Roy Philipose Stocks

Live Blog ---------------------- AXGrowth.com ---------------------- Dec 22, 2020 New Addition to A/X Growth I am adding Upstart Holdings ( UPST ) @ $42 to the portfolio.  Upstart is an AI Lending platform that partners with banks to help them underwrite better quality loans. This innovative platform will allow more consumer loans to be written at lower loss rates.  Investment report is coming soon. A/X Growth now has 15 positions.  ______________ Dec 19, 2020 On Dec 4, 2020, I removed FAANG from the portfolio.  Now, I am adding it back.  This will be messy and confusing if I am stopping and starting securities purchases. My goal is to focus on growth companies and have a small portfolio list, but I guess I will let things be. Over time, I may add like 2-5 companies a year and that will grow the total amount of holdings. I will put more weight on my newer and faster growers.  For the moment, I will keep Zoom off the list.  You can't make money tomorro...

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 show...

Tesla Update: Live Blog ------------------ Oct 21, 2020 Current Rating: Buy Current Price: $422 12M Target Price: N/A  5Y Target Price: $1,165 Fair Value Price: $325  (Fair value is based on 7x 2021 Revenue of $35 Billion ($260 share value) plus 25% premium ($65 additional value) to take private) Revenue Estimate: $35 Billion for 2021  (Estimate is based on Auto sales of 700K x ASP of $50K) Outstanding Shares (Q3, 2020) : 937 Million Comment RE: Q3, 2020 The company released positive quarterly numbers and sales outlook. Topics discussed on the earnings call include: autonomy software feedback, autonomy being a major margin contributor in the future, improving product affordability, Megapack and solar being big next year, Tesla being a startup of startups, and Tesla's internal manufacturing expertise. 5 Year Target price of $1,165 is based on 35% compound growth rate. (Fair value of $260 a share x 4.48 multiplier) Based on the overall valuation and growth prospects, I hav...