Long-Term Investment Recommendation for CLA
"For us as investors to close, just a brief statement that when you find a leader like Sebastian in a company with a great brand, with a worldwide opportunity, with a long-term vision, and it's misunderstood by the general media and there's a lot of confusion, that creates the pricing opportunity for us to make some great long-term investments. That's why we've recommended CLA and I expect at the Motley Fool and in our hidden gem service that we'll be recommending CLA many more times to come and of course we make investments behind our recommendations and typically hold for 5 years to 10 to 15 to 20 years in the cases of Netflix and Amazon and some losers that we have along the way as well."
The host outlines a strong long-term investment thesis for CLA, highlighting its leadership, global brand, and unique market positioning which have created a compelling long-term pricing opportunity for investors. The recommendation implies a commitment to holding the investment for multiple years, underscoring the company's potential to disrupt retail banking through technological innovation and customer-focused strategies.
Contrarian Long-Term Hold on OUSTER Amid Volatility
"Now the second one which I own that's also been a disaster recently is uh ouster and I'm going to talk about it here. Alster stock is down 26% on the months. It's been a terrible performance from the company. Now the most exciting part about the business is the smart infrastructure. This is going to allow the company to become more of a software company over time. I'm going to hold it for the next 5 10 years and I'm going to keep it and see what happens as long as the thesis remains intact."
The speaker examines the robotics and automation company OUSTER, noting its recent 26% decline and poor short-term performance. However, he emphasizes the company's potential in smart infrastructure and software integration, suggesting that despite current setbacks, the stock appears oversold and represents a long-term hold opportunity, with expectations to benefit once dilution slows down and catalysts like the Kronos launch materialize.
Irene: Cautious Buy in a Volatile, High-Reward Play
"So, what am I doing? My thesis is bullish, but I'm not going allin. Not even close. This is a high-risk, highreward swing. The kind you size small, watch closely, and reassess every quarter. If they deliver on their GPU roadmap, this becomes a 10 billion plus AI infrastructure company. If they fall behind, the market won't hesitate to repric them, and that could be brutal. So, right now, it's a buying window, but only for investors who can handle real volatility and know exactly what they're holding."
The speaker presents a trade call for Irene (ticker IRE), describing it as a high-risk, highreward swing trade opportunity. Emphasis is placed on the company's GPU roadmap and the transformative potential of its Microsoft deal, balanced against significant volatility and execution risks. The actionable advice is to take a small, cautious position in the stock given its volatile nature.