The opportunity in US Equity Markets is huge and at the same time, it is getting easier for Indians to invest in the US markets.

Here is a summary of 10 companies I follow and what they do:

1/ Roblox:

$RBLX is a gaming platform where users can create games and monetize them by charging “Robux”. Kind of Youtube for Games. Users also spend money buying tickets to events, gaming avatars, etc.

DAUs: 42M
Average Bookings per DAU: $15.48
FCF (TTM): $518M
MCap: $50B
2/ Crowdstrike:

$CRWD, currently valued at $57B is a cybersecurity company. ‘Falcon’ is a cloud-native platform and uses AI to detect threats. Collects More Data - More Learning - Better Detection & Protection. It can protect your laptop as well as devices running on IoT
3/ Alibaba:

$BABA is a group of Chinese E-Com marketplaces and businesses. Its 2 primary marketplaces - TMall [like Amazon (B2C)] & Taobao [like eBay (C2C)], have 800M+ annual active users. Apart from this, it also has a Cloud business.

Mobile MAUs: 925M
Ecosystem GMV: $1.2T
4/ UiPath

$PATH aims at automating the mundane tasks at the workplace and thereby save on time and productivity. Say you have an invoice in PDF format, UiPath will read it and capture the date, amount, category etc and enter the data in your database.

ARR - $653M
MCap - $35B
5/ Facebook

$FB Across its 4 properties, it hosts 3.45 Billion Monthly users, nearly 50% of the human population. Huge data allows it to target ads better. Its marketplace, VR products + monetization of WhatsApp can aid further growth. Good growth + High Margin Business.
6/ Shopify

$SHOP makes it easier for businesses to go online. Upload your product catalog, prices, etc, choose layout and theme & your online store is ready! It makes use of the business data to provide services like lending to merchants.

GMV: $120B
Revenue: $3B
Mcap: $180B
7/ Tencent

$TCHEY is a Chinese Tech Conglomerate. It owns WeChat, which has 1.2B users. With WeChat, you can talk to your friends, you can shop and pay as well. There are Mini Apps being hosted on WeChat. It also owns stakes in top tech companies:Tesla, Ola, Snapchat & 700 more!
8/ Fiverr

$FVRR is a Freelance Service Marketplace. From Logo Design to Website Design you can hire freelance service providers or offer your service and monetize it on the marketplace, in return it gets to keep a cut.

Exp 2021 Revenue: $300M
Gross Margins: ~80%
Mcap: $8.5B
9/ Wix(.)com

$WIX is an Israeli company, which helps users create websites without code. Be it for your restaurant, online store, or your personal website, with drag & drop tools and plug-ins you can create a website without code.

ARR - $966M
Gross Margins - ~70%
MCap - $17B
10/ Coinbase

$COIN is a crypto exchange. In Q1 itself it generated more revenue than it did in the whole of 2020. Closely linked to the crypto cycle, traded volume jumped 3.5x (QoQ) in Q1 in sync with the crypto bull run.
High Margin business, but do you believe in Crypto?

More from Ideas

The cold hard truth:

Why do companies like Quibi raise billions, while companies like Peloton get nothing?

Because fundraising is a GAME

And the insiders keep the rules to themselves.

Here are 100 tips the insiders don’t want you to see but will help you win the game:

1. You can’t play the game without nailing the basics.

There are 5 core ingredients to a startup pitch.

Most have 2.
Good ones have 4.
The best have all 5.


2. Now that you have a grasp of the basics, it’s time to level up.

Good news - most founders make the same mistakes as each other.

Bad news - these mistakes are really easy to make.

Here's what not to do:


3. Ok so you told me what not to do.

So what should I do?

Read below.


4. We’re in a really unique fundraising environment right now.

It’s important to contextualize all these tips in the “here and now” of what’s going on in the landscape.
22 Powerful Ideas from Startup Founders

Startups succeed when they solve


Choose your customers


Resist the lure of new ideas when the real work begins:


Consider all paths and points of

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This media manipulation effort was inspired by the success of the "kids in cages" freakout, a 100% Stalinist propaganda drive that required people to forget about Obama putting migrant children in cells. It worked, so now they want pics of Trump "gassing children on the border."

There's a heavy air of Pallywood around the whole thing as well. If the Palestinians can stage huge theatrical performances of victimhood with the willing cooperation of Western media, why shouldn't the migrant caravan organizers expect the same?

It's business as usual for Anarchy, Inc. - the worldwide shredding of national sovereignty to increase the power of transnational organizations and left-wing ideology. Many in the media are true believers. Others just cannot resist the narrative of "change" and "social justice."

The product sold by Anarchy, Inc. is victimhood. It always boils down to the same formula: once the existing order can be painted as oppressors and children as their victims, chaos wins and order loses. Look at the lefties shrieking in unison about "Trump gassing children" today.