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Past performance isn't really indicative of their future returns. Technology in RE is moving from being informational to transactional. The analysts all have PT's above the current price- and I don't see any sell analysts out of over 25 of them. Sea caters to Southeast Asia and Taiwan, providing its online gaming, e-commerce, and payment platforms. Is that the reasoning? I'm a fan of their cloud investments, and their renowned Virtual Desktops are key for some businesses and individuals. The Company’s digital entertainment business, Garena, is a global game developer and publisher with a presence in Southeast Asia, Taiwan, and Latin America. Super Bowl 2021 fans are ready to watch all games. 1 . They are just so powerful, and have simply dominated the entire retail industry. I think disney plus is a game changer. From the consumer POV, this will increase access to healthcare at a lower cost. How does WCN have a large moat over those 2? So kindly do not ignore the following context in which I am managing the stock portfolio. Violations will result in a likely 60 day ban upon first instance. We can't be successful without at least some (carefully evaluated) risk. 2021-03-03T15:26:31Z The letter F. An envelope. Undetected from Wall Street. 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.. Redfin Corporation (NASDAQ: RDFN) - Provides residential real estate brokerage services. Not nearly that much. RDFN has the best LT margin potential. my subreddits. Her worst ETF still doubled investors' money. Early mover advantage. This is promising as it shows management can adapt to rapidly changing technology trends. I am a bot, and this action was performed automatically. edit subscriptions. Speaking with CNBC (watch the full segment above) on Friday, he said advance ticket sales in New York took up seven of the top 20 spots in the No. This segment isn’t profitable yet as it is just getting started, but promising as the management adapts to technology trends. Best in class technology. Disagree, argue, criticize, but no personal attacks. Zuck. ENPH has developed the industry leading solution and is rapidly taking market share from its primary competitor, SolarEdge. And this portfolio does in fact contain some risk. Those aren't that big of hurdles to jump over. This is possible, but such is the same for anyone's account for that matter. I’ve wandered on to a bunch of cybersecurity forums, and the general consensus is CrowdStrike has developed the best cybersecurity solution by miles. This trend is expected to continue, especially after the Georgia run-off results. Mint app - as of 2/8/2021 Some are predicting RDFN might start offering rental services as well. How Can I Watch Super Bowl Reddit Streams Live Super Bowl Game With Social Media. Will definitely research more into redfin. It symobilizes a website link url. Consistent, Growing Rev, decent BV, solid Income and EPS. 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. 3) This is an open forum but we expect you to conduct yourself like an adult. Why set yourself up for potential failure is my question. North America’s market is ~$210mn, a 42% increase YoY, with NJ and PA the only states currently operating (NY looks promising). What do you mean by "this is a paper account"? streaming). Most people are entering 2021 with a huge sense of optimism following the release of several vaccines, as well as the new Democratic President. FB recently tweaked their Whatsapp privacy policy to more of non private and sharing agreement, There is been quite an upheaval in tech community. 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. Plus this portfolio has some limitations in it's making of including (but not limited to): only US-Based equities, no penny stocks, and 20 stocks max. More posts from the InvestmentClub community. I have a feeling the FAANG stocks honeymoon might be over soon, now that the governments across the world have set their sights on it. Not to mention the have a Cloud partnership with AWS (Amazon). 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/. ESports is a rapidly growing market (15.7% YoY to $1.1bn in 2020) and Sea is outpacing market growth. I'm definitely more interested in Redfin. People are moving out of the cities because of COVID / trying to avoid taxes / etc. It’s worth $100bn but has effectively proved its ability to identify opportunities and expand business lines. It feels like boarding a ship that may not sail for 3 years. Margin expansion is expected to continue. I aimed to balance risk in this portfolio with some growth names and legacy plays. Press question mark to learn the rest of the keyboard shortcuts. The Top 25 Cryptocurrencies to Know in 2021: BTC, ETH, XRP, XLM and More Jan 13, 2021 Cardano ADA Price Prediction: What Bullish Experts Are Saying About the Cryptocurrency Feb 8, 2021 Pfizer Inc. 12.2% 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. But I now think it is more people either (1) trying to front run Reddit and (2) scared shorts covering. I thought these were going up due to Reddit. 0. Building Wealth and Estate Planning. With apple axing the tracking throughout the OS, FB might have some hard time in targeting ads. It’s not a question of who is the next Jobs/Bezos/Gates/Zuck, because Zuck is super young. 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. This is the archive of previous updates. Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. Healthcare is a huge market yet to be significantly disrupted. Facebook (NASDAQ: FB) - Enables people to connect through devices. There is so much unspoken positive potential for this company but I digress. With Trump out of office, I think FB has a chance to stay out of trouble and start to realize higher multiples. Posted by 10 hours ago. 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. With interest rates extremely low (and no expectation for them to increase), homebuying demand should continue to grow. The u/ReataDeOro community on Reddit. Teladoc will have access to a larger amount of data it can interpret to refine its services and monetization strategies. ARK estimates that genomic sequencing revenues will grow 43% at an annual rate, from $3.5bn last year to $21bn in 2024. I bought in when it was under 100 and sold when it was 120-125. I am fairly new to investing ( < 1 year ) but this portfolio doesn't seem to capture the future of technology or future markets, instead it seems to be what HAS been successful and not WILL be successful. save. Digitization of Real Estate (i.e. NET is going to be one of the major plays that’s going at a discount rn. Why do you have zero investments in emerging markets like renewable energy or alternative medicine? Pay for quality. May I ask what made you go for WCN rather than the standard WM? Citigroup Inc. 14.4%. I have two other accounts - one with about 40 growth stocks and another with about 10 big names / ETFs. That's a lot of money for not a lot of work. Among the best performing non-leveraged ETFs of Wednesday, the ETFMG Alternative Harvest ETF () advanced 11.9%, Cambria Cannabis ETF (TOKE) increased 6.8%, Global X Cannabis ETF (POTX) surged 15.2%, AdvisorShares Pure Cannabis ETF (YOLO) gained 4.6%, Amplify Seymour Cannabis ETF (CNBS) rose 13.3%, and The Cannabis ETF (THCX) jumped 10.7%.. 1 . my subreddits. Meanwhile, shares of Tilray … ©2021 InvestorPlace … 2021 is expected to be a huge year for penny stocks. In other words, I am totally fine paying a short-term premium for growth and quality. Returns as of 3/8/2021. They just had a 50% surge and they have historically been stagnant for long periods of time. I only see this account's value dropping in 2021 if there is a market correction. Returns as of 3/8/2021. CrowdStrike (NASDAQ: CRWD) - Cybersecurity technology company that provides endpoint security, threat intelligence, and cyber attack response services. In telemedicine, did you evaluate any other names than? Non-hazardous waste collection. The direct equity portfolio is only about 19% of my retirement equity MF portfolio. He has $238 million of capital under management at his firm Scion Asset Management, LLC Holdings. Reopening trade. Cannabis Stocks Light up Reddit as Sector Surges to New Highs More FILE PHOTO: Cannabis plants grow inside the Tilray factory hothouse in Cantanhede, Portugal April 24, 2019. FB is the cheapest among the FAANG stocks, yet has some of the highest growth rates. Her strategy is to make investments into companies that she considers incredibly transformational and she has seen success doing it. 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 … 1 exhibitor’s portfolio … I have tried several investments myself and it is challenging to find stocks with lots of potential early on. 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. 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. 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. The waste management industry is recession resilient, it will always be around. Etc. GME became famous on a website called Reddit, which lets users banter about common interests. It’s products include Facebook, Instagram, Messenger, WhatsApp and Oculus. Ticker Discussion. Due to fierce competition, many of them have started to widen their portfolio of features and tools. 1 . My goal is to buy stocks with practically zero research. jump to content. Please wait a moment and refresh the page. Not bad. I'd buy and hold AMZN for a retirement portfolio Long-term. 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. Sea Ltd (NYSE: SE) - Digital entertainment, electronic commerce, and digital financial services. Albeit a week late, I want to share my 2021 portfolio for documentation purposes and for whoever is interested. I aimed to balance risk in this portfolio with some growth names and legacy plays. Europe is estimated to be around $2.5bn (EVVTY has 50% market share), Asian market is ~15x the size of Europe (150% YoY growth for EVVTY in Asia). The antitrust lawsuit is not a threat imo, it is actually an opportunity. Solar firms are expected to benefit from extended tax incentives on both the consumer and producer ends. My first time trying a more concentrated approach. So many. Reddit gives you the best of the internet in one place. View all Motley Fool Services ... and Other Reddit Stocks Soared Today Get ready for round two of the battle between the bulls and bears. Below is a summary of the portfolio and big picture reasoning behind each investment. Gill gained a cult-like following as his position updates on Reddit showed his investment swelling in value in late 2020 and early 2021. Shopee has overtaken competitors, it is widening its market share lead. Especially with house prices continuing to rise, people will get fed up with realtors taking up to 6% of the value. Also FB is the poster boy of anti privacy movement. There are several new companies in EM, tech, etc. With a progressive government likely to push climate initiatives, recycling and non-hazardous waste collection are likely to benefit on the back end. I had an aha moment. 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. ... Reddit has become super annoying in the last few weeks. Great for stable growth. Since 2003 the cost to sequence a human genome has dropped from nearly $3bn to less than $1,000. Penny Stocks (PennyStocks.com) is the top online destination for all things Micro-Cap Stocks. Why did you choose WCN over WM or RSG? They have a strong back catalogue of titles, popular franchises and the name recognition to grow to netflix's size. I agree that telemedicne sector has a lot of potential. Garena provides access to mobile and personal computer online games. We like to think of Personal Capital as Mint with an investing kick. 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 Inter-US Migration and housing outlook. Medicare and other government-sponsored coverage is expected to include telemedicine benefits, increasing TDOC’s TAM. 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. 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. This enables the company to make acquisitions while handling its debt load. 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. Personal Capital … March 8, 2021 Portfolio Snapshot. What is the riskiest stock in your 2021 portfolio? I'm definitely open to any feedback. I'm willing to bet that your balance will drop this year (although this appears to be a paper account). It seems companies are just starting to realize the importance of cybersecurity. I'd talk about their Financials, but the vast growing numbers speak for themselves. Personal Capital. which increases demand for Redfin’s services. Possible, but they all already control so much and are so powerful- globally. “Pick-and-shovel” investment into the world’s increasing digitization. Yes. 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). It has proved competitive, increasing the margin of safety if parks take longer to reopen. 2021 Deep Value Portfolio. I bought into Nokia too. Out of all the ETFs she runs, her closest competitor trailed by 60%. FB would be successful in other countries but people who are more into tech or aware about privacy issues wont use FB like everybody does. Meta. Additionally, Evolution has a founder-led management team that is highly aligned with shareholders (mgmt owns over 30% of the stock). This is the March 2021 update. I only see this account's value dropping in 2021 if there is a market correction. Could you share your thoughts on why TDOC is the leader in this field? However, this portfolio has the largest allocation for 2021. Why Waste collection over Waste Management (WM)? The company has been executing on several other segments in the meantime (i.e. Providers who were once opposed to telemedicine now realize its benefits and several regulatory changes are promising for telemedicines growth potential. 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 Shift to clean energy; ENPH emerging as market leader. 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. RDFN most attractively valued compared to Z and OPEN, with the most upside potential given its market cap ~$7bn. 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. 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) … An image of a chain link. Shopee provides users with a shopping environment that is supported by integrated payment, logistics, fulfillment, and other value-added services. Its low-cost structure is a major contributing factor to its improving margins. 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. COVID has accelerated this disruption. Technological advantage. Hi, welcome to r/investing. Everybody immediately assumed you’re mobbed up. Please note that as a topic focused subreddit we have higher posting standards than much of Reddit: 1) Please direct all advice requests and beginner questions to the stickied daily threads. Not bad, how long did it take to get to a million? Second this. Their Financials are simply amazing. Please contact the moderators of this subreddit if you have any questions or concerns. Press question mark to learn the rest of the keyboard shortcuts. This gives WCN a bit more growth potential, but you can't go wrong with WM. Massive untapped markets. Management thinks the US will be the largest in the long-term. 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. I actually really do like this portfolio. My Short squeeze portfolio is up 3.5% today and 8% overall. Some of these names are overvalued in the short term. Waste Connections Inc. (NYSE: WCN) - Waste services company that provides non-hazardous waste collection, transfer, disposal and recycling services. If there does happen to be a market correction in 2021, the mid- and large-cap stocks should easily withstand the turmoil, whilst the smaller, newer companies might not last. How do you go to make your research? Bezos is a pure genius with his business strategies- even branching out into other rising technologies to ensure future growth. ARK Genomic Revolution ETF (BATS: ARKG) - Invests in companies advancing genomics. Etc. 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. share. Otherwise, sure I would like to include some of the riskier stocks, with lower percentages. In 2019, parks generated 45% of total operating income for DIS. I've been reading about real estate being automated for close to a decade now. Reddit gives you the best of the internet in one place. The … She’s a beast stock picker. ARK believes that as costs continue to drop, genomic sequencing will become a standard of care in oncology. Diversified consumer internet company with market-leading position. I can't imagine buying into DIS at this point. 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. It's a One-year Stock Portfolio Challenge. CRWD is the undisputed leader in cybersecurity. Cathie Wood. The companies held in ARKG may develop, produce or enable: CRISPR, Targeted Therapeutics, Bioinformatics, Molecular Diagnostics, Stem Cells, Agricultural Biology. P.S. It started the year with about $12.5 billion and now runs more than $8 billion. The company has effectively grown EBITA margins from 41.6% in 1Q18 to 64.8% in 3Q20. Going into 2021, sentiments towards solar have been at an all time high. Arent all stocks (except commodities) paper accounts? What is your portfolio building process? SeaMonkey offers e-wallet services, payment processing, credit related digital financial offerings, and other financial products. Reddit traders have set their sights on a new ... Returns as of 3/8/2021. What’s the hypothesis behind investing in VMware ? It has the highest EBITDA and FCF margins (~32% avg / ~15% avg) giving it more capital for M&A. driven by the ETF and not by growth or fundamental improvement in the portfolio companies, i.e. It’s a stereotype. HY savings or government bonds? Albeit a week late, I want to share my 2021 portfolio for documentation purposes and for whoever is interested. Personal finance is primarily personal. 1. Innovative industry. Here is the current Michael Burry portfolio as of 2021 based on his 4th quarter 13f filing at the end of December 2020. The risk is being willingly taken on some stocks. Nice to see someone mention Evolution. This includes beginner questions and portfolio help. popular-all-random-users | AskReddit-movies-gaming-funny-pics-explainlikeimfive-videos ... March 1, 2021 Portfolio Snapshot. SeaMonkey business is a digital financial services provider. ... to our Contrarian Income Report portfolio in June. Here are a list of stocks in his portfolio going into 2021: Stock/Percentage of portfolio. Actively managing a portfolio and trying to short term trade or swing trade with M1? Evolution Gaming Group (OTC: EVVTY) - Swedish company that develops, produces, markets and licenses integrated B2B live casino solutions for gaming operators. 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?). 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. The same hackers also tried to hack CrowdSrike at the same time but were unsuccessful. 8 comments. We're experiencing unexpected technical difficulties. 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. This is possible, but such is the same for anyone's account for that matter. Management’s strategy is to generally only spend what FCF is available. It will introduce more science into healthcare decision making, enable personalized medicine, and accelerate drug discovery. Portfolio holdings are decided on by community pitches, discussions, and votes. Recession resilient; re-opening trade. Undervalued. This is mainly because of its continuous political scandals. We use cookies on our websites for a number of purposes, including analytics and performance, functionality and advertising. Enphase Energy (NASDAQ: ENPH) - Designs and manufactures software-driven home energy solutions that span solar generation, home energy storage and web-based monitoring and control. Koppikar, 33, is a short seller — the kind of investor demonized by the hordes of Reddit day traders who sent GameStop soaring more than 1,000 percent … Since when in the past have they become a streaming titan? WCN primarily targets secondary markets like rural areas (vs. highly competitive urban) allowing it to have higher pricing and margins, despite having fewer landfills. These are the same people who are well educated and have enough money to spend. that will be big names, possibly next year, but this portfolio is not prioritizing or considering that (to limit the specific level of risk). We are currently undergoing a relaunch of this project. Full reopening and attendance in parks will be slow, but certainly benefit DIS when it happens. Livongo acquisition. Stay tuned... Looks like you're using new Reddit on an old browser. popular-all-random-users | AskReddit-videos-funny ... 2021 Portfolio Snapshot ~~ Lots of green! edit subscriptions. In the last decade we have seen a bunch of hacks where companies have exposed sensitive customer information. The best companies keep going up for years in a row, and I think Sea is in the early stages of being classified as such a company. A stylized bird with an open mouth, tweeting Sorry! Competitive positioning in industry ripe for disruption. Disney (NYSE: DIS) - Worldwide entertainment company that you all are probably familiar with. Just a great company all-around. Where a virtual investment club manages a virtual $1MM portfolio based on value and growth investing. Goldmans Marcus HY savings is currently 0.5% compared to a government bond etf like GOVT which has a SEC yield of ~0.62%. And this portfolio does in … WCN has a large moat; there isn’t much of a competitive threat the way the industry operates. 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. Big believer in the concept but will do my DD, Looks like you're using new Reddit on an old browser. The Super Bowl 2021 2021, 101st season, is going regarding. Remember about a week ago a bunch of Russian hackers breached SolarWinds? Pricing reflects this, but it's expected to continue. Welcome to Reddit, the front page of the internet. 2) Important: We have strict political posting guidelines (described here and here). I'm not necessarily looking for high-risk stocks. jump to content. Amazon has nearly singlehandedly eliminated dozens of longstanding retailers who simply couldn't keep up with the ever-growing force of Amazon. By Sarah Smith, InvestorPlace Web Content Producer Jan 26, 2021, 11:52 am EST January 26, 2021 Want to understand why GameStop (NYSE: GME … 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. At 11 am my hypothetical reddit portfolio is up 36% on the day and 89% since I started it Tuesday. He's been an analyst for Motley Fool Rule Breakers and a portfolio … Because all shares were just “purchased” so they haven’t had time to go up or down yet. The Company operates three business segments: Garena, Shopee, and SeaMonkey. It indicates the ability to send an email. Fast-growing streaming division. I am curious. Among key competitors, Enphase has been one of the lowest cost producers. “iBuying”). I know they are planning to split from Dell and probably a dividend is on the way.
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