Are any of these generational buying opportunities?

This subreddit seems to just preach investing in ETFs and index funds which sort of defeats the purpose of this subreddit. Most of my investment money are in index funds, obviously index funds are smart, but nothing wrong with throwing 1-5% of my money in some of these small cap stocks while I’m young, right? Index funds should provide a decent retirement, but in the meantime outside of our 401K/IRAs, we either get rich or die trying.

What do we think of these?

Opendoor/Offerpad (OPEN/OPAD) there is definitely some value in iBuying I think. (iBuying is where a company buys a home to flip for profit). Zillow and Redfin ended their iBuying businesses, so obviously iBuying is a super risky, capital heavy business model. But if there’s a company that can figure out how to do it profitably then the sky is the limit. There’s just too much bullshit in trying to sell a home with all the fees, listing it for sale, scheduling tours, etc. There’s definitely going to be a good number of people who just want to skip the bullshit and receive a fair cash offer for their home to sell it the next day, especially people who need to sell quickly. All real estate stocks have gotten crushed because people are afraid of an imminent real estate market crash, but if we can look past the upcoming crash, and if Opendoor or offerpad are still around and prove that iBuying is legit, then these will easily be 10x returns or more. This is a asymmetric risk play

Redfin (RDFN)- sort of a hedge to Opendoor/ Offerpad since they ended their iBuying business. After the real estate market gets crushed and recovers, they should do well. They have the lowest fees for selling I house I think.

Ginkgo Bioworks (DNA) - Cathy Wood’s favorite penny stock. They basically program cells for all sorts or products, vaccines, and foods. Seems like they have a bunch of partnerships. Once they engineer living cells for clients they store the cell’s design in a database or foundry to sell to other clients or build, test, and automate more organism engineering. Could be the amazon of biotech or the AWS of biological engineering.

Matterport (MTTR) - they make those machines that take 3D scans of a building or home to make a “digital twin”. Used a lot for real estate agents selling homes which might do well after real estate demand picks up. There are other products like it, but it’s seems like the hardware/software has the best reputation. They store all the “digital twins” in a database that they could possibly monetize well someday. The “digital twins” should work well in the Metaverse as we digitally recreate the physical world. I know Metaverse was the hype buzzword from 2022 that was replaced by the AI buzzword this year, but hopefully the metaverse is still on its way. I mean apple is releasing its headset next year

Riot platforms / Marathon Digital Holdings (MARA/RIOT): these are Bitcoin miners. We might look back 5-10 years from now and realize that bitcoin/Ethereum is a scam or vaporware, but the price action from the last year or two is right in-line with previous bitcoin cycles as we get closer to the bitcoin having next year. If bitcoin/ethereum achieve even half of its mission or intended purpose in the long term then these stocks should be multi-baggers, right?

Chargepoint/ EvGo(CHPT/EVGO): I mean don’t we need as many charging stations as possible for our electric vehicle future? Do we really think Tesla will be the only prevalent charging station network?

Enphase (ENPH): I mean, would any of us not install solar panels on our homes at the right price? I feel like this will fall to the $120 support level after that last earnings report but then proceed to 10x over the next decade

Do we think any of these will skyrocket in the next few years? Or will this just be a somewhat expensive lesson for me?

submitted by /u/Sherbear1993
[link] [comments] https://www.reddit.com/r/stocks/comments/15ixwe2/are_any_of_these_generational_buying_opportunities/
Creato 1y | 6 ago 2023, 01:40:57


Accedi per aggiungere un commento

Altri post in questo gruppo

Rate My Portfolio - r/Stocks Quarterly Thread September 2023

Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.

Why quarterly? Public comp

21 ott 2023, 01:20:16 | reddit stocks
Tax planning when selling one stock to buy another stock?

When you sell a stock to buy another stock, do you prefer to set the estimated amount of the capital gains taxes aside in a money market or do you think it better to

18 ott 2023, 06:20:11 | reddit stocks
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.

Saving for retirement is crucial, but relying solely on a 401(k) might not be enough due to high inflation. Consider investing in growth stocks, especially in the tec

18 ott 2023, 01:51:00 | reddit stocks
r/Stocks Daily Discussion Monday - Oct 16, 2023

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

18 ott 2023, 01:50:58 | reddit stocks
Discovery Financial Services (DFS). Any good ?

I’m think this is not a good investment as there is no chatter at all on the 52 week low. They are involved in a class action lawsuits by investors and credit card co

18 ott 2023, 01:50:56 | reddit stocks
Tax implications of selling one etf for a dividend etf?

Sorry if this is the wrong sub. Let’s say I had $1 million in VOO but I wanted to sell half of it to buy SCHD. It would suck to pay taxes on $500k. So how would you g

18 ott 2023, 01:50:53 | reddit stocks
Crocs Stock Analysis (CROX)

Hey guys, I did a deep dive into Crocs. In this analysis, I will do a brief breakdown of the company and go over some quantitative data, qualitative data and estimate

18 ott 2023, 01:50:51 | reddit stocks