Thread by @studios

Beth Kindig provides excellent insights on how to pick a great tech growth stock at #ftw2021.

@Beth_Kindig has published over 900 articles in the last 8 years exclusively on technology and startups.

Her ideas are super sharp, clear, and straight to the point.

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The technology analyst shares her perspectives on the tech industry and analyzing a company:

• Lead with product
• Microtrends
• New markets
• Technology stack/IP (moats)
• Pure play
• Financials last

Beth goes into details with $ROKU as the first case study.

• ARPU
• PayTV ad dollars
• Margins implications
• Operating system
• Platform & EPS growth

Discover her perspectives on #IDFA - Advertising Identifier Declarations

Here are Beth's perspectives on the #Cloud software industry and why she believes that SaaS productivity tools will lead the market.

If you like Cloud-based companies, do check the essential @BessemerVP State of the Cloud 2021.

https://twitter.com/studios/status/1370114584741347336

Another case study covered is Unity $U.

Beth highlights the mistakes she encountered most often.
- Assuming that tech giants will beat small competitors
- Assuming that growth will last forever
- Clarifying VC goals
- Not knowing the stakeholders
- Looking after perfect fundamentals.

The speaker highlights details about I/O Fund.

The I/O community in-depth research and access to real-time trade notifications.

Learn more at io-fund.com

During the Q& A session, the speaker goes into her perspectives on $ZM.

Beth believes that $NVDA could be one of the most valuable companies 5 years from now. Here is why.

Do not hesitate to get a bit of emotion from the speaker and the hosts at the end of the presentation.

If you enjoy the presentation and want to know more, Beth Kindig provides weekly analysis and a free newsletter to help predict the best tech stocks to buy.

Follow her ▶️ @Beth_Kindig

Her newsletter ▶️ beth.technology