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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.
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