ADDING TO THE POTS
Quick Update
I am adding three names to each of my POTS today.
The market has been spooked by fears of inflation. Now, expectations are getting better, and likely the worst in terms of numbers are behind us. If so, the market will recover over the next few months. If inflation gets worse instead, we may see more turbulence till the numbers will show a clear sign of deceleration.
On the other hand, it looks like the real risk of a war between Russia and Ukraine is low, despite what the press is telling everybody.
BTW, I picked names with a low risk/reward ratio, with companies that are very profitable, growing, expanding, and at the same time, the market is pricing them too pessimistically.
I'll share the rationale behind my new picks shortly in a separate post/email. In the meantime, I wanted to share them with you as soon as I'll add them to my POTS.
THE PICKS
FREE 10X CAPITAL POT
Coinbase ($COIN) - one way to play the Cryptocurrency and NFT boom through what could be the most trusted exchange for such assets over the next 5+ years.
Zillow ($ZG) - a pivot play in the real estate market, a platform changing its business model again after a failure in attempting to use its data to buy and sell houses directly.
DUTCH BROS ($BROS) - a new food/coffee chain concept spreading in the US with the real chance of becoming a big name over the next decade.
10X SMALL BETS CAPITAL POT
I'll share the names in a separate email to subscribers only. Hint:
1. a bet on a content creator and streaming service that may thrive in the era of the connected TV.
2. a bet on a telehealth small cap that is growing very fast, excellent at marketing, and profitable.
3. a bet on a digital advertising company that has been executing very well but unnoticed by wall street so far.
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Important:
this is not investment advice. Consult a licensed financial advisor before making any investment decision.