Next 10x Stock Winner

[ptiemann]

@wuqijun

that great that waiter would not have sneaked across the border to become a waiter here to begin with

He was actually a Boston transplant.

[wuqijun]

Um… ok… here’s where Obamacare comes in handy

[Whoami]

OMG, UBNT holders I envy you

[wuqijun]

[hanera]

@hanera

My bets so far are:
Mid-Cap (more than $10B, less than $100B)
NVDA 4 short puts ($120)

Small Cap (more than $2B, less than $10B)
UBNT 100 shares
FSLR 100 shares
VEEV 75 shares

Micro-cap (less than $2B market cap)
SPWR 500 shares
AMBA 50 shares
LQMT 70,000 shares

Prices keep leaping up putting pressure for me to buy Seven Up without at least some preliminary assessment.
Purchased 75 VEEV.
No action on the other members of Seven Up. All except CRUS, had jumped up while I’m still researching:
IRBT
CRUS
DATA
SHOP

[hanera]

Below is a list of 7 small cap, market cap between $2B to $10B that might has a chance of 10x over 10 years,
UBNT - low cost disruptor to CSCO, very Apple-like operation
FSLR - lowest cost solar panel supplier in US (threaten by low cost suppliers in China)
IRBT - robot manufacturer, so far only cleaning one (for home and factory)
SHOP - e-commerce platform, pro is multi-channel, there are many such platforms before, guess this one is good
DATA - big data analytics software, very specialized, even if very successful, won’t be too big, look at ADBE
VEEV - CRM for life science industry, watch for it to expand and take over salesforce
CRUS - audio chips, con is too heavily dependent on Apple

Anyone feel one or more of the above should be replaced? Drop FSLR for MOMO? Drop CRUS for ? Any suggestions are welcome.

[Jil]

@hanera

Drop FSLR for MOMO? Drop CRUS for ?

Yes, MOMO better than FSLR

DROP CRUS for OLED (Today results, watch out).

For immediate, someone would have got DPZ below 190 when I indicated. I got it at $185 - market inefficiency !

[wuqijun]

Ok, if I want to put $50k into one of them, which one? Please list 1st, 2nd, and 3rd choice.

[hanera]

@wuqijun

Ok, if I want to put $50k into one of them, which one? Please list 1st, 2nd, and 3rd choice.

Not obvious from comments and my purchases so far?

1. UBNT
2. VEEV
3. SHOP or IRBT or DATA, frankly not sure need to research further may be MOMO or OLED is better.
   Solar stocks are legacy, just holding on till better stocks come along.

[manch]

SHOP is a bet against Bezos. I would not make that bet.

[marcus335]

@manch

SHOP is a bet against Bezos. I would not make that bet.

It’s actually complimentary. It helps small businesses manage their business on Amazon and other platforms.

CRUS scares me in that 70% of revenue is from Apple. If they are ever designed out, then it’s game over.

[manch]

If Bezos has his way, all consumers will buy their stuff from Amazon.com. SHOP lets you build your own tiny website. The only way it’s complimentary to Amazon is if the shop uses FBA to fulfill orders. But then all FBA items are listed on Amazon anyway with Prime free shipping so why bother with your tiny website?

[marcus335]

Maybe I’m reading this wrong, but it helps them sell on Amazon. It actually lets small business manage selling on multiple platforms through a single interface.

How to Sell on Amazon Using Shopify – Shopify

[manch]

@marcus335

It actually lets small business manage selling on multiple platforms through a single interface.

That’s why it’s a bet against Bezos. What does Bezos want? He wants there be only ONE platform.

[marcus335]

True, but they enable selling on that platform. I haven’t bought SHOP yet, but it’s on my short list. I’m transitioning to more smaller cap.

[manch]

With Amazon Prime I really see no point doing one’s own tiny web shop. Exception is of course if you are selling something truly unique. But there are very few people who can pull that off. There are other multi-channel management apps out there. Shopify’s strength is in setting up your own shop.

I actually like buying bigger caps, but juice up returns with leverage. Volatility is a lot lower with bigger caps. The flip side of UBNT going up 20% in one day is that it can also go down 20% the next day. That means you can never put a meaningful amount of capital at work. Lots of research work but minimal gain.

[Jil]

@manch

If Bezos has his way, all consumers will buy their stuff from Amazon.com. SHOP lets you build your own tiny website. The only way it’s complimentary to Amazon is if the shop uses FBA to fulfill orders. But then all FBA items are listed on Amazon anyway with Prime free shipping so why bother with your tiny website?

@marcus335

@manch

SHOP is a bet against Bezos. I would not make that bet.

It’s actually complimentary. It helps small businesses manage their business on Amazon and other platforms.

CRUS scares me in that 70% of revenue is from Apple. If they are ever designed out, then it’s game over.

SHOP is helping small business to build their sales shop. They have a tie-up with Amazon so that shop customers directly link their web site with Amazon for sales purpose. Amazon specially enabled SHOP customers to list in their website. Once this news was up, SHOP jumped appx 20% to $90 level.

This is the main reason SHOP is too good for future.

How To Sell on Amazon: 7 Proven Tactics

Sales channels on Shopify

[Jil]

@manch

The flip side of UBNT going up 20% in one day is that it can also go down 20% the next day. That means you can never put a meaningful amount of capital at work.

True, no doubt.

[wuqijun]

Ok I don’t think I’m going to put anything into these small cap stocks now. I’m having my status quo moment.

TSLA + bidu + Fb + aapl

This combo works and works well!!!

[manch]

I have JD and MOMO, and will keep buying them until they are each at least 10% of my portfolio. I buy MOMO despite its small size not because of it. It’s rare at this late stage a new social network can still gain traction. I would feel better if MOMO’s market cap is 80B instead of 8B.