The last time I did one of these lists was August 18th, 2020 and the companies on that list are down below. Next to the stock symbols are the performance numbers using the closing prices on August 18th and December 1st.

Company Performance

$API -11.0%

$APPS +67.6%

$CELH +50.6%

$CRNC +63.6%

$CYRX +57.9%

$EVER -6.2%

$FTCH +82.4%

$FVRR +69.8%

$GRWG +88.8%

$GWPH +28.2%

$IIPR +29.5%

$LRN -47.4%

$NLS +50.8%

$NVTA +52.4%

$OTRK -5.1%

$PGNY +22.4%

$RDFN +14.0%

$SDGR -1.2%

$TWOU -18%

$ZYXI -16.7%

My list: +28.6%

Dow: +7.3%

Nasdaq: +10.2%

S&P 500: +8.3%

Russell: +16.9%

I still like most of…


100 THINGS TO CONSIDER BEFORE BUYING A STOCK

What are the products and services?

Have you used their products and services? What was your experience?

Who do they sell to? Consumers? Businesses? Government?

What is the price point of their products and services?

How have these products and services evolved over the past few years?

Would you recommend their products and services to a friend?

What is their primary business model?

How do they make money?

Are their revenues transactional or recurring?

How has the business model changed over the past few years?

What do you like about their business model?

What don’t you like about their business model?

Competitors?

Who are their main competitors?

Are they bigger or smaller?

Who…


1) Apple has $200+ billion in cash and needs to invest for future growth which includes strategic acquisitions.

2) Peloton needs more cash to continue growing at 50–100% per year.

3) Peloton has spent 6+ years building a brand but nobody is better than Apple.

4) Peloton has a strong management team and has proven they can execute at a high level.

5) Both companies are already in the hardware, software, manufacturing and distribution business.

6) Both companies are already in the content and streaming business.

7) Apple’s hardware products (ie iPads) are complementary to Peloton’s products.

8) Apple’s wearable…


2016: Apple launches the AirPods

2017: Apple sells 16 million AirPods

2018: Apple sells 35 million AirPods

2019: Apple sells 50–60 million AirPods

2020: Apple is projected to sell 100+ million AirPods

100 million AirPods x $200 (average price for all models) = $20 billion x 35% net profit = $7 billion x 25 P/E = $175 billion

…if AirPods were a stand alone company it might be be worth $175+ billion and BTW using a 25 P/E is conservative for a company growing revenues/profits by more than 50%

$175+ billion market cap would make AirPods the 32nd largest company in the U.S.


SOUNDGUARD: DIRECTOR OF OPERATIONS

About the Company:

SoundGuard is a specialty coatings company that has created the world’s first soundproofing paint. Due to this revolutionary coatings technology, SoundGuard is now the easiest, fastest and most cost-effective solution for decreasing sound transmission through walls making it perfect for hotels, apartment buildings, office buildings and student housing. SoundGuard is now working with dozens of customers and properties across the globe representing millions of square feet of wall space that will benefit from our incredible product.

Position Summary:

The Director of Operations position is a fantastic opportunity for an individual who is passionate…


SOUNDGUARD: DIRECTOR OF SALES

About the Company:

SoundGuard is a specialty coatings company that has created the world’s first soundproofing paint. Due to this revolutionary coatings technology, SoundGuard is now the easiest, fastest and most cost-effective solution for decreasing sound transmission through walls making it perfect for hotels, apartment buildings, office buildings and student housing. SoundGuard is now working with dozens of customers and properties across the globe representing millions of square feet of wall space that will benefit from our incredible product.

Position Summary:

The Director of Sales position is a fantastic opportunity for an individual who is passionate about sales, growth, management…


SOUNDGUARD: DIRECTOR OF TALENT

About the Company:

SoundGuard is a specialty coatings company that has created the world’s first soundproofing paint. Due to this revolutionary coatings technology, SoundGuard is now the easiest, fastest and most cost-effective solution for decreasing sound transmission through walls making it perfect for hotels, apartment buildings, office buildings and student housing. SoundGuard is now working with dozens of customers and properties across the globe representing millions of square feet of wall space that will benefit from our incredible product.

Position Summary:

The Director of Talent position is a fantastic opportunity for an individual who is passionate…


Over the past few weeks I’ve hinted at our upcoming hiring plans for SoundGuard. One year from now if things are going well and our growth has continued to accelerate I think it’s very possible we are a 40–50 person company. Listed below are the roles we are looking to fill over the next 12 months. By sharing these roles I’m hoping to leverage my network of friends and connections to uncover some amazing candidates that want to be part of something really special at SoundGuard.

I’m already working with a couple recruiters however if you’re interested in any of…


Listen: http://www.startupsense.net/blog/rob-locascio

Rob LoCascio is one of our more successful entrepreneurs on the podcast because he’s already taken his company LivePerson public but more interestingly is that he did it back in 2000 at the peak of the dot-com bubble. Rob was the solo-founder of LivePerson which is the world’s largest messaging platform for some of the biggest brands and companies we know and love such as Microsoft, IBM, Intuit, Adobe, Ted Baker, Virgin Atlantic, United Way and hundreds more. LivePerson raised $40 million from their IPO and at the time Rob still owned 20% of the company (he still…


Listen: http://www.startupsense.net/blog/jeff-lebrun

Nearly 70% of American’s take at least one prescription drug and millions more take daily vitamins and supplements. One of the problems is that everyday millions of people forget to take those pills which can lead to devastating health issues including death in the most severe cases. Pillsy is a smart pill bottle that automatically tracks your required doses and sends intelligent reminders when you forget. Whether you need to take certain pills in the morning, afternoon or evening…Pillsy has you covered. Pillsy was started in 2014 but didn’t start shipping product until 2016. …

Jonah Lupton

Entrepreneur. Growth Investor. Podcaster. JonahLupton.com

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