Investing vs Trading

[hanera]

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@marcus335

I’m working through making a list now.

@marcus335

I want to wait until this next round of earnings to get a better view of who’s still growing post-covid.

I presume is a list of stocks that fulfills the following…

@marcus335

I’m bullish on companies that use AI/ML to automate business processes. With the salary increases we are seeing, those software tools will become a necessity. Similarly, I think robotics and software automation are going to take over service industries. There’s going to be a massive focus on achieving productivity gains.

@marcus335

PATH and MNDY make sense. BILL is in that category too. BILL’s revenue growth has accelerated since covid lockdowns ended. Oracle and SAP are terrible software. There’s a ton space for other companies to build add-ons that provide superior functionality. Some SaaS companies have seen their growth rate slow, but they are still proving to be sticky subscriptions. I haven’t see anyone report high churn numbers from enterprise customers.

Another big space, will be using AI/ML to enhance customer service. The early stuff is fairly garbage, but there’s a lot of potential there. Companies could save a ton by significantly downsizing customer support and potentially provide customers a better experience.

SHOP bought a startup created by the founders of Kiva which is the robotics company Amazon acquired. It was the second robotics startup for that group. UPS and FedEx are going after that space too.

Restaurant and hospitality are ready to be disrupted. It’s already started. Some hotels let you check in without even going to the front desk. Your phone unlocks the door.

I have SHOP, SQ and TOST. Hopefully they are in your list SHOP was one of the leader in the previous bull run. Still can run?

Many restaurants are using robots, didn’t check the brand of the robots, will try to check. I do know, most of them use SQ and TOST.