Thread by @JonahLupton

It’s another tough day for growth stocks, I’m still betting on my 4 horses.

Here’s my current portfolio:
$FSLY = 46%
$LVGO = 42%
$SE = 36%
$FNGU = 20% (3x leveraged)

I believe each of these holdings has 50% upside over the next 6 months.

Someday I’ll trim and add more names.

Here are some price targets I’m looking for by year end in my three growth stocks. I won’t give one for $FNGU because it’s an ETN with 10 stocks so it’s too complicated.

$FSLY = $130
$LVGO = $180
$SE = $195

Instead of “year end price targets” I should have said “next 6-12 months”

$FSLY revenues in 2020 should be $300M+

$FSLY revenues in 2021 should be $450M+

30x P/S multiple on $450M = $13.5B

$13.5B / 103M shares = $131

I think $FSLY gets to $131 in the next 6-12 months.

$SE price target for next 4-6 months...

$SE revenues in 2020 should be $5B+

72% YoY growth for a company doing ecommerce, digital payments and online gaming

16x P/S multiple on $5B = $80B

$80B / 466M shares = $171

$SE current price = $122

$SE is 40% undervalued right now