I’d pick the following:
1 - AAPL. Solid innovation, product pipeline, cash on hand, and consumer network. Services business will continue to grow and they could jump into other highly profitable categories as well, thanks to robust cash balances and R&D teams.
2 - TSLA. Still a lot of upside. Yes the valuation is crazy high, but they continue impress consumers and investors. They used to be mistaken as a software company that wishes they were a car company. Now people confuse them for a car company. They are far and away the worlds leading sustainable energy company and nobody is close behind them.
3 - TTD. Lots of good growth this past year, but tons of runway in the digital streaming ad space. It’s TTD or Google. I like what TTD has to offer. Solid mgmt team.
Honorable mentions. NIO, NCNO, UPST, ADBE, SHOP, MSFT, PYPL.
Submitted January 08, 2021 at 12:27AM by PeterLundLV https://ift.tt/3bkmurW
