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@tedtalksstocks
Tillman Chase
$20.3M follower assets
Clemson University Packaging Science Major. Love the market more.
14 following221 followers
Short review on why Curiosity Streams ($CURI ) is one of my top growth picks.
-Global streaming market set to grow 20% annually through 2027
-Offers content in science, technology, history with the goal of informing, enchanting, and inspiring its audience (picture below)
-Signs contracts with universities/institutions to build streaming libraries on their behalf, with many other revenue streams (picture below)
-On the board sits president of georgetown university, Vice provost at stanford university, and many others
-Laser focused on nonfiction, educational offerings which is completely different from other platforms
-Factual content cost 10% of scripted drama to produce so subscriptions could be as low as $3 a month (and are through youtubeTV)
-Plans to expand from 3,000 to 12,000 nonfiction titles over next 5 years (netflix has 500 nonfiction titles)
-Revenue is set to jump 119% YoY to $39 mil
-Through 2023 it expects 50% compounded annual growth rate
-Subscriptions should jump 35% CAGR over next 3 years (already has 13 million)
-Founder is John Hendricks founder and chairman of Discovery (created discovery into a $28B company) he has bought a shit ton of shares, most of the management team is former execs of discovery as well
-I personally see 0 competition in this area (if there is share please), and I think there is a HUGE market for knowledge junkies and this is just starting to pick up

Resistance around $20 a share so judge your own buy in position

Anything I missed?


post mediapost media

Thanks for the write-up. I agree with everything you said, but I tried a lot of their videos and they seemed...kinda boring/lame. Didn't seem to be a whole lot that I couldn't get off of YouTube? Was there something I am missing? Totally open to your thoughts, just wasn't super impressed by the content...
+ 3 comments
Short review on why Talkspace ($HEC) is one of my top growth picks.
  • In a niche field of online therapy through texts, phones calls, video calls, and more
  • MedTech industry is a HUGE and rapidly evolving industry over the coming years
  • Trading at 11x 2021 Rev. which is half the evaluation to similar companies (a third to some)
  • 65% CAGR (more than similar companies by a significant amount)
  • B2C and B2B (could see every company having to cover mental healthcare costs of employees soon)
  • I would get into the mental health stats but it is pretty obvious depression has ramped up tremendously with smartphones, coronavirus, our head political figures, etc.
  • $500B TAM, 25M Rev, 69% YoY growth, 64% gross margins for 2021
  • 46,000 active member almost 70% saw improved symptoms (obviously this won’t work for everyone)
  • Management team is STACKED
  • Literally every stat points that this is more efficient than in person therapy (timeliness, cost is cheaper, convenience, double secondary visit rate, etc.)
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  • MICHAEL PHELPS AND DEMI LAVATO are the faces of the company = $
  • Work with Google, Black Stone, Cigna, etc. and there b2b model is just getting started = $
  • Global expansion would blow this off the roof, therapy is becoming more common/accepted = $
  • $+$+$=$$$$$$$$
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  • I could talk about this company forever it is an absolute no brainer and you are investing in helping people improve their mental health/lives, would love to see a bear case on this so I can screenshot it

I predict this will be picked up by Ark in the future, if not it would be a huge missed opportunity. Could get acquired by Teledoc. Just broke out of a downward trend on Friday and is extremely under the radar if looking to start a position.

Anything I missed?

Short review on why Butterfly ($LGVW) is one of my top growth picks.
LGVW -> BFLY (2/12)
-$8B addressable market (in my eyes bigger more later)
-Dr. Jonathan Rothberg PhD, Founder and Chairman, awarded Presidential Medal of Tech & Innovation under Obama
-Makes an ultrasound that is cheaper than competition and more convenient
-Looking to penetrate into markets including pre-hospital, home, vets, urgent care, etc.
-More than just the hardware -> software + education
-Planning to constantly improve their “Probe” (new probe every other year)
-Has an existing footprint in most of the top 100 Health Systems
-Revenue CAGR 70% 2020-2022
-Gross margins expected to increase from 40% 2021 to 70% 2024
-Trading at 10.6x 2022 EV/Revenue which is weak compared to similar disruptive medtech companies 13-20x
-$500M cash
-(I can see every stadium/arena requiring these on sight)

In addition, Cathie Wood has been LOADING for their merger on 2/12, Bill Gates also an early investor. Flagging and beautiful candle on the converging 12/21 day EMAs. I started a position today

Anything I missed?

Short review on why Tattooed Chef ($TTCF) is one of my top growth picks.
  • Plant based food products for consumers (huge healthy eating trend)
  • Past 5 years 63% CAGR
  • $55bil industry in US $380bil global (frozen food)
  • They make meals/meats/veggies (are diving into deserts as well)
  • Cool packaging design (I am a packaging science major)
  • Brand increased 640% YoY with no investment in marketing (have committed to marketing there brand this year)
  • Just launched website on 10/26/20
  • Increased revenue 87% and profit 70% YoY. Slight decreased gross margin but expect to increase in Q4 and beyond with new facilities in Italy
  • 2026 plan to have $1 bil in revenue and 35% gross margins +
  • customer ratings are through the roof (cult like companies are strong)

Been consolidating for awhile, 50 day EMA is scooping and earnings are soon and I am expecting them to crush them

Anything I left out or should be concerned of?

Short review on why Skillz ($SKLZ ) is one of my top growth picks.
⁃ Just went public, owners of company in it for long haul, talking about going international (only in United States right now)
⁃ Mobile gaming was $8B industry, now $68B industry, $150B industry by 2025
⁃ 60% of phone usage is on mobile games
⁃ Game developers more now than ever. 30,000 in 2009, 10 Million now
⁃ Easy way for developers to make games (lots of tech needed and money but not on Skillz)
⁃ Growing from mainly iOS users to android (android users growing twice as fast)
⁃ Future focusing on fitness and education
⁃ 20% CAGR highest of any electronics (normal gaming 12%, movies 6%, tv 2%, music 5%)
⁃ Q2 111% increase in revenue

⁃ Skillz users spend 62 minutes per day on app more than TikTok, Facebook, YouTube, candy crush, Snapchat

**Side note to add: Ark has started a position and added to it a couple times. In there 2021 investing presentation she shares strong opinions on gaming and the future.

Plus they are adding Big Buck Hunter to their platform... and if I don't own one of these arcade games in the future I know I failed.**

If anyone has any additional information they want to add please do. Figured I would try this out.
+ 4 comments
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