Ep. 64 - Brian Dress: Left Brain Investing
LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299 [Note - Investing City is NOT getting compensated by Left Brain.] In this conversation we cover: “Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue Interest in Founder/CEOs with strong histories of responsible capital allocation Emphasis on organic growth, acceleration in margins and/or revenue growth rates Profitability on some metric: EBITDA, FCF, or CFO Concentration: no more than 25-30 stocks Examples of names we like, where we think there is plenty of upside over the coming quarters/years: ROKU: We think the ad platform is a category disruptor TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold ZM: Yet another category leader, one we think could become a top 10 company over the coming years. Explosive growth NFLX: A bit larger than the others, but we see steady upside. A name better suited to conservative investors than the others. Strong profitability in EBITDA terms. TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020) SPLK: Data analysis so crucial in the enterprise setting. We like that SPLK makes data analysis accessible to non-pros. Very high margins. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!