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podcast with motley fool and beth kindig

Podcast with Motley Fool: I’m Bullish on These Trends for 2021

Recently I joined Tim Beyers and Brian Feroldi on The Motley Fool podcast. In the hour-long interview we discussed cloud stock valuations, trends I’m bullish on, why I thinkZoom VideoandShopifyare the best cloud stocks, my prediction that EVs would pullback (they later did) and why that’s a buying opportunity, and why I continue to be longFUBOdue to the company being centered between two important microtrends albeit extremely early.

March 04, 2021
what's next for tesla

What’s Next for Tesla? Levels to Watch.

With the NASDAQ100 down about 10%, the current bull market’s darling, Tesla, is down about 27%.

March 04, 2021
What's Next for Bitcoin? Levels to Watch

What’s Next for Bitcoin? Levels to Watch

With many popular stay-at-home stocks pulling back on heavy volume and Bitcoin testing $50,000, investors are wondering what’s in store for the world’s most popular cryptocurrency.

February 23, 2021
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Pinterest and Snap Show V-Shaped Recovery; Cloudflare Guns for Zero-Trust

2020 earnings from ad-tech stocks have shown us that digital advertising has rebounded sharply from the pandemic recession lows. 

February 16, 2021
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Why SPACs are (Sometimes) Better than IPOs

SPACs offer retail investors the ability to invest early in a company’s life cycle. In the case of Snowflake, a company that went public via a traditional IPO, retail investors did not have this opportunity. By the time Snowflake debuted on the public markets, the share price had soared over 200% from its indicated opening price.

February 04, 2021
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The Crucial Difference Between Roku and Netflix

Last week, I posted an article exploring the difference between Roku and Netflix. In the article, I pointed out that because Netflix came in strong with the recent earn...

January 26, 2021
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Netflix And Roku Stock: The Crucial Difference

Netflix came in strong with the recent earnings and there is no reason to expect Roku will not also come in strong especially as Covid and stay-at-home orders have accelerated the shift towards Connected TV.

January 26, 2021
podcast-favorite-picks-2021-zoom-video-ipos-spacs

Podcast: My favorite picks for 2021, Zoom Video, and IPOs/SPACs

Earlier this month, I joined Jason Calacanis and Alex Wilhelm on “This Week in Startups.” We discussed the current state of the IPO market, Zoom’s pricing power, top st...

January 13, 2021
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The I/O Fund specializes in tech growth stocks and offers in-depth research for Premium Members. Investors get access to a transparent portfolio of 30 positions, a private forum, webinars, and real-time trade notifications. Sign up for Premium.

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