Dear LiveTradr Member,
Before we get to the 1st Quarter 2020 Portfolio Update, we want to rewind to roughly one year ago — when we sent you our research on The Trade Desk (NASDAQ:TTD), Telaria ( TLRA) , Nvidia (NVDA), JP Morgan (JPM), Inseego (INSG), Cloudera (CLDR), Electronic Arts (EA), Tesla (TSLA).
From the beginning, our team believed TTD, TSLA, NVDA had all the signs of a multi-year growth story that would produce massive investment returns for anyone willing to take a variant view. Yet at the time, Wall Street failed to see the profit potential in these companies. You see, Wall Street hates new and emerging tech. And with Facebook and Google managing their own “walled gardens” with an iron fist, Silicon Valley frequently passes up on small, up-and-coming companies promising to break the grip of this famous duopoly.
Now, when we formulate an investment thesis around a theme or an individual company, we begin by trying to figure out what Wall Street is missing. If we see an investable angle, it’s important to understand why others don’t also see it.
In the case of The Trade Desk, Wall Street’s disdain for ad tech blinded them to the fact that advertising was undergoing a radical, industry-wide shift.
We’re going to keep swinging for the fences — aiming for that 500% return on our deep ITM call options. Are you still in the game with us?
[Editor’s Note:] We just had a look at the numbers… and we were shocked. But mostly we were proud of our work.
So far this year, we only closed out a two losers. We’re batting 500% returns for each trade.
TSLA, JPM, NVDA, NVTA, INSG were my top stocks since 2019, but I am looking to move stops to break even currently as we are scaling out and booking profits since Jan 2020.
Few of my top traders nailed TSLA and JPM… buying LEAPs with very small cash outlay has worked so well for the past few months, and also congrats to longs in the following stocks since Jan 2020.
47% gain on Inseego (INSG)
23% gain on The Trade Desk (TTD)
295% gain on J P Morgan (JPM)
261% gain on Electronic Arts (EA)
751% gain on Tesla (TSLA)
and many more…
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