Varun Anand
Member since: Jul '19
Portfolio Manager at
Starlight Capital

Latest Top Picks

A data center company more geared to investors that want more growth. European data centers. Europe is about 5 years behind the US in data center build out. They have a big runway of growth. Your growth will come from earnings growth. (Analysts’ price target is $81.00)
It is a good candidate for environmental social governance investing. It is renewable energy. Assets are in Canada and France. They are guiding to a much stronger pipeline in France than originally anticipated. They are going into solar and battery technology also. (Analysts’ price target is $32.32)
He focuses on their cable business. Last quarter they had a 10% increase in growth due to pricing as well as subscriber growth. That is the sweet spot. The market is underestimating the transition of the cable business. (Analysts’ price target is $48.09)