Showing posts from 2020

A/X Growth Portfolio 2020

Live Blog
Sept 18, 2020
New Addition to A/X Growth™
1) Moderna (MRNA) @ $68 Moderna is a biotech company thats specializes in vaccines and therapeutics utilizing messenger RNA. mRNA-1273 is a leading candidate for the Covid-19 virus, and the Phase 3 results should be out by November. 
A/X Growth now consists of 14 high-quality investments. Individual research reports will be available soon. Going forward, every investment recommendation I make, carries an automatic "Outperform" rating.
------------------ Sept 10, 2020
Two Additions to A/X Growth™
1) Zoom Video (ZM) @ $389 Zoom is a digital communications platform that specializes in video conferencing.
2) Ethereum (ETH-USD) @ $365 Ethereum is a digital commodity that specializes in smart contracts. 
A/X Growth now consists of 13 high-quality investments - I plan to issue research reports on all of them. 
Zoom Video is currently overvalued and will correct itself - but I like the business and the company will be worth more longer-term.

Roku: Outperform @ $128

Roku Update: Live Blog
July 29, 2020 Market Price: $148 (July 28, 2020)
Personal Buy Rating: -Buy Light (buy some) @ Market Price -Buy Medium (buy more) @ 20% Discount -Buy Heavy (buy many) @ 50% Discount
-------------- July 14, 2020 Update: By Roy Philipose
Longer Term Outlook: 5 Year  ~ $381 Basis: The company will grow at least 26% per year for the next 5 years. Therefore, the security will be worth 3.1x more than the fair value price of $120 a share. 
Fair Value:  $120
Fair value is the value based on growth prospects and the company going private.
Comment: Roku is a major distribution hub for online TV content. Eventually, I see them developing their own content, which would make them even more valuable.
July 2, 2020

Roku (ROKU) is an Internet based TV platform featuring free and premium content. Roku has a mobile app and they are the standard OS on many new television sets. Roku generates revenue with partnerships and ads in-between shows. They have established a TV guide on t…

Tesla: Outperform @ $1000

Tesla Update: Live Blog
Sept 23, 2020
Current Price: $424 (Sept 22)  12M Target Price: N/A Fair Value Price: $262 (Fair value is based on a Forward P/S of 7) Revenue Estimate: $35 Billion for 2021 (Estimate is based on Future Sales of 700K x ASP of $50K)
Comment: The company recently had their shareholder and battery day. They announced innovations that would allow them to scale, bring down cost, and increase range. Due to these announcements, I have increased the current fair value price. Tesla, in whole, deserves a premium valuation versus the rest of the industry. 
------------------- Sept 3, 2020
Current Price: $447 (Sept 2, 2020) 12M Target Price: Unknown Fair Value Price: $200  (Fair value is based on a forward P/E of 50 with 12m EPS of $3.20, plus 25% premium to take private.)

Comment: Tesla had a recent 5 for 1 stock split. Tesla stock is currently overbought and will eventually correct itself. Our fair value price is unchanged at $200 and will be updated on a quarterly basis. 

Bitcoin: Outperform (Moderate Buy) @ $6,100

Live Blog
August 21, 2020 Current Price: $11,600 
Bitcoin has increased in price lately. I feel more people are moving toward the asset and feel comfortable owning it. Governments feel less threatened by the commodity and should continue to allow full ownership. I think really that is the key point - government doesn't want financial Bitcoin has a better chance of survival. Gold has come up in price too. The central banks of the world are engaged in massive money printing and stimulus in order to keep things afloat. This only makes the case for Bitcoin stronger. I see both Gold and Bitcoin in a coexisting relationship, with Bitcoin becoming the new Gold. Gold is not going anywhere and the price is not going to zero. Gold will still cary value, but Bitcoin has the advantage. The price of Gold doesn't have to come down in order for the price of Bitcoin to go up. 
My outlook for Bitcoin hasn't changed. There is no reason Bitcoin can't be $100,000 or more in 1…