Saturday, November 27, 2021
Shopify Continues To Impress
Shopify (SHOP) announced a record-setting Black Friday with sales of nearly $2.9B from the start of Black Friday in New Zealand through the end of Black Friday in California. This was a 21% increase over Black Friday in 2020 when sales by Shopify merchants surged 75% over 2019 driven by COVID-19 lockdowns. Hard to match the pandemic growth but still a good bet for growth over the next decade.
Wednesday, October 13, 2021
TSLA in Sweet Spot for Global EV Domination
Elon Musk’s TSLA is in the sweet spot for Global EV domination. EV sales account for only 2% of global and US auto sales but this is expected to skyrocket in the next years to 2030.
As of today TSLA Market Cap equals that of all other auto makers combined. This may be meaningful given the product superiority TSLA has, strides in autonomous driving capability and research and the fact that TSLA is not just a car company but also an Energy, Battery, AI and Software & Services company.
Comparing valuations:
Tesla $808 billion
GM
Ford
Toyota
Ferrari $807 billion
BMW (combined)
Honda
Daimler
Hyundai
Mazda
Subaru
Volkswagen
Wednesday, August 18, 2021
Top 10 S&P 500 stocks Today
Top 10 S&P 500 stocks Today:
1 $AAPL - Apple
2 $MSFT - Microsoft
3 $AMZN - Amazon
4 $FB - Facebook
5 $GOOGL - Alphabet A
6 $GOOG - Alphabet C
7 $TSLA - Tesla
8 $BRK.B - Berkshire
9 $NVDA - Nvidia
10 $JPM - JPMorgan
Friday, July 16, 2021
eCommerce Companies with Fastest Projected Growth Next 3 Years.
eCommerce Companies with Fastest Projected Growth Next 3 Years.
Saturday, June 26, 2021
TSLA Revenue Growth Last 12 Years
TSLA Revenue Growth Last 12 Years
TSLA Revenue Growth over the Last 12 Years has been very impressive. TSLA was at 200M annual revenue run-rate in 2012. Analysts predict Tesla’s annual revenue in 2021 to increase on average by 55% for 2021 to $49.07 Billion. Average revenue forecast for 2022 is $65.71 Billion. The revenue forecasts suggest strong financial performance for Tesla as the EV market continues to grow in 2021/22. Looking forward 5-10 years if TSLA can main its innovation edge Tesla could generate $500 Billion in revenue before the end of the decade.
Sunday, May 16, 2021
Tuesday, April 20, 2021
Sunday, March 28, 2021
2021 S&P 500 Sector Returns YTD to 26Mar2021
2021 S&P 500 Sector Returns YTD to 26Mar2021
A reversion to mean in early 2021 for lagging sectors in 2020.
Saturday, February 6, 2021
US Top Tech Stocks Market Value Gain 2020
US Top Tech Stocks Market Value Gain in 2020 increased from 4.9T to 7.5T. Even keeping aside the multiple expansion the innovative tech companies have increased value substantially with market cap increasing from 1.3T in 2012 end to 7.5T by 2020 end.
US Top Tech Stocks Market Value Gain 2020
Friday, January 29, 2021
SpaceX to build next-generation Starlink satellites
SpaceX to build next-generation Starlink satellites after launching 1,000 so far.
Friday, January 1, 2021
Thursday, December 31, 2020
2020's biggest winners on both S&P 500, Nasdaq 100
2020's biggest winners on both S&P 500, Nasdaq 100
Sunday, December 20, 2020
Barron’s Top Picks 2021
Barron's mentions
The publication's top ten stocks for 2021 list has a value bent and are as below:
1. Berkshire Hathaway (NYSE:BRK.A),
2. Alphabet (NASDAQ:GOOG),
3. Apple (NASDAQ:AAPL),
4. Coca Cola (NYSE:KO),
5. Goldman Sachs Group (NYSE:GS),
6. Newmont (NYSE:NEM),
7. Eaton (NYSE:ETN),
8. Graham Holdings (NYSE:GHC),
9. Madison Square Entertainment (NYSE:MSGE) ,
10 Merck (NYSE:MRK)
Monday, December 14, 2020
Three of the 10 biggest tech IPOs have happened in 2020
Three of the 10 biggest tech IPOs for U.S. companies, in terms of capital raised, have taken place this year.
Tuesday, November 10, 2020
Saturday, October 3, 2020
Hims & Hers to Become Publicly-Traded via Merger with Oaktree Acquisition Corp. (OAC)
Hims & Hers to Become Publicly-Traded via Merger with Oaktree Acquisition Corp. (OAC)
Hims, Inc. (“Hims & Hers” or the “Company”), a market leading telehealth company, and Oaktree Acquisition Corp. (NYSE: OAC.U, OAC, OAC WS), a special purpose acquisition company sponsored by an affiliate of Oaktree Capital Management, L.P. (“Oaktree”), announced today that they have entered into a definitive merger agreement. Upon completion of the transaction, the combined company’s securities are expected to be traded on the New York Stock Exchange (NYSE) under the symbol “HIMS.”
Him's and Her's Investor Presentation
Him's and Her's Venture Investor Interview
Saturday, September 19, 2020
Powering Online Education - 2U Inc CEO Interview with ARK Invest
2U, Inc. is an American educational technology company that contracts with non-profit colleges and universities to offer online degree programs. The company supplies its client institutions with a cloud-based software-as-a-service platform, coursework design, infrastructure support, and capital.
US Sector ETF Performance 2020 YTD
US Sector ETF Performance 2020 YTD
Technology has been best performing sector in 2020 up 24% even after 10% correction in NASDAQ.
Energy down 43% and Financials down 20% have been worst performing sector ETF.
Tuesday, September 1, 2020
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