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Mukund Mohan
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Thread: $LGVW: The Ultrasound market is a ~$7B global medical systems opportunity in 2020, growing to over $10B by 2025. The market has been long dominated by expensive cart systems
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1. LIDAR thread. Will write a longer article in a few days. Light Detection and Ranging is technology using lasers to measure distances. In particular Robots, Autonomous Cars and industrial
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1. A quick thread on $MWK: There are enough threads with the bull case, but I wanted to give you the risks, given I researched the $AMZN marketplace seller market.
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"Pets are family". Been tracking 13 stocks but only own $CHWY. I will add BarkBox, $STIC when it lists. The company has a valuation of $1.6B with $350M in revenue,
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Worth putting on your radar for a 2021 watchlist: $DM - SPAC $TRNE. Desktop Metal $16.21 - company makes additive 3D Printers for manufacturing - selling printers, parts and consumables.
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1. A thread on "Optionality". A moment for me to understand why $SDGR will do better than $CERT and $SLP, even though they are in the same market 2. Biosimulation:
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A thread in the "China stock" risks. I wanted to document for myself (after a discussion with a friend) what the risks are investing in stocks listed in the US
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1. $FUTU ($43.78, +336% YTD), 52WL8.15, 52WH 51.1, MCap $6.17B is a China based Fintech company, helping young affluent Chinese invest in stocks 2. $FUTU: Since others have written about
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1. $ZI: $41.7, (+4.45% YTD), 52WH $64.4, 52WL $30.83, FY20 Rev $465M, (+58%), FY20EPS $0.31, (-34%) $ZI helps B2B marketing and sales professionals find target customers, leads and accounts. They
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1. $CRM: Overview: Salesforce (NASDAQ: CRM) is a leading Software-as-a-Service (SaaS) company, with a 20-year history of cloud-based customer relationship management (CRM) delivery. For FY21 CRM will post ~$21B in
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361 IPOs in 2020. 24 more in Dec. 27 have 100% gain. Tech stocks: $CIIC, $U, $YAYA, $BILL, $SPT, $DADA, $NNOX, $PLTR, $CRSR, $PLTR, $XPEV, $KCAC, $SDGR. Add to "watchlist".
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Please don't take this as advice. The next year plus is going to be the best for stocks after which we should see 2-3 years of poor returns for stocks.
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