Stocks Recommended 2021

Venkat Garu 

AMZN 

LMND 

DASH 

ABNB 

PLTR 

SNOW 

60-70% of your portfolio in mega caps such as AMZN MSFT APPL SPY IWM QQQ 30 to 20% in growth stocks such as SHOP TSLA TTD SNOW PLTR LMND ABNB DASH TDOC etc. 10% in speculative trades such as GME CCIV SPAC's etc.

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- OTT replacing cable (SVOD/AVOD)

Identifying good companies that fall into these categories.

Ecommerce - SHOP, AMZN, ETSY are some that came to my mind

(Left out Chinese stocks - BABA, PDD, SE etc) (MELI and JMIA - outside of US) OZON

Clean Energy: PLUG, FLSR, CSIQ, TSLA :slight_smile: , RUN, SEDG

Cloud/Software: TWLO, OKTA, NET, CRWD, SNOW, TTD, PINS, ZS etc

Fintech/Payments: SQ, PYPL, ADYEY

Online games:EA, GME, ATVI,U

Online gambling: DKNG, SGMS,PENN

OTT - ROKU, TTD, MGNI, CURI (small cap), FUBO (speculative and double fool pick)

Exercise at home - PTON, NLS (sympathy play)

Remote health - TDOC and AMWL

Remote work - FVRR and ZM

Edge computing (which will grow bigger than cloud computing) : FSLY and NET

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Puru's List

$ADYEY $AFTPY $ACTC* $BAINF (4477 Tokyo) $BIB $CRWD $CURI* $DOCU $DKNG $FUBO $IPOE* $MELI $OPEN* $OZON $PLTR $PINS $ROKU $SE $SHOP $SKLZ $SQ $STNE $TWLO $VRM

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