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
@BrianFeroldi
I have an MBA in finance

But I’ve learned 10x more about investing from listening to podcasts than I did in school

Here are 24 podcasts that I regularly listen to that will make you a better investor⬇️

1/ Acquired -- @AcquiredFM

This podcast "tells the stories of great companies"

Ben Gilbert & David Rosenthal do a great job of talking through acquisitions & have a stellar list of guests

2/ Animal Spirits

@awealthofcs & @michaelbatnick break down financial news, share insights that they are thinking about, and recommend TV shows & movies

3/ The Business Brew

@BillBrewsterSCG does long-form, in-depth, discussions about capital allocation and the psychology of investing/business

4/ Capital Allocators

@tseides has an amazing series of guests that discuss all facets of investing

His recent book -- Capital Allocators -- takes all of the top learners from his interviews and condenses them into a book
ALL , MBA PODCASTS
Brian Feroldi
Brian Feroldi
@BrianFeroldi
1/ My most popular tweets of 2020 by month (thread)

January:

A reminder of @morganhousel cash strategy.

For every $1,000 in cash:

More: ⬇️⬇️⬇️⬇️⬇️


2/ February

If you've truly found the next $AMZN, $AAPL, or $NFLX and can hold for years, it's nearly impossible to overpay.

But finding them is hard.

3/ March

Millennials have seen tech crash, 2008, and now #COVID19

I'm worried that many of them will swear off the stock market -- the greatest wealth-building device ever -- for life.

4/ April

Want to see the checklists used by

Buffet
Dalio
Fischer
Graham
Greenblatt
Klarman
Marks
Munger

and

5/ May

When the P/E ratio is:

Useless (Stage 1, 4) - $MDB, $SHOP, $PINS, $GME, $JCP

Semi-useful (Stage 2) - $TTD, $NFLX

Useful! (Stage 3) - $MSFT, $AAPL, $V

In determining valuation
FINANCE
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Brian Feroldi
Brian Feroldi
@BrianFeroldi
1/ I'm a huge fan of checklists

I use them every day to help me find great investments

Want to create your own investment checklist?

Here are some great resources to help you get started

⬇️


2/ Here's my free public spreadsheet that details my current

3/ Here's my detailed board post about how to use the

4/ Here's a detailed thread on Michael Shern's EXCELLENT investment


5/ Here's a thread on how I created my
TRADING
Brian Feroldi
Brian Feroldi
@BrianFeroldi
Everyone knows Apple, Amazon, Microsoft...

But how do you find the next $AFRM, $PLTR, or $USPT early?

Here are 9 GREAT resources for finding stock ideas (8 of them are FREE):

1: ETFs

Look through the holdings of high-growth ETFs

Google the ETF symbol and “holdings”

These are worth cracking open:
▪️ $ARKF / $ARKG / $ARKK / $ARKW
▪️ $FFTY
▪️ $HACK
▪️ $IZRL
▪️ $TMFC

2: Fund Managers

Type a fund you respect into @Whalewisdom

You can see all their holding and get emails of any changes

These funds are worth tracking:
▪️AKre Capital
▪️AKO Capital
▪️Dorsey Asset
▪️Fundsmith
▪️Polen Capital

More


3: Newly Public Companies

▪️Direct Listings
▪️IPOs
▪️SPACs

Are a great idea source

Helpful resources:
▪️ https://t.co/jJW01WpJQh
▪️

4. Screeners

@Finviz is great for screening by sector/industry

@Stockcard is great for screening by themes (like the mega-trends listed below)
WATCHLIST
Brian Feroldi
Brian Feroldi
@BrianFeroldi
I asked, “What are the first metrics that you look at when evaluating a new stock?”

I received 322 replies

Here are 10 great metrics to look at first (and how to find them):

1/ Market Capitalization

Why: Shows the current size/scale of the business

Where: @YahooFinance (image), @theTIKR , @KoyfinCharts ...etc


2/ Sales Growth Rate

Why: Shows the business model works & current growth rate

Where: @stockcardhq (image), SEC filings, @theTIKR...etc


3/ Free Cash Flow

Why: Is business generating cash or burning cash?

Where: @YahooFinance (image), SEC Filings, @stockrow1...etc


4/ Returns on capital (ROE, ROIC, ROA)

Why: Shows capital efficiency of business

Where: @stockrow1 (image) , @ycharts , @YahooFinance...etc
FUNDAMENTAL , FUNDAMENTAL ANALYSIS

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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
Tren Griffin
Tren Griffin
@trengriffin
1/ A orders chips. Supplier says "supply is getting tight." A triples order to store them in a warehouse. Supplier tells other customers supply is even tighter. They order extra chips. Quickly there are more chips in warehouses than toilet paper in garages during the pandemic.

2/ Intel's Gelsinger: "I don’t expect the chip industry is back to a healthy supply-demand situation until ’23. For a variety of industries, I think it’s still getting worse before it gets better.”

Are chips in warehouses the prime cause of the shortage? No. Demand is higher.

3/ "Software eating the world" means rising demand for chips.

I'm skeptical that this increase in chip demand is "transitory."

Fabs and backhoes don't increase with Moore's law. https://t.co/m7ZreQTzow


4/ If you invert Nathan's 1st Law:

Software can't expand faster than the chips and memory that enables its magic.

Broadcom's CEO believes chip production is a mature industry that will return to lower growth. I disagree in the medium term at least.
IDEAS
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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
Balaji Vaidyanath \u26a1\ufe0f
Balaji Vaidyanath ⚡️...
@nbalajiv
A humble prediction. Seeds are being sown around the world for a comeback of nuclear energy. In the next decade, we can see government’s around the world approving more nuclear reactors as they realize they aren’t going anywhere near net carbon zero with wind and solar. 🧵

Take Australia for example. It is home to 1/3rd of the world’s uranium - the chemical element needed to produce nuclear energy in reactors but doesn’t have a single nuclear reactor to generate electricity.

Which is fine as long as you have other sources of energy that are cheap, plentiful and reliable. But South Australia’s energy prices are arguably the highest in the

The European Commission released a very important report this April. In its assessment, it concluded that nuclear energy had near to zero greenhouse gas emissions in energy generation phase and can be a contributor to climate mitigation

What about radioactive waste management? France which produces 75% of its energy requirements from nuclear is a great example.
IDEAS
Pritesh Patel
Pritesh Patel
@Pritesh7994
Danish Company Blue World Technologies produces METHANOL fuel cell range extenders to increase battery electric car’s range, allowing then to reach 1,000 km, which is far beyond the range of an average battery Electric vehicle at current time.
IDEAS

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Rhino Barges

One of the dullest, coolest, more bizarre and fascinating pieces of kit used in Normandy.

Which NO ONE REALLY CARES ABOUT.

BUT I DO AND YOU SHOULD TOO.
/1

#WW2 #SWW #History


Planning for Overlord and Neptune had a serious snag, how to get troops from LSTs onto the beach as simply ramming them onto the beaches and dropping the ramp was known to damage the exceptionally vulnerable LSTs and felt to be unsustainable in the mid to long term. /2


LSTs were essential in sustaining Overlord's progress and were a subject of major headaches in the planning phase, and a real subject of friction when it came to launching additional amphibious operations such as Dragoon.

A single LSTs loss represented a capability nick. /3


So, logic dictated, we don't really want these remarkable but rare and highly valuable vessels constantly doing beach landings, we want something to act as a medium between ship to shore, and in came the (mostly) American designed Rhino. /4


I fucking love Rhinos.

Seriously.

Graceful lines of pure industrial pedigree.

Modular.

LOOK AT IT. /5
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ULTIMATE GUIDE TO 21 and 200 Moving Average
SUNDAY THREAD 🔖
A trend Following System That will Help You Improve Trading immensely.

RETWEET AND SHARE 🔄
@kuttrapali26 @AmitabhJha3
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1/n

Moving averages
EMA and SMA
1. Exponential Moving Average (EMA) is similar to Simple Moving Average (SMA), measuring trend direction over a period of time.
2. However, whereas SMA simply calculates an average of price data, EMA applies more weight to data that is more current
2/


21 EMA : SHORT TERM TREND
1. Calculates the Average Price of past 21 days
2. A stock above 21 ema is in strong momentum , which will give pullbacks to 21 ema again and again.
3. Stock above 21 ema should never be shorted so as to stay with the trend
3/n

3. A stock which moves 10-15% above 21 ema will be too extended and hence will generally pullback
Stocks take dynamic support on 21 ema
4. You can Short only if its too extended like 15 to 20% from 21 ema ( Not advised )
#ADANIPOWER:
#pnbhousing
4/n


1. Whenever 21 ema is sloping upwards its called uptrend
2. Whenever 21 ema is sloping downwards its called dowtrend
3. Whenever 21 ema is sideways its called consolidation
⏫Buy in uptrend
⏬Sell in downtrend
Examples:
5/n
MOVINGAVERAGES , MOVING AVERAGE 20021 , ALL
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Panic! in the Discord
Panic! in the Discord
@discord__panic
Neo-nazi group #PatriotFront held a photo op in #Chicago last weekend & is currently marching around #DC so it's as good time as any to compile a list of their identified members for folks to watch for

Who are these chuds?

Patriot Front broke away from white nationalist org Vanguard America following #unitetheright in #charlottesville after James Alex Fields was seen with a VA shield before driving his car into a crowd, murdering Heather Heyer & injuring dozens of others

Syed Robbie Javid a.k.a. Sayed Robbie Javid or Robbie Javid of Alexandria,


Antoine Bernard Renard (a.k.a. “Charlemagne MD” on Discord) from Rockville, MD.

https://t.co/ykEjdZFDi6


Brandon Troy Higgs, 25, from Reisterstown,
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THREAD: Meditations on marriage metaphors in Ruth

The book of Ruth is, of course, a story about a beautiful marriage. But even before the courtship and the wedding and the important genealogy at the end, we find interesting language that is strikingly reminiscent of Genesis 2:24


That important verse reads:

'Therefore a man shall leave [יַֽעֲזָב] his father and his mother and hold fast [וְדָבַ֣ק] to his wife, and they shall become one flesh.'

The verb עזב can be quite strong in force. For example, Joseph leaves behind [וַיַּעֲזֹ֤ב] his garment as he flees from Pharaoh's wife's sexual advances. Countless times, Israel is depicted abandoning the LORD, for example in Judg 2:12 [וַיַּעַזְב֞וּ], and going after other gods.

Likewise, the verb דבק is rather striking. Lot is mortified of disaster overtaking him [תִּדְבָּקַ֥נִי] as he flees from Sodom. Israel is commanded in Deut 10:20 to cling fast [תִדְבָּ֔ק] to the LORD and serve him and swear by his name.

Together they illustrate how radical God designed marriage to be. Marriage is a real severing of family relations in order to form a new, permanent bond with another human being.

Something very similar to this takes places in Ruth's life.
HISTORY
Vibhu Vashisth
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@VIBHU_Tweet
Rani Chennamma of Kittur was one of the first women rulers of India who fought against the might of the British Empire in 1824. Rani Chennamma was born in 1778 in a small village of Kakati in Belgaon distt of the State of Karnataka.


She was born into the Lingayat Community to a man named Dhulappa Desai. From a very young age she was trained in horse riding,sword fighting, archery and diplomacy. At a very young age of 15 yrs, she was married to the King of Kittur and became the Queen of Kittur.


It is said that King of Kittur Mallasarja was once moving around in the neighbouring kingdoms to find support to fight Tipu Sultan. It is then, when he came across Chennamma and he immediately got attracted to her sheer confidence and bravery.

Rani Chennamma and King Mallasarja had a son together who died very soon after the death of King Mallasarja in 1816. As the Queen of Kittur, Rani Chennamma immediately adopted Shivalingappa as her son and declared him the heir to the throne of Kittur.

This did not go well with the British East India Company who was enforcing the Doctrine of Lapse those days, according to which the adopted children of the Indian rulers were not allowed to become their heirs and if the native rulers did not have children of their own, their...
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