Please share stocks that are new and in your field of study or experience that you believe could have huge growth. Less than 5 billion mc and less than $40 a share that you would DCA into regardless of share price.
I personally will need to diversify at some point and only really invested in companies that I had personal experience and knowledge about and am looking for similar long term plays that people have high conviction in. I have had tons of success following that rule but need to find new growth plays and ones not necessarily in AI hype or chips.
Experts in your field what are your favorite new/lowcap companies
byu/harrisonchase instocks
Posted by harrisonchase
9 Comments
AMPX
Edit: Also, thinking of jumping into ASPI.
Rightmove – largest property website in the UK, trades at 19 P/E, rising FCF and falling debt over past 5 years and counting, rejected a takeover bid with 50% upside and UK renters rights act will drive lots of eyeballs to site when minimum tenancies are scrapped in May this year
In the mortgage underwriting business, and I believe that mortgage underwriting below the management/escalations level is one of the few jobs that genuinely can and will be replaced by AI in the near-ish future.
With the current technology & systems being used, the job of a non-management mortgage underwriter is essentially to review the results of a calculator and ensure the calculator didn’t make mistakes. Obviously that is nonsensical, and there is no reason for a human to be doing this job, as tough decisions & exceptions get passed to people higher up the chain anyway.
Pagaya is my favourite bet here. They haven’t moved into mortgages yet, but have plans to. Very undervalued as it stands currently, prior to expanding into other lending markets such as mortgages. Forward PE of 9 with 30%+ revenue growth YOY.
Celsius has grown quite a bit, but I think it is still relatively small and undervalued. My friends and I made a discord server where we have all the sectors listed and we drop stock picks in it every week. Results are announced weekly plus leaderboards are updated as well. If you would like to join shoot me a dm.
How about you share with us to start?
imsr
Sadly, 90% of people in the answers, is gonna tell you the bags they’re holding.
Not me, because I had a restaurant and I sold it, but my wife is a surgeon specialized in reconstruction and plastic surgery and I’ve been talking with his colleagues and his boss because I’ve been inquiring.
I am going to tell all I know now, not small caps but interesting. And I still don’t own none of them because I’ve been loading Realty Income all this year.
Abbvie owns the majority of the botox and cosmetical market share but is enormous already
Then there is a swiss company that went public recently thay has A LOT of products that they love. It is called Galderma.
Beckton Dickinson is a brand that they threw a lot. Principally to heal umbilical hernia and similar things.
They’re impressed (some of them) with Zimmer Biomed prosthetics and technology. They fixed a woman’s skull with ai don’t know what that they do.
I peaked some times at the lab and there were a lot of machines Mettler Toledo. Don’t even know what they do, but my wife told me that’s expendive and necessary stuff
As I said, I didn’t buy yet. But I asked because from a logical perspective. Aging population. More resources in Asia and Africa. More people wanting to look good… I see a lot of gain in plastic surgery and joint repair things.
As I said, I know NOTHING about medicine. I knew how to run a big restaurant. But you know… not rocket science. We used P
prodcuts from;
Heineken
Pepsico
Pernos Ricard
Diageo
Tork (Kimberly Clark rival owned by a public sweedish company Essity)
The rest of the products were local. So… not that much value there
ARBE Robotics
they have the best radar chipset in the market. Cooperation with Nvidia, Magna and so on. Proven small volume projects
However they also have problems.
No big contracts since years due to
– Corona
– lidar and camera competition
– not many people spend money for safety
– so far no high volume Produktion
Working in automotive electronics.
I do not own shares.
Goog