The only one I know anything about is splunk. And knowing them I probably don’t want to invest in that company.
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Anyone buy some tobacco stocks today?
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Do you want lung cancer and die?
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It’s about time the FDA did something. It’s crazy to think we’ve known for decades that the stuff causes cancer, yet they can keep selling the product.
I guess you guys aren’t buyers.
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No way, worst industry to invest in, not only from an economic perspective but also ethically speaking.
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How about gun manufacturers?
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Obama isn’t president anymore. Sales would go up every time people thought there was a chance he’d try to restrict or ban ownership. Now gun laws could become more lenient which could boost sales.
Guns are easy money, even mentally ill are allowed to buy them. Thanks to the new know it all in the white house.
Added another filter net profit 5% or above, then added my own reviewed companies SHOP and TDOC as both are well known high volume trading companies.
We have 10 companies to review, take the top 5 companies based on volume. We are left with
DOC,ELLI,SHOP,TDOC,VEEV
Now, analyze these companies for 6 quarters results, how they do and how they may grow…etc.
VEEV is definite winner, and all others deep analysis is required.
ELLI dropped to day 17.48%, review yesterday report and look out whether we can buy in next 5 days.
We can ignore all balance in the big original list - at present.
Normally this is what I do during weekend, Analyze, educate and invest
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Thanks for the additional input. I agree some of them might be too early yet, but it’s worth keeping an eye on them.
There’s no reason to invest in anything other than high tech. And something that is ethically questionable is more of a reason not to invest in.
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No tobacco, no casino, no gun, no defense industry. We have higher moral standards than Bernanke.
Absolutely. We strive for the best 
Thank you for sharing your hard work.
DOC is a REIT, do you really think it can morph into a big boy?
Do you have an idea how these companies can possibly morph into a big boy?
For example, AMZN morphs from selling books to a sell everything retailer + cloud platform + …
Apple morphs from selling Mac to iOS devices + …
We need a rough idea of the possible morphing and calibre of the leadership, otherwise is a dead end investment like Crack Berry, YHOO and TWTR.
NVDA, CRUS… can morph into bigger boy like Intel. So average guys like me can see the possibility.
NVDA is already close to 100B. Intel is 170B. So as big as Intel only means 1.7x.
How much money are you betting on? How many companies?
I did not do any further analysis. Now, analyze these 5 companies for 6 quarters results, how they do and how they may grow…etc.
Each company at least we need to spend 1 - 2 hours reading quarterly report will help decide. All other analysts review are (assumed) paid advertisement ! Do not trust them fully, use it as review.
VEEV is definite winner, and all others deep analysis is required. But when to buy is a question as buy at dip is formula.
ELLI dropped to day 17.48%, review yesterday report and look out whether we can buy in next 5 days. Need to analyse whether this dip is artifical or permanent !
DOC, I do not have any idea, need to review. This has 4.8% dividend which is far below many REITs. I would rather review ELLI first and keep DOC as last item.
Market Cap… Current in $B… Possible morphing to big boy’s
small cap
CRUS…3.97…INTC 166.3 Semiconductor
UBNT…4.28…CSCO 157.6 Networking
VEEV…8.89…CRM 64.5 ERP
SHOP…9.16…CRM 64.5 ERP
TDOC…2.19… not clear how this work
Buy underlying to bet 10x return over 10 years. Options are not liquid.
mid cap
BIDU…76.3…GOOG 657.3
TSLA…55.0…
NFLX…79.5…
NVDA…97.8… INTC 166.3 Semiconductor
Buy calls to bet 10x over 2 years. Can’t achieve 10x for stocks.
Mega cap of FANG + ANT + BAT, buy underlying to beat S&P or buy calls to get 2-10x over 2 years.
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Yes, mid cap BIDU + TSLA + NFLX. I think the combo of 3 of these is golden ticket to wealth.