43分
Ep. 64 - Brian Dress: Left Brain Investing The Investing City Podcast
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- 投資
LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299
[Note - Investing City is NOT getting compensated by Left Brain.]
In this conversation we cover:
“Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue
Interest in Founder/CEOs with strong histories of responsible capital allocation
Emphasis on organic growth, acceleration in margins and/or revenue growth rates
Profitability on some metric: EBITDA, FCF, or CFO
Concentration: no more than 25-30 stocks
Examples of names we like, where we think there is plenty of upside over the coming quarters/years:
ROKU: We think the ad platform is a category disruptor
TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold
ZM: Yet another category leader, one we think could become a top 10 company over the coming years. Explosive growth
NFLX: A bit larger than the others, but we see steady upside. A name better suited to conservative investors than the others. Strong profitability in EBITDA terms.
TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020)
SPLK: Data analysis so crucial in the enterprise setting. We like that SPLK makes data analysis accessible to non-pros. Very high margins.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it!
You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299
[Note - Investing City is NOT getting compensated by Left Brain.]
In this conversation we cover:
“Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue
Interest in Founder/CEOs with strong histories of responsible capital allocation
Emphasis on organic growth, acceleration in margins and/or revenue growth rates
Profitability on some metric: EBITDA, FCF, or CFO
Concentration: no more than 25-30 stocks
Examples of names we like, where we think there is plenty of upside over the coming quarters/years:
ROKU: We think the ad platform is a category disruptor
TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold
ZM: Yet another category leader, one we think could become a top 10 company over the coming years. Explosive growth
NFLX: A bit larger than the others, but we see steady upside. A name better suited to conservative investors than the others. Strong profitability in EBITDA terms.
TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020)
SPLK: Data analysis so crucial in the enterprise setting. We like that SPLK makes data analysis accessible to non-pros. Very high margins.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it!
You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
43分