Here’s the deal: I’ll give you the three stock names right away — but if you’re just looking to grab tickers without understanding why they’re worth owning, you’re missing the point.
In this article, I’ll walk you through the exact metrics, tools, and reasoning behind each pick, so you’ll not only see why I’m investing in them, but also learn how to apply the same process to uncover winners for your own portfolio. Think of it as the difference between giving you a fish and teaching you how to fish — you’ll walk away with both.
The three stocks I’ll be covering are SoFi Technologies Inc. (NASDAQ:SOFI), Alphabet (NASDAQ:GOOG), and Berkshire Hathaway (NYSE:BRKb).
Once you see the research behind them, you’ll understand why they’re such high-conviction plays for me. And at the end, I’ll share a new ETF I’ve recently added to my three-fund portfolio.
Before diving into the actual stocks, let me share the research tool that makes this analysis possible: InvestingPro.
When you subscribe as a member — now available for less than $10 a month — you get access to ProPicks AI, which I use personally.
This tool uses artificial intelligence to analyze the market and provides a list of top investment opportunities. What I love about ProPicks Plus is that it saves me a tremendous amount of time. Instead of spending hours researching stocks, I can check their picks and make informed decisions in minutes.
As an Investing Pro member, you don’t only get access to ProPicks AI, but also to a whole suite of other powerful tools. For example, there’s an ideas section where you can examine and copy the strategies of legendary investors like Warren Buffett.
Another one of my favorite tools is their Warren AI feature — a Gen AI tool completely directed to financial markets that can massively leverage your investment research.
Now let’s dive into the three stocks with the help of InvestingPro:
SoFi is a stock I’ve been buying heavily since last year, and I truly believe it’s going to be over $100 within five years, probably much sooner than that. The company’s strategy is one of the smartest I’ve seen — it’s a longer-term approach, but this company is incredibly innovative and doing things that other banks or competitors simply aren’t doing.
SoFi’s whole strategy revolves around hooking the younger generation and providing them with features they’ve been demanding from other banks for quite some time. The company has made many smart moves over the years, leaning into its target market of students and young professionals and offering products that suit them specifically.
The company has a strong focus on user experience, and its app is easy to use. This makes what could be a daunting foray into financial management more pleasant for young individuals who are just getting their feet wet in the financial system.
SoFi’s stock has skyrocketed an eye-popping 265% over the past year with current revenue growth clocking in at a robust 27.8% and membership soaring to 11.7 million. The growth numbers are the most important thing for us as investors, and SoFi is hitting records on nearly every front: revenue, users, and even fee-based income.
Q2 2025 Performance:
Analyst projections support this momentum, with 2025 revenue forecast to jump another 29.8%.
SoFi knows its customers and understands its place in the banking landscape. Its edge lies in its ability to provide something different from traditional banking platforms while offering meaningful value for its user base. The market gave the company accolades when it announced it was bringing back cryptocurrency trading to its platform.
The company has followed up by announcing instant international money transfers through a blockchain network, partnering with Lightspark to convert funds to Bitcoin, which then gets converted to local currency. The market has been enthusiastic about SoFi as it keeps innovating with new services.
SoFi is currently trading just under $26 per share. While it may seem a little overpriced since the PE is over 52 and it has skyrocketed 82% year-to-date, I believe this is just the beginning. Five years from now, I’ll be very happy that I’ve been buying heavily in my portfolio.
The company already has a sizable portion of its target market, with solid opportunities to monetize this base through expanded services. It’s also targeting a market that’s growing in its financial journey, and customer lifetime value is likely to increase enormously.
I can’t say enough good things about this company, and I have some impressive statistics to back it up. I’ve been glad that I’ve been buying the dip on Google (Alphabet), and I’ve been saying it’s been undervalued all year.
On September 3rd and 4th, a US federal judge issued a landmark ruling in Google’s antitrust case. The judge affirmed that Google held monopoly power in search, but opted not to enforce drastic remedies like forcing a breakup or requiring the sale of Chrome or Android. Instead, the judge imposed lighter measures such as banning certain exclusive agreements and mandating limited data sharing, recognizing the disruptive role of generative AI in reshaping competition.
This outcome was seen as a major win for Google. The company avoided the most extreme enforcement options, fueling investor relief and confidence.
Following the ruling, Alphabet stock soared. The price spiked by roughly 9%, pushing shares to all-time highs around $230 to $232, translating into a staggering $200 to $230 billion increase in market capitalization.
Several analysts upgraded their outlooks on Alphabet following the ruling, lifting price targets significantly:
All signals point to continued bullish sentiment.
Using professional research tools, the momentum and technical indicators all show heavy or strong buy signals at this point. There are numerous bull cases moving forward now that the lawsuit ramifications were nowhere near as severe as many feared.
Buffett has been setting up his successors to be very successful:
Greg Abel will become CEO. He runs Berkshire Hathaway Energy and oversees most non-insurance businesses. Buffett has praised his operational expertise and capital allocation discipline.
Ajit Jain runs Berkshire’s insurance operations, a cornerstone of its financial strength.
Both have been in leadership roles for decades, so the transition is unlikely to disrupt Berkshire’s operations.
Berkshire’s insurance companies generate billions in float. This float gives Berkshire low-cost, long-term capital — a unique advantage compared to other conglomerates. That structure remains intact regardless of leadership.
I’m not worried about Berkshire Hathaway and am actually happy to be buying in on this moderate dip or slump. So I’m going to keep doing so.
I also discovered an ETF that consistently beats the S&P 500 with better drawdowns — when the market goes up, it goes up more; when the market drops, it drops less. It’s called SPMO (Invesco S&P 500 Momentum ETF), and I’m adding it to my three-fund portfolio.
These three stocks offer different growth angles:
Remember, it’s not just about knowing what to buy — it’s understanding why these investments make sense for long-term wealth building.
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