Is This AI Stock Disrupting a $400B Industry?

Описание: Oddity Tech Stock Analysis: Why I’m passing on this profitable, AI-driven compounder despite a 4x upside potential.

In today's video, we dive deep into Oddity Tech to evaluate its "Rule of 40" financials, AI-powered business model, and future growth through new brands like Methodic. We walk through our complete investment spreadsheet—covering bear, base, and bull case valuations—to see if the stock aligns with its 20% growth guidance. Finally, I explain the concept of "diworsification" and why having a high conviction in this company isn't enough to earn it a spot in my concentrated portfolio.

Join our Discord community — it’s free!
👉   / discord  

Get access to our research spreadsheet by filling out a short form — It's free!
👉 https://forms.gle/2R9pS43oV6NZGFCK7

Curious about how to invest? You’re in the right place. Whether you're just starting out or you're an experienced investor looking for in-depth stock market analysis and interviews — this channel is for you.

Our mission is to provide extreme value through high-quality investing videos that are easy to understand yet rooted in proven, long-term strategies taught by legends like Peter Lynch and Warren Buffett. Every video is designed to help you invest smarter and build wealth with clarity and confidence.

👤 About the How To Invest Team:
I'm Jake — a lifelong learner, investor, and creator. I’m passionate about helping others make informed decisions and thrive in both traditional investing and the future of finance.

Hey I'm Aaron, a massive optimist, and am perpetually curious. I love architecture, cities, science and technology. Investing is the fantastic crossover of all my interests.

Hi, I'm Abby—a personable creative with a sociology degree. I'm a self-motivated learner passionate about people, good companies, and building my financial freedom.

I'm Nathan, the behind-the-scenes guy handling editing and filming. I love collaborating with my siblings and sharing our team's insights with as many people as possible.

🔗 Connect with us:
X (Team): https://x.com/HowToInvest_jb
X (Jake): https://x.com/jakebrowatzke
Instagram:   / howtoinvest_jb  
TikTok: https://www.tiktok.com/@howtoinvest_j...
Facebook: https://www.facebook.com/profile.php?...
🎥 My ""Top 10"" Channel: [   / @jakebrowatzke  ](   / @jakebrowatzke  )

⚠️Disclaimer:
All videos on this channel are for educational and entertainment purposes only. I’m not a financial advisor, and nothing here is investment advice. While I strive to provide accurate and timely information, always do your own research before making any financial decisions. Your money, your responsibility. Invest smart — and stay safe out there!

Chapters:
0:00 Intro & Investment Disclaimer
0:56 What is Oddity Tech?
2:53 The AI Advantage & Business Model
4:59 Bear Case: Risks & Competition
8:02 Bull Case: Future Growth Drivers
12:00 Historical Growth & Execution
14:56 Balance Sheet & Key Financial Metrics
18:37 Competitive Moat & Market Analysis
23:42 Valuation Models: Bear, Base, & Bull
27:45 Final Buy Checklist Score
31:18 The "Diworsification" Lesson: Why I Pass