases and international expansion, position it as one of the least risky large-cap technology investments.
The final stock, Wynn Resorts (WYNN), is described as a unique value opportunity in the hospitality and gaming sector. Lefebvre recounts the company's challenges during the pandemic, when its resorts in Las Vegas and Macau faced extended closures and partial reopenings. Despite these setbacks, Wynn has rebounded, restoring profitability and strengthening its balance sheet.
Lefebvre highlights Wynn's unmatched luxury positioning, particularly in Las Vegas, and its portfolio of high-end properties in Macau and Boston. He draws attention to the company's upcoming Middle East resort, comparing its potential to the highly profitable Marina Bay Sands property in Singapore. Lefebvre argues that Wynn's current market capitalization of $9.4 billion undervalues its assets, noting that the replacement cost of its properties alone would exceed this figure.
He also explains that Wynn's substantial depreciation charges understate its true profitability, making EBITDA a more appropriate metric for valuation. Overall, Lefebvre sees Wynn Resorts as fundamentally misunderstood and significantly undervalued, with strong prospects for dividend growth and capital appreciation.
Throughout the analysis, Lefebvre emphasizes diversification, selecting stocks from distinct sectors with minimal overlap. He reiterates his investment philosophy of seeking growth, value, and dividends, and encourages viewers to pursue ongoing education and community engagement to enhance their investment outcomes.
LINKS
- Application page for Jeremy Lefebvre's Private Group and Wealth Group.
- Patreon page to support the channel and view Jeremy's weekly stock buys.
- Free workshops on investing topics provided by Jeremy Lefebvre.
- Jeremy Lefebvre's official Instagram account.
- Jeremy Lefebvre's X (formerly Twitter) account.
- Jeremy Lefebvre's Facebook profile.
- Jeremy Lefebvre's personal website.
- 1000XStocks Instagram account.
- 1000XStocks X (formerly Twitter) account.