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"The Millennial Consumer Index" - My picks for a DJIA style 30 stock Index with Co.'s that best serve that demographic.
Fellow Millennials, What would be some of your picks?
@richard_chu97 @saxena_puru @FromValue @TMFJMo @dhaval_kotecha @adventuresinfi @reshoftc @BrianFeroldi
Fellow Millennials, What would be some of your picks?
@richard_chu97 @saxena_puru @FromValue @TMFJMo @dhaval_kotecha @adventuresinfi @reshoftc @BrianFeroldi
My criteria & list is
US Consumer centric
No B2B stuff (unless end-user uses it for non-Business reasons also)
This is just a Fun-Friday exercise. So don't take it too seriously and ask me why your fav co isn't there. Just add yours in the comments.
US Consumer centricNo B2B stuff (unless end-user uses it for non-Business reasons also)This is just a Fun-Friday exercise. So don't take it too seriously and ask me why your fav co isn't there. Just add yours in the comments.
Picks 
E-Commerce : $AMZN $ETSY $W $LULU $CHWY
Entertainment : $GOOG $NFLX $SPOT $ROKU
Social : $FB $SNAP $PINS
Finance : $SQ $PYPL $LMND
Food/Beverage : $CMG $SBUX $DPZ $CELH
Online Services : $MTCH $ZM $DOCU $TDOC $RDFN $FVRR
Life style : $AAPL $TSLA $PTON $ABNB $UBER
E-Commerce : $AMZN $ETSY $W $LULU $CHWY
Entertainment : $GOOG $NFLX $SPOT $ROKU
Social : $FB $SNAP $PINS
Finance : $SQ $PYPL $LMND
Food/Beverage : $CMG $SBUX $DPZ $CELH
Online Services : $MTCH $ZM $DOCU $TDOC $RDFN $FVRR
Life style : $AAPL $TSLA $PTON $ABNB $UBER
Let's keep aside the discussions about recent hype or over-valuations for any of these Co's.
This thread is about which Companies (in my Portfolio/Watchlist/Universe) are doing an awesome job of serving/engaging the Millennial Consumers (in US).
This thread is about which Companies (in my Portfolio/Watchlist/Universe) are doing an awesome job of serving/engaging the Millennial Consumers (in US).
The intersection of Technology, Demographic, and Consumer (behavior) trends are incredibly powerful.
We often over-estimate what can happen in the short-term (hype) and under-estimate what can happen in 1-2 decades (strong trends).
We often over-estimate what can happen in the short-term (hype) and under-estimate what can happen in 1-2 decades (strong trends).
The Co.'s that can
Create/leverage those trends
Offer valuable Products/Svcs
Start the relationship with Consumers at the right time & then continuously nurture
While being engaging/caring (for all stakeholders)
can get a lot bigger than what current Fin stmnts show.
Create/leverage those trendsOffer valuable Products/Svcs Start the relationship with Consumers at the right time & then continuously nurtureWhile being engaging/caring (for all stakeholders) can get a lot bigger than what current Fin stmnts show.
If Customers love the Products & sense that you really care
-You get the mind-share
-Slowly you get the Wallet-share.
-If the Company can become habit forming, while providing ongoing value/joy, that relationship can be incredibly powerful.
-You get the mind-share
-Slowly you get the Wallet-share.
-If the Company can become habit forming, while providing ongoing value/joy, that relationship can be incredibly powerful.
If you combine the above with some powerful potential of the Digital Co's
Virality/Scalability of the best products.
Optionality to leverage Tech to provide adjacent use-cases for your Consumers
Zero Marginal cost (in many cases)
Virality/Scalability of the best products.Optionality to leverage Tech to provide adjacent use-cases for your ConsumersZero Marginal cost (in many cases)
Powerful Network Effects and Switching Costs after a certain pointMore Data making your Product much better (creating feedback loops) and separating yourself from CompetitorsProviding/capturing value on top of someone else's Capex
All of these combined can create some incredible Business momentum and value capture over the medium to long term.
and THAT is a real joy to watch as a Consumer
and even more so as an Investor.
All the Best
/END.
and THAT is a real joy to watch as a Consumer
and even more so as an Investor.All the Best
/END.
