Master your fundamental research. Join 79,627 investors who trust our platform and content.
Save 54+ hours of fundamental research with free access to Stock Card.
We only ask your name and email address.
|
Wayne Gretzky famously said that one should not skate to where the puck is, but rather to where the puck is going to be. The cannabis industry is where the puck is going to be. Today we are launching Stock Card's The Green Fund. It's a portfolio managed by Mark Bernberg, a successful technology entrepreneur and the founder of TheGreenFund.com and an avid stock market investor who shares the vision of investing in well-managed companies in growing industries. You can get to know Mark and learn his insightful thoughts and ideas related to the states of valuations, regulations and fluctuations in our latest episode of Renegade Investors podcast. Why cannabis sector? Isn't it just a commodity, agricultural product, a hyped-up group of companies that make no money? Au contraire mon amis ... These days, anyone who touches the cannabis industry is applauded by the investors. Take Shopify (Ticker: SHOP). This Canadian company has been at the forefront of cannabis eCommerce and the investors have praised the company with gold. The stock price has been up significantly in the past few months as the result of the green rush. But, when it comes to The Green Fund, we are going beyond the rush!  We have been working with Mark - The Green Fund's portfolio publisher - to pick up six companies for this portfolio, to start with. We've researched several cannabis companies, and despite the outstanding growth each of these companies has had in the past few months and quarters, they are still poised to grow further from where they are standing today. Over the next four weeks, we will add one new stock to the portfolio, and once the month is over, we will add new companies to the portfolio as and when Mark discovers them. Usually, we introduce just a few stocks per theme. But, because the cannabis stocks are volatile, investing in only one stock may not be such a good idea unless you are sure that emotionally you can tolerate the volatility. Mark decided to give you a few well-managed companies so that you can spread your investment in the sector. The good news is that with the launch of The Green Fund, we are also introducing a new "Portfolio Follow" feature. Just like how you used to follow individual Stock Card,s you can now follow any portfolio, and you will get notified by email when new companies are added or removed from each of the Stock Card's portfolios on the Portfolio Store. The video below shows you how:  We have arrived in the last week of the Emerging India investment theme. Since the launch of this theme, we've talked about three ways to participate in the rapidly growing Indian economy and the stock market:
But first, let us share a few updates:
Moving onto today's VIP pick, it is a world leader from India that helps several clients from all around the world to discover, analyze, improve, and automate business processes.
Today's VIP pick is the third addition to our Emerging India portfolio which is our investment theme for April. This time, we have explored the new and growing market of online travel industry in India. Currently, only 10 to 15% of the travel spend is going through online channels. As the Indian's middle class is growing, the digital payment becomes a possibility, and more people access the smart devices to connect to the internet, the online travel industry in the country is ready to take off. Today's Stock Card VIP pick gives you a chance to invest in Booking.com or Ctrip.com of India before they become the talk of the town. But before we begin with today's VIP pick, we wanted to give you an early sneak peek into what's coming in May to the Portfolio Store. Wayne Gretzky - legendary hockey player - famously said that one should not skate to where the puck is, but rather to where the puck is going to be. And, the upcoming theme to the Portfolio Store is an embodiment of Wayne's wisdom. Get ready for The Green Fund! A new portfolio focused on the cannabis industry. In May, we will welcome you to the green rush! As always, this new investment theme is powered by Stock Card's mistake-free investment research, with a new surprise. The Cannabis portfolio is put together for you by the founder of TheGreenFund.com, Mark Bernberg, a long-time friend of Stock Card and the latest addition to the Portfolio Publishers at Stock Card. You will hear a lot more about Mark, The Green Fund, and Stock Card's latest investment theme in May. Stay tuned!  For now, there are more goodies in the bag for you! Back to the Emerging India portfolio. As we said, today's Stock Card VIP pick gives you a chance to invest in Booking.com or Ctrip.com of India, before they become the talk of the town. You can easily find and read the usual information and analysis you need to know on the companies' Stock Card and the Team's decision editorial section of the company's Stock Card.
Last week we started Emerging India's portfolio as our investment theme for April. When you heard about it last week, you might have paused for a second and asked, why India? In the world of all the new and hot IPOs, why is the Stock Card team talking about India? Well, we are glad you asked!  Last week we started Emerging India's portfolio as our investment theme for April. When you heard about it last week, you might have paused for a second and asked, why India? In the world of all the new and hot IPOs, why is the Stock Card team talking about India? Well, we are glad you asked!
India is the fastest growing economy in the world. More than 7% growth rate per year is expected for India in the next three to five years. This growth rate is even faster than our beloved China which is expected to grow between 5% to 6% in the next few years. Additionally, the average age of the Indian population is 27, which makes the country one of the youngest countries in the world. This young population means two things for India: 1) a growing number of consumers, and 2) a growing size of the workforce. If you were excited about the growth of the middle class in China - which you should be, as they are the fuel for economic growth in any country - you'd be even more excited about the growing middle class in India. According to the consulting company, Deloitte, only 1% of India's population has a similar income level as the middle class in cities like Hong Kong and Singapore. As we said, the young population of India also means a growing workforce. As per the former head of India's Central Bank, Professor Raghuram Rajan, India has one million people entering the workforce every month, which means, the country has access to a large, low-cost workforce that can fuel the economy even further. Those are some of the reasons we are excited to focus on Emerging India portfolio this month. Of course, we cannot forget the role of government in the growth of the country. India's government, the upcoming election, and political battles in the country are risks that we cannot forget and must consider as we explore the opportunities in Emerging India. Today's Stock Card VIP pick introduces you to two investment opportunities that are fueling and benefiting from the Emerging India.
Good Monday morning folks! This 2-min Stock Card Weekly Update ? is a recap of what our users requested and what the Stock Card team published lately.
Here's what's included in this issue: Should you invest in Lyft? What's better than investing in Lyft's IPO? New Stock Cards published and updated last week
Should you invest in Lyft's IPO?
As of Friday, Lyft is a public company! Had the IPO been delayed by one working day to today, you could have called it an April's Fool day joke! Why? It's no surprise that the company is not profitable. However, it's surprising that based on the information they have provided, the company doesn't have a plan to become profitable anytime soon. The company’s current business model doesn’t work, but it gets a pass because of its aspirations in the emerging autonomous cars market! We talked about all the details in one of the latest episodes of Renegade Investors podcast. Have you listened to it?
P.S. We are waiting for the company’s information to become available through SEC so that we can publish its Stock Card. Stay tuned!
What's better than Lyft's IPO?
If you are still insisting on owning a piece of the Lyft's IPO action, consider some of the investors in Lyft. The company is backed up by several well-operated and profitable companies that will benefit from Lyft's success but won't drag your portfolio to the ground if the company's grandiose vision doesn't pan out. For example, Rakuten (ticker: RKUNY), Alphabet (ticker: GOOG/GOOGL), and even General Motors (ticker: GM) own quite big stakes in Lyft:
New Stock Cards published last week
Last week we published a few new Stock Cards and refreshed several others. When you log in to your Stock Card account look for the "new" and "update" flags on Stock Card search page. Or, click on any of the logos below to visit the Stock Card of the company that grabs your attention.
That's it for this edition! Have a great week, folks! Don't forget to share this blog post with your friends if you find it helpful, and connect with us to share your thoughts and ideas!
|
Categories
All
Archives
March 2024
|
RSS Feed