Background

When I decided to cut the cable cord back in 2018 I really fell down the YouTube rabbit hole as my main source of streaming entertainment. As I surfed YouTube I kept seeing this weird guy wearing a cowboy hat who talked stocks. So I clicked on it and I must say the video was entertaining. He convinced me to ditch the old way of investing which is buying index and mutual funds and to stay away from individual stocks because stocks are “too risky”. But under Jeremy’s education I learned more about what to look for in good business and with knowledgeable data you can build a nice portfolio and outperform passive investing. So my journey began. I took his course and ever since then I take my investing fate into my own hands. Once I became a bitcoiner I didn’t feel a need for his class anymore and canceled my subscription.

I have a lot of respect for Jeremy. Jeremy was a regular guy working at a gas station and worked his way to becoming a successful stock investor and YouTuber. For example, he was very early to Tesla. The average cost for his 1,300 shares is about $27. One may think he is a product of this tech fiat bubble that we are living through but that doesn’t prevent you from picking the wrong tech businesses and losing your investment . Jeremy found gems outside of tech like e.l.f. Beauty that has nothing to do with tech.

Lastly, Jeremy is his transparent about his failures. He talked about how he destroyed his portfolio by trading around earnings and using margin to compound his returns. He missed badly on tattooed chef and carnival cruise liner before the pandemic. He mentioned his failure into building a mobile stock application which cost him almost $750k. But now let’s see how he does versus bitcoin.

Jeremy’s position on bitcoin is similar to Tradfi. Another asset to make money on. He’s is not sold on it being a revolutionary technology. So he buys and sells it amongst the shitcoins like ETH. As a Warren Buffet savant I am not surprised by his approach. All Jeremy wants to do is pump is fiat bags which I get.

The Experiment

Jeremy Lefebvre released a video to his 750k YouTube subscribers titled these three stocks will return 1,000% in the next decade (Link on this post is the source). A month ago he released a video of 7 stocks every investor must own (Source: https://youtu.be/WP6uKVzHBIg?si=YMIL6LO6Hazq-Fk3) as a foundation of their investment portfolio.

So I got to thinking 🤔 what better way to put Jeremy to the test then to take the stocks he is bullish on and pit them against bitcoin. Some of the stocks he mentions I already own thanks to my experiment with Motley Fool. Which bitcoin is massively outperforming those blend of stocks. For those stocks I already own I will sub with another stock Jeremy is bullish on or already owns.

Each of the ten stocks are listed below. The following information will be provided for each stock. Data is provide by the Simply Wall St. application which I highly recommend.

The order of the Stock Information presented below

Type of business
Market Cap
Debt (Long term + Short Term)
Stock Price per share
P/e ratio (To get $1 of earnings the amount you have to pay if negative the return is 0)
Dividend per share
Bitcoin on balance sheet?
BTC Data (USD/BTC = $68,548)

The three stocks he thinks will x1000 over the next decade are as follows:

Fubo TV (FUBO)

Live sports Streaming
$517.1M (7,585 BTC)
$390M + 465M = $855M (12,544 BTC)
$1.64 ( 2,403 sats per share)
$1 = -$2.30 (not profitable)
No currently a growth stock
No BTC

Sofi (SOFI)

Neo Bank fintech
$10.5 Billion (154,051 BTC)
$24B + $3B = $27B (396,151 BTC)
$10.18. (14,936 Sats per share)
$1 = -$70.8 (not profitable)
No currently a growth stock
No BTC

Honest(HNST)

Baby Products
$378.3M (5,550 BTC)
$53M + $18M = $71M (1,041 BTC)
$3.79 (5,516 Sats per Share)
$1 = -$30.5 (not profitable)
No currently a growth stock
No BTC

The seven stocks he thinks every investor must own are as follows:

Meta(META)

Social Medial & Advertising
$1.5T (22M BTC)
$27B + 46B = 73B ( 1,071,165 BTC)
$576.47 (845,724 Sats per Share)
$1 = $28.40
$0.50 per share (733 sats)
No BTC

Palantir(PLTR)

AI for the CIA and other businesses
$94.1B (1,380,242 BTC)
$807M + $247M = $1.054B
$42.91 (62,925 Sats per Share)
$1 = $237.90
No. Currently a growth Stock
No BTC

Nike(NKE)

Athletic apparel
$123.4B (1,810,370 BTC)
$11B + $13B = $24B (352,098 BTC)
$82.92 (121,636 Sats per Share)
$1 = $23.30
$1.48 (2,171 Sats)
No BTC

e.l.f. Beauty (ELF)

Cosmetics and skin care
$6.1B (89,505 BTC)
$300M + $201M = $501M (7,351 M)
$108.20 (158,776 Sats per Share)
$1 = $49.90
No. Currently a growth stock
No BTC

Tesla(TSLA)

Automotive and Technology
$705.7B (10,356,142 BTC)
$28B + $18B = $46B (675,229 BTC)
$220.70 ( 323,963 Sats per Share)
$1 = $56.90
No Currently a growth Stock
YES 👍

Cheesecake Factory(CAKE)

Restaurant
$2.2B (32,285 BTC)
$643M + $2B = 2.643B (38,786 BTC)
$43.02 (63,132 Sats per Share)
$1 = $18.80
$1.08 ( 1,584 sats)
No BTC

PayPal(PYPL)

Fin-tech & payments
$81.6B (1,263,160 BTC)
$51B + $13B = $64B (938,869 BTC)
$80.94 (118,737 Sats per Share)
$1 = $18.60
No. Currently a growth stock
YES 👍

Since I already own Amazon and Shopify due to the Motley Fool experiment I will sub those companies out with Nike and e.l.f. Beauty. Two stocks Jeremy often talks about on his channel and currently owns. Sofi shows up in both his x1000 and 7 stock picks so I substituted that stock with Cheesecake Factory another stock Jeremy is bullish on.

The Platform

I will be using Robinhood to complete this experiment.
Robinhood lets you invest in a stock with as little as $1.
I will spend ten dollars on these stocks and I will put ten dollars into Bitcoin. A total of $40 a month.
The investment will increase as I make more fiat or get windfalls of any type.

Time Frame

The goal is to run this as if I am going to save for retirement over the next 20 years. The purchases started this past Monday. Below is a screen shot my of holdings this far.

Stocks

Bitcoin

I will shoot to update this experiment quarterly like the Motley Fool challenge.

Why even do this? Why waste your time?

To show normie land and Tradfi that you don’t need to become a master stock investor to protect your wealth from the fiat casino that the stock market has become. Tesla and PayPal are the only companies that hold bitcoin so I am happy to be an owner of those stocks and Honest has a cool mission of providing organic products for babies at an affordable cost. The rest of these companies I have zero desire to own.

Jeremy does HOURS or research looking into company reports (10-Ks) listening to conference calls, researching CEOs, crunching numbers, reviewing 10-Qs, navigating the fed, and review macroeconomic data when all anyone has to do is just buy bitcoin, chill, and out perform Jeremy.

Now with Motely Fool and YouTuber Jeremy I have a portfolio of 20 stocks vs. Bitcoin. Bitcoin is out performing the legacy stock picker in Motley fool and it will outperform the new age YouTube investor Jeremy. Plus I will use this experiment to show people how easy it is to save for retirement. And those who don’t want to go 100% all in on bitcoin they can add stocks if they so wish but this will show how much you lose by diversifying.