Tag: Stockpick

We bought. US: DIS, AKAM, AMD, ATVI

Stock picks November 2021

NYSE:DIS @ USD 153.31

Disney has a wide range of new and old franchises. While COVID hit on Disney parks revenue I think it is well positioned with its online offer of streaming services. Blockbusters like Star Wars and more recent series like the Witcher are driving new customers to the platform, particularly the younger audience which is hard to attract. The stock is relatively cheap and I think it could move around Christmas.

NASDAQ:AKAM @ USD 111.60

Akamai is a content delivery network (CDN) or cache provider used by millions of companies. Its services are used to reduce the bandwidth usage on many websites by serving cached version of the pages. It helps company in reducing their operating cost and preventing attacks. The stock is affordable and has the potential to go much higher. The reason I am buying it is because the company I am working for is using Akamai extensively which tells me that other large corporations are using it too. I used the same logic when I bought Cloudstrike, Workday , Okta, Google and Sumo.

NASDAQ:AMD @ USD 157.30

AMD has a wide range of chips used for a variety of devices and application. With the explosion of gaming and mining, AMD is positioned to deliver fantastic results over the coming years.

NASDAQ: ATVI @ USD 60.93

The rise of electronic sports will support growth for video game editors. Activision is a key player in the industry with titles like Call of Duty, Tony Hawk and Guitar Heroes.

We bought. Z2U

Stock picks October 2021

ASX:Z2U AUD $5.35
Zoom2U is a great little gem. This recommendation is a little more personal. I use to work with a client in 2016 and had some questions around the IP of the software I was developing for them. A friend of mine, close to Steve Orenstein, Zoom2U CEO, gave me his number saying I should call him and ask my questions. I reached out to Steve to schedule a call without knowing who he was. He seemed a little bit surprised on how I got his phone number but helped me nonetheless. His advice led me to where I am now and I am grateful for that.

For me a CEO who takes time to help another entrepreneur is a great indicator to where his company is going. Z2U has a great business model and is addressing a real problem: parcel transit (and other services) using peer-to-peer delivery. Steve is really clever and is leading his boat in the right direction.

Their IPO took place the 10th of August 2021. It is still early stage and the right time to invest in a great start up.

https://www.zoom2u.com.au

We bought. (ASX:RZI)

Stock picks September 2021

ASX:RZI $1.74

Raiz is a promising start up. Millennials are pushed further away from real estate investment with prices exploding during COVID in some locations. On the ASX the minimum investment amount is AUD $500 in Australia, this alone is gate keeping investment for people new to the work force or without cash. Raiz offers an alternative to traditional shares investment using micro amounts. The company has a goal, a vision and a mission. Their team is diverse and they are going international with the recent appointment of a Co-CEO to expand to the US. Even though the minimum investment amount is only a few cents, they might partner up with similar apps or broaden their offer soon. Those are strong positive indicators that this company is going places.