Hey Investors,

You’ll notice picks #2 and #3 are repeat picks from a few months ago. You have to love multiple opportunities to buy great companies at a discount. And if these companies aren’t already in your portfolio, now’s the chance to buy in.

My top pick for the month might be a turnoff for some of you because of its high price and non-U.S. operations. Still, a good company is a good company. To be honest, I wish I would have bought this bad boy sooner. Se la vie.

Dakota Crisp, PhD

Amazon's stock has dropped over 20% since February 2025, driven by three main concerns: slowing AWS cloud growth, a massive $100B AI-focused capital expenditure plan, and renewed tariff pressures increasing costs across its retail business. Investor sentiment also took a hit after Jeff Bezos announced a large stock sale. While these issues have created short-term pressure, they don’t fundamentally weaken Amazon’s long-term position.

Despite recent setbacks, Amazon remains one of the most strategically advantaged companies on the planet. AWS continues to generate massive profits as the backbone of the internet, while Amazon builds out critical AI infrastructure through custom chips and deep partnerships. Its ad business is booming past $50B annually, retail margins are expanding through cost cuts, and with three major profit engines—cloud, ads, and commerce—Amazon has more levers for growth than almost any other company in the world.

Amazon is misunderstood in this moment. Wall Street is focused on a few short-term misses, while Amazon is quietly doubling down on AI, cloud, and logistics infrastructure. This is the exact setup long-term investors want: A great business, with multiple durable moats, that’s temporarily out of favor. Ka-ching!

Disney is facing significant cost pressures due to new U.S. tariffs on imports from key manufacturing hubs:

These tariffs are particularly impactful on Disney’s Consumer Products division, which, while accounting for only 5% of revenue, contributes 13% of operating income due to high-margin licensing deals.

CEO Bob Iger has expressed concerns about the difficulty of relocating overseas manufacturing to the U.S. quickly, citing the specialized labor and infrastructure involved.

Despite these challenges, Disney's core strengths remain robust. Its unparalleled IP portfolio—Marvel, Star Wars, Pixar, ESPN—continues to drive consumer engagement. Theme parks, while facing attendance fluctuations, still contribute significantly to operating income. The streaming division, though experiencing subscriber losses, is narrowing its losses, with price hikes offsetting churn. ESPN is undergoing a digital transformation, planning to launch a standalone streaming service in 2025, aiming to capture the growing market of cord-cutters. While tariffs may increase costs, Disney's scale and brand allow it to navigate these challenges.

Disney is currently navigating a complex landscape of increased tariffs and economic uncertainty. While these factors pose short-term challenges, the company's diversified revenue streams, strong brand equity, and strategic initiatives position it well for long-term resilience.

MercadoLibre (NASDAQ: MELI) is down over 20% from its late 2023 highs, caught in the downdraft of rising interest rates, inflation in key Latin American markets, and general tech multiple compression. Add in a stronger U.S. dollar and fears around political instability in Argentina, and you’ve got a recipe for investor skittishness. But behind the scenes? Business is booming.

MercadoLibre isn’t just the dominant e-commerce platform across Latin America—it’s also quietly building a fintech empire. Its marketplace benefits from network effects, high switching costs, and a vertically integrated logistics chain that rivals Amazon in efficiency. But the crown jewel may be MercadoPago, its fast-growing digital payments arm that’s expanding both online and in physical retail. With over 100 million unique users, MELI is embedded in the economic fabric of Latin America—offering the rare combo of secular growth, margin expansion, and financial inclusion.

The market is still pricing MELI like a risky LATAM bet. But what they’re missing is that MELI has already won the infrastructure game. It’s not just playing catch-up with U.S. tech giants—it’s leading the charge in a region with 650M+ people and accelerating digital adoption. If you believe in the internet’s spread beyond Silicon Valley, MELI might be your emerging market monster.

If you’ve noticed that your dollars don’t seem to go as far as they used to, you’re not alone. Millions of Americans are in the same boat.

The recent inflation rate, the highest in over 40 years, was a wake up call that made many people realize that the financial stability they had taken for granted for decades no longer exists.

The US government has been tempted to use its reserve currency status to its financial advantage. This has resulted in massive devaluation of the dollar.

A way to help protect your dollars is to diversify your money with assets that don’t depend upon the strength and health of the dollar for their value. Precious metals like gold and silver, for instance, are in demand around the world 24/7 and aren’t dependent upon the value of the dollar.

To find out reasons why experts are predicting the collapse of the dollar, request your free digital copy of the 4 Reasons the Dollar Could Crash eBook.

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Disclosure: I currently own positions in AMZN and DIS. I plan to start positions in MELI in the next 48 hours.

Disclaimer: The stock picks and information provided here are for informational and educational purposes only and should not be considered financial advice. I am not a financial advisor, and all investments involve risk. Please conduct your own research, consult a professional financial advisor, and carefully consider your own financial situation and risk tolerance before making any investment decisions. The performance of past stock picks is not indicative of future results, and you assume full responsibility for any decisions made based on this information.