BahamaBen @BahamaBen9 Twitter profile

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BahamaBen

@BahamaBen9

2 years

An index investor meeting a crypto enthusiast

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BahamaBen

@BahamaBen9

4 years

--10 stocks for the next decade-- 1. $RDFN - real estate tech 2. $SHOP - ecommerce 3. $SQ - fintech 4. $ABNB - travel 5. $CRWD - cybersecurity 6. $SE - ecommerce/gaming 7. $TDOC - healthcare 8. $DOCU - SaaS 9. $PTON - fintness 10. $TWLO - SaaS

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BahamaBen

@BahamaBen9

4 years

Forrest Gump debuted in 1996. The title character invested a presumed $100k in Apple Computer. If real, that investment would be worth a massive $56.6 billion. $AAPL Forrest Gump is the greatest stock picker ever! He literally bought decades before Warren Buffet.

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BahamaBen

@BahamaBen9

3 years

- Secular Trends Next Decade - Commerce: $SHOP $SE $MELI Metaverse: $U $RBLX $MVRS AI/EV's: $TSLA $NVDA $RIVN Cloud: $NET $DOCN Cybersecurity: $ZS $CRWD $S Travel: $ABNB BNPL/Lending: $AFRM $UPST Digital Ads: $TTD Genomics: $NTLA $BEAM Crypto: $COIN $SQ Data: $SNOW $DDOG $PLTR

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BahamaBen

@BahamaBen9

3 years

Remember when @chamath sold all his $TSLA shares?

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BahamaBen

@BahamaBen9

4 years

-- Top 10 Disruptors of 2021 -- 1. Transportation; $TSLA 2. Real Estate; $RDFN 3. Finance; $SQ 4. Insurance; $LMND 5. Healthcare; $TDOC 6. Fitness; $PTON 7. Biotech; $CRSP 8. Advertising; $TTD 9. Travel; $ABNB 10. Cash; #Bitcoin

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BahamaBen

@BahamaBen9

3 years

Imagine if Cathie Wood was a man. She'd have some cool name like the "Wizard of Wallstreet". Instead, she's ridiculed by jealous old men. Keep hating on Twitter. Your grandkids & great grandkids will one day wonder how you could've been so wrong. Long $TSLA, Long Equality

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BahamaBen

@BahamaBen9

3 years

In 2009 our families net worth was negative 525k $ In 2015 our net worth was 0. Today it's >3.5M $ How? We paid off all debt & focused on investing for the long term. It works. Trust the process. Invest in your future. ❤🙏

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BahamaBen

@BahamaBen9

3 years

What's the top 10 largest U.S. stocks in 2031? Current top 10 largest U.S. stocks by market cap 1 Apple $AAPL 2 Microsoft $MSFT 3 Google $GOOGL 4 Amazon $AMZN 5 Facebook $FB 6 Berkshire $BRK.B 7 Tesla $TSLA 8 Nvidia $NVDA 9 Visa $V 10 JPMorgan $JPM Give me your 2031 top 10 👇

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BahamaBen

@BahamaBen9

3 years

$NVDA is a future multi-trillion $ company and it feels so obvious.

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BahamaBen

@BahamaBen9

3 years

Change happens slowly and then all at once. Two years ago today $TSLA 45$ $SE 31$ $NVDA 44$ $DOCU 56$ $NTLA 13$ What will the world look like 2 years from now?

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BahamaBen

@BahamaBen9

3 years

➕Disrupters with large total addressable markets➕ 🏥 $TDOC 🏦 $SQ 🛌 $ABNB 🏡 $RDFN 📳 $TWLO 🚗 $TSLA 🥓 $BYND 🧑‍🤝‍🧑 $SHOP 📺 $ROKU 🗞️ $TWTR ⚕️ $CLPT 📄 $DOCU 🚲 $PTON 🔐 $CRWD 📨 $SE 🎮 $U

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BahamaBen

@BahamaBen9

4 years

- 10 buys for a new growth account - + $SQ + $TWLO + $ROKU + $TTD + $PTON + $RDFN + $SHOP + $TSLA + $DOCU + $CRWD **This should get any new investor started on a path to a new financially rewarding life.

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BahamaBen

@BahamaBen9

3 years

If I was forced to only hold 10 stocks for the rest of my life it would be the following; $RDFN $SQ $SHOP $TSLA $TWLO $AMZN $AAPL $MSFT $NVDA $SE What are yours?

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BahamaBen

@BahamaBen9

3 years

I've got to be honest. I'm sick & tired of management paying themselves insane amounts of money. I'm no longer supporting these types of businesses. I'm out of $TDOC.

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BahamaBen

@BahamaBen9

3 years

Buy what you know & get rich slow. $AAPL $AMZN $NFLX $CMG $TSLA $NKE $COST $SQ $PYPL $GOOG $FB

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BahamaBen

@BahamaBen9

3 years

I apologize for anything positive I wrote about $PTON. I loved the product but clearly the business is broken.

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BahamaBen

@BahamaBen9

3 years

Sometimes I wonder why I don't only own $SQ $SHOP $SE $TSLA $RDFN & #BTC & go sit on a beach for the next 40+ years.

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BahamaBen

@BahamaBen9

3 years

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BahamaBen

@BahamaBen9

3 years

I get asked (a lot) - If I could only hold 5 stocks for the rest of my investing life what would they be? My Answer: $SHOP $SQ $SE $TSLA $RDFN What are your 5? Tell us 👇

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BahamaBen

@BahamaBen9

3 years

If you are kidless you may think you are busy, but you are not.

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BahamaBen

@BahamaBen9

4 years

- Major trends for 2021 - My favorite picks (in order) Cybersecurity: $CRWD $ZS $OKTA Real estate tech: $RDFN $Z $OPEN E-commerce: $SHOP $MELI $SE Genomics: $CRSP $ARKG $NVTA Fintech: $SQ $STNE $ADYEY $PYPL

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BahamaBen

@BahamaBen9

3 years

Lets just try something. If you are long term bullish on $RDFN give this post a ❤.

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BahamaBen

@BahamaBen9

4 years

How many of you are long #BTC I'm curious to know how many followers I have who are long Bitcoin. Please give a ❤ if you are holding Bitcoin or $GBTC

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BahamaBen

@BahamaBen9

3 years

One month ago the market gave us $TSLA $550s $PTON $90s $SQ $200s $TDOC $160s $RDFN $50s $TWLO $300s $ROKU $290s $TTD $600s $DOCU $190s $SE $190s It felt scary at the time, but it was actually the opposite. Build conviction & buy dips. ❤

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BahamaBen

@BahamaBen9

3 years

$NVDA may have been the most obvious long I've ever seen. I own it, but I should have made way more $.

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BahamaBen

@BahamaBen9

4 years

- Which company gets to a 1T valuation first? + $ZM -- 111B + $SHOP -- 150B + $CRM -- 215B + $MELI -- 93B + $SE -- 125B + $NOW --112B + $SQ --103B Answer 👇 Feel free to explain

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BahamaBen

@BahamaBen9

4 years

Bought: $RDFN 59 $SQ 195 $TSLA 550 $PTON 94 $TDOC 176 I don't know if it's the bottom, but I took my shot.

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BahamaBen

@BahamaBen9

3 years

My top 10 positions; 1. $RDFN 2. $PTON 3. $SQ 4. $TSLA 5. $SHOP 6. $AAPL 7. $SE 8. $ROKU 9. $CRWD 10. $AMZN Share yours 👇

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BahamaBen

@BahamaBen9

3 years

Nobody wants to hear this, but Covid isn't going away for a long long time. After the Delta comes the Lambda variant.

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BahamaBen

@BahamaBen9

3 years

Don't hate me. I'm now long $FB.

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BahamaBen

@BahamaBen9

4 years

-- Updated portfolio: 38 holdings -- Returns: 225% ttm -- Market cap () 1. $RDFN: 37.2% -- (8B) 2. $SQ: 8.4% -- (108B) 3. $PTON: 4.1% -- (44B) 4. $SHOP: 4.0% -- (158B) 5. $TSLA: 4.0% -- (807B) 6. $TDOC: 3.1% -- (41B) 7. $SE: 2.8% -- (131B) 8. $PINS: 2.6% -- (51B) (Continued 👇)

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BahamaBen

@BahamaBen9

3 years

Only investing advice you'll ever need: Buy quality stocks w/ large total addressable markets as earlier as possible & do nothing. $SHOP $TWLO $SQ $PYPL $ADYEY $TSLA $SE $MELI $AMZN $MSFT $AAPL $GOOG $DOCU $CRM $TTD $ROKU $PTON $NOW $ETSY $PINS $AVLR $CRWD $ZS $OKTA $ABNB $RDFN

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BahamaBen

@BahamaBen9

3 years

$SQ is the next $TSLA

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BahamaBen

@BahamaBen9

4 years

My best ideas for the next decade+ $RDFN - Real estate $SQ - Banking / Financial Services $TSLA - Transportation / Energy $SHOP - E-commerce $PTON - Fitness $CLPT - Drug Delivery $TWLO - Cloud communication $CRWD - Cybersecurity $TDOC, $SE, $ROKU, $PINS, $TTD

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BahamaBen

@BahamaBen9

4 years

Jeff Bezos asked Warren Buffett: "You are the second richest man in the world and yet you have the simplest investment thesis. How come others didn’t follow this?" To which Warren Buffett responded: “Because no one wants to get rich slowly”.

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BahamaBen

@BahamaBen9

3 years

Consumers paid over $85 billion in residential real estate commissions last year. EIGHTY FIVE BILLION IN COMMISSIONS

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BahamaBen

@BahamaBen9

3 years

I guess we are just skipping the roaring 20s and heading straight for the great depression.

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BahamaBen

@BahamaBen9

3 years

Reasons why you should never panic; 1. You aren't on margin. 2. You know what you own & why. 3. You don't need this $ for years.

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BahamaBen

@BahamaBen9

3 years

- In the spirit of sharing to help others save & invest. - May of 2015 my net worth was 0. I had built up a large amount of debt in my 20s. - Today I'm financially independent. I did it by saving & investing. - Feel free to ask any questions for the next 1 hour. 🙏 Fintwits

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BahamaBen

@BahamaBen9

3 years

Deep value investing, to me, is not about big discounts. It’s about finally seeing something profound and deep underneath the surface, when others are still only seeing the tip of the iceberg, and still making judgements. - @honam

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BahamaBen

@BahamaBen9

3 years

Emergency fund ✔ Own quality stocks/index ✔ Low debt ✔ Income covers bills ✔ Long term horizon ✔ If you have 5 checkmarks, you are set. Dollar cost average & enjoy your life!

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BahamaBen

@BahamaBen9

4 years

Things I enjoy around my house portfolio with 1 year stock returns: Iphone - $AAPL 86% Peloton - $PTON 465% Roomba - $IRBT 69% Yeti coffee mug - $YETI 112% Netflix - $NFLX 55% Comfy pants - $LULU 53% My couch - $RH 109% Buy what you love!!

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BahamaBen

@BahamaBen9

3 years

With a truck that looks like this, just sell one & you'll never need to spend a dime on advertising. $TSLA

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BahamaBen

@BahamaBen9

4 years

First iPhone released on Jun 29, 2007. Cost $499. If you bought Apple stock instead? You'd have $15,700! First Ipod, Oct 23, 2001. Entry level $399. Stock instead, $158,000! First Macintosh, Jan 24, 1984, cost $2,495. Stock instead, $1,960,000! First Peloton 2014 cost $2,245..

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BahamaBen

@BahamaBen9

3 years

Training your brain to enjoy buying stocks when they are down & not when they are up is a superpower.

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BahamaBen

@BahamaBen9

3 years

Everyday for the past 2 months I have regretted selling $UPST. I bought at IPO & sold in the 120s. I love the business, but I thought it had went too far too fast. I'll never sell because of valuation ever again.

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BahamaBen

@BahamaBen9

3 years

What is your highest conviction holding? Not your second highest. Not your top 3. Give me 1 answer. Please put 👇. Feel free to explain.

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BahamaBen

@BahamaBen9

3 years

This decade will be defined by the removal of the middleman.

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BahamaBen

@BahamaBen9

3 years

Which one of the following do you think is likely to hit a 100B market cap first? - $ROKU 43B - $TTD 31B - $CRWD 42B - $DOCU 40B - $PTON 33B - $TDOC 28B Please answer 👇. Feel free to explain.

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BahamaBen

@BahamaBen9

3 years

$TSLA destroys delivery numbers. Rumor of $TSLA Toyota partnership. Volkswagen buys credits from $TSLA. Waymo CEO resigns. If you are waiting until Tesla licenses FSD & takes over the world's transportation before you believe it, you'll be waaay to late.

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BahamaBen

@BahamaBen9

3 years

I said it in real time & I'll say it again. Cathie Wood buying so much $COIN at those prices makes me question all ARKs funds.

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BahamaBen

@BahamaBen9

3 years

My kids top holdings. They use allowance. Sadly, they are better at this than me.

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BahamaBen

@BahamaBen9

3 years

A lot of people owe @saxena_puru an apology.

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BahamaBen

@BahamaBen9

3 years

- Future trillion $ companies $NVDA $SHOP $SE $MELI $SQ $PYPL $TSLA $NET $CRWD $DOCU $CRM $TWLO $ADBE $SNOW $DIS $NFLX $ABNB $ROKU $SNAP $U $PINS $TWTR Stripe SpaceX $NTLA What am I missing? Give yours 👇

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BahamaBen

@BahamaBen9

3 years

Have you ever gotten to the point when you stop caring if your stocks are down? I mean seriously stop caring. It doesn't bother you at all? Anyone there?

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BahamaBen

@BahamaBen9

3 years

We've hit bottom when Warren Buffett uses his 149B in cash to buy growth technology companies.

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BahamaBen

@BahamaBen9

3 years

Low customer acquisition costs with almost infinite total addressable markets. $SQ $SHOP $SE $TSLA $TDOC $RDFN $PTON $ROKU $PINS $TTD $CRWD $ABNB $ETSY $RBLX What a time to be alive!

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BahamaBen

@BahamaBen9

4 years

If your portfolio is filled with red today it means you've been very successful over the last year. 🥂

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BahamaBen

@BahamaBen9

3 years

$SE was an 11$ stock in Jan of 2019. Just a reminder of how fast things can change.

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BahamaBen

@BahamaBen9

3 years

Invest in companies that make the world a better place. You'll do good & make more money. A few examples, please add yours 👇 $TSLA $SQ $TDOC $PTON $RDFN $SHOP $ETSY $BFLY $GDRX $RBLX $BYND $CLPT

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BahamaBen

@BahamaBen9

3 years

I'm not sure what else $AAPL could have done? Cure cancer?

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BahamaBen

@BahamaBen9

4 years

Forget politics, can we please just put Cathie Wood in charge of the world? $TDOC $ROKU $TSLA $CRSP $SQ

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BahamaBen

@BahamaBen9

3 years

Heart this tweet if you are long shares of $RDFN. ❤ Let @glennkelman @AdamRedfin @Redfin @paulcreid @SVBridget @FairweatherPhD @tayloramarr (+ many more) know you are rooting for them. Twitter appreciates Glenn sharing part of his Saturday with us!

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BahamaBen

@BahamaBen9

3 years

Selling $SQ $SHOP or $SE is never a good idea.

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BahamaBen

@BahamaBen9

3 years

I've spent months studying medical device companies. After a lot of research & thought, my 3 favorites are; $CLPT $TMDX $BFLY Happy to hear others thoughts. I expect a lot of $NNOX. Feel free to share your opinions 👇

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BahamaBen

@BahamaBen9

3 years

If $TSLA announces a stock split, my best guess is they pass the enterprise value of $AMZN. 🥈

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BahamaBen

@BahamaBen9

3 years

Stocks rip as U.S. government uses BNPL.

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BahamaBen

@BahamaBen9

3 years

Three weeks ago it was ARK outflows. Two weeks ago it was the 10 year. Now, it's a Hwang's Archegos Capital Management blowing up. To me, it's all horse manure. Valuations got to hot. Euphoria occurred. Reality has struck. Buy & hold quality. Then go on a walk.

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BahamaBen

@BahamaBen9

3 years

Story stocks that "feel" well positioned to me; $ABNB $U $NVDA $SHOP $COIN $MVRS $UPST $SE $AFRM $ENPH Give us yours 👇

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BahamaBen

@BahamaBen9

3 years

Everyone pause & take a moment of your day to recognize the greatness that is Sea Limited. $SE

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BahamaBen

@BahamaBen9

3 years

Imagine selling your tech stocks because a used car & a loaf of bread costs a little more than last year.

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BahamaBen

@BahamaBen9

3 years

The biggest cheat code in life is surrounding yourself with intelligent, kind & patient people.

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BahamaBen

@BahamaBen9

3 years

Letting your winners run is the only investing style that makes sense to me. It's so much easier & way more rewarding. $ROKU $SHOP $CRWD $PTON $DOCU $ETSY $TTD $OKTA

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BahamaBen

@BahamaBen9

3 years

I'm not fear mongering, but I don't understand how people sleep owning a large percentage of Chinese companies.

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BahamaBen

@BahamaBen9

3 years

In the name of transparency when I share my portfolio it's my growth fund. ~1/3 to 1/2 of investments are in low fee diversified index funds. These are retirement accounts. How many own Index funds? Give a ❤ and/or please leave a comment 👇.

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BahamaBen

@BahamaBen9

3 years

Let's see how big the $TSLA community is on Twitter. ❤ if you've driven or road in a Tesla 👇 Retweet, if you own and/or invested in Tesla

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BahamaBen

@BahamaBen9

4 years

-- Updated portfolio: 42 holdings -- Returns: 266% ttm -- Market cap () 1. $RDFN: 40.1% -- (8.8B) 2. $SQ: 8.7% -- (125B) 3. $SHOP: 4.1% -- (175B) 4. $PTON: 3.5% -- (41B) 5. $TSLA: 3.3% -- (750B) 6. #BTC : 3.3% 7. $TDOC: 2.9% -- (42B) 8. $SE: 2.8% -- (143B) (Continued 👇)

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BahamaBen

@BahamaBen9

3 years

To those with regrets about not selling the top or not buying the bottom take it easy on yourself. Investing is hard. Nobody knows the future. You're doing great. It's a marathon, not a sprint. ❤

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BahamaBen

@BahamaBen9

4 years

The level of jealousy of Cathie Wood by main stream media is palpable.

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BahamaBen

@BahamaBen9

3 years

$AAPL paid more for the $ROKU button than they would have for all of $ROKU 4 years ago.

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BahamaBen

@BahamaBen9

3 years

Let's make a list of stocks that are current leaders in the development of the Metaverse. (Ethereum is a given). I'll go first; $U, $RBLX, $MVRS YOUR TURN 👇

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BahamaBen

@BahamaBen9

3 years

Perhaps the funniest clip I've ever seen! 😂

Joe Pompliano

@JoePompliano

3 years

THE STOCK MARKET IS A CASINO 🤣

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BahamaBen

@BahamaBen9

2 years

My father unexpectedly died when I was a kid. My son is now the same age as I was when he died Tonight my son cried himself to sleep, because I worked late & we didn't play our nightly game of PIG (basketball) I don't know how my mom kept it together. Single parents are hero's!

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BahamaBen

@BahamaBen9

4 years

Who wants me to summarize $RDFN conference call in real time on Twitter? Give a ❤ for yes. Do nothing for no. 100 ❤s & I'll get out of the pool & tweet updates.

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BahamaBen

@BahamaBen9

3 years

If you had to pick just one stock in your portfolio that is undervalued by the market, which would you pick & why? 👇

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BahamaBen

@BahamaBen9

3 years

-- Updated portfolio: 36 holdings -- Returns: 206% 1-year -- Benchmark $ARKK: 196% 1-year 1. $RDFN: 29% 2. $SQ: 10% 3. $TSLA: 6.4% 4. $PTON: 6.0% 5. $SE: 4.3% 6. $TDOC: 4.1% 7. $CLPT: 4.0% 8. $SHOP: 3.7% 9. #BTC : 3.7% 10. $DOCU: 3.0% (Continued 👇)

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BahamaBen

@BahamaBen9

1 year

On a 30-year fixed mortgage, your first 53 house payments went to your real estate agent. Let that sink in.

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BahamaBen

@BahamaBen9

3 years

Having a debate - Is there any greater invention in human history more powerful than the internet?

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BahamaBen

@BahamaBen9

3 years

Today I lost a lot of money due to the price drop in $RDFN. I used to get emotional, but I no longer worry. I'm convinced this business eventually becomes 100B+ thus I've become detached from the stock price. Right or wrong I'll deserve my fate.

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BahamaBen

@BahamaBen9

3 years

Time will tell if I'm a good investor, average or poor. I think it takes 2 decades to make an accurate judgment. But whatever happens, I refuse to let anyone else but me decide my fate. I'm slow to buy and even slower to sell. That's my strategy.

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BahamaBen

@BahamaBen9

3 years

People rent out their home through an app like $ABNB They ride share via $UBER $LYFT and rentals via Toro They sell a car through $CVNA without a traditional dealer. One day they will buy and sell a house without an agent using an app. That app is worth 100s B$.

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BahamaBen

@BahamaBen9

3 years

In a few years we'll look back on these prices & think wow what an opportunity that was.

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BahamaBen

@BahamaBen9

2 years

So many growth stocks have been destroyed. Life-changing returns will be made in the next few years by those who pick the right ones and hold on tight.

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BahamaBen

@BahamaBen9

3 years

$SQ > $COIN By a landslide

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BahamaBen

@BahamaBen9

3 years

If you told me March 27th 2020 that the global pandemic would last for more than a year and that the nasdaq would be up ~90% - I would never have guessed in a million years that $TDOC would be down 4%.

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BahamaBen

@BahamaBen9

3 years

Everything will be bought online $IBKR w/ stocks $BKNG w/ travel $AMZN w/ retail $NFLX w/ television $SHOP w/ entrepreneurs $CHWY w/ pets $ETSY w/ crafts $PTON w/ fitness $ABNB w/ rentals $CVNA w/ cars $RDFN is next w/ homes

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BahamaBen

@BahamaBen9

3 years

@BrianFeroldi The Internal Revenue Service

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BahamaBen

@BahamaBen9

4 years

Back to Feb 28th level. Wow, it felt much worse in the moment. I said goodbye to a few holdings including $STNE, $FSLY, $VRM, $ZM, & $AHAC. Added aggressively to $TSLA, $SQ, $RDFN, $PTON, $SE, $TDOC, $ROKU, $TTD **I'm thankful to the Fintwit community 🙏 **In this together ❤️

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