Guest cherzeca Posted August 24, 2020 Share Posted August 24, 2020 I think (especially as John has described it) AirBNB probably fits these criteria. About to IPO, huge runway. I think post-covid people will still want to travel, and they have the best market position in the travel universe. Margins should expand dramatically as they continue to grow. They will have to add pivot's to adjacent markets to get to FAANG size, but I think a 2-3 year double from IPO (assuming it comes in around the $25-30 B rumoured price) doesn't seem like a stretch. I think this is an interesting suggestion and I for one will read the S-1. in recent months when air travel and hotel occupancy have plummeted, I have heard that AirBnB has done well. https://www.cnbc.com/2020/08/06/rural-airbnb-bookings-are-surging-as-vacationers-look-to-escape-the-coronavirus.html. the past 6 months has been an acid test for them. ask your friends and their adult kids if you are of a certain age if they have ever stayed with one...my guess is that an increasing % have or will say they will when travel resumes. in essence, you have a Uber-like platform without the employee vs independent contractor issues...though I would want to check out the local regulatory issues. but talk about a long runway... Link to comment Share on other sites More sharing options...
Spekulatius Posted August 24, 2020 Share Posted August 24, 2020 I agree on Airbnb. I also think Nextdoor has a lot of potential growth possibilities and could become huge. Link to comment Share on other sites More sharing options...
stahleyp Posted August 24, 2020 Share Posted August 24, 2020 Speaking of FANGs, Apple is now worth more than the entire Russell 2000...combined. Has 1 company ever had more than the entire market cap of the russell 2000 before? And almost as much as the FTSE 100 "If Apple's stock rises 7%, it will surpass the FTSE in market capitalization." https://markets.businessinsider.com/news/stocks/apple-2-trillion-rally-market-capitalization-entire-uk-stock-market-2020-8-1029524339 Wow, didn't realize that. Crazy times. Link to comment Share on other sites More sharing options...
Guest cherzeca Posted August 24, 2020 Share Posted August 24, 2020 the sun used to never set on the British empire. now an apple casts a shadow over the ftse 100. I could go on about implications for US, but then that would be political, god forbid Link to comment Share on other sites More sharing options...
hillfronter83 Posted August 24, 2020 Share Posted August 24, 2020 I like chance for Meituan (3690.HK). Already over $200b market cap, the third biggest technology company behind BABA and Tecent. Also Tecent owns 20% of it. Link to comment Share on other sites More sharing options...
rkbabang Posted August 24, 2020 Share Posted August 24, 2020 For Asian stocks I like Sea Limited (SE), a large growing market, the potential to be the Amazon of SE Asia I purchased it earlier this year and it has done well. I'm wondering about JD.com as well, I used to own it but no longer do. It's one of those companies I look at again and again, but I just don't think I have a good enough feel for what is going on in China to have the confidence to buy and hold. Link to comment Share on other sites More sharing options...
Xerxes Posted August 24, 2020 Share Posted August 24, 2020 There is a really good interview with Airbnb boss on Bloomberg from I think a month ago. I ll try to find and post the link. On Asian names, I think Ant Financial would be interesting. As well as GRAB (not public yet but Uber owns a quarter) Personally I am not interested in Meiutan and It’s peer Pudadngo (spell) They grow fast, but I ll go any day with Baba and Tencent instead. For me, a potential FANG ought to be a money spinner with scale. Ant Financial is one. Grab is much smaller but it’s market is also smaller than China. Link to comment Share on other sites More sharing options...
Xerxes Posted August 24, 2020 Share Posted August 24, 2020 https://www.bloomberg.com/news/videos/2020-07-21/leadership-live-with-david-rubenstein-michael-evans-alibaba-group-president-video Interview with Alibaba president (a canadian) https://www.bloomberg.com/news/videos/2020-07-10/airbnb-ceo-brian-chesky-on-bloomberg-studio-1-0-video Interview with Airbnb ceo Link to comment Share on other sites More sharing options...
Castanza Posted August 25, 2020 Share Posted August 25, 2020 good but hard topic. what companies will disrupt the disrupters? I think the new wave of EV companies are interesting, especially those that are attacking tsla...I don't give much credence to legacy ICE companies, but maybe something like NIO. Rivian if it goes public. synthetic biology is REALLY hard. various crispr companies, but how to analyze? I would wait for emergence of market leaders the follow ons that will attack peloton...there will be a bunch...see https://www.barrons.com/articles/these-stocks-are-special-heres-why-51598036348?mod=past_editions (zwift) slack has a long runway. zoom as well. all expensive Match may very well grow into something so embedded into the culture that we will all be thinking, how did I miss that? NIO is pretty interesting. A state backed luxury EV play with a battery as a service model that allows them to sell their cars at a 20ish% discount to Tesla. I picked up 100 "eff it" shares in May of 2019. We'll see what happens. I don't follow this space closely, but from the little I've seen they seem more mature/further along than many EV companies. Looking at the price today I'd say I've gotten pretty lucky so far ;D Link to comment Share on other sites More sharing options...
rkbabang Posted August 25, 2020 Share Posted August 25, 2020 good but hard topic. what companies will disrupt the disrupters? I think the new wave of EV companies are interesting, especially those that are attacking tsla...I don't give much credence to legacy ICE companies, but maybe something like NIO. Rivian if it goes public. synthetic biology is REALLY hard. various crispr companies, but how to analyze? I would wait for emergence of market leaders the follow ons that will attack peloton...there will be a bunch...see https://www.barrons.com/articles/these-stocks-are-special-heres-why-51598036348?mod=past_editions (zwift) slack has a long runway. zoom as well. all expensive Match may very well grow into something so embedded into the culture that we will all be thinking, how did I miss that? NIO is pretty interesting. A state backed luxury EV play with a battery as a service model that allows them to sell their cars at a 20ish% discount to Tesla. I picked up 100 "eff it" shares in May of 2019. We'll see what happens. I don't follow this space closely, but from the little I've seen they seem more mature/further along than many EV companies. Looking at the price today I'd say I've gotten pretty lucky so far ;D What about LI, have you looked into it at all? On a first look it seems less overpriced than NIO, but I know very little about the Chinese EV market. Link to comment Share on other sites More sharing options...
Castanza Posted August 25, 2020 Share Posted August 25, 2020 good but hard topic. what companies will disrupt the disrupters? I think the new wave of EV companies are interesting, especially those that are attacking tsla...I don't give much credence to legacy ICE companies, but maybe something like NIO. Rivian if it goes public. synthetic biology is REALLY hard. various crispr companies, but how to analyze? I would wait for emergence of market leaders the follow ons that will attack peloton...there will be a bunch...see https://www.barrons.com/articles/these-stocks-are-special-heres-why-51598036348?mod=past_editions (zwift) slack has a long runway. zoom as well. all expensive Match may very well grow into something so embedded into the culture that we will all be thinking, how did I miss that? NIO is pretty interesting. A state backed luxury EV play with a battery as a service model that allows them to sell their cars at a 20ish% discount to Tesla. I picked up 100 "eff it" shares in May of 2019. We'll see what happens. I don't follow this space closely, but from the little I've seen they seem more mature/further along than many EV companies. Looking at the price today I'd say I've gotten pretty lucky so far ;D What about LI, have you looked into it at all? On a first look it seems less overpriced than NIO, but I know very little about the Chinese EV market. I haven't, maybe Liberty could comment? He seems to follow the industry closely. NIO at least is selling vehicles and actually rolling out their BaaS infrastructure. they have 143 stations and have completed 800,000 battery swaps. This industry is inevitable and Tesla is with 100% certainty not going to be the only big player. Lucid Motors (not publicly traded yet) also seems compelling from a product standpoint. The board seems to have some quality individuals as well (ex.) former head Tesla Model S engineer Peter Rawlinson. "Peter was Vice President of Vehicle Engineering at Tesla and Chief Engineer of the Model S, where he led the engineering of the Model S from a clean sheet to production readiness while building the engineering team. A graduate of Imperial College, University of London, Peter was formerly Head of Vehicle Engineering at Corus Automotive, Chief Engineer at Lotus Cars, and Principal Engineer at Jaguar Cars." https://lucidmotors.com/company/board Link to comment Share on other sites More sharing options...
Guest cherzeca Posted August 25, 2020 Share Posted August 25, 2020 this may be interesting if it doesn't run up too much after SPAC closing: https://www.fiskerinc.com/investors/ Link to comment Share on other sites More sharing options...
Gregmal Posted August 25, 2020 Author Share Posted August 25, 2020 this may be interesting if it doesn't run up too much after SPAC closing: https://www.fiskerinc.com/investors/ If you think so, buy a few of the warrants and then forget about it. I am speculatively long some of this. Link to comment Share on other sites More sharing options...
Guest cherzeca Posted August 25, 2020 Share Posted August 25, 2020 this may be interesting if it doesn't run up too much after SPAC closing: https://www.fiskerinc.com/investors/ If you think so, buy a few of the warrants and then forget about it. I am speculatively long some of this. any risk the deal doesn't close? Link to comment Share on other sites More sharing options...
Gregmal Posted August 25, 2020 Author Share Posted August 25, 2020 this may be interesting if it doesn't run up too much after SPAC closing: https://www.fiskerinc.com/investors/ If you think so, buy a few of the warrants and then forget about it. I am speculatively long some of this. any risk the deal doesn't close? I have little more than just my opinion, but Ive followed SPACs for a long time, and even the most obviously terrible deals often find a way to close. This one really shouldn't have a problem, and IIRC, they've already got quite a lineup for the PIPE. Only way it doesnt close is if you have folks who rather get their $10 a share back, IE -40% from todays close. Hard to see enough people willingly taking a haircut like that. Link to comment Share on other sites More sharing options...
Gregmal Posted August 26, 2020 Author Share Posted August 26, 2020 Perhaps it may be Salesforce...or maybe the market is really just kinda fun right now. Who the heck knows anymore. Link to comment Share on other sites More sharing options...
Gregmal Posted September 2, 2020 Author Share Posted September 2, 2020 Speaking of AirBNB, word is that this was Ackman's SPAC target. Take it for what you will. Link to comment Share on other sites More sharing options...
wescobrk Posted September 3, 2020 Share Posted September 3, 2020 It is only a matter of time for Tencent and Alibaba cross the trillion mark. Any other reasons besides (1) interest rates in China higher than the US and (2) potential risk from the Chinese government why theses names aren't higher? Tencent looks unstoppable with WeChat and the monopoly they have. Link to comment Share on other sites More sharing options...
Ulverski Posted April 17, 2021 Share Posted April 17, 2021 Jio Platforms, Reliance Industries subsydiary. Telecom, e-commerce, streaming services in India. Flipkart - e-commerce in India owned by Walmart (77%). Snapdeal - e-commerce in India Huge growth potencial businesses, but with no IPOs (yet?). Also Amazon India is coming. Link to comment Share on other sites More sharing options...
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