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1/ As November drew to a close, it marked the first month of contributing on @SeekingAlpha.
It's been extremely rewarding in more ways than one. If anything, @ShaneAParrish was right in that it is by writing that you realize that you have no idea what you're talking about.
It's been extremely rewarding in more ways than one. If anything, @ShaneAParrish was right in that it is by writing that you realize that you have no idea what you're talking about.
2/ And believe me you, writing is excruciating. I don't think it gets any easier, but therein lies the beauty of forcing yourself to seek and achieve clarity of thought.
I won't digress too far, but irrespective of industry, people should write about what interests them.
I won't digress too far, but irrespective of industry, people should write about what interests them.
3/ 5 pieces in, I think I'm starting to develop my own groove. This first month's goal was breadth, and as I continue to gain momentum, I plan on going leaning towards depth.
Here's a quick recap of each one:
Here's a quick recap of each one:
4/ $FB is the most dominant social media company on earth. There's a lot of untapped potential left in this behemoth, especially as it starts rolling out its monetization strategy on a huge chunk of the global population.
Zuck is the man with a plan. https://seekingalpha.com/article/4385501-facebook-continuously-undervalued
Zuck is the man with a plan. https://seekingalpha.com/article/4385501-facebook-continuously-undervalued
5/ $BWMX SPACs are a dime a dozen. One of the year's biggest winners, though, is a direct selling business from Mexico.
It's family-owned, has adapted extraordinarily well to COVID, has penetrated 20% of its local TAM, & LatAm is only just starting. https://seekingalpha.com/article/4388307-betterware-direct-sales-company-growing-like-saas-business
It's family-owned, has adapted extraordinarily well to COVID, has penetrated 20% of its local TAM, & LatAm is only just starting. https://seekingalpha.com/article/4388307-betterware-direct-sales-company-growing-like-saas-business
6/ $ADYEY The payments industry is as huge as it is ripe for disruption.
This profitable Dutch FinTech is laser-focused on providing a full payments stack solution to enterprise and mid-market merchants. The riches are in the niches. https://seekingalpha.com/article/4390297-adyen-get-on-train-leaves-for-good
This profitable Dutch FinTech is laser-focused on providing a full payments stack solution to enterprise and mid-market merchants. The riches are in the niches. https://seekingalpha.com/article/4390297-adyen-get-on-train-leaves-for-good
7/ $CSGP The best real estate play is actually a software business.
CoStar has been amassing data for over 30 years, creating huge barriers to scale. Its asset-light marketplaces continue to grow and its acquisitions have been shrewd over the years. https://seekingalpha.com/article/4390566-costar-group-great-company-continuing-to-get-better
CoStar has been amassing data for over 30 years, creating huge barriers to scale. Its asset-light marketplaces continue to grow and its acquisitions have been shrewd over the years. https://seekingalpha.com/article/4390566-costar-group-great-company-continuing-to-get-better
8/ $TDG The aerospace industry has been ravaged by COVID-19.
Yet, the industry's huge dependence on $TDG's proprietary products make it a core component of one of the world's most vital services.
Management's pivot to cash has been timely. https://seekingalpha.com/article/4391552-transdigm-power-of-being-best-your-craft
Yet, the industry's huge dependence on $TDG's proprietary products make it a core component of one of the world's most vital services.
Management's pivot to cash has been timely. https://seekingalpha.com/article/4391552-transdigm-power-of-being-best-your-craft
9/ A 6th piece is already in the works that is more business breakdown than investment thesis. It's fascinating in many respects, but there's still some convincing to be done. Without spoiling anything, it's about one of the soon-to-IPO companies that have files their S-1s.
10/ Thanks to any and all who have accompanied me so far along this journey. Less than 30 days in and it's already been extremely rewarding.
Looking forward to more. Cheers.
-CC
Looking forward to more. Cheers.
-CC
