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Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
Purchased it recently in one of his funds. It is the latin-american version of Amazon. Their operations focus in Brazil, Argentina and Mexico. E-commerce will continue to grow, and it is a good way to get exposure in an area that is not typically on investor's radar. It is expensive, but it may always be expensive.
BUY
BUY
October 30, 2020
Likes it in the video game space. Gaming has been resilient over time. It is expected to continue to do well. Long-term it should do well, with very strong franchises like Call of Duty. One of his favourite companies in the space.
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Likes it in the video game space. Gaming has been resilient over time. It is expected to continue to do well. Long-term it should do well, with very strong franchises like Call of Duty. One of his favourite companies in the space.
BUY
BUY
October 30, 2020
It is very interesting to see such a divisive stock. Elon Musk is clearly a genius. He recently initiated a position. Likes the story. 100% built to make electric vehicles, which is different from how their competitors are set up. They also have no marketing budget since the man is free marketing. Over-the-air software updates are very interesting. EV will continue to grow.
Show full opinionHide full opinionIt is very interesting to see such a divisive stock. Elon Musk is clearly a genius. He recently initiated a position. Likes the story. 100% built to make electric vehicles, which is different from how their competitors are set up. They also have no marketing budget since the man is free marketing. Over-the-air software updates are very interesting. EV will continue to grow.
TOP PICK
TOP PICK
October 30, 2020
Still a good buy for the long-term. They have a great eco-system that provides value to customers. Google is still an important part of the e-commerce system. 50% of searches for products begin on Google. 1/3 are still on Google to compare prices. (Analysts’ price target is $1871.26)
Show full opinionHide full opinionStill a good buy for the long-term. They have a great eco-system that provides value to customers. Google is still an important part of the e-commerce system. 50% of searches for products begin on Google. 1/3 are still on Google to compare prices. (Analysts’ price target is $1871.26)
TOP PICK
TOP PICK
October 30, 2020
It will continue to take marketshare from Intel in the CPU space. They have the best technology. Gaming PCs, embedded data centres and other industry marketshare are growing. Lots of room for growth. (Analysts’ price target is $88.31)
Show full opinionHide full opinionIt will continue to take marketshare from Intel in the CPU space. They have the best technology. Gaming PCs, embedded data centres and other industry marketshare are growing. Lots of room for growth. (Analysts’ price target is $88.31)
TOP PICK
TOP PICK
October 30, 2020
Industrial real estate play. An e-commerce play. It is the second largest REIT in the world and the top industrial REIT. (Analysts’ price target is $112.24)
Show full opinionHide full opinionIndustrial real estate play. An e-commerce play. It is the second largest REIT in the world and the top industrial REIT. (Analysts’ price target is $112.24)
PAST TOP PICK
PAST TOP PICK
October 30, 2020
(A Top Pick Aug 07/20, Up 9%) Still sticking with it, and will be his top pick today too.
Show full opinionHide full opinion(A Top Pick Aug 07/20, Up 9%) Still sticking with it, and will be his top pick today too.
Purchased it recently in one of his funds. It is the latin-american version of Amazon. Their operations focus in Brazil, Argentina and Mexico. E-commerce will continue to grow, and it is a good way to get exposure in an area that is not typically on investor's radar. It is expensive, but it may always be expensive.