Stock Ideas

Learn to invest, with deep-dives into the fastest-growing public companies

Recent Editions

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Edition #22
March 14, 2021

This week, I discuss two companies in the gaming space, but with the ambition and optionality to grow into adjacent markets.They’ve both been on excellent runs, but should they execute well, their market opportunities are very large and growing.

Edition #21
February 28, 2021

The last two weeks have seen a return of volatility in the markets. New optimism around the vaccine rollout has seen money going into companies that should benefit from the re-opening of the economy. It’s also seen a decline in many of the tech stocks that have done so well over the last few months. As always, it’s important to retain a long term view with your investments.

This week, I discuss two companies that have been suffering from over demand and limited capacity. Good problems to have I say

Edition #20
February 14, 2021

This week I discuss two companies that are walking the walk. Finding companies who consistently grow and execute on the plan their management team sets out are exactly what we look for as investors. Both have strong opportunities ahead of them, even if short term valuations seem rich.