ELF fundamentals (margins, FCF) are strong; expects a multi-year uptrend with record EPS and new all-time high prices in 2-3 years.

Okay , next up is stock number 67 , e.l.f. Beauty, E.L.F. This is a $103 stock. It has increased by about 24% in the last year. This stock hit a low of $ 49 many months ago. I hope you bought some of these shares in the 40s, 50s, 60s or 70s, because what a great opportunity it was at the beginning of the year, wasn't it ?

In my opinion, this stock is a $400 stock in the long term.

It's a cosmetics company and they now own Rodan + Fields Beauty. Several other brands, like Notorium and many more, right?

Now, speaking of e.l.f., look at that. Just look at that. See the revenue chart. Could anything be more epic than that, ladies and gentlemen? Gross margin is increasing, net margin is coming back strongly.

I mean, it's really beautiful. Look at earnings per share (EPS).

So, to be clear , they went through the drama of tariffs last year and up until this year, right? And many dramatic events have occurred over the past few years. And they acquired Road , expanded their business and expanded into the European market.

As a result, a lot of expenses in the last year or two have had a negative impact on this company's earnings per share, right? But the good news is, we're going to go through another big uptrend in earnings per share, and probably by this time next year you'll see the highest earnings per share in Elf's history , right?

This company's free cash flow is increasing significantly. This company's free cash flow per share is growing significantly, right? And you know, the outstanding shares have gone up a little bit in the last few years, but considering the acquisitions they've made, it's not too much , it's actually not too bad.

And the current ratio is very impressive. View the current status of current assets and current liabilities.

So, when I look at Elf, I see a great company , right ? Tareng has done an amazing job since joining this company, hasn't he ? When I first started buying this stock , its price was a little over $7.

So, it's come a long way , right ? It has come a long way, but they have been through a lot of dramatic situations in the last few years.

Remember, the price of this stock exceeded $200 per share around 2024, right ? Then the customs issues happened and a lot of things hit the company at once, right? And they weathered that storm.

The stock had already hit a low of $49 , right ? And it has turned around quite well since then.

So, we're in a huge long-term upward trend for this company that will continue for several years, right ? There may be more difficult times for Elf in the future , but I do n't see that happening in the near future.

I think it will have a very good time for at least the next 2 years, if not 3 years. And you will see the price of this stock reach a much larger number. The highest record of all time and more, right ?

So, Elf, I really, really love this particular company, okay?