Saturday's thought.
Added 2023-06-24 19:06:36 +0000 UTCI like to spend Saturdays analysing companies and going over charts and companies that I have recommended and I own, to make sure we are on track. What I am also focusing on lately, which takes a little more time to do, is to find potential 5X to 10X potentials over a 3 - 5 year period.
We have a number of good companies that we are invested in that have strong growth trajectories but I would like to add more companies which are still relatively moderate risk but high growth potential.
To do this, I still aim to balance good fundamentals, with a healthy looking chart (Wave 2 completing preferably) but with a strong growth potential, trying to find all three of these circumstances together takes some work but it is possible to do.
Think early stage $NKE, $AMZN, $DPZ, $MNST, $GOOG, $TSLA etc.
There are a number of these companies with potentials like this $ONON, $LULU, $SE, $NIO, $PLTR....that are popular but haven't grown into household names just yet, in terms of their market valuation and investor attraction.
We have well over 500 members here now and I think we can help research this together.
Drop a ticker below of what you feel meets this criteria and I will look at a number of them and assess them over the coming weeks.
Please no nonsense tickers just because you are invested heavily in this stock and you are fully convinced it will go up, I will do an analysis myself, so the likes of $GME, $MULN $AMC all this sort of trash is not going to help us.
Let's use what we have as a group to find silent giants that are ready to erupt.
Comments
PLUG
Josh
2023-07-25 00:54:28 +0000 UTCLcid
Toko
2023-07-23 00:45:30 +0000 UTCSmall but imo very interesting LSE $KOO
Helicopter
2023-07-18 04:01:42 +0000 UTCHere’s one out of left field. Sibanye Stillwater Ltd $SBSW Dual listed on the NYSE and the JSE. South African mining company that has taken a beating recently due to the mineral prices. Gold and palladium mainly but other precious metals. They have mines internationally and are expanding internationally to offset risk of being only in SA. The CEO is one tough intelligent guy.
Dipen Patel
2023-07-06 17:20:29 +0000 UTCAnother one that might fit what you're looking for is $ATKR. 5 year revenue growth over 15%, high ROIC, over 20%, excellent fundamentals all around, and they are positioning themselves as a picks and shovels supplier of specialist materials for example cabling, metal framworking, plastic and PVC specialist materials, but across a multitude of high growth and critically important industries. Domestic and commercial buildings, modern broadband and electricity infrastructure, electric vehicle manufacturing, solar PV constructions aswel as data storage and power storage facilities. They will grow with these industries and are excellently diversified.
Jesse Gaffey
2023-06-27 14:58:21 +0000 UTCAAF
Lewis
2023-06-26 09:23:57 +0000 UTC$STEM
Ram
2023-06-26 02:04:14 +0000 UTC$BB—mainly because need for even more cybersecurity going into the future
SLim
2023-06-25 17:41:51 +0000 UTCPretty hard to find the next household name, the company has to have a niche SQ, SE, UBER, ABNB, PLTR, RIVN, are some i can think of
Jeff Akrawin
2023-06-25 12:38:26 +0000 UTCI would absolutely love to see one of your charts for $INDI. The CEO came from $SWKS and has been growing this company at a very nice pace, supplying some very large industry leading companies. They are supposed to be turning cash flow positive this year. The financials look like they are moving in the right direction. I do not have a position… yet
RandumbInvestor
2023-06-25 10:39:47 +0000 UTC$MQ. Amazing growth. Really undervalued
TSS
2023-06-25 10:38:35 +0000 UTC$SLDP I think this is a 3-5 year candidate. Toyota is coming out with a solid state battery powered vehicle in 2027 (so they say) and this company’s man focus is solid state. These batteries would triple the likes of a current full electric.
Taylor Howard
2023-06-25 06:56:49 +0000 UTCI've been researching Bitcoin miners for a long time $wulf has been a giant in my portfolio. Bought at .70 c once I saw all the insider buys. Nuclear power at the cheapest rate in the sector 0.2c for 5 yrs at all hours
Scott Glover
2023-06-25 03:31:53 +0000 UTCIn the gene editing world SANA seems to be the next CRSP. The CEO was JUNO cfo prior to being bought out. Early stage company but big pipeline and great preclinical results so far. Cash on hand is beginning to get lower due to high cash burn though. Otherwise RIVN I think is a great one long term. They are all over the west coast. Reminds me of Tesla in the early days.
V
2023-06-25 03:05:18 +0000 UTC$chrs This is a pharma stock with some good industry veterans behind it. There is a recent partnership with Mark Cuban to market Humira biosimilar at a rock bottom price. This has annoyed Abbvie and they pushed back last week causing the stock to fall. Other interesting large molecule biosimilars are in the pipeline. Humira is one of the most profitable drugs out there.
Chemguy
2023-06-25 00:04:58 +0000 UTC$ARRY. $CAKE.
Jeanette Woerman-Mason
2023-06-24 23:51:26 +0000 UTC$HIMS without a doubt
faizan baig
2023-06-24 23:35:25 +0000 UTC$ENVX please. It has new silicon battery technology , claims to be much safer (much lower risk of combustion compared to traditional lithium battery). They also claim their batteries last longer in one charge. Can be used in handheld devices , ecooter , even cars (planned)etc. This one could give exponential growth if they successfully produce economically and with reduced complexity (heard machines / technologies used to produce arent easy to make either). One competition I'm aware of is sila nano, although it's not listed. I understand they are still facing challenges in scaling up. Would love to see your view on its fundamentals.
MT115
2023-06-24 22:51:19 +0000 UTCSMCI and ALB
Aleks
2023-06-24 22:21:38 +0000 UTCFubo, plug and clnn
Eduardo Raposo
2023-06-24 21:47:11 +0000 UTCLAC. Maybe SDGR
Dennis Adams
2023-06-24 21:36:35 +0000 UTCNVX.AX Battery technology company which makes synthetic graphite anodes based in the US. Has a number of off take agreements with tier 1 suppliers (LG energy) and should be receiving DOE loan to expand manufacturing capacity in US. Mostly pre revenue so huge upside. Stock 90% down from all time high
Tim
2023-06-24 20:46:43 +0000 UTCI agree, I believe SOFI is a good one. Also DKNG and ALPP
Kevin Sherman
2023-06-24 20:42:07 +0000 UTCTHG LSE. You kindly published a chart a while ago. 2 activist investors and Golden share relinquished last week. The GS blocked 2 takeover bids within the last year. It is just waiting to be purchased and dissected.
P7
2023-06-24 20:29:58 +0000 UTCI think $SOFI is also in early stages
OT
2023-06-24 19:53:45 +0000 UTCAgree on $Meli Andrew, it's a monster, it dropped to around $500 a share in 2020, can't help but feel that was the time to get it.
Jesse Gaffey
2023-06-24 19:36:51 +0000 UTC$U software that runs VR
KeiraD
2023-06-24 19:35:43 +0000 UTCSOUN big on Ai voice , Nvidia has invested along with other major cap . Big potential imo
Constantinos Laskaris
2023-06-24 19:35:38 +0000 UTCI have been looking at $GSIT, $INOD. They are AI companies. They have grown exponentially this year. If they are correcting in a wave 2. I would like to be there, if there is a wave 3 . In commodities i like $BHP
Daniel SI
2023-06-24 19:34:52 +0000 UTCI would be interested your take on $MELI due to its dominant position in the rapidly growing e-commerce market in Latin America, supported by its robust platform and expanding user base. Additionally, its diversification into areas such as fintech and logistics further strengthens its long-term growth potential.
Andrew Block
2023-06-24 19:33:20 +0000 UTCsilicon carbide (SiC) chip makers $on $stm $wolf $ifx cutting edge of chip tech
KeiraD
2023-06-24 19:27:26 +0000 UTCGreat stuff, I'll take a look, thank you!
Gareth Neary
2023-06-24 19:21:47 +0000 UTCWiMi Hologram Cloud, Inc. (NASDAQ: WIMI), whose commercial operations began in 2015, is a holographic cloud comprehensive technical solution provider that focuses on professional areas including holographic AR automotive HUD software, 3D holographic pulse LiDAR, head-mounted light field holographic equipment, holographic semiconductor, metaverse holographic cloud software and others.
Amadeus
2023-06-24 19:19:39 +0000 UTCThis sort of commentary I appreciate Jesse and exactly what I am looking for, I will look at this
Gareth Neary
2023-06-24 19:19:19 +0000 UTCPLUG
AD RK
2023-06-24 19:18:33 +0000 UTCDo you think $U fits this? Largely part of a duopoly in handheld games, and pretty much a monopoly in mobile game design. Multiple 3rd party deals being done that will drive new revenue streams like the new deal with Apple, and AI greatly enhancing their products and R&D. What I don't like is their excessive stock based compensation, and some dubious numbers reporting which puts a bit of a red flag around management for me. But they have big growth potential
Jesse Gaffey
2023-06-24 19:16:58 +0000 UTCRIVN
Brandon Monella
2023-06-24 19:15:45 +0000 UTCNope anywhere, it is easier to analyse the fundamentals of US listed stocks tho
Gareth Neary
2023-06-24 19:13:30 +0000 UTCCLOV
Thomas Nugent
2023-06-24 19:12:24 +0000 UTCIs the criteria US-listed?
Peter C
2023-06-24 19:09:18 +0000 UTC
