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Anonymous
For me, am looking to average into TSLA, SE, CRWD and NET
If possible, also share yr thoughts about yr companies and what’s the opportunity behind them?
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Chris
27 Feb 2021
Owner and Writer at Tortoisemoney.com
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Hey Anon, good picks, I'm holding all of them hahah great minds think alike amirite?
Some tickers on my watchlist:
$FVRR: Shift towards gig-economy, strong runway ahead being only a 10b company and one of the market leaders (alongside UPWK which focuses more of professionals)
$SKLZ: Esports and gaming tailwinds, no direct competiton, interesting biz model with crazy gross revenues and high user engagement
$TDOC: Fell quite a bit after earnings. Telehealth has a long way to go, especially with shortage of medical staff which will get worse in the years to come. TDOC is a leader in the space, and their acquisition of LVGO (one of my favourite stocks in 2020) in the last year will improve their reach (as seen in this quarter's earnings).
$APPS: Advertising for phones. Accelerating growth in terms of revenue and margins. Recent acquistion of Mobile Posse has improved their conversions for in app advertisements and even more recently, acquistion of Adcolony seems to be a push towards conquering the Apple space.
Cheers!