BC IDEAS
Saved by @AnmolNarula11

I asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?”

I received 710 answers

Here are 20 top stocks that have 50x+ potential:

 1: Alteryx - $AYX

Market cap: $5.1 billion

What it does: Big data analytics
2: Boston Omaha - $BOMN

Market Cap: $900 million

What it does: Berkshire Hathaway 2.0
3: Beyond Meat - $BYND

Market Cap: $7.9 billion

What it does: Plant-based meat
4: Desktop Metals - $DM

Market Cap: $2.3 billion

What it does: 3D Printing
5: ContextLogic - $WISH

Market Cap: $5.4 billion

What it does: Discount e-commerce

The 10 minutes bull case for $WISH is available on my YouTube channel

https://t.co/gMtXz6Ma7v
6: Fiverr - $FVRR

Market Cap: $7.8 billion

What it does: Online freelance marketplace
7: Global-E - $GLBE

Market Cap: $7.7 billion

What it does: Software for international e-commerce
8: Jumia - $JMIA

Market Cap: $2.2 billion

What it does: E-commerce in Africa
9: Lemonade - $LMND

Market Cap: $5.2 billion

What it does: Next-gen insurance
10: Upstart - $UPST

Market Cap: $8.9 billion

What it does: Credit scores 2.0

Here’s the bull case in 5 minutes:

https://t.co/QhEvfTHeIB
11: Latch - $LTCH

Market Cap: $1.5 billion

What it does: Hardware/software for property management
12: Nano-X Imaging - $NNOX

Market Cap: $1.3 billion

What it does: Bring medical imaging to the world
13: Origin Materials - $ORGN

Market Cap: $950 million

What it does: Carbon negative plastic
14: Open Doop - $OPEN

Market Cap: $8.2 billion

What it does: Real Estate iBuying
15: Sofi Technologies - $SOFI

Market Cap: $12 billion (slightly over)

What it does: Digital financial services

Here’s the bull case for $SOFI in 5 minutes

https://t.co/rmyPJLFVU4
16: $RDFN

Market Cap: $5.7 billion

What it does: Real Estate 2.0 & iBuying
17: OZON - $OZON

Market Cap: $11.1 billion (slightly over)

What it does: E-commerce in Russia
18: Virgin Galatic - $SPCE

Market Cap: $7.8 billion

What it does: Space tourism
19: Twist Biosciences - $TWST

Market Cap: $5.6 billion

What it does: DNA on demand
20: YETI - $YETI

Market Cap: $7.6 billion

What it does: High-quality outdoor gear

We covered the bull case for $YETI in 5 minutes

https://t.co/OidvJ7KZM7
Like this thread?

I regularly tweet about money, investing, and personal finance

Follow me @BrianFeroldi

You may enjoy my other threads

https://t.co/9zUKu1NhAl
You can read all of the answers to my original tweet here:

https://t.co/RLNPSyapag
Summary:
1: $AYX
2: $BOMN
3: $BYND
4: $DM
5: $WISH
6: $FVRR
7: $GLBE
8: $JMIA
9: $LMND
10: $UPST
11: $LTCH
12: $NNOX
13: $ORGN
14: $OPEN
15: $SOFI
16: $RDFN
17: $OZON
18: $SPCE
19: $TWST
20: $YETI

More from Brian Feroldi

Brian Feroldi
Brian Feroldi
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Med-tech is a great industry to get to know

Study these stocks to learn more:

$ABMD
$ALGN
$AMWL
$DXCM
$GDRX
$GH
$IRTC
$ISRG
$LGVW / $BFLY
$NARI
$NVCR
$NNOX
$OM
$ONEM
$PGNY
$PODD
$SDGR
$SILK
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$SMLR
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$TDOC
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$ZYXI

Podcast deep dives ⬇️⬇️⬇️⬇️⬇️⬇️⬇️

Podcast deep

$DXCM $PODD

$GDRX

https://t.co/PGhTW6JffI

$NARI

https://t.co/T5q1XPc044
TRADING
Brian Feroldi (\U0001f9e0,\U0001f4c8)
Brian Feroldi (🧠,📈)...
@BrianFeroldi
If you buy individual stocks, you MUST watch their earnings

Here are 9 FREE investing tools that are massive time savers:📈

1. What companies are reporting this week?

@FINVIZ_com makes it easy to find out

Screener → Earnings Date --> This Week

I like to sort by market cap


2. What numbers is Wall Street expecting?

@SeekingAlpha's earnings section has TONS of great information

Ticker → Earnings → Upcoming Quarter Earnings


3. How do I find the earnings?

Search the company’s name + “investor relations”

Companies like $TSLA provide presentations, webcasts, earnings releases, and more


4. Prefer to listen to earnings calls on the go?

@Quartr_App makes it easy

Their free app allows you to pause, rewind, & speed up the call -- a HUGE time saver
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Brian Feroldi
Brian Feroldi
@BrianFeroldi
My investing style: Buy and hold high-quality businesses

Here are 15 traits that tell me I've found a great business ⬇️

1/ Recurring Revenue

Types:

Business Services $MCO
Contracts $AMT
Consumables $MNST
Exchange $MKTX
Franchise $WINA
Membership $TDOC
Platform $ETSY
Razor/blade $DXCM
Real Estate $STOR
SaaS, PaaS, IaaS $TWLO, $NOW, $FSLY
Subscription $NFLX
Tollbooth $BIP


2/ Recession-Proof Demand

Great companies sell products/services that are in-demand in good times and bad

That allows them to grow regardless of what is happening in the broader economy


3/ Organic Growth

"Organic" growth: Growing by increasing sales of internally developed products/services

"Inorganic" growth: Growing from mergers & acquisitions

Organic Growth > Inorganic Growth


4/ High & Expanding Gross Margin

Indicates that the company’s products/services create a huge amount of value for the customer

Rising gross margin also indicates pricing power
FINANCE
Brian Feroldi
Brian Feroldi
@BrianFeroldi
Accounting is the language of business.

If you buy stocks, you MUST learn how to read a balance sheet.

Here’s everything you need to know:

The balance sheet is one of the 3 major financial statements.

It shows company’s:

▪️Assets: What it owns
▪️Liabilities: What it owes
▪️Shareholders Equity: It's net worth attributable to its owners

At a fixed point in time

That “at a point in time” part is key!

A balance sheet is a SNAPSHOT of a company’s net worth.

It is usually measured at the end of a quarter/year.

That’s different from an income statement or cash flow statement, both of which are measured over periods of time

All balance sheets follow the same formula:

Assets = Liabilities + Shareholders Equity

This formula must be in balance at all times

(Hence the term “balance sheet”)


Side Note:

This formula can be easily re-arranged into the “net worth” formula that you are already familiar with

Assets - Liabilities = Shareholders Equity (Net worth)
BALANCESHEET
Brian Feroldi
Brian Feroldi
@BrianFeroldi
Last week, I asked my followers to share their favorite Twitter threads

I receive tons of wonderful replies and read through them all

Here are 31 amazing threads that are well worth your time ⬇️

1/ @10kdiver on


2/ @aaronbush100 on 20 semi-controversial investing


3/ @annieduke on category


4/ @awilkinson on losing
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More from Ideas

Brian Bourque \U0001f680
Brian Bourque 🚀...
@bbourque
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
IDEAS
Scott Domes \U0001f680
Scott Domes 🚀
@scottdomes
How to have better, more creative ideas

A thread of wisdom from:
@TheSchoolOfLife
@david_perell
@anthilemoon
@joulee
@stephsmithio
& more

🧵👇

First, recognize that there are no new ideas.

Innovation is just rearranging existing concepts in a revolutionary way.

To get better at that, learn to combine your unique interests.

I wrote about this

offers a five step process for generating inspiration:

1. Gather raw material.

2. Work over them in your mind.

3. Let your subconscious mind process them.

4. Have a “Eureka" moment.

5. Shape and develop your idea — make it

suggests increasing your creativity by being prolific

Generate as many ideas as you can, as often as you can

Have a daily routine that primes your mind for

looks for a specific combination of traits in order to determine if an idea is worth pursuing

The criteria are:
- interesting
- doesn't exist in that exact form
- something she can uniquely contribute
IDEAS
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Dinesh Sairam
Dinesh Sairam
@Dinesh_Sairam
This thread is for investors or those who are interested in CDSL as an investment. Often the central reason quoted for an investment here is the gush of FCF the business produces and some float money also to boot. But this argument ignores a central problem as well. (1/11)

I completely agree that CDSL is a business that produces ample amount of Free Cash. So, it begs the question: "What are they doing with all that cash?" Generally, firms can utilize the cash on their books in 4 ways: Dividends, Acquisitions, Capex/Investments and Buybacks. (2/11)

CDSL does have a Dividend Payout Ratio of ~35-40%. But Dividends are the least efficient way of utilizing cash, due to the Triple Taxation on Dividends. More

Handled well, Inorganic Growth is so lucrative that some companies build their business models around acquisitions (Say, MSSL or Cyient). However, CDSL literally CAN'T be one such company. Read 7 (c) of the below regulatory document to know more:

https://t.co/071lwnnwJ4

(4/11)


CDSL can also reinvest cash into their own business, like most companies do. But CDSL (And most Exchanges) have little need for Capex/Reinvestment. CDSL's IPO came in at Rs. 523.99 Crores. Two years in, the Cash and Investments on their books stands at Rs. 650 Crores. (5/11)
IDEAS
Sneh Kagrana
Sneh Kagrana
@sneh_kagrana
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
IDEAS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
@suru27 The number of pets that we spot while morning and evening walks have noticeably increased over the last few months. These companions are great in emotional support, and a natural therapy for 🧠
IDEAS

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THE BATTLE OF SARAIGHAT (1671)

Lachit Borphukan's humiliation of Aurangzeb.

The battle of Saraighat was a naval engagement fought on the Brahmaputra river near Saraighat between the M0ghul empire and Ahom kingdom in 1671.

Guts, resolve and glory!

(Elaborate thread)


Koch was a state situated between the dominions of M0ghuls and Ahoms. For Ahoms, it was a buffer state for keeping M0ghul territorial expansions at bay.(1)

Times changed when the ruler of the Koch kingdom, Nara Narayana passed away in 1587 resulting in Koch being divided into 2. Western Koch was ruled by his son Lakshmi Narayan and the eastern Koch by his nephew, Raghudev.(2)

Lakshmi Narayan formed an alliance with M0ghuls after which he attacked Parikshit, son of Raghudev, in 1602. Parikshit Narayan was defeated while his brother Bali Narayan took refuge in the Ahom Kingdom.(3)

The M0ghuls used it as a pretext to invade Ahom kingdom. The first battle between them took place in 1615 leading to a series of engagements in which both sides had their shares of ups and downs resulting in a stalemate.(4)
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David Neiwert
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1) “Eliminationism” is a term you need not just to become familiar with, especially in today’s American rush toward authoritarianism. This will be a long, illustrated thread explaining what it means, how it works, and why Donald Trump is now our Eliminationist in Chief.


Warning: Some images contain violence and are disturbing.

Also warning: This thread is ridiculously long. 75 tweets is insane. I apologize. But this stuff is important. I hope you find it compelling anyway. If not, I understand.

2) So, what exactly do we mean by “eliminationism”? Here’s the academic definition:


3) It was largely coined by Holocaust scholar Daniel Jonah Goldhagen in his 1996 book Hitler’s Willing Executioners, about the role ordinary Germans played in the Holocaust, which he described as fueled by “eliminationist antisemitism.”


4) The book describes how in reality the largest numbers of Jews and other victims killed by Nazi directive were rounded up and gunned down or immolated en masse and buried in mass graves by ordinary Germans and non-Jewish residents of German-occupied territories.
SOCIETY
SK
SK
@sk_diary1
Sri Sanjeevi Rayar Temple located in Ayyangar Kulam,near Kanchipuram,TN

#Thread

Ancient but beautiful temple dedicated to Hanuman. This temple is a legendary one. According to the Sthala Puranam of Sanjeevi Rayar temple,it is associated with an episode from Ramayana.


Legend story -Hanuman was flying from Himalayas to Lanka bearing Sanjeevi hill to revive Lakshmana during battle between Rama& Ravana, a piece of the Sanjeevi Parvat fell at this place.Many believe this legendary story & even today that no one here dies of any kind of poisoning.

From historical background of the temple it is known that temple was originally built by a great scholar &administrator Kotikanyadanam Lakshmikumara Tatacharya. Temple itself&village were named following name of great scholar Tatacharya, who was then popularly known as Ayyangar.

He was the royal preceptor of Vijayanagara emperor Venkata Raya who had his capital at Chandragiri in AP.Upon returning from a pilgrimage,robbers tried to attack Tatacharya at this place. Being a great devotee of Hanuman,he instantly composed a poem in Sanskrit praising Hanuman.


The bandits immediately ran away &Tatacharya decided to build a temple dedicated to Anjaneya at that very place.This Sanskrit poem is called Hanumad Vimshati, has been inscribed in Grantha script inside this temple.The huge temple tank called Tatasamudram, in honor of Tatacharya.
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Vibhu Vashisth
Vibhu Vashisth
@VIBHU_Tweet
Did you know?
Ahilyabai Holkar was one of India's
greatest women rulers of all time.

Ahilyabai was Born on May 31,1725 in the village of Chondi,Jamkhed distt,Maharashtra to a man named Mankoji Shinde,who was the Patil(Chief) of a village and a member of proud Dhangar Community.


Despite the fact that girls' education was a farther dream in those days, Ahilyabai was homeschooled by her father.
Ahilya didn't belong to any royal family but in a twist of fate she is still remembered as one of the most revered Queen in the history.


While they were living their humdrum lives, one day Malhar Rao Holkar, commander of the Peshwa Bajirao & Lord of the Malwa stopped in Chondi on his way to Pune, where he couldn't help but notice a young 8yrs old Ahilyabai in the temple service feeding the poor & hungry.

He was so impressed by the sheer innocence&beauty with simplicity character of Ahilyabai dat he asked her hand in marriage for his son Khanderao Holkar.Just like that she got married to Khanderao in 1733 at a tender age of 8&became a bride of esteemed Maratha community of Holkars

But destiny had something else in store for her as her husband died in the Battle of Kumbher in 1754 leaving her widow at 29.Distressed Ahilyabai was to commit Sati when her father-in-law Malhar Rao refused to let it happen.
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