2021 portfolio reddit

Of course the market "could" fall next year, which would this drop the prices of Amazon and the like-minded yet I still believe that AMZN would fare better than their competitors due to so many factors. With apple axing the tracking throughout the OS, FB might have some hard time in targeting ads. The Company operates three business segments: Garena, Shopee, and SeaMonkey. We can't be successful without at least some (carefully evaluated) risk. They are just so powerful, and have simply dominated the entire retail industry. View all Motley Fool Services ... and Other Reddit Stocks Soared Today Get ready for round two of the battle between the bulls and bears. Why did you choose WCN over WM or RSG? The Company’s digital entertainment business, Garena, is a global game developer and publisher with a presence in Southeast Asia, Taiwan, and Latin America. I only see this account's value dropping in 2021 if there is a market correction. Why do you have zero investments in emerging markets like renewable energy or alternative medicine? Reddit Inc, which has been at the heart of a recent social media-driven retail trading frenzy, said on Monday it raised more than $250 million in a new round of funding that has doubled its valuation Especially with house prices continuing to rise, people will get fed up with realtors taking up to 6% of the value. 2021 Deep Value Portfolio. A stylized bird with an open mouth, tweeting Nice to see someone mention Evolution. Presumably these two values (B&C) would be more highly correlated when B is large and the underlying portfolio is less liquid - causing upward pressure on prices for structural reasons rather than fundamental reasons, i.e. FB is the cheapest among the FAANG stocks, yet has some of the highest growth rates. My goal is to buy stocks with practically zero research. I had an aha moment. Reddit Investors Shake Up Wall Street: Why Portfolio Diversification Is Key Published: 02/11/2021 by Financial Samurai 7 Comments Back in college, I was a degenerate day trader who bet on stocks between classes, partially based on what I read on message forums. How Can I Watch Super Bowl Reddit Streams Live Super Bowl Game With Social Media. Redfin’s iBuying service is dubbed “RedfinNow.” The service basically buys homes from sellers looking for a quick and convenient sale (close deals within 10-30 days). Mint app - as of 2/8/2021 Just a great company all-around. There are several new companies in EM, tech, etc. We're experiencing unexpected technical difficulties. Teladoc will have access to a larger amount of data it can interpret to refine its services and monetization strategies. 8 comments. Reddit's 'Roaring Kitty' Doubled His Stake in GameStop ... Feb 22, 2021 at 12:45PM ... he now patrols the markets looking for companies he can lock up as long-term holdings in a portfolio. Personal Capital. Some are predicting RDFN might start offering rental services as well. I know they are planning to split from Dell and probably a dividend is on the way. For example, if Instagram spun off from FB and traded at the same multiple as SNAP, Instagram’s market cap would be larger than FB’s. Second this. GME became famous on a website called Reddit, which lets users banter about common interests. Penny Stocks (PennyStocks.com) is the top online destination for all things Micro-Cap Stocks. What is your portfolio building process? It has the highest EBITDA and FCF margins (~32% avg / ~15% avg) giving it more capital for M&A. How does WCN have a large moat over those 2? The companies held in ARKG may develop, produce or enable: CRISPR, Targeted Therapeutics, Bioinformatics, Molecular Diagnostics, Stem Cells, Agricultural Biology. This is promising as it shows management can adapt to rapidly changing technology trends. Technology in RE is moving from being informational to transactional. The company has effectively grown EBITA margins from 41.6% in 1Q18 to 64.8% in 3Q20. Since 2003 the cost to sequence a human genome has dropped from nearly $3bn to less than $1,000. jump to content. Otherwise, sure I would like to include some of the riskier stocks, with lower percentages. If the govt forces FB to break up, we would get shares in the spin-offs, which would be valued at a higher multiple than FB. The antitrust lawsuit is not a threat imo, it is actually an opportunity. With a progressive government likely to push climate initiatives, recycling and non-hazardous waste collection are likely to benefit on the back end. “iBuying”). The analysts all have PT's above the current price- and I don't see any sell analysts out of over 25 of them. Margin expansion is expected to continue. My first time trying a more concentrated approach. Evolution Gaming Group (OTC: EVVTY) - Swedish company that develops, produces, markets and licenses integrated B2B live casino solutions for gaming operators. On PennyStocks.com you will find a comprehensive list of Penny Stocks & discover the Best Penny Stocks to buy, top penny stock news, and micro-cap stock articles. This is the archive of previous updates. The same hackers also tried to hack CrowdSrike at the same time but were unsuccessful. Press question mark to learn the rest of the keyboard shortcuts. And as someone who's just crossed over $218K net worth today 2/8/2021, I'm genuinely curious how people wealthier than me are managing their money. Healthcare is a huge market yet to be significantly disrupted. “Pick-and-shovel” investment into the world’s increasing digitization. which increases demand for Redfin’s services. DIS has proved agile as it successfully launched a streaming service, Disney+, that has already gained 86mn+ subscribers which was the company’s original 5 year target. North America’s market is ~$210mn, a 42% increase YoY, with NJ and PA the only states currently operating (NY looks promising). CrowdStrike (NASDAQ: CRWD) - Cybersecurity technology company that provides endpoint security, threat intelligence, and cyber attack response services. driven by the ETF and not by growth or fundamental improvement in the portfolio companies, i.e. Past performance isn't really indicative of their future returns. It has proved competitive, increasing the margin of safety if parks take longer to reopen. Buckle up and hold on -- 2021 might be just as volatile as its predecessor.Over the past month, retail investors on Reddit's WallStreetBets (WSB) … 2021 is expected to be a huge year for penny stocks. It’s not a question of who is the next Jobs/Bezos/Gates/Zuck, because Zuck is super young. Reddit gives you the best of the internet in one place. ARK Genomic Revolution ETF (BATS: ARKG) - Invests in companies advancing genomics. Going into 2021, sentiments towards solar have been at an all time high. Is that the reasoning? Even in the absence of COVID, cybersecurity remains a key component of the world’s increasing digitization as cyberthreats have been an ongoing issue from the onset of the internet. Amazon has nearly singlehandedly eliminated dozens of longstanding retailers who simply couldn't keep up with the ever-growing force of Amazon. With Trump out of office, I think FB has a chance to stay out of trouble and start to realize higher multiples. In telemedicine, did you evaluate any other names than? Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. Please wait a moment and refresh the page. Shift to clean energy; ENPH emerging as market leader. Their Financials are simply amazing. The site may not work properly if you don't, If you do not update your browser, we suggest you visit, Press J to jump to the feed. Please contact the moderators of this subreddit if you have any questions or concerns. Additionally, Evolution has a founder-led management team that is highly aligned with shareholders (mgmt owns over 30% of the stock). This is possible, but such is the same for anyone's account for that matter. In 2019, parks generated 45% of total operating income for DIS. jump to content. popular-all-random-users | AskReddit-videos-funny ... 2021 Portfolio Snapshot ~~ Lots of green! The only thing holding it back are buyer/sellers reluctant to do such a big purchase without realtors/lawyers and the real estate industry having a racket with the MSL being the only legit place to list houses. Pfizer Inc. 12.2% ENPH has developed the industry leading solution and is rapidly taking market share from its primary competitor, SolarEdge. I am curious. Full reopening and attendance in parks will be slow, but certainly benefit DIS when it happens. In other words, I am totally fine paying a short-term premium for growth and quality. Albeit a week late, I want to share my 2021 portfolio for documentation purposes and for whoever is interested. This is the March 2021 update. Evolution’s lack of competition enables it to rapidly grow in new markets and create a loyal customer base, with high switching costs. He has a history of being able to execute: IG acquisition / transition from desktop to mobile / denying multiple acquisition opportunities in his twenties. Reddit gives you the best of the internet in one place. streaming). I have tried several investments myself and it is challenging to find stocks with lots of potential early on. my subreddits. So kindly do not ignore the following context in which I am managing the stock portfolio. Great for stable growth. I bought in when it was under 100 and sold when it was 120-125. I can't imagine buying into DIS at this point. I'd up the Disney/Waste Connections-style stable names just a little bit more but overall really do like this portfolio and own a number of the same names. save. We like to think of Personal Capital as Mint with an investing kick. Personal Capital … HY savings or government bonds? It will introduce more science into healthcare decision making, enable personalized medicine, and accelerate drug discovery. Reopening trade. Still early stages of developing its consumer banking business, so we get the security of a bigger, established company with upside for an additional, lucrative business line such as fintech. 2021-03-03T15:26:31Z The letter F. An envelope. Returns as of 3/8/2021. Innovative industry. Building Wealth and Estate Planning. Best in class technology. Since when in the past have they become a streaming titan? They just had a 50% surge and they have historically been stagnant for long periods of time. SeaMonkey business is a digital financial services provider. Welcome to Reddit, the front page of the internet. edit subscriptions. Albeit a week late, I want to share my 2021 portfolio for documentation purposes and for whoever is interested. Here is the current Michael Burry portfolio as of 2021 based on his 4th quarter 13f filing at the end of December 2020. That's a lot of money for not a lot of work. SeaMonkey offers e-wallet services, payment processing, credit related digital financial offerings, and other financial products. The waste management industry is recession resilient, it will always be around. It symobilizes a website link url. Meta. The site may not work properly if you don't, If you do not update your browser, we suggest you visit, Press J to jump to the feed. WCN has a large moat; there isn’t much of a competitive threat the way the industry operates. The … I’ve wandered on to a bunch of cybersecurity forums, and the general consensus is CrowdStrike has developed the best cybersecurity solution by miles. There is so much unspoken positive potential for this company but I digress. Press question mark to learn the rest of the keyboard shortcuts. Because all shares were just “purchased” so they haven’t had time to go up or down yet. From the consumer POV, this will increase access to healthcare at a lower cost. The Super Bowl 2021 2021, 101st season, is going regarding. But I now think it is more people either (1) trying to front run Reddit and (2) scared shorts covering. It seems companies are just starting to realize the importance of cybersecurity. popular-all-random-users | AskReddit-movies-gaming-funny-pics-explainlikeimfive-videos ... March 1, 2021 Portfolio Snapshot. Non-hazardous waste collection. Digitization of Real Estate (i.e. P.S. March 8, 2021 Portfolio Snapshot. He has $238 million of capital under management at his firm Scion Asset Management, LLC Holdings. However, I have realized I am not in the business of beating Wall Street’s pricing, but would rather hold high-quality companies that I believe will grow faster that the market in the long term. Shopee has overtaken competitors, it is widening its market share lead. Hi, welcome to r/investing. Pricing reflects this, but it's expected to continue. How do you go to make your research? The risk is being willingly taken on some stocks. Article printed from InvestorPlace Media, https://investorplace.com/2021/03/reddit-penny-stocks-fuse-ry-ava-le-rad-and-other-top-names-on-the-popular-subreddit/. Possible, but they all already control so much and are so powerful- globally. Disney (NYSE: DIS) - Worldwide entertainment company that you all are probably familiar with. Fast-growing streaming division. 3) This is an open forum but we expect you to conduct yourself like an adult. CRWD is the undisputed leader in cybersecurity. By Sarah Smith, InvestorPlace Web Content Producer Jan 26, 2021, 11:52 am EST January 26, 2021 Want to understand why GameStop (NYSE: GME … Waste Connections Inc. (NYSE: WCN) - Waste services company that provides non-hazardous waste collection, transfer, disposal and recycling services. 5 Top Reddit Stocks To Sell After The Short Squeeze Don’t be left holding the bag when these Reddit stocks come crashing down By Ian Cooper Feb 3, 2021, 12:49 pm EST February 3, 2021 Among key competitors, Enphase has been one of the lowest cost producers. Pay for quality. However, this portfolio has the largest allocation for 2021. Not bad, how long did it take to get to a million? Down to brass tacks, I am putting my money in the highest quality companies (in my view) across a diverse set of industries I find attractive. 0. Down to brass tacks, I am putting my money in the highest quality companies (in my view) across a diverse set of industries I find attractive. The company has been executing on several other segments in the meantime (i.e. Those aren't that big of hurdles to jump over. May I ask what made you go for WCN rather than the standard WM? Returns as of 3/8/2021. Remember about a week ago a bunch of Russian hackers breached SolarWinds? It's a One-year Stock Portfolio Challenge. ESports is a rapidly growing market (15.7% YoY to $1.1bn in 2020) and Sea is outpacing market growth. Etc. 1 . Big believer in the concept but will do my DD, Looks like you're using new Reddit on an old browser. 2) Important: We have strict political posting guidelines (described here and here). Ticker Discussion. Some of these names are overvalued in the short term. Her worst ETF still doubled investors' money. My Short squeeze portfolio is up 3.5% today and 8% overall. I've been reading about real estate being automated for close to a decade now. Providers who were once opposed to telemedicine now realize its benefits and several regulatory changes are promising for telemedicines growth potential. Not bad. Her strategy is to make investments into companies that she considers incredibly transformational and she has seen success doing it. This trend is expected to continue, especially after the Georgia run-off results. Evolution has almost no analyst coverage in the US and very minimal coverage in Europe, presenting opportunity for additional growth as institutional money managers recognize this opportunity and draw attention to the stock. Management thinks the US will be the largest in the long-term. Reddit traders have set their sights on a new ... Returns as of 3/8/2021. Citigroup Inc. 14.4%. Why Waste collection over Waste Management (WM)? Massive untapped markets. Diversified consumer internet company with market-leading position. Amid all the freneticism of the Reddit-hedge fund battle, a simple fact seems to have gone unnoticed: It means very little to the majority of investors. Sea caters to Southeast Asia and Taiwan, providing its online gaming, e-commerce, and payment platforms. I aimed to balance risk in this portfolio with some growth names and legacy plays. By Sarah Smith, InvestorPlace Web Content Producer Feb 1, 2021, 2:27 pm EST February 1, 2021 Editors note: This article was changed on Feb. 1 … This segment isn’t profitable yet as it is just getting started, but promising as the management adapts to technology trends. ... to our Contrarian Income Report portfolio in June. The Economist consistently ranked realtors as one of the most likely jobs to be automated away, right next to radiologist and xray tech, which ever one looks for anomalies in xrays. A retail investor who goes by u/DeepFuckingValue on Reddit and the name Roaring Kitty on YouTube is set to testify before Congress on Thursday.. It’s products include Facebook, Instagram, Messenger, WhatsApp and Oculus. I'm definitely more interested in Redfin. edit subscriptions. Bezos is a pure genius with his business strategies- even branching out into other rising technologies to ensure future growth. Why set yourself up for potential failure is my question. This is possible, but such is the same for anyone's account for that matter. I have two other accounts - one with about 40 growth stocks and another with about 10 big names / ETFs. 1 exhibitor’s portfolio … Early mover advantage. I agree that telemedicne sector has a lot of potential. Teladoc Health (NYSE: TDOC) - Provides virtual healthcare services on a B2B basis to its clients and provides services to consumers directly and through channel partners. Recession resilient; re-opening trade. More posts from the InvestmentClub community. Sorry! A lot of companies have reached prominent success with a large focus on their timing ( ie: is the world ready, accepting, and needing their product or service at that time?). Not nearly that much. Posted by 10 hours ago. And this portfolio does in fact contain some risk.

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