1.
Coupang Inc
Coupang Inc (NYSE: CPNG) is the fastest-growing e-commerce company in South Korea and Taiwan. Coupang is dominant in this region and very convinient for its customers due to their Rocket Delivery, Coupang Eats, Coupang Fresh, Coupang Pay, Coupang Play, and several other products. Over the last couple years Coupang has reduced their losses and brought home profit for several quarters while continuing their expansion of warehouses and services. Several large institutions have put their money where their mouth is such as, Stanley Druckenmiller, Massachusetts Institute of Technology, Morgan Stanley, and others.
Coupang Inc recently made the a decision to buy Farfetch, a luxury e-commerce clothing and beauty products company to meet the growing demand of fashion wearers in South Korea. Coupang Inc has announced plans to merge its logistics capabilities with Farfetch's knowledge in marketing upscale brands to facilitate expansion in South Korea, capitalizing on the rapid growth of the luxury goods market in the region.
2. Rivian Automotive
Inc
Rivian
Automotive Inc (NASDAQ:
RIVN) an electric vehicle (EV) manufacturer, is revolutionizing the automotive industry with its focus on sustainable mobility solutions. The company's primary venture involves designing and producing high-performance electric trucks and SUVs, incorporating cutting-edge technology and environmentally friendly practices. As the company continues to gain attention and support, investors are closely watching Rivian as a promising player in the rapidly evolving electric vehicle landscape.
In a span of less than two years, Rivian has remarkably increased its quarterly vehicle production from 1,000 to 16,300 units. The company anticipates a substantial growth, aiming to manufacture 54,000 EVs in 2023, positioning itself as one of the major EV manufacturers in the United States. A significant advantage for Rivian, setting it apart from other EV startups, lies in its commercial endeavors. Securing a substantial contract with Amazon for 100,000 delivery vans has provided a robust foundation for its commercial business. This success has attracted further attention, as seen with AT&T recently entering into a deal with Rivian, reflecting the company's expanding influence in the market.
3.
PayPal Holdings Inc
PayPal Holdings Inc (NASDAQ:
PYPL) stands as a frontrunner in the realm of digital payments, boasting significant brand recognition through its PayPal and Venmo platforms. We consider PayPal to be a compelling investment due to its diversified business model encompassing Wallet and Commerce, Network, and Payment Service Provider segments. Noteworthy aspects of this diversification include offerings in Crypto, Savings/Bill Pay, Debit/Credit services, "Buy Now, Pay Later" options, processing, payouts, and invoicing.
An illustrative example of PayPal's forward-thinking approach is the introduction of Venmo for teenagers, a move aimed at eliminating the need for parents to provide cash to their children, reducing the risk of loss. Venmo has consistently demonstrated growth, reaching an 11% FXN (Foreign Exchange Network) in Total Payment Volume from the beginning of 2022 to the present. We anticipate sustained growth, with no signs of a slowdown during the upcoming holiday season.
Furthermore, the recent appointment of Alex Chriss as the CEO brings potential for a fresh business perspective. With his background as a high-level executive at Intuit, Chriss could contribute innovative ideas to PayPal's long-term business model, particularly in areas such as Accounting, Payroll, and Financing for businesses of varying sizes based on his past experiences.
4.
Bandwidth Inc
Bandwidth Inc
(NASDAQ: BAND)
is a Communications Platform as a Service (CPaaS) that sells
programmable software applications for voice and messaging. They
operate in over 60 different countries and work various companies like
Google, Microsoft, Zoom, Amazon, Uber, Nasdaq, Arlo, Docusign, and
many more. Their Direct enterprise is up 21% y/y and Porgammable
service is up 15% y/y. They are guiding 30% annual EBITDA growth while
raising full year revenue outlook.
Their
diversified market exposure in Unified Communications as a Service
(UCaaS) and Contact Center as a Service (CCaaS) suggests adaptability
and the possibility of significant market growth. A clear revenue
strategy that is in line with the expanding AI market is the idea to
monetize AI goods, particularly through their Maestro offering.
Additionally, the company's continual development and desire to
increase its market share in the Global 2000 market are hinted at by
its continued growth and aspirations. Bandwidth is a promising option
for investors interested in AI-driven potential due to the favorable
industry dynamics around AI in cloud-based communication and
collaboration solutions.
Bandwidth
is trading at a multi-year low and the stock is the cheapest it has
ever been based on its historic valuations. Additionally, debt and
rising interest rates has been a worry for many Wall Street analysts,
however, that is not the case at Crazy Miser. Debt shouldn't be a
worry for Bandwidth. Although interest rates have risen, Bandwidth's
rates are locked for their 2026 Convertible Notes and are paid at a
rate of 0.25% while 2028 Convertible Notes are paid at a rate of 0.5%.
They would only run into trouble if they chose to refinance which
would not make sense with their current low rates.
5.
Bilibili Inc
Bilibili
Inc (NASDAQ: BILI)
a prominent Chinese online entertainment platform, has become a compelling stock option for investors due to its strong appeal among the younger demographic. The platform's emphasis on animation, comics, and games (ACG) has led to a rapidly growing user base, positioning Bilibili as a hub for diverse content consumption. The company's success in implementing effective monetization strategies, such as premium memberships and virtual gifts, has contributed to its positive financial performance.
Moreover, Bilibili's foray into the esports and gaming market, along with strategic partnerships and collaborations, reflects its commitment to expanding and enhancing its offerings. The company's involvement in the dynamic world of online gaming and its diversified content portfolio make it an intriguing prospect for those looking to invest in the flourishing Chinese entertainment and technology sector. Finally, the stock is trading near rock bottom valuations and this marks an exculsive opportunity for new investors to iniate a position if they deem the necessary risk.
