Inside LikeFolio’s Tariff Opportunity Playbook BY ANDY SWAN, FOUNDER, LIKEFOLIO It’s crazy what intense fear, media clickbait, and policy uncertainty can do. A month ago, the headlines of The Wall Street Journal read like an investor’s worst nightmare: “Global Stock Markets Retreat Amid Trade War Escalation” “The U.S. and China Are Going to Economic War—and Everyone Will Suffer” “‘From Anxious to Petrified’: Consumer Sentiment Plunges Further” The U.S. had just unleashed a 145% tariff wall on Chinese imports. China retaliated with 84% tariffs on American goods and fresh restrictions on U.S. firms operating inside its borders. The media was hysterical. Stocks were getting dumped on reflex. And LikeFolio saw an enormous opportunity. Fear sells. Overreactions create deep discounts. And consumer behavior, the only thing that actually matters, keeps marching forward. It was a repeatable pattern we knew we could take advantage of. When everything is being sold off at once, we’re able to identify where demand is spiking on Main Street by tracking real consumer behavior in real time. In April, our consumer insights pointed to 14 companies where consumer demand was soaring, even as their stock prices were plummeting. These were the best buying opportunities the market had to offer, and we handed them straight to our MegaTrends subscribers in a member exclusive The Art of Tariffs: LikeFolio’s Opportunity Playbook report. In the April 13 issue of TradeSmith Daily, you actually got a sneak peek at what turned out to be the biggest winner of the bunch. And today, we’ll hand you the rest. These 14 stocks fell into three categories: - “Mispriced Strength” companies carried some risk from tariffs but were adapting fast. You’ll recognize the personalized telehealth platform, Hims & Hers Health (HIMS), among them.
- “Protected Winners” were unfairly sold off despite having no significant tariff exposure. This bucket included names like ThredUp (TDUP), an online consignment platform that’s not dependent on imports.
- And our most lucrative category: “Coiled Springs.” These were stocks like the battle-tested retailer Five Below (FIVE) – hit hard by the tariff-induced selloff but ready to rebound big.
We were confident the next triple-digit run was already underway, and we were right. Over the last month: - HIMS rocketed +135%
- TDUP soared +85%
- FIVE gained +68%
And those were just the top three performers, as of this writing. | Recommended Link | | | | Violent swings leaving you with stock market whiplash? Brace yourself – this crazy volatility could last much longer than anyone expects. That’s why Jeff Clark just unveiled the ultimate safety net against market turbulence (that could hand you extra upfront cash starting TODAY). See his breakthrough strategy here now. |  | | The average return among the 14 picks is 32.17% (so far)… a massive swing in just over 30 days. April’s fear-driven market has been flipped on its head. The U.S. and China struck a temporary trade truce. The game has changed. But for a few of these tariff buying opportunities, there’s still plenty of upside remaining. You may already have the largest gainer, HIMS, under your belt. Now, it’s time we bring you in on the rest of the opportunities we’re watching from this report. This Video Bulletin is typically reserved for our paid-up members, but we’re making an exception today. In just six minutes, you’ll get to see LikeFolio’s data in action – and which five tickers still have gas in the tank. Enjoy: 
You just saw how even a short-term megatrend like tariff turmoil can fuel under-the-radar stocks to extraordinary returns – and more important, how our real-time consumer insights lead MegaTrends members to the winners with stunning accuracy. HIMS, TDUP, FIVE – they were just the start. The next big megatrend is already underway, and we’ve identified three new stocks that could 3x to 5x over the next two to three years. MegaTrends members have all the details in their May 2025 report. Joining them today could mean discovering the next HIMS before its explosive growth. Go here now to learn how. Until next time, 
Andy Swan
Founder, LikeFolio | 
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