🚨🚨 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).

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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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