Here's why I like $CRWD, $ICE, $PYPL, $TDOC and $TWLO from Bloomberg's 50 Company Stocks to Watch in 2021 list
blog.seedly.sg/bloomberg-comp…
blog.seedly.sg/bloomberg-comp…
Network effect from $CRWD
"Every additional customer and every new data from existing customers make CrowdStrike’s applications more intelligent. This allows existing customers to benefit even further and also attracts new customers since the platform is more valuable now."
"Every additional customer and every new data from existing customers make CrowdStrike’s applications more intelligent. This allows existing customers to benefit even further and also attracts new customers since the platform is more valuable now."
Capital return to shareholders of $ICE
"With the company’s ability to continue producing copious amounts of free cash flow, it is highly likely to continue providing shareholder value for many years to come."
"With the company’s ability to continue producing copious amounts of free cash flow, it is highly likely to continue providing shareholder value for many years to come."
$PYPL provides "trust" to businesses
"According to a study, 54% of those surveyed are more willing to buy a product or service when a business accepts PayPal."
"According to a study, 54% of those surveyed are more willing to buy a product or service when a business accepts PayPal."
$TDOC growth prospects
"According to research outfit Grand View Research, the global telehealth industry is expected to grow at a CAGR of 22.4% from 2021 to 2028, reaching US$298.9 billion by then. Teladoc is likely to capture most of the growth with its first-mover advantage."
"According to research outfit Grand View Research, the global telehealth industry is expected to grow at a CAGR of 22.4% from 2021 to 2028, reaching US$298.9 billion by then. Teladoc is likely to capture most of the growth with its first-mover advantage."
Unique revenue model from $TWLO
"Twilio has a usage-based revenue model, so the company wins as its customers increase their usage of Twilio’s product, extend their usage of a product to new applications or adopt a new product."
"Twilio has a usage-based revenue model, so the company wins as its customers increase their usage of Twilio’s product, extend their usage of a product to new applications or adopt a new product."
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