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What other tech stock to consider?
- Thread starter Sanny
- Start date
Here you go guys, ZS is on sale today. Profitable company, positive cash. Market got freaked out by less than awesome guidance, but frankly, after listening to the CC, I don't see anything troubling. Still a great growth stock. This next quarter will have just slightly positive Q-Q growth, but that is normal seasonal variation. I suspect the stock price will grow again after next CC.
ZS makes software to enable medium and large companies secure their corporate networks. In the past, the normal way of doing this is via VPNs. Remote employees or remote offices would connect to the corporate HQ via a VPN. This made sense when HQ had centralized computer resources. These days that is rapidly changing as companies use more and more cloud based applications. So a typical branch office or remote worker would VPN into the HQ over the Internet and then go right back out to the Internet to access some cloud application. Needless to say this overloads corporate Internet connections, introduces many hardware points of failure, doubles Internet failure points, makes the corporate network less secure, and in the end, doesn't provide great security.
ZS instead installs an app on each laptop or desktop PC and a broker app in the cloud. It allows the remote worker or branch office to directly interact with a cloud application while having the highest security and centralized security control. It eliminates many points of failure, reduces Internet bandwidth costs and associated security appliances, etc., etc. It is a modern security architecture for large enterprises.
And they aren't standing still. In addition to the huge organic growth in front of it (both from existing customers that buy more and from new customers), they are rolling out brand new applications including a B-B application that allows the use of ZS's security architecture between unrelated companies.
ZS makes software to enable medium and large companies secure their corporate networks. In the past, the normal way of doing this is via VPNs. Remote employees or remote offices would connect to the corporate HQ via a VPN. This made sense when HQ had centralized computer resources. These days that is rapidly changing as companies use more and more cloud based applications. So a typical branch office or remote worker would VPN into the HQ over the Internet and then go right back out to the Internet to access some cloud application. Needless to say this overloads corporate Internet connections, introduces many hardware points of failure, doubles Internet failure points, makes the corporate network less secure, and in the end, doesn't provide great security.
ZS instead installs an app on each laptop or desktop PC and a broker app in the cloud. It allows the remote worker or branch office to directly interact with a cloud application while having the highest security and centralized security control. It eliminates many points of failure, reduces Internet bandwidth costs and associated security appliances, etc., etc. It is a modern security architecture for large enterprises.
And they aren't standing still. In addition to the huge organic growth in front of it (both from existing customers that buy more and from new customers), they are rolling out brand new applications including a B-B application that allows the use of ZS's security architecture between unrelated companies.
Dudes, check out this graph. In the main investor thread I mentioned that it usually takes about 2 weeks for new institutional investors to start buying when they start looking at a company. I had noticed this effect especially for small cap companies that present powerpoints at investor conferences. Assuming the company has a good story, you'll see the stock price melt up about 2 weeks after such a conference. It takes that long for a typical fund to do their in depth due diligence before placing large buy orders.
So, this graph is for DOCU. They had an investor conference January 15th. And just less than 2 weeks later, their stock price starts escalating (the comparison index is the Nasdaq 100 so it wasn't due to macro events). Anyways, single data point, but I just looked at this and thought it was funny!
BTW, many investor conferences presentations are streamed on the Internet and/or presentation materials are available, so you can look at these yourself and make up your own mind ahead of the funds...
So, this graph is for DOCU. They had an investor conference January 15th. And just less than 2 weeks later, their stock price starts escalating (the comparison index is the Nasdaq 100 so it wasn't due to macro events). Anyways, single data point, but I just looked at this and thought it was funny!
BTW, many investor conferences presentations are streamed on the Internet and/or presentation materials are available, so you can look at these yourself and make up your own mind ahead of the funds...
Mod suggestion:
If you are going to throw out a name not currently being discussed in this thread, then at the very least give the company's name as well as its symbol; better yet, 3-30 words about what it is they do. Writing little more than "XYZ has gotten hammered recently" is not a productive way to start a discussion.
If you are going to throw out a name not currently being discussed in this thread, then at the very least give the company's name as well as its symbol; better yet, 3-30 words about what it is they do. Writing little more than "XYZ has gotten hammered recently" is not a productive way to start a discussion.
I do not get SPCE at all. It's like they are selling you a Tesla Roadster, but you can only own it for six minutes. Then you are out the money and all you have are six minutes of memories in space? I would rather just buy a Tesla Roadster that I could own indefinitely with memories for a lifetime.
And they have other businesses like the satellite launcher program, but that is a very congested space.
I guess it's just a stock where you trade the volatility irrespective of the business being viable long term?
I can't say I get it either. Now, if it was like a couple hour deal where you can goof around in space then yeah, but just a few minutes?
The one thing I'm wondering about is if they can manage to leverage this into a sub-orbital trans-Atlantic flight. The world is getting smaller and the wealthy are becoming more wealthy. Faster international flight could be a big business.
Chickenlittle
Banned
Would look at GNPX. They have interesting delivery system to deliver and incorporate gene that can modulate tumor activity but not the reason for my interest. They have purchased license to use AAV (I used to work on mRNA PROCESSING BY ADENOVIRUS and have been curious about using AAV virus for introducing genes into human cells. The system they have licensed introduced 2 genes that make beta pancreatic cells start producing insulin. In Vivo tests on diabetic mice have resulted in them not requiring insulin to maintain normal glucose levels. Also tested in primates. They will start testing in humans Very high risk investment but the reward, in my opinion, justified by a huge return. The cost of diabetes with resultant heart disease/renal disease and renal transplants/strokes/peripheral vascular disease/neuropathy is enormous and would justify the sky is the limit pricing of a cure. A moonshot but certainly don’t mind losing in light of the possible return
i posted some spacex news over in the investor thread about a $250 million capital raise. I imagine it's still difficult to get shares, but figured i would link to the post over in the SpaceX forum:
SpaceX investor's thread
(please continue discussion there if interested in the topic)
SpaceX investor's thread
(please continue discussion there if interested in the topic)
CLK350
Member
Maybe check out ARKInvest funds. As you know they've been the most consistently pro Tesla over the years. I haven't diversified out of Tesla (sold all my NG previously held, waiting for the yearly cataclysmic financial armageddon that keeps threatening every year since ..forever). Anyone else has looked at Arkinvest?
I've started buying Ark Genomics. I think the industry is due for an upswing but I have no idea which companies to pick.
A couple weeks ago I took a small position in Zillow (ZG, Z). They are currently moving from a real estate advertisement business model into trying to own the entire real estate transaction. Buy/Sell/Rent/Closing/Mortgage. If you have dealt with a Realtor and see the 5-6% fees they make on increasingly large home prices you know that this is an area begging for disruption. Currently I believe they are running in 2nd place for the "iBuying" market to Opendoor, but Opendoor is currently private. This article today made for a good summary of what they are trying to do:
Zillow is losing millions on selling homes. But its CEO Rich Barton isn't worried - CNN
They see their "Homes" segment growing from 1.3 Billion to 20 Billion in the next 3 to 5 years. Market Cap is currently 13.65B.
Zillow is losing millions on selling homes. But its CEO Rich Barton isn't worried - CNN
They see their "Homes" segment growing from 1.3 Billion to 20 Billion in the next 3 to 5 years. Market Cap is currently 13.65B.
Today's reminder that you can get (limited) exposure to SpaceX by holding 2 Baron Funds:
Buy SpaceX Now With The Baron Funds - AbleCharting | Seeking Alpha
Yes, this is Ron Baron's day job if you want to call it that. He only moonlights as a Tesla bull on CNBC.
I have a small amount of direct experience with Zillow’s new business model. Some 14 months ago we took advantage of having some real estate in one of their pilot cities - mother-in-law’s condo in Arizona.
We very thoroughly had done our homework beforehand and believe we had an excellent handle on at what price the property would move.
Zillow offered a net number very close to be top of our range. We were happily impressed.
Ultimately, we decided to lease rather than sell, but we think Zillow has a good thing going.
HOWEVER....the company also, understandably, made use of a local boots-on-the-ground realtor to effect some of the grunt work. And, as soon as we declined Zillow’s offer, she came at us like a 99-mouthed remora in attempting to get us to sell through her. I finally rid ourselves of her pestering by throwing her emails into “junk”. I am therefore leery of Zillow’s ability to protect its franchise against its own assistants.
Weekend thread:
Stocks with >50% exposure to EVs/Clean Energy/Sustainability
Obviously Tesla is the true Clean Energy pure play and leader, but I'm trying to screen some other stocks with a true focus on Clean Energy/Sustainability.
Are there any other public stocks people have come across?
It's surprisingly hard to find. I'd be particularly interested in battery tech startups.
Stocks with >50% exposure to EVs/Clean Energy/Sustainability
Obviously Tesla is the true Clean Energy pure play and leader, but I'm trying to screen some other stocks with a true focus on Clean Energy/Sustainability.
Are there any other public stocks people have come across?
It's surprisingly hard to find. I'd be particularly interested in battery tech startups.
CLK350
Member
Great point .. I am now 90% still in TSLA (started accumulating in Jan '19 after being completely ignorant/ uninterested in cars for years, then bought an '08 Merco CLK350 just because it was in such perfect condition and getting tired of renting cars, THEN figured out Tesla)
Re NVDA, it was a bril investment till recently - now I would be hesitant, if at all I would rather put it into AMD: they are giving Intel (and nVidia) a run for their money, more advanced tech/ fabs that will take years to catch up to. Sorry I don't remember all the details, but it seemed right (I have followed the computer industry as an IT specialist and investor for decades, with varying success financially TBH as execution is also key to materializing your insights, FWIW) ... in the tech sector and big names, MSFT and AMD are (still) growing fast.
Vestas (Vestas - wind turbine solutions and services) ... wind turbines
(wish Tesla partnered or bought them ... next wind farm could then be 100% Tesla owned/operated)
Solar Edge (SEDG) makes inverters. I invested back in 2016, up about 350% since then. The other interesting player is Enphase (ENPH), who make micro-inverters for many brands of panels. I had not invested in them. ENPH went up 20% on Wednesday after releasing good earnings, which made me look and realize that SEDG was also about to release earnings. So I bought some weekly just-out-of-the-money calls in SEDG (up 20% Wednesday+Thursday), for an overnight 10x. I let them convert to stock yesterday. Just bought into ENPH.
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I have followed and bought ENPH when they were trading in the 5$ range. I made a mistake of selling half when they got to 35$. I compounded my mistake by selling Feb 21 calls as I thought the stock had run up quite a bit. I was forced(well not forced but I did not want my sold calls to get exercised) to buy to close those calls.
ENPH was up 45% after earnings. I agree that there seems to be room for both ENPH and SEDG to grow. I bought some SEDG just before their earnings. Market caps are too big to be considered as likely acquisition targets for TSLA. Has TSLA acquired any public company in the past?
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