What Are Felix Prehn's 3 Secret 10X Stock Picks?

TL;DR

Three under-followed stocks span overlooked sectors: Uranium Royalty Corp (UROY), a pure-play royalty firm that collects payments like a landlord instead of mining; Sibanye-Stillwater (SBSW), a South African critical-metals and gold miner with 127% profit growth; and a beauty stock already up 28%. Felix Prehn frames all three as strategic bets on uranium, critical minerals, and non-tech growth.

Transcript

While you were sleeping, Wall Street insiders quietly accumulated three stocks that most retail investors have never even heard of. We're talking about the uranium royalty company that has hit new or yearly highs. A precious metal miner with 127% profit growth. Yes, you heard that right. And a beauty stock that's already up 28% while everyone else ... Read More

Key Insights

• Uranium Royalty Corporation (UROY) is a pure-play royalty company, not a miner. It provides capital to mining projects and receives a percentage of production in return, letting it collect payments without operational or mining risk, similar to a landlord collecting rent.
• The uranium supply shortage stems from underinvestment after the Fukushima reactor accident in Japan, combined with production problems in Kazakhstan, which produces 40% of the world's uranium, pushing uranium prices sky-high during what Felix calls a nuclear renaissance.
• Nuclear energy is scalable and carbon-free, which is why France built 70% of its power around it 70 years ago and other countries are now catching up to hit climate goals, driving fresh demand for uranium exposure.
• Data centers powering AI are a major nuclear driver. Microsoft signed a 20-year deal to restart the Three Mile Island power plant because these centers need enormous, reliable, domestic electricity the US does not want to source from abroad.
• UROY carries specific risks: it is a Canadian company, so American investors face foreign exchange exposure if the Canadian dollar falls, and uranium is a volatile commodity where a 30% price swing up or down is considered normal.
• Sibanye-Stillwater (SBSW) is a South African mining giant producing platinum group metals, palladium, nickel, cobalt, lithium, and gold, positioning it as a diversified critical-metals powerhouse tied to EVs, solar, wind, and renewable energy.
• SBSW reported 127% profit growth for the first half of the year, more than doubling, and brought in 818 million, meaning it is growing like a tech company while operating as a physical commodity miner rather than a startup.
• The biggest driver of lost returns is not buying the wrong stock but selling winners too early or refusing to sell losers, leaving portfolios full of positions down 20 to 70% while missing large gains on the stocks that keep climbing.

Questions & Answers

Q: What are the three secret stocks Felix Prehn recommends?

Felix Prehn highlights three stocks he says most retail investors have never heard of: Uranium Royalty Corporation (ticker UROY), a pure-play uranium royalty company; Sibanye-Stillwater (ticker SBSW), a South African precious and critical metals miner with 127% profit growth; and a beauty stock that is already up 28%. He frames them as strategic plays in overlooked sectors rather than trending big tech names like Nvidia, and stresses this is not financial advice but a starting point for your own research.

Q: How does Uranium Royalty Corporation make money without mining?

Uranium Royalty Corporation (UROY) is a pure-play royalty company, not a mining operation. Felix compares it to a landlord who collects rent while others do the heavy lifting. It provides capital to mining projects and, in return, receives a percentage of production once a mine goes live, so it faces no operational or mining risk. It also buys and stores physical uranium like a bank account, meaning the value of those holdings rises directly when uranium prices increase.

Q: Why is there a uranium supply shortage right now?

According to Felix, the uranium shortage comes from years of underinvestment following the Fukushima reactor accident in Japan, when investors pulled back from uranium. On top of that, Kazakhstan, which produces 40% of the world's uranium, has run into production issues. At the same time demand is rising because countries are pursuing climate goals with carbon-free nuclear power. This combination of constrained supply and growing demand has pushed uranium prices sky-high, which he calls a uranium renaissance.

Q: How is AI and data center demand connected to nuclear energy?

Felix explains that AI data centers require an insane amount of electricity, and the US does not want to depend on other countries for its energy. Nuclear power provides domestic, reliable, carbon-free electricity to keep those data centers onshore. As evidence, he cites Microsoft signing a 20-year deal to restart the Three Mile Island power plant specifically to power data centers. He notes new small reactors are also emerging, adding to nuclear's revival and, by extension, demand for uranium.

Q: What are the risks of investing in Uranium Royalty Corporation?

Felix identifies two main risks. First, UROY is a Canadian company, so American investors carry foreign exchange exposure: if the Canadian dollar falls, returns can get dinged. Second, uranium is a volatile commodity where a price swing of about 30% up or down is considered normal, which can significantly move the stock. He repeatedly stresses this is not a recommendation to buy and urges viewers to do their own research rather than blindly following his picks.

Q: What does Sibanye-Stillwater (SBSW) produce and why does it matter?

Sibanye-Stillwater is a South African mining giant that produces platinum group metals, palladium, nickel, cobalt, and lithium, plus gold. Felix calls it a diversified critical-metals powerhouse because these minerals are essential to EVs, renewable energy, solar, and wind, as well as catalytic converters and fuel cells. Gold adds a hedge against inflation. The company is also geographically diversified, with mines in South Africa and high-grade platinum and palladium assets in Montana, reducing single-country and single-commodity exposure.

Q: How strong is Sibanye-Stillwater's financial growth?

Felix says Sibanye-Stillwater reported profit growth of 127% for the first half of the year, meaning profits more than doubled. The company brought in 818 million over that period, so it is not a tiny business but one growing insanely well, almost like a tech company. He views the commodity cycle as very healthy and describes the firm as increasingly diversified across both metals and geography, which he sees as making the opportunity potentially worth the mining risks.

Q: Why does Felix Prehn say selling is the most important investing skill?

From reviewing thousands of student portfolios, Felix concluded that most money is lost not from buying the wrong stock but from selling badly. Investors sell winners too early, leaving large gains on the table when a stock keeps climbing, and refuse to sell losers, ending up with portfolios full of positions down 20 to 70%. He calls selling the most underrated skill and the lowest hanging fruit, and offers a free live training session teaching Wall Street's rules for selling.

Q: What are the risks of investing in a South African miner like SBSW?

Felix acknowledges the South African elephant in the room: mining companies there face operational challenges including labor issues, infrastructure problems, regulatory uncertainty, and political risk, alongside commodity prices that can rise or fall unpredictably. However, he argues the opportunity potentially outweighs the risk because the world is in a super cycle for critical minerals. He also notes SBSW's geographic diversification, with US assets in Montana, helps offset reliance on any single country or commodity.

Summary & Key Takeaways

• Felix Prehn, a former investment banker who founded Goat Academy and co-founded Trade Mission, presents three overlooked stocks he says institutions favor over retail: a uranium royalty company, a precious metal miner with 127% profit growth, and a beauty stock already up 28% while others chase AI names.

• Uranium Royalty Corporation (UROY) is a Canadian pure-play royalty company that funds mining projects and collects a percentage of production instead of mining itself, avoiding operational risk. It also buys and stores physical uranium, so its value rises as uranium prices climb amid a post-Fukushima supply shortage.

• Sibanye-Stillwater (SBSW), a South African miner, produces platinum group metals plus lithium, nickel, cobalt, and gold, with mines in South Africa and Montana. It reported 127% profit growth and 818 million in first-half revenue, riding a critical-minerals super cycle fueled by EVs and renewables.