The opportunity in US Equity Markets is huge and at the same time, it is getting easier for Indians to invest in the US markets.

Here is a summary of 10 companies I follow and what they do:

1/ Roblox:

$RBLX is a gaming platform where users can create games and monetize them by charging “Robux”. Kind of Youtube for Games. Users also spend money buying tickets to events, gaming avatars, etc.

DAUs: 42M
Average Bookings per DAU: $15.48
FCF (TTM): $518M
MCap: $50B
2/ Crowdstrike:

$CRWD, currently valued at $57B is a cybersecurity company. ‘Falcon’ is a cloud-native platform and uses AI to detect threats. Collects More Data - More Learning - Better Detection & Protection. It can protect your laptop as well as devices running on IoT
3/ Alibaba:

$BABA is a group of Chinese E-Com marketplaces and businesses. Its 2 primary marketplaces - TMall [like Amazon (B2C)] & Taobao [like eBay (C2C)], have 800M+ annual active users. Apart from this, it also has a Cloud business.

Mobile MAUs: 925M
Ecosystem GMV: $1.2T
4/ UiPath

$PATH aims at automating the mundane tasks at the workplace and thereby save on time and productivity. Say you have an invoice in PDF format, UiPath will read it and capture the date, amount, category etc and enter the data in your database.

ARR - $653M
MCap - $35B
5/ Facebook

$FB Across its 4 properties, it hosts 3.45 Billion Monthly users, nearly 50% of the human population. Huge data allows it to target ads better. Its marketplace, VR products + monetization of WhatsApp can aid further growth. Good growth + High Margin Business.
6/ Shopify

$SHOP makes it easier for businesses to go online. Upload your product catalog, prices, etc, choose layout and theme & your online store is ready! It makes use of the business data to provide services like lending to merchants.

GMV: $120B
Revenue: $3B
Mcap: $180B
7/ Tencent

$TCHEY is a Chinese Tech Conglomerate. It owns WeChat, which has 1.2B users. With WeChat, you can talk to your friends, you can shop and pay as well. There are Mini Apps being hosted on WeChat. It also owns stakes in top tech companies:Tesla, Ola, Snapchat & 700 more!
8/ Fiverr

$FVRR is a Freelance Service Marketplace. From Logo Design to Website Design you can hire freelance service providers or offer your service and monetize it on the marketplace, in return it gets to keep a cut.

Exp 2021 Revenue: $300M
Gross Margins: ~80%
Mcap: $8.5B
9/ Wix(.)com

$WIX is an Israeli company, which helps users create websites without code. Be it for your restaurant, online store, or your personal website, with drag & drop tools and plug-ins you can create a website without code.

ARR - $966M
Gross Margins - ~70%
MCap - $17B
10/ Coinbase

$COIN is a crypto exchange. In Q1 itself it generated more revenue than it did in the whole of 2020. Closely linked to the crypto cycle, traded volume jumped 3.5x (QoQ) in Q1 in sync with the crypto bull run.
High Margin business, but do you believe in Crypto?

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MDZS is laden with buddhist references. As a South Asian person, and history buff, it is so interesting to see how Buddhism, which originated from India, migrated, flourished & changed in the context of China. Here's some research (🙏🏼 @starkjeon for CN insight + citations)

1. LWJ’s sword Bichen ‘is likely an abbreviation for the term 躲避红尘 (duǒ bì hóng chén), which can be translated as such: 躲避: shunning or hiding away from 红尘 (worldly affairs; which is a buddhist teaching.) (
https://t.co/zF65W3roJe) (abbrev. TWX)

2. Sandu (三 毒), Jiang Cheng’s sword, refers to the three poisons (triviṣa) in Buddhism; desire (kāma-taṇhā), delusion (bhava-taṇhā) and hatred (vibhava-taṇhā).

These 3 poisons represent the roots of craving (tanha) and are the cause of Dukkha (suffering, pain) and thus result in rebirth.

Interesting that MXTX used this name for one of the characters who suffers, arguably, the worst of these three emotions.

3. The Qian kun purse “乾坤袋 (qián kūn dài) – can be called “Heaven and Earth” Pouch. In Buddhism, Maitreya (मैत्रेय) owns this to store items. It was believed that there was a mythical space inside the bag that could absorb the world.” (TWX)