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Cord-CUTTING $MGNI is making inroads into the Connected TV advertising space Only 40% of advertisers have spent on CTV ads until NOWCan $MGNI profitably grow in this NEW sector?Here
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241% Growth Alert - What is NEXT? Started as an engagement app It now rivals with #Duolingo and is expanding FAST 97% of Fortune 500 and 87% of Top 500
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$ZI 56% YoY Growth Market for B2B data is exploding as businesses look for data-driven B2B leads $ZI is leading the B2B market data It counts over 120m professionals
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89% GROWTH $EMBRAC is a M&A machine growing by 89% It counts 135 video games project in its pipeline And an ARMY of 3,600 developers Is it TAKING over
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eCommerce EVERYTHING You liked $MELI $SE $SHOP $AMZN $BABA ? Here is the LEADING Polish eCommerce platform GROWING at 50% YoY and PROFITABLEHere is an EASY thread $ALE
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$EVO 48% YoY GROWTH Leading developer of live casino studios for gaming operators Sales grew 48% YoY to € 140m in Q3 ’20 with EBITDA Margins of 65% Live
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$AI IPO +135% Develops a SaaS tool that enables enterprises to easily process and analyse data Counts the US Air Force, Shell and Koch Industries as it clients Sales
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$PLTR MILITARY GRADE DATA ANALYTICS Provides data weapons governments and corporates need to fight threats and disasters Sales are growing FAST at 52% YoY Is this the data analytics
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STREAMING WARS Live streaming service focussed on sports at FIRST Fighting with $GOOG YouTube TV but backed by DISNEY Paid subscribers totalled 455k, an increase of 58% year
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DECEMBER CONVICTION LIST (+85 Stocks) E-Commerce $SHOP $ETSY $SE $MELI $FTCH $CVNA $JD $BZUN $JD $PDD $OZON $BABA $JMIA Networks & Comms $FSLY $NET $TWLO $ZM $RNG $BAND $TMUS
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$OZON 70% GROWTH - eCommerce RUSSIA Their website gets 63m views EACH MONTH COVID boosted eCommerce sales in RUSSIA Sales grew 70% YoY to $ 866m for first
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RECENT IPO 57% GROWTH Sales grew to $ 52m with Gross Margins of 87% It help companies save up to $ 11.000 / Employee Cheaper than many SaaS alternatives
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