🚨🚨 2021 Stock Picks 🚨🚨

Below are 10 stocks I like heading into 2021.

As a long term investor, I don't aim for 12-month returns.

However, I believe that these stocks are positioned to succeed both in 2021 and beyond.

Not recommendations (do your DD).

// Thread //

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Teladoc Health $TDOC

Trading at less than 15X fwd EV/Sales, far too cheap given TAM and upcoming revenue growth.

Wall St. isn't appreciating Livongo addition - which will change when upcoming quarters reveal numbers.

Ark has been loading the boat... 🤔

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Facebook $FB

Has become a political target, which has kept a leash on the stock.

Political issues a non-worry IMO with investors in a win-win scenario. Spinning off assets would create immense value for investors (Instagram).

Huge presence in VR provides future upside.

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Skillz Inc. $SKLZ

Wall St. currently sees a gaming platform, but hidden underneath is a "pick and shovel" model to monetize mobile games.

Wonderful business economics (95% GM) despite the rawness of the business model.

Little to no competition with a large and growing TAM.

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Roku $ROKU

A winner in 2020 that I think will keep winning.

Powerful industry tailwinds in the streaming space and Roku is a leading beneficiary due to market share.

Additions of HBO Max and Peacock on the platform were late in 2020, so 2021 numbers should see an impact.

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Tattooed Chef $TTCF

Growing plant-based foods company.

Trades at a significant discount to Beyond Meat, but I like Tattooed Chef better.

Distribution is fleshing out in major retailers, new products on the way, and expanding into new food categories.

Sub $2B market cap.

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Sea Ltd $SE

Internet company dominating Southeast Asia.

Three robust and rapidly growing business units in emerging industries (e-commerce, gaming, payments).

Founder led, and aggressively invests in business for growth (reminds one of $AMZN).

Will continue to win IMO.

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Pinterest, Inc. $PINS

Strong growth expected in 2021.

I like the uniqueness of the platform (visual search engine), and I believe in the weight that the brand carries (Pinterest is almost a verb now).

Still room for the business model to mature moving forward.

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The Trade Desk, Inc. $TTD

Coming off of a monster quarter, and will benefit from similar industry tailwinds that Roku will enjoy.

Valuation is a concern but the recent pullback from $970 to $800 helps.

Huge fan of CEO Jeff Green, an industry visionary.

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Datadog Inc. $DDOG

SaaS platform for data analytics and monitoring.

Growth has been resounding, recent integrations with cloud players will begin to trickle through.

The recent correction has pulled the stock back in-line with summer prices (before Azure announcement)

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Lemonade Inc. $LMND

An insurance tech company that uses AI to remove cost layers out of traditional insurance.

Operating metrics are improving as AI is fed more data over time.

Insurance carries enormous TAM.

Lots of room for vertical and geographical expansion.

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A mix of quality businesses (IMO) some you may be familiar with - some you may not be...

Would love to hear your thoughts and 2021 picks!

I will pin this so that we can look back in 12 months 📈

Note: I may own shares in stocks listed.

- @TheeFinanceGuy

More from Finance

THREAD: Who are the rising stars of Chinese elite politics in the central Party-State bureaucracy?

For @MacroPoloChina I analyzed last year's ministerial-level promotions to posts in Beijing

TLDR: Ties to Xi Jinping—or a Xi ally—are very helpful! (1/14)

https://t.co/kO2A0Efyq2


Seven politicians were promoted to ministerial-level positions in central Party agencies last year

All are likely to feature on the next Central Committee selected at the 2022 Party Congress

Some could make the CCP's elite 25-person Politburo (2/14)

https://t.co/kO2A0Efyq2


Likeliest for the Politburo is Meng Xiangfeng, new Executive Deputy Director of the CCP General Office

He would replace Xi ally Ding Xuexiang as CCP chief-of-staff if Ding is promoted further in 2022

Meng worked under Xi allies Cai Qi in Hangzhou and Chen Xi in Liaoning (3/14)


Less likely for the Politburo but still important is Jiang Jinquan, new Director of the CCP Policy Research Office

He replaces 5th-ranked leader Wang Huning who led the Party's brains trust for 18 years

Wang remains prominent and will be <68 in 2022, so he'll stay around (4/14)


Other notable central Party promotions include Li Shulei and Liang Yanshun, who both assisted Xi when he led the Central Party School from 2007-2012

Li is a political conservative who is said to be quite close with Xi, even drafting his 2014 speech on culture and art (5/14)

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