The Next Multibagger

Today I have the pleasure to bring on Edmund McCormack, Founder and CEO of Dechained, an investment advisory firm that provides education, investing recommendations, and market information for cryptocurrency. Edmund has prior experience working at Apple and Teads, and is also currently a managing partner at Dechained Capital.  We discuss Edmund's journey into cryptocurrency, his strategy and framework when investing in projects, and some exciting projects that he's researching and/or investing in.  You can learn more about Edmund and his company Dechained at https://www.thedechained.com/

In this episode, I talk about Perion Networks (PERI) a global technology innovator in the digital advertising ecosystem, providing brands and publishers with an opportunity to unlock lucrative growth opportunities. The company operates across the three main pillars of digital advertising – ad search, social media, and display/video/CTV, representing a potential market of more than $500B.

UiPath designs and develops robotic process automation software. The platform offers foolproof development tools, automation of intricate processes, enhanced control, cloud and on-premise deployment, robust governance, and multiple robots on a single virtual machine. UiPath was founded in 2005 and headquartered in New York, United States. Join the Community: https://www.patreon.com/thenextmultibagger

After a meteoric rise of Bitcoin and Cryptocurrencies in the past year, digital assets traded down sharply on Wednesday, May 20. Before diving into the negative catalysts pushing crypto prices down, it's important to understand the events leading up to this downturn. In this episode, we depart from technology stocks and dive into the world of cryptocurrencies. We'll first be going over: 1. What is cryptocurrency and bitcoin 2. What caused crypto to rise in the last year 3. What caused crypto to fall in the last few days 4. Is crypto a good long-term investment? 5. How to take advantage of this opportunity Join the Community: https://www.patreon.com/thenextmultibagger

BigCommerce (NYSE: BIGC) is the world’s leading cloud eCommerce platform for established and rapidly-growing businesses. Combining enterprise functionality, an open architecture and app ecosystem, and market-leading performance, BigCommerce enables businesses to grow online sales with 80% less cost, time and complexity than on-premise software. BigCommerce powers B2B and B2C ecommerce for more than 60,000 SMBs, 2,000+ mid-market businesses, more than 25 Fortune 1000 companies, and industry-leading brands including Assurant, Ben & Jerry’s, and Gibson.   Join the Community: https://www.patreon.com/thenextmultibagger

Fastly Inc.’s (FSLY) stock dropped in the extended session Wednesday after the cloud-based online content-services company reported a quarterly loss and outlook short of Wall Street expectations and announced the departure of its financial chief.  With Fastly down around 70% from its ATH of $128, is it a good buy here at $42? In this episode, we'll breakdown Fastly, its Q1 earnings, and whether it's a buy here. Join the Community: https://www.patreon.com/thenextmultibagger

Last week was an exciting week in the stock market, with large tech companies reporting their quarterly earnings. FAANG stocks all did well and helped rally the markets towards all-time highs. However, there were stocks that did not impress Wallstreet expectations and are down after their report. Ark Invest has been buying these 5 exciting growth stocks, and in this episode, I'll be breaking down their recent earnings and future potential. Join the Community: https://www.patreon.com/thenextmultibagger 00:00 Intro 0:34 Pinterest Stocks (PINS) 7:43 Teledoc Health (TDOC) 10:47 Spotify (SPOT) 13:41 Tesla (TSLA) 20:56 Twitter (TWTR) 25:44 Ranking this List 30:00 Closing #teledoc #pinterest #spotify #tesla #twitter

Founded in 2000, ZoomInfo Technologies Inc. is an American subscription-based software as a service company that sells access to its database of information about business people and companies to sales, marketing and recruiting professionals.   While the name may be unfamiliar to most, one of ZoomInfo’s previous owners might ring a bell: The company was acquired in 2017 by Great Hill Partners, a Boston-based private equity firm that has invested in businesses such as Wayfair, Bombas, and Custom Ink. In February 2019, ZoomInfo was bought by (and merged with) DiscoverOrg, an enterprise software firm based in Vancouver, Washington.    Join the Community: https://www.patreon.com/thenextmultibagger   00:00 Intro 1:04 Company Overview 5:50 Financials 9:56 My Thoughts 12:24 Closing

SRAX (Nasdaq: SRAX) is a financial technology company that unlocks data and insights for publicly traded companies. Through its premier investor intelligence and communications platform, Sequire®, companies can track their investors’ behaviors and trends and use those insights to engage current and potential investors across marketing channels. Join the Community: https://www.patreon.com/thenextmultibagger 00:00 Intro 1:01 Company Overview 3:28 Financials 5:45 Pros 9:00 Cons 10:32 Closing Thoughts

AbCellera Biologics Inc. (NYSE: ABCL) develops an antibody discovery platform. Its full-stack, AI-powered drug discovery platform searches and analyzes the database of natural immune systems to find antibodies that can be developed as drugs. As of December 31, 2020, the company had 103 discovery programs that are either completed, in progress, or under contract. It has a discovery partnership agreement with Eli Lilly and Company. AbCellera Biologics Inc. was founded in 2012 and is headquartered in Vancouver, Canada. Join the Community!: https://www.patreon.com/thenextmultibagger 00:00​ Intro 0:24​ Company Overview 10:24​ 2020 Financial Results 12:22​ Closing

AppHarvest (NYSE: APPH) is building some of America's largest greenhouses, combining conventional agriculture techniques with today’s technology to grow non-GMO, chemical-free produce. Their first greenhouse in Morehead, Kentucky, will span 60 acres. The facility will use 90% less water than traditional open-field agriculture. Their central location here is within a day’s drive of 70% of the U.S. population, also allowing for reducing the amount of fuel consumed in transportation by 80%.  Join the community: patreon.com/thenextmultibagger 00:00 Intro 0:31 Company Overview 7:45 Valuation & Financials 9:26 Initial Thoughts 10:38 Risk Factors 12:05 Closing

Markforged, the creator of an integrated metal and carbon fiber additive manufacturing platform, The Digital Forge, announced it has entered into a definitive agreement to merge with one (NYSE: AONE), a special purpose acquisition company sponsored by A-star and founded and led by technology industry veteran Kevin Hartz. Upon completion of the transaction, the combined company will retain the Markforged name and will be listed on the New York Stock Exchange under the ticker symbol “MKFG.” Founded in 2013, Markforged’s AI-powered and intuitive additive manufacturing platform delivers tangible value to customers by solving demanding applications across key verticals, including industrial automation, aerospace, military and defense, space exploration, healthcare and medical and automotive. The platform seamlessly combines precise and reliable 3D printers with industrial-grade materials and cloud-based machine learning software, providing modern manufacturers with the resources to create more resilient and agile supply chains while saving time and money. Thank you for all the support guys! I'm happy to share with you that I'm launching a Patreon THIS FRIDAY. You'll be invited to join a community of like-minded investors looking for the next multi-bagger, with tons of benefits like instant buy & sell alerts, an in-depth look at my portfolio, and a monthly Q&A Livestream. If you're interested, join the community: patreon.com/thenextmultibagger 00:00​ Intro 0:44​ Company Overview 6:16​ Financial Overview 8:43​ Transaction and Valuation 10:56​ Financial Statements 12:22​ Risk Factors 15:27​ The Investment Thesis 16:49​ Closing

Zedge is a content platform, and global leader in smartphone personalization, with more than 280 million app installs and 35 million monthly active users. People use Zedge to make their smartphones more personal - to express their emotions, tastes and interests using wallpapers, icons, widgets, ringtones and more. The Zedge platform enables brands, artists and creators to share their smartphone personalization content with their fans in order to extend their reach, reinforce their message and gain valuable insight into how customers interact with their content. --- Support this podcast: https://anchor.fm/thenextmultibagger/support

Fulgent Genetics, Inc. (NYSE: FLGT) operates as a technology company. The Company develops a proprietary technology platform that integrates sophisticated data comparison and suppression algorithms, adaptive learning software, advanced genetic diagnostics tools, and integrated laboratory processes. Fulgent Genetics offers genetic testing to provide physicians with clinically diagnostic information. Timestamps: 00:00 Intro 0:40 Overview 6:08 Financials 8:05 Quarterly and Full Year Earnings 10:00 Closing --- Support this podcast: https://anchor.fm/thenextmultibagger/support

High Tide, Inc. is a retail-focused cannabis corporation. It is among the most vertically-integrated companies in the Canadian cannabis market, with portfolio subsidiaries including RGR Canada Inc., Smoker's Corner Ltd., Famous Brandz Inc., Canna Cabana Inc. and the majority of KushBar Inc. The company is expanding its retail footprint, and it’s already the largest legal cannabis retailer in Canada by revenue. The company has also improved its balance sheet through several transactions. --- Support this podcast: https://anchor.fm/thenextmultibagger/support

I've been allocating some of my more speculative investments into these growth value stocks. I'm defining growth value as stocks that have high growth rates but are undervalued respectively to their industry average. I've talked about Corsair Gaming (CRSR) before, but I recently purchased more shares during this sell-off. I've also added a new position to Shift Technologies (SFT), as they just reported impressive quarterly earnings and increased their future guidance. Both of these stocks are under a P/S ratio of 2, and given their future outlook, I think they both serve as attractive investments here.   Timestamps: 00:00​ Intro 2:25​ Corsair Gaming (CRSR) 4:50​ Shift Technologies (SFT) 7:05​ Closing --- Support this podcast: https://anchor.fm/thenextmultibagger/support

Immersion (NASDAQ: IMMR) is the world leading innovator of touch feedback technology, also known as haptics. The company provides haptic technology to create immersive and realistic experiences that enhance digital interactions on mobile devices. Immersion's technologies have been adopted in more than 3 billion digital devices that, along with mobile, include automotive, gaming, medical and consumer electronics. Headquartered in San Jose, California, the company’s offices worldwide provide services/support, licensing options and software to help industry-leading electronics companies create high-quality haptic experiences. Immersion is enabling people to touch, feel and engage with the digital world, making it much more personal, vivid, and meaningful. Immersion was put on my map after learning about the haptic feedback technology going into the Ps5 DualSense controller. I was skeptical of it at first, but after trying it for myself, I'm sold. The tactile feedback was impressively responsive and immersive. I've been wanting to do a quick analysis of this stock and with their most recent quarterly earnings reported last week, I figured I'd look into it further. Timestamps: 00:00 Intro 1:08 Using the Ps5 DualSense 2:42 Company Overview 3:55 Lawsuits against Sony 4:40 Revenue by Product Category 5:02 4Q'20 Earnings 7:23 My Thoughts 9:30 Closing --- Support this podcast: https://anchor.fm/thenextmultibagger/support

TransEnterix (TRXC), now rebranded as Asensus Surgical (ASXC), is a medical device company that is digitizing the interface between the surgeon and the patient to improve minimally invasive surgery by addressing the clinical and economic challenges associated with current laparoscopic and robotic options in today’s value-based healthcare environment. The Company is focused on the commercialization of the Senhance Surgical System, which digitizes laparoscopic minimally invasive surgery. The system allows for robotic precision, haptic feedback, surgeon camera control via eye sensing, and improved ergonomics while offering responsible economics. --- Support this podcast: https://anchor.fm/thenextmultibagger/support

Sorry about the audio quality, it'll be fixed in the next episode* Spire Global, Inc. ("Spire" or the "Company") a leading global provider of space-based data and analytics, and NavSight Holdings Inc. ("NavSight") (NYSE: NSH), a special purpose acquisition company, today announced they have entered into a definitive merger agreement for a business combination that would result in Spire becoming a publicly listed company. Spire collects space-based data using a proprietary constellation of multi-purpose nanosatellites called LEMUR (Low Earth Multi-Use Receiver). The Company’s software analytics generate proprietary data, insights and predictive analytics for its global customers through a subscription model. Spire monetizes this information across a broad and growing number of industries including weather, aviation, maritime, and government, with global coverage and near real-time data that can be easily integrated into customer business operations. Spire is also pioneering an innovative "space-as-a-service" business model. Leveraging the Company’s fully deployed infrastructure and large-scale operation, customers can operate their own payloads on orbit through Spire’s API and can begin receiving data in less than a year and a simple subscription agreement. From Imagery to Insights: The Commercial Case for Geospatial Intelligence (http://interactive.satellitetoday.com/via/august-2020/from-imagery-to-insights-the-commercial-case-for-geospatial-intelligence/) Timestamps: 00:00 Intro 0:48 News Report 1:22 From Imagery to Insights Article 2:34 Company Overview 7:57 Financials 12:45 Closing --- Support this podcast: https://anchor.fm/thenextmultibagger/support

As a follow-up to my last episode where I cover the best small-cap growth stocks to buy now, in this episode, I go over the best growth stocks growing over 100% to buy now. Every stock on this list is growing over 100% year over year, so these companies have all seen a huge acceleration in business in the past year. Some may write these stocks off due to this drastic acceleration due to the roni-rona, or that too much future growth is already priced in. Although that may be true, I believe these companies are well-positioned as leaders in growing industries and they still have significant upside in the decade to come. Timestamps: 00:00 Intro 0:39 Digital Turbine (APPS) 5:46 Etsy (ETSY) 9:53 Teladoc Health (TDOC) 13:25 Peleton (PTON) 16:53 Square (SQ) 20:14 Closing --- Support this podcast: https://anchor.fm/thenextmultibagger/support