LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299
[Note - Investing City is NOT getting compensated by Left Brain.]
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.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it!
You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
Ep. 64 - Brian Dress: Left Brain Investing