Hi folks,
I am currently an associate at a PE but very interested in public investing. Would like to gather some intelligence here for some stock recommendations that I can look at in the current market condition.
What is/are some great public stocks which is/are currently underpriced with huge growth potential in the coming year?
Thanks!
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What's the justification behind FTAI? I'm just curious because I know they had a bad 2020, but I'm wondering how you think they might grow in the coming years. Cheers! Also, that Discovery play you mentioned does seem really interesting.
HCMC - have a sizable position and it looks like they're in a very good position to benefit from marijuana legalization and tobacco regulation if they win their lawsuit against PM
Can you expand on them/the lawsuit?
DKNG
AI
My largest position is MKTY (Mechanical Technology). I was late to the Bitcoin game, but this is a bitcoin mining company that also has other profitable divisions that turn a profit. It is not being valued like its peers RIOT and MARA. I believe the company will do $20mm in revenue in 2021, a 100% YoY growth. They are ramping up two mining facility operations as well and could do $80mm+ in revenue in 2022.
Fintech companies like Mastercard aren't exactly under appreciated, but I don't think people realize the extent to which they'll prosper as the world becomes increasingly cashless. There's potential for huge returns here, which is why companies like Facebook and Apple have been jumping into fintech
O&G finna rip when people realize the fraudster EV companies need to effectively double our electric grid, powered by 80% fossil fuels. Also, renewable energy companies are complete ponzis.
-BTU currently provides 10% of the US electric grid, similar to CCJ. Yet CCJ trades 20x the valuation.
-OXY ripping to $45 when oil goes to $100 (which it will)
Also super bullish on copper. Goldman metals strategist recently doubled down at conference. https://www.mining.com/goldman-doubles-down-record-high-copper-price-wi…;
-Supply deficit. By 2H2022 we'll be in the tightest supply constraint since mid-2000s
-EV transition gonna change in the long-term copper demand
-Lumber ripped past 12 months. What do you fill homes with after they're built
I see you also listen to MacroVoices
Don't even get me started on uranium...
But yeah, they're much smarter than me and a lot of their opinions are a nice break from TAM stories people get so hyped over
What's MacroVoices?
If you ain't in steel, then you ain't fo real
Whatchu think coking coal used for brother
Ponzi scheme has a specific meaning. Don’t use it as a synonym for “stock I don’t like”
I know what it means. Correction, *most renewable energy companies are ponzis.
You were right on BTU
this aged well!
I agree. I'm loaded up on XOP and GDX rn
CHPT - EV charging company
@PrivateTechquity 🚀GME🚀
Damn right, not sure why I didn't get a notif from this.
Neogames (NGMS). iLottery industry is somewhat slept on and has a very long runway. Better business than casinos/sports betting. B2B > B2C by a mile.
..
I like this one tbh
Bookmark
Damn theres some retarded ideas in here...
as a growth investor (and fraud short seller) the responses to this thread make me lose faith in this board overall. 0/10
Andrew Left is that you?
lol. no. little known fact, despite the dunks on the man, he worth $100 million +
I'm long cable (CABO, CMCSA, CHTR, ATUS) since they'll continue to take price on their broadband offerings, roll out attractive mobile plans, and improve their cash flow profiles as capex winds down. These guys all trade at discounts with respect to private valuations and use their FCF to buy back MSD % of their stock each year.
Wow this must hurt. You somehow managed to buy all of these at the absolute top and have your position cut by 65%
What’s down 65% since August? Also have owned most for a good while. CableCo buyback engine is going to start ripping though, so I’ll be fine
This is a great thread to find shorts
Jacked to the tits on $SD
Given that the pandemic persists for longer than expected and supply chain constraints continue to add supply side pressures on inflation, maybe buy shares of a company in the agriculture business. Think of companies that own a lot of farm land and sell produce (and maybe grow produce themselves).
Of course this could be a terrible idea but it’s just some food for thought.
Honestly, I can’t piece the entire medium term macro picture together as everything is uncertain but I do know that in the short term, the pandemic is prob going to last longer than expected and supply side inflation may be a bit sticky. Rn is just not a good time to invest from a macro perspective as everything is unclear but fears of negative real returns due to inflation are prob going to prevent outflows in equities all else equal. Once the pandemic is over and inflation is still sticky, treasuries might experience an outflow into equities or directly into commodities. Still, the future is unclear and my ideas are prob just elementary. But I’m more bullish than bearish on the US unless something serious happens geopolitically (prob not China but more Afghanistan).
There are only 2 publicly-listed firms that own and operate/lease farmland, Gladstone and Farmland Partners. Both have always been performing terribly because they have massive assets and a comparatively small cash flow, which means a terrible Return on Assets.
I guess it was a terrible idea then lol. But for Gladstone (LAND), the price has jumped up a lot during pandemic if u look at the price history. So if u want to follow trend then it might be a decent investment, assuming that no other external events arise and inflation is correlated to the price movement (aka I did no deep dive research). But yeah I guess it’s still a terrible investment lol overall.
MO BTI SFTBY MSGE NWSA is my portfolio
Why MSGE
$U.UN $AURA $LAM. Or literally anything in the uranium mkt
I hope nobody on this thread is aspiring to a HF my god
Some of the names listed in this thread are shocking lmfao
God I really hope no one took any of these as investment ideas
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