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
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There you'll find links to all my podcasts, the TTMYGH newsletter, and other exciting future projects.
2/ In 2020, I reignited my passion for interviewing brilliant people by launching The Grant Williams Podcast in various forms, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.
3/ Starting February 1, I'm taking the bold step of moving these podcasts completely behind a paywall.
For the very affordable price of only $10 a month, listeners can gain access to the Copper Tier of https://t.co/fxUfH8maI4, which includes all current & future podcasts.
4/ Why am I doing this? First and foremost, I aspire to create VALUABLE content. By definition, if something is priced at $0, it isn’t valuable. The time, effort and creativity that goes into these episodes is substantial. To keep doing them properly, they can no longer be free.
5/ I also strongly believe content creators should be able to make a living creating content. If everything is free, that’s not possible. I never seriously considered accepting outside sponsors – complete integrity is too critical to me.
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Fake chats claiming to be from the Irish African community are being disseminated by the far right in order to suggest that violence is imminent from #BLM supporters. This is straight out of the QAnon and Proud Boys playbook. Spread the word. Protest safely. #georgenkencho
There is co-ordination across the far right in Ireland now to stir both left and right in the hopes of creating a race war. Think critically! Fascists see the tragic killing of #georgenkencho, the grief of his community and pending investigation as a flashpoint for action.
Across Telegram, Twitter and Facebook disinformation is being peddled on the back of these tragic events. From false photographs to the tactics ofwhite supremacy, the far right is clumsily trying to drive hate against minority groups and figureheads.
Declan Ganley’s Burkean group and the incel wing of National Party (Gearóid Murphy, Mick O’Keeffe & Co.) as well as all the usuals are concerted in their efforts to demonstrate their white supremacist cred. The quiet parts are today being said out loud.
The best thing you can do is challenge disinformation and report posts where engagement isn’t appropriate. Many of these are blatantly racist posts designed to drive recruitment to NP and other Nationalist groups. By all means protest but stay safe.
There is co-ordination across the far right in Ireland now to stir both left and right in the hopes of creating a race war. Think critically! Fascists see the tragic killing of #georgenkencho, the grief of his community and pending investigation as a flashpoint for action.
Across Telegram, Twitter and Facebook disinformation is being peddled on the back of these tragic events. From false photographs to the tactics ofwhite supremacy, the far right is clumsily trying to drive hate against minority groups and figureheads.
Be aware, the images the #farright are sharing in the hopes of starting a race war, are not of the SPAR employee that was punched. They\u2019re older photos of a Everton fan. Be aware of the information you\u2019re sharing and that it may be false. Always #factcheck #GeorgeNkencho pic.twitter.com/4c9w4CMk5h
— antifa.drone (@antifa_drone) December 31, 2020
Declan Ganley’s Burkean group and the incel wing of National Party (Gearóid Murphy, Mick O’Keeffe & Co.) as well as all the usuals are concerted in their efforts to demonstrate their white supremacist cred. The quiet parts are today being said out loud.
There is a concerted effort in far-right Telegram groups to try and incite violence on street by targetting people for racist online abuse following the killing of George Nkencho
— Mark Malone (@soundmigration) January 1, 2021
This follows on and is part of a misinformation campaign to polarise communities at this time.
The best thing you can do is challenge disinformation and report posts where engagement isn’t appropriate. Many of these are blatantly racist posts designed to drive recruitment to NP and other Nationalist groups. By all means protest but stay safe.
Speech Delay is most common in children nowadays
In ancient times, our grandparents used to follow typical natural way of caring the needs of a child. All they used were more of natural products than chemical based for the growth of child.
One of major step followed was to feed Gurbach Jadd/ Vasa Kommu/ Acorus Calamus for initiating good speech ability in a child. This stem was needed to babies on Tuesdays and Sundays in mother's milk.
Vasa is feed to baby after the 1st bath on 12th day in week. Weekly only thrice it is fed and named as :
Budhwar - Budhi Vasa
Mangalwar - Vaak Vasa
Ravi Vaar - Aayush Vasa
This stem is burnt and rubbed against the grinding stone in mother's milk or warm water to get a paste
The procedure to make it is in the link
https://t.co/uo4sGp7mUm
It should not be given daily to the child. Other main benefits are
1. It clears the phlegm in child's throat caused due to continuous milk intake. It clears the tracts and breathing is effortless.
2. Digestion
For children who haven't got their speech and is delayed than usual should feed this vasa on these days in week atleast for 6months. Don't get carried away with this dialogue
"Some gain speech little late"
In ancient times, our grandparents used to follow typical natural way of caring the needs of a child. All they used were more of natural products than chemical based for the growth of child.
One of major step followed was to feed Gurbach Jadd/ Vasa Kommu/ Acorus Calamus for initiating good speech ability in a child. This stem was needed to babies on Tuesdays and Sundays in mother's milk.
Vasa is feed to baby after the 1st bath on 12th day in week. Weekly only thrice it is fed and named as :
Budhwar - Budhi Vasa
Mangalwar - Vaak Vasa
Ravi Vaar - Aayush Vasa
This stem is burnt and rubbed against the grinding stone in mother's milk or warm water to get a paste
The procedure to make it is in the link
https://t.co/uo4sGp7mUm
It should not be given daily to the child. Other main benefits are
1. It clears the phlegm in child's throat caused due to continuous milk intake. It clears the tracts and breathing is effortless.
2. Digestion
For children who haven't got their speech and is delayed than usual should feed this vasa on these days in week atleast for 6months. Don't get carried away with this dialogue
"Some gain speech little late"
