Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 4
Hard to say if this will be a smart move or if I will now just be one of those jerks making comments about the overpriced market while missing out on gains for the next X years

---

Wait.
Is that a thing?



I have already started my list of "what I want to buy when it all crashes down" and there are so many.
But good to be prepared.


First, I think companies can be great stocks, but some are:
1. essential/critical to their industry and ecosystem
2. just simply the leader in their industry/ecosystem, but moat is questionable


NVDA may be a #1.
TTD may be a #2.

But if a #2 at least has a few years before I think anything can truly disrupt them, then I can ignore it a bit.

So my list includes, but not limited to, at the moment:
GLBE, UPST, SE, NVDA, TTD, NET


Some I wonder about being big in the future, and in a crash might get irresistibly low: STEM, ABCL, DLO, ONDS

Some companies I think will be future FANG types, even if I don't get excited about them today: ZM, PLTR


Still a work in progress. Interesting that former Dreamer favorites NVDA and TTD are still on that list. Bias or prescience?


Dreamer
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.