5 years price target(very hard to know what growth % will be in 5 years itโs all based if growth will continue in the same %)
$u 250
$net 250
$sq 1100
$fsly 225
$roku 1100
$pins 250
$se 750
$tdoc 750
$twlo 900
$okta 500
$abnb 300
$shop 2500
$crm 850
$dkng 170
$exas 350
$nvta 200
Long
$dkng sport engagement gambling platform
$sklz skilled gaming e sports and gambling
$ipoe Financial ecosystem
$upst ai lending platform
$abnb travel operating platform
$meli online marketplace and services
$shop e commerce management
$se e commerce management
Worst 12 weeks I heโd in the market ever! Been trading since March 2009,Really hope we bottom today
Long update
$AMAT $GTLB $OKTA $ADBE $MQ
$MTCH $TTD $GLBE $COIN $MDB
$NFLX $ABNB $MTTR $APP $PLTR
$SHOP $MRVL $NVDA
Sold $shop itโs my favorite company but still trying to be disciplined ,184b company now in my book 40x40 operating margin is fully value ๐คทโโ๏ธ . So if they do 11.5b in 2023 is full value hard to see much upside,will rebuy on a pullback or new business info as I think upside is
Assuming long can reclaim 2 months ago high at one point in the next 2 years.
$tdoc 70%
$nvta 62%
$cmlf 80%
$nnox 140%
$dmtk 72%
$ipoe 73%
$ghvi 105%
$fsly 101%
$pltr 99%
$curi 73%
$shop 22%
$se 12%
$pins 5%
$dkng 19%
$upst 30%
$roku 30%
$twlo 24%
$ftch 38%
Today is the mark of 18 months since I become fully involved in the stock market when looking back I would never believe I could make 427%
In this short time. Here are some of the fin tweet account I was closely follow for ideas,trade,market conditions exc.. ๐
$nnox is 1.9b dollars company right now,newly fda single source the path for revenue is on track I think with this descriptive tech and unique business model they should generate enough revenue to be a 20b dollar company in 3-4 years assuming fda will approve Multi source.
The worst stock to be long this year was $fsly and $tdoc still long ๐คฆ hopefully we can finely change the tune after q2 report,considering indexes are in all times high and expectations is isnโt .2021 is a great year so far for my portfolio ,but
This too been a huge dragg.
$Curi
Market cap 673m
This year revenue will be 71m
Growth 80%
They just raise 87m
Margin 62% for now
I think itโs cheap,this kind of growth is value investing!
I started the year with 75k investment ,the goal was to make 20% annually so in 5 years I will have 186620.i got lucky and this year return was amazing but of course did some mistake(in may my account was 100% because how fast it was took 75k out of the market) my return after ๐
I cash out in $docu and $meli love both just wanted to have less companies.
Long
$ghvi $ipoe $upst $ftch $nvta
$shop $roku $curi $fsly $dmtk
$tdoc $pins $nnox $cmlf $pltr
$dkng $twlo $se
Long
$shop $dkng $meli $pltr $curi
$tdoc $crm $nvta $pins $ipoe
$bprmf $ttd $nnox $fsly
Cash 71%(will deploy it back to the market on pullback or special opportunity )
Long
Ytd 18.6% (down 0.3% from last month last Friday Was up 34.5 on the year)
Big 20b+
$nvda $pypl $crm $shop $meli
$adyey $twlo $roku $pltr $docu
$pins $tdoc $exas
Medium 5b+
$ipoe $sklz $stpk $dkng $ghvi
$cmlf $nvta $cgnx $fsly
Small 5b-
$nnox $pavm $blfs $bprmf $curi
$tdac
If I can choose to hold 15 companies private or public but canโt sale for 10 years ๐
$Fsly
$ghvi
$nvta
$cmlf
Gitlab
Canva
Marqeta
Databricks
$shop
$pins
$meli
$twlo
$pltr
Stripe
Space x
Software Watch list (will still be expensive but I will dive back in at this prices)
$fsly 82
$net 60
$avlr 120
$docu 200
$okta 205
$ddog 75
$u 100
$zm 300
$snow 260
$ai 127
$ipod or $ipof what it will be ?
Here some options List of cloud private companies
Stripe
Uipath
HashiCorp
Databricks
Confluent
Canva
Procore
Rubrik
Toast
ServiceTitan
Tanium
GitLab
Iโm aware $fb isnโt part of web 3 and It will take years to be meaningful in 100b revenue also less my style to invest in 1 trillion dollars company. but the leadership of one of the brightest person in the world takes on the meta Iโm a buyer starting long $fb selling $snap
Long
$dkng Fantasy league gambling platform
$ipoe Financial ecosystem
$upst ai lending platform
$shop e Commerce operating
$se e commerce gaming Financial services
$pins links search social media
$roku streaming platform
$curi streaming documentary
$ftch Fashion marketplace
Twitter is great I learn so much, I specially wanted to thank
@Pharmdca
beside the fact is a killer long term stock picker I really adopt is short term day swing trading add and trimmed favorite position which help tremendously for my returns ๐