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Roku: Anatomy of a Tech Darling—From Pre-Proven Business Model to Global Acceptance
The power of these misunderstood microtrends are the reason why many investors missed out on Netflix and can’t understand how a company with such “terrible fundamentals” isn’t collapsing. The market simply doesn’t understand tech and that’s to our advantage.
Out of Favor With Investors, Poshmark Has Long Term Potential
Poshmark sits at the intersection of three key trends: non-new, sustainability, and social e-commerce. A consumer-to-consumer online marketplace for pre-owned items, Poshmark is a fashion-oriented platform that offers apparel, accessories, beauty and wellness, footwear, home goods, toys and games, and a new pets category.
The importance of the NASDAQ100, and Levels to Watch
Coming out of the 2008 Financial Crisis, we saw a shift from value to growth for the first time since the 90s.
Levels to Watch: Bitcoin Approaches Upside Target
After reaching a new all-time high of more than $61,200 per coin last weekend, Bitcoin is currently trading around $59,000.
Why We’re Skipping Coinbase and Prefer Voyager Digital: Overview of Crypto Trading
Voyager Digital is a smaller cap that gives investors exposure to the Bitcoin and crypto trading trend at a reasonable valuation.
Making Sense of The Nvidia-Arm Acquisition
Last week, I wrote about the Nvidia-Arm acquisition, the politics involved as well as its chances of success. Nvidia announced last September that it reached a deal with Softbank to acquire U.K. based semiconductor and software design company Arm Ltd. for $40 billion, making it one of the biggest acquisitions in tech.
What’s Next for Plug Power?
With the Nasdaq still in correction territory, renewable energy star, Plug Power (PLUG), is more than 35% off the all-time high. This is after a large bounce off the recent $34 low.
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.