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SUMMARY
Jeremy Lefebvre discusses four key stocks he is investing in during September 2025, highlighting growth opportunities in companies such as Whirlpool Corporation, Google, Cheesecake Factory, and FuboTV. He provides detailed insights into their markets, financial projections, and future potential, emphasizing long-term strategies and valuation opportunities.
MAIN POINTS
- Introduction to four stocks spanning growth, value, and dividend categories.
- Whirlpool Corporation identified as a multi-year investment opportunity based on housing market recovery and operational improvements.
- Google highlighted for its robust financials, diversified business model, and consistent growth potential.
- Cheesecake Factory praised for its resilience through economic challenges and its extensive growth plans across multiple restaurant concepts.
- FuboTV discussed as a promising undervalued stock with upcoming business developments, including new product launches and potential revenue growth.
DETAILED ANALYSIS
Jeremy Lefebvre, a prominent figure in financial education, shared his insights on four stocks he plans to invest in during September 2025, offering a mix of growth, value, and dividend opportunities. Each stock represents unique market dynamics and potential for significant returns in the coming years.
The first investment highlighted is Whirlpool Corporation, which Lefebvre views as a multi-year opportunity. Despite its challenging recent performance, the company is anticipated to capitalize on a housing market recovery projected between 2026 and 2028. Lefebvre points out issues such as declining home sales over the past three years, which have impacted demand for appliances.
However, he is optimistic about a rebound, citing factors like population growth, reduced mortgage rates, and decreasing price shocks. Whirlpool’s current market cap of $5 billion and its potential to return to high-net income levels provide a compelling valuation case. Lefebvre believes the company could achieve a market valuation of $10 billion or more if it realizes its profit targets within the next few years.
Next, he discusses Google, which he refers to as a tech conglomerate with a proven track record of consistent growth. Lefebvre emphasizes Google’s diversification, noting its dominance in search, video (YouTube), Android, and cloud services. Financially, Google has demonstrated strong revenue growth, with a recent quarter showing a $12 billion year-over-year increase.
Furthermore, he highlights its robust balance sheet, including $95 billion in cash and marketable securities. Lefebvre predicts compound annual growth rates of 15-20% in his base case and even in a bearish scenario, he anticipates a 7-13% annual return, making Google a critical component of his portfolio.
Cheesecake Factory is the third stock on the list. Lefebvre admires the company’s resilience, which has been tested by two major crises: the COVID-19 pandemic and historic inflation. Despite these challenges, the company has emerged stronger, supported by its core Cheesecake Factory brand and expansion into other concepts like North Italia and Flowerchild.
He describes Cheesecake Factory as a unique six-pronged investment, combining growth, value, and dividends. Lefebvre particularly praises its acquisition of Fox Restaurant Concepts in 2019, which he believes will drive future growth. With a forward P/E ratio of 17 and a strong dividend history, he views Cheesecake Factory as a long-term winner.
The final stock discussed is FuboTV, a smaller yet promising player in the streaming industry. Lefebvre highlights its recent financial turnaround, including a significant improvement in adjusted EBITDA and a reduction in operating losses. He also notes the launch of Fubo Sports, a new skinny bundle targeting sports enthusiasts, and the potential acquisition of Hulu’s live TV business.
Despite these developments, FuboTV remains undervalued in Lefebvre’s view, with a share price under $5. He projects substantial revenue growth in 2026, driven by the new product offerings and strategic acquisitions.
In addition to these four stocks, Lefebvre briefly mentions Adobe and Nike as honorable mentions, citing their potential for strong performance over the next five years. While these stocks did not make his primary list, he acknowledges their merits as good investments.
Overall, Lefebvre’s picks demonstrate a balanced approach to investing, combining high-growth tech plays with value and dividend stocks. His analysis underscores the importance of long-term thinking and deep market understanding in achieving investment success.
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