Learn to Invest - Investors Grow

In this video, Jimmy walks through the Investors Grow economic scorecard, rating key U.S. indicators—inflation, wage growth, housing, unemployment, auto‑loan delinquencies, manufacturing, consumer confidence, the yield curve, and the S&P 500—and ends with a neutral overall outlook. He concludes that, given the neutral stance, investors should stay opportunistic and consider buying value stocks now rather than waiting for a potential market crash.

punctuation.The video explains why Venezuela, despite holding the world’s largest proven oil reserves, produces only about 1 % of global oil because extraction costs (~$80 per barrel) and the heavy‑crude logistics make it far more expensive than cheaper sources like the Middle East or West Texas. It then highlights which U.S. refiners and majors—such as Phillips 66, Valero and ExxonMobil—could benefit from discounted Venezuelan crude if sanctions ease, while noting the near‑term impact on fuel prices is likely limited.

Jimmy reviews his two personal portfolios—a long‑term buy‑and‑hold fund that rose about 38% in 2025 versus the S&P 500’s 17.7% gain, and a competition “high‑quality” fund that’s up roughly 48% since March, outpacing the Nasdaq’s ~20% increase—and explains the tech‑heavy composition behind those results. He highlights the need to diversify and add new positions in 2026, asks viewers for undervalued investment ideas, and promotes the Investors Grow website for deeper company analysis.

In this video Jimmy breaks down Booking Holdings (BKNG), detailing its OTA, merchant vs. agency models, transportation, meta‑search and dining segments, then reviews recent revenue, earnings, cash‑flow and shareholder‑friendly metrics before applying a discounted free‑cash‑flow analysis using analyst forecasts. He concludes that the stock is currently fairly valued with an implied ~9% return, suggesting it could become a bargain in a recession and is worth keeping in a long‑term portfolio, and invites viewers to access the Investors Grow platform via the link in the description.

In this stock analysis video, Jimmy assesses Airbnb (ABNB), exploring its business model and recent expansion into the hotel market while comparing it with competitors like Expedia and Booking. He provides insights into Airbnb's revenue growth, market positioning, and valuation, ultimately questioning whether it's an opportune time to invest in ABNB stock.

In this video, Jimmy explores the consumer defensive sector to identify promising dividend-paying companies that may be resilient during market downturns. He shares insights on several stocks, including Cal Main Foods and E.L.F. Beauty, while inviting viewers to suggest additional companies for further research.

In this video, Jimmy discusses a significant transition in the investment world as mutual funds begin converting to ETFs, following the recent SEC approval for Dimensional Funds to offer ETF share classes. He explores the potential benefits, such as lower fees and improved accessibility to fund track records, as well as the risks associated with liquidity and operational complexities that may arise for smaller fund companies entering the ETF market.

In this video, Jimmy discusses Michael Burry's allegations that major tech companies are fraudulently extending the useful life of their assets, potentially inflating profits. By examining financial principles and specific companies' practices, he questions whether these changes are indeed fraudulent or simply reflections of reasonable accounting estimates.

In this video, Jimmy analyzes Lululemon's stock performance, examining its recent decline, business strategy, and financial health to determine whether it presents a good investment opportunity. He highlights key growth factors, potential challenges, and concludes that while Lululemon is a quality company with long-term potential, he prefers to add it to his watchlist for now, awaiting a more favorable price.

In this video, Jimmy evaluates whether Apple stock is a wise investment for 2026 by analyzing the company's business segments, financial metrics, and recent performance. He discusses the impact of product dependence, global market challenges, and the potential for growth, ultimately suggesting that while he holds shares, he recommends waiting for a market pullback before new investment.

In this video, Jimmy explores the potential artificial intelligence bubble, comparing current trends in AI investments to the tech bubble of the late 90s and the 2008 financial crisis. He highlights alarming statistics about massive spending on AI with dismal returns and discusses the creative financing strategies employed by major tech companies, raising questions about the sustainability of this growth.

In this video, Jimmy explores the recent mega-deals between OpenAI and major technology firms, including AMD, Nvidia, Oracle, Microsoft, and Google, highlighting the structures and implications of these agreements. He analyzes the potential investment opportunities arising from these partnerships, particularly focusing on how they could impact each company's financial future and position in the AI landscape.

In this video, Jimmy conducts an in-depth analysis of Shopify (SHOP), exploring its business model, financial performance, and future potential as an investment. He concludes that while Shopify possesses strong fundamentals and a significant market presence, the stock appears overvalued at its current price, suggesting that investors may benefit from waiting for a more favorable entry point.

In this video, Jimmy explores single stock leveraged ETFs, focusing on how they operate and their implications for investors. He emphasizes that while they may offer short-term gains for those with high confidence in a stock, they are generally unsuitable for long-term investment due to the detrimental effects of daily leverage resetting.

In this video, Jimmy explores Intel's journey from its groundbreaking beginnings in 1968 to its current struggles against fierce competitors like AMD and Nvidia. He discusses the company's pivotal moments, missed opportunities, and the challenges ahead as Intel attempts to reclaim its position in the ever-evolving tech landscape.

In this comprehensive analysis, Jimmy evaluates key economic indicators that highlight the challenges facing the U.S. economy in 2025, including consumer confidence, inflation, debt levels, and the housing crisis. Throughout the video, he presents a macroeconomic scorecard to identify trends and potential investment opportunities amidst an uncertain economic landscape.

In this video, Jimmy examines four essential liquidity ratios — cash ratio, quick ratio, current ratio, and defensive interval ratio — while comparing the financial health of Samsung and Whirlpool. Viewers will learn how these ratios reflect a company's ability to cover short-term obligations, providing valuable insights for investors.

In this video, Jimmy shares insights into his high-quality investing portfolio and its performance compared to the S&P 500, detailing his recent stock purchases including Salesforce, Adobe, ASML, Alphabet, and Microsoft. He encourages viewer feedback on potential new holdings and provides a breakdown of his investment strategy, highlighting the importance of stable revenue and strong profit margins.

In this video, Jimmy explains how efficiency ratios can help investors analyze and compare companies, focusing on operational efficiency as a key to better long-term returns. He introduces four specific efficiency ratios, including inventory turnover and receivables turnover, and provides practical examples using companies like Costco and O'Reilly Automotive to illustrate their potential impact on investment performance.