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... 🤔
🔽
🚨🚨 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 //
🔽
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... 🤔
🔽
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.
🔽
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.
🔽
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.
🔽
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.
🔽
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.
🔽
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.
🔽
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.
🔽
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)
🔽
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.
🔽
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
Last week Hizbollah's finance institution Al Qard el Hasan was hacked by Spiderz. A group of people took that Data and tried to make sense out of it. Below are the findings
https://t.co/eGLqvb28o5
Loans are provided to borrowers for gold deposits or other guarantees, to the association's members and to unsecured applicants.
AQAH had a carried forward loan balance of $450 million as of December 31, 2019. This balance has been increasing at a yearly rate of 13.4%.
AQAH laundered around $475 million in 2019 in the form of disbursed loans paid to more than 20,000 borrower accounts; mostly to borrowers with gold deposits.
Deposits accounts have been offered to 307,000 members of the association, 83,000 contributors as well as to 600 companies. AQAH closed 2019 with an overall depositors accounts balance of around $500 million.
https://t.co/eGLqvb28o5
Loans are provided to borrowers for gold deposits or other guarantees, to the association's members and to unsecured applicants.
AQAH had a carried forward loan balance of $450 million as of December 31, 2019. This balance has been increasing at a yearly rate of 13.4%.
AQAH laundered around $475 million in 2019 in the form of disbursed loans paid to more than 20,000 borrower accounts; mostly to borrowers with gold deposits.
Deposits accounts have been offered to 307,000 members of the association, 83,000 contributors as well as to 600 companies. AQAH closed 2019 with an overall depositors accounts balance of around $500 million.
Having made over 1000 boxes for vulnerable families in Cambridge via @RedHenCambridge (thanks to our customers 🙏🏽) My thoughts on the £30 box thing. Lots of factors at play here. 1/
If the pics in this @BootstrapCook thread are true and correct then the Govt/taxpayers & families in need are getting absolutely SHAFTED 👇🏽 2/
There are some mitigating circumstances. A £30 box won’t ever contain £30 (retail) worth of food - people aren’t factoring in
-the cost of the box
-paying someone to fill it
-rent & rates
-& most expensive the *transport/distribution*
3/
If you’re doing the above at scale. Delivering *across the UK* it’s not cheap BUT IMHO there should be at LEAST £20 worth of groceries in a £30 box. To get more value they need more fresh produce. Just carrots & apples is terrible. 4/
I’m gonna put my rep on the line here & say something about these big national catering companies whose names I’ve seen mentioned. They are an ASSHOLE to deal with & completely shaft small businesses like mine with their terms which is why I won’t deal with them. 5/
If the pics in this @BootstrapCook thread are true and correct then the Govt/taxpayers & families in need are getting absolutely SHAFTED 👇🏽 2/
Hi all. I\u2019ve been sent LOTS of photos of the food parcels that have replaced the \xa330 vouchers and asked what I would do with them. I\u2019m replying with advice privately because to do so publicly would look like justifying these ill thought through, offensively meagre scraps /1.
— Jack Monroe (@BootstrapCook) January 11, 2021
There are some mitigating circumstances. A £30 box won’t ever contain £30 (retail) worth of food - people aren’t factoring in
-the cost of the box
-paying someone to fill it
-rent & rates
-& most expensive the *transport/distribution*
3/
If you’re doing the above at scale. Delivering *across the UK* it’s not cheap BUT IMHO there should be at LEAST £20 worth of groceries in a £30 box. To get more value they need more fresh produce. Just carrots & apples is terrible. 4/
I’m gonna put my rep on the line here & say something about these big national catering companies whose names I’ve seen mentioned. They are an ASSHOLE to deal with & completely shaft small businesses like mine with their terms which is why I won’t deal with them. 5/
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"I lied about my basic beliefs in order to keep a prestigious job. Now that it will be zero-cost to me, I have a few things to say."
We know that elite institutions like the one Flier was in (partial) charge of rely on irrelevant status markers like private school education, whiteness, legacy, and ability to charm an old white guy at an interview.
Harvard's discriminatory policies are becoming increasingly well known, across the political spectrum (see, e.g., the recent lawsuit on discrimination against East Asian applications.)
It's refreshing to hear a senior administrator admits to personally opposing policies that attempt to remedy these basic flaws. These are flaws that harm his institution's ability to do cutting-edge research and to serve the public.
Harvard is being eclipsed by institutions that have different ideas about how to run a 21st Century institution. Stanford, for one; the UC system; the "public Ivys".
As a dean of a major academic institution, I could not have said this. But I will now. Requiring such statements in applications for appointments and promotions is an affront to academic freedom, and diminishes the true value of diversity, equity of inclusion by trivializing it. https://t.co/NfcI5VLODi
— Jeffrey Flier (@jflier) November 10, 2018
We know that elite institutions like the one Flier was in (partial) charge of rely on irrelevant status markers like private school education, whiteness, legacy, and ability to charm an old white guy at an interview.
Harvard's discriminatory policies are becoming increasingly well known, across the political spectrum (see, e.g., the recent lawsuit on discrimination against East Asian applications.)
It's refreshing to hear a senior administrator admits to personally opposing policies that attempt to remedy these basic flaws. These are flaws that harm his institution's ability to do cutting-edge research and to serve the public.
Harvard is being eclipsed by institutions that have different ideas about how to run a 21st Century institution. Stanford, for one; the UC system; the "public Ivys".
