Hi All, I see many investors are worried about a potential/likely recession in 2022, wondering despite the recession what companies you have researched and feel highly confident that at least a 5x is possible in 3 to 5 years? I will update the list below based on all legit responses: - Palantir - Asana - Amplitude - Lemonade - CloudFlare - DataDog - Gitlab - Sunrun - Tesla - Unity - Coin #personalfinance #investments
Why amplitude? Have a final round with them - wondering if I should
Good question, amplitude is by far the best product analytics tool out there in the market that is on par with internal tools built and used by FAANGs. Once companies start implement amplitude its very sticky and expensive to switch to anything else without incurring heavy switch costs + the tool is top notch in the space
true, high conviction stock like amplitude and confluent are trading at insane multiples. It will be really intresting to see what happens when fed tapers, rate increase. Will people still pay these multiples ? next level of all this madness is upcoming IPOs eg: stripe valued at 95 B and many others like that.
Cloudflare Rocketlab Innoviz
Lemonade
Lemonade is definitely an interesting one
I bought a small position when it was around $48. Didn't sell when it was at $180 because I wanted to wait a year for LTCG. Now I'm down ~15% lol.
WISH
Thesis?
Wish is a piece of crap
Datadog
huh, its already a 40-50B dollar company trading @50 times P/S? whats the thesis?
Moving to cloud is going to be the solution to develop products going forward. 5 years is a long time. I do think though that they will eventually grow into that valuation and then start rising even more. The opportunity is a lot
HashiCorp, GitLab, Sunrun, Tesla, Datadog
Tesla will be 5 trillion dollars in 5 years?
Sure GOOG 5xed in 5years many times when 1T was unthinkable
PINS I understand the sceptics but it's just way too cheap at the moment. Ofcourse I can be wrong.
None
No midsize+ public company should be planning 5x within 3-5 years. It can happen but itâs a pleasant surprise. This is the domain of startups
If you're growing 40% a year, you get to 5x in 5 years.
Stock doesnât reflect pure growth and thatâs not recognizing growth slows as company size goes up. If you have a company that will 5x in 3-5 years then go all in. But itâs highly uncertain and wouldnât be âexpectedâ
May I ask What is your thesis for this prediction?
Nancy Pelosi