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
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
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The 🔟 Most Important Money Lessons

I Wish I Could Teach My Younger Self 🧵

1⃣ ALWAYS live below your means


2⃣Developing a long-term mindset

is the foundation of financial success


3⃣In the beginning, your savings rate is all that matters

Eventually, your investing returns are all that matters

Focus your time accordingly


4⃣Financial freedom is achievable

The price is ~10 years of hardcore saving/investing
LIFE
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Brian Feroldi
Brian Feroldi
@BrianFeroldi
Accounting is the language of business.

If you buy stocks, you MUST learn how to read a Cash Flow Statement.

Here’s everything you need to know:

The cash flow statement shows how cash moves in and out of a company over a period of time.

The most common time periods are:
▪️1 Quarter
▪️1 Year
▪️Year-to-date (usually 6 or 9 months)

The time period is at the top. Here's $NFLX recent cash flow statement time period.


Some companies show the cash flow statement in their earnings press release, but many don’t.

You can find the cash flow statement by looking at:
▪️10-Q (Quarterly Report)
▪️10-K (Annual Report)
▪️Fnancial aggregators such as @theTIKR,
@CMLviz, @themotleyfool, @YahooFinance


There are three main segments to a cash flow statement.

1. Operating Activities
2. Investing Activities
3. Financing Activities

Companies get some leeway with how they breakout each segment, but they all follow this basic structure.


Let’s start with Operating Activities.

This segment STARTS with net income (the bottom number of the Income Statement).

It shows cash movements from all normal operational business activities.
ACCOUNTING , ALL
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
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

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Praj is not just an Ethanol Play. Found this bit to be the best, creating mind map of optionalities requires in-depth understanding and use of knowledge from multiple domains. Hats off @unseenvalue 🙌🙌
https://t.co/XP4SErAZVo
SUGAR , PRAJ , IDEAS
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@soicfinance
Why Reading and observing different trends matter.

Time for a thread with a live example that is playing out in front of us! 🎵🎵

🧵🧵🧵🧵🧵

“What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ‘em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form.”- Charlie Munger

Charlie Munger who is the partner of Warren Buffett, has over the years explained the importance of creating a latticework of mental models. That is basically combining theory with live practical examples


One of the most interesting mental models he talked about in his books was that of Autocatalysis (lets understand this and how we can apply it to a live example):

"Disney is an amazing example of autocatalysis. They had all those movies in the can.

They owned the copyright. And just as Coke could prosper while refrigeration came, When the video cassette was invented, Disney didn’t have to invent anything or do anything except take the thing out of the can and stick it on the cassette.
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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
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@soicfinance
An Example of what Tailwinds look like:
IDEAS
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Tomorrow at 11am on our Youtube channel. Have simplified it to an extent that even a 5th Grader understands the key terms 🙏

Link🎥
https://t.co/AKBBNV6N49
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(Pinterest public profile)


4. A Physician, Doctor, or hospital consultant.

A “Hospital Consultant”, would probably mean a senior doctor, in the UK at least.


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Lessor known facts of Sudarshan Chakra or Neela Chakra of Puri Jagannath Temple.

The metal wheel at the top of Bhagwan Jagannath temple is also known as Neela Chakra (Blue Wheel). The wheel is made of eight metals comprising of.. 1/n


iron, copper, zinc, mercury, lead, brass, silver & gold. It's circumferance is about 36 feet & it is so designed that there is a wheel within the wheel. The circumferance of the inner wheel is about 26 feet. Eight hubs join together the inner and the outer wheels. 2/n


There are decorative designs on the outer wheel. The thickness of the Neela Chakra is 2 inches.The wheel is said to be Bhagwan Vishnu's most powerful weapon, Sudarshana Chakra. Inside Jagannath temple, Lord Vishnu's wheel is also worshipped in the name of 'Sudarshana'. 3/n


But inside the temple Sudarshana is not in the shape of a wheel, but in the shape of a small wood pillar placed to the left of image of bhagwan Jagannath. It is believed that the same Sudarshana is also at the top of the temple and is known by the name of Neela Chakra. 4/n


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This is NONSENSE. The people who take photos with their books on instagram are known to be voracious readers who graciously take time to review books and recommend them to their followers. Part of their medium is to take elaborate, beautiful photos of books. Die mad, Guardian.


THEY DO READ THEM, YOU JUDGY, RACOON-PICKED TRASH BIN


If you come for Bookstagram, i will fight you.

In appreciation, here are some of my favourite bookstagrams of my books: (photos by lit_nerd37, mybookacademy, bookswrotemystory, and scorpio_books)
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@franciscodeasis https://t.co/OuQaBRFPu7
Unfortunately the "This work includes the identification of viral sequences in bat samples, and has resulted in the isolation of three bat SARS-related coronaviruses that are now used as reagents to test therapeutics and vaccines." were BEFORE the


chimeric infectious clone grants were there.https://t.co/DAArwFkz6v is in 2017, Rs4231.
https://t.co/UgXygDjYbW is in 2016, RsSHC014 and RsWIV16.
https://t.co/krO69CsJ94 is in 2013, RsWIV1. notice that this is before the beginning of the project

starting in 2016. Also remember that they told about only 3 isolates/live viruses. RsSHC014 is a live infectious clone that is just as alive as those other "Isolates".

P.D. somehow is able to use funds that he have yet recieved yet, and send results and sequences from late 2019 back in time into 2015,2013 and 2016!

https://t.co/4wC7k1Lh54 Ref 3: Why ALL your pangolin samples were PCR negative? to avoid deep sequencing and accidentally reveal Paguma Larvata and Oryctolagus Cuniculus?
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BREAKING: @CommonsCMS @DamianCollins just released previously sealed #Six4Three @Facebook documents:

Some random interesting tidbits:

1) Zuck approves shutting down platform API access for Twitter's when Vine is released #competition


2) Facebook engineered ways to access user's call history w/o alerting users:

Team considered access to call history considered 'high PR risk' but 'growth team will charge ahead'. @Facebook created upgrade path to access data w/o subjecting users to Android permissions dialogue.


3) The above also confirms @kashhill and other's suspicion that call history was used to improve PYMK (People You May Know) suggestions and newsfeed rankings.

4) Docs also shed more light into @dseetharaman's story on @Facebook monitoring users' @Onavo VPN activity to determine what competitors to mimic or acquire in 2013.

https://t.co/PwiRIL3v9x
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