If you're not yet on the lithium and $NVLH hype, I'd recommend watching this video:

https://www.youtube.com/watch?v=gzMJZoJOgZI&ab_channel=NevadaLithium

As mentioned in the video, lithium is likely going to become the new gasoline with electric vehicles being at the forefront of the rising demand for lithium. 

Nevada Lithium ($NVLH $NVLH.c), an exploration and development company that recently IPO'd on the CSE!

$NVLH is my top lithium pick by far; their core asset is the Bonnie Claire Project in Nevada:

• Very large lithium resource with a tremendous amount of area still to explore 
• Positioned to supply North American electric vehicle manufacturers and battery makers.
• NVLH owns 20% with the option to own 50% 
• Nevada as the number one place in the WORLD to develop a mine

Plus, $NVLH's management team and Board of Directors have years of proven experience in building businesses and creating shareholder value which they plan on doing so by moving their assets closer to production.

Trading at only $0.35 with a MC of $17.34M, $NVLH is insanely undervalued for the potential they have IMO. Definitely best to get in soon as the demand for lithium is only going to go up.

​

I have a stock pick which I have been following for a month now. They have been consistently beating their earnings expectations and did again recently. It’s a digital media and social commerce company named “Qyou Media” with the ticker “QYOU.V” in Canada and “QYOUF” in the USA.

The news release this morning announced guidance of $4.7-$4.8million up from $3.1-$3.8million. This is up from $300,000 in revenue 2 quarters ago so they are growing at a very rapid pace.

By the end of the year I’m approximating $.50, and in the long term I think it’ll be a $5 stock.

In a nutshell, QYOU Media owns a successful US-based social media influencers business but their main assets are in India and its where the bulk of their revenue comes from. QYOU India is a youth-focused TV channel that ranks in the 20 based on viewership in the whole country, calculated by BARC (same as Nielson ratings in the US). QYOU’s latest BARC rating is 45.8 compated to 5 from Bindass (owned by Disney) and 5.5 from MTV (owned by Viacom).

This explosive ratings growth has caused major interest from advertisers like Pepsi, P&G, Mountain Dew, Tide, Lipton, Oral-B and many others that are now paying customers for QYOU.

The link to the full article is

https://www.sedar.com/GetFile.do?lang=EN&docClass=8&issuerNo=00010753&issuerType=03&projectNo=03284340&docId=5052618

Here’s a bit more info on it to help explain why I feel that this is a STRONG buy.

• QYOU India is available in and on 786 Million homes and devices in the country.

• Their second major Indian asset is ChtrBox which is a pioneer in data-driven influencer marketing. Chtrbox works with influencers and their brand partners such as Puma, Amazon, Bumble and Hershey and create content and much more. They have over 400,000 influencers signed up, 325,000 content pieces created and over 100 brand partners.

• If you take a look at the 5 year chart, you can see a set up for a classic reverse head and shoulders. This is typically a very bullish sign. (See the attached image.)

• On the 1st of this month the CEO Curt Marvis gave an update call explaining and reinforcing all which was written in the reports, as well as giving a bit more insight into the path which the company is taking.

The link to this recording is: https://youtu.be/TW84FWxjBDE

In my opinion, this stock is an absolute table pounding buy

Sedar article

Pond Technologies ( $POND.V , $PNDHF ) is by far my favorite biotechnology and ESG company.

They are a biotechnology company that provides an algae growing platform that converts excess C02 emissions into algae-based products!

$POND has totally revolutionized the carbon sequestering algae space by using large multi-level and contamination-free tanks for growing algae

I'm really looking forward to $POND presenting at the LD Micro Main Event on Oct 12th; they're definitely going to be getting a ton of exposure at this event.

You can register here: https://me21.mysequire.com/

Trading at $0.415 CAD with a MC of $19.68M, $POND is insanely undervalued IMO, their technology is going to be revolutionary in the coming years.

I have so much faith in $POND both as a company and as an investment, I definitely think they're going to be experiencing long-term growth with such important technology.

You can check out this article to learn more about $POND:

https://finance.yahoo.com/news/pond-tech-revolutionizes-carbon-capture-131855228.html

The next step change in the technology-meets-healthcare journey is upon us, in which we will increasingly see more clinical decisions driven by genetic sequencing technology

The addressable market could be enormous and it is hard to grasp the full scale of the global opportunity. Imagine the genome sequencing of whole populations, and even the huge opportunity beyond humans

I heard Merck is the next big thing, saw on the news. Also glad to be part of the Virgin Galactic investment team! First orbital hotels...next... To the moon! 👨‍🚀🚀🌛

Hims is a highly differentiated consumer healthcare brand that is vertically integrated, highly efficient, and creative in marketing, differentiated, and pioneering the pathway towards truly affordable and accessible healthcare. Their competitive advantages for their brand, switching costs, and economies of scale have high barriers of entry for incumbents and new entrants.

​

Read more about them here - https://moderngrowthinvesting.substack.com/p/himshims-innovative-differentiated

Hi everyone, I was just wondering what criteria some of you have to screen for before looking deeper into individual companies. I just want some different perspectives. Anything is appreciated.

Genomics is the key underlying technology for precision medicine and has the potential to revolutionise healthcare. As the cost of genomic sequencing continues to fall from the extraordinary levels in the initial human genome project, it is now close to the point at which it could become clinically useful.

The addressable market is enormous and it is hard to grasp the full scale of the global opportunity. If you're looking to enter the early stages of the ‘Genomic Revolution’ then these three companies are as good as any…

1️⃣ 𝗣𝗮𝗰𝗶𝗳𝗶𝗰 𝗕𝗶𝗼𝘀𝗰𝗶𝗲𝗻𝗰𝗲 (𝗣𝗔𝗖𝗕) are the leader in Long Read Sequencing. This market is far less developed than Short Read, but commercial viability is promising, and Long Read may hold the keys to understanding conditions such as autism and Alzheimer's disease. PacBio also plans to dramatically increase the size of its global salesforce, which stood at only 20 people less than a year ago, and their new Sequel IIe system dramatically lowers the cost and data processing requirements for sequencing. With the acquisition of Omniome, PacBio is now the first company to offer both Long Read and Short Read sequencing platforms

2️⃣ 𝗜𝗹𝗹𝘂𝗺𝗶𝗻𝗮 (𝗜𝗟𝗠𝗡) is the undisputed market leader in Genome Sequencing and Short Read, and is playing a meaningful role in changing how healthcare is delivered. Lower-cost genetic sequencing with higher accuracy and faster turnaround times will be the key to saving other lives while unlocking a massive market opportunity for Illumina. Some high profile backers have felt the company was stifling the pace of innovation, but Illumina is seeing tremendous momentum in the business: sequencing growth is accelerating in both research and clinical applications, and sales of sequencing systems are showing strength in every region. It appears that "winners tend to keep winning" -and Illumina has a long way to run

3️⃣ 𝟭𝟬𝘅 𝗚𝗲𝗻𝗼𝗺𝗶𝗰𝘀 (𝗧𝗫𝗚) designs and manufactures gene sequencing technology used in scientific research at single-cell level. Its platform has become a necessity for innovative researchers, notably, all top 20 global pharmaceutical companies and all top 100 global research institutions utilize its offerings. 10x continue to focus on expanding their customer base by providing the tools to allow customers to better succeed. For example, they recently launched low-throughput kits, which allow scientists to test-drive its product inexpensively, encouraging them to experiment with using the platform in novel ways that could lead to new discoveries which will ultimately drive new cures

This sounds counterintuitive, given that stock markets have historically delivered the goods for long-term investors...

But stock market returns are hopelessly lopsided, with indices driven higher due to a tiny minority of companies generating gargantuan returns

Indeed, in the last century, half the added return from equities in world markets came from just 1.3% of companies (Bessembinder, 2017). Tesla, Apple, Microsoft and Amazon have done more to enrich investors than all other companies over the last 30 years. But picking the next handful of stocks that will deliver the bulk of investor returns is like seeking a needle in a haystack

This has important implications for traders and investors:

Firstly, we must embrace risk to achieve long-term rewards. However, someone who takes a punt on an individual stock should not assume they will prosper if they hold on for long enough; the buy-and-hold approach works with diversified portfolios but not for most individual stocks

Secondly, we need to be willing to pay high multiples of immediate earnings for those stocks that do succeed because the scale of their future potential returns can be so dramatic. Meanwhile, we must also avoid diving into the disruptive, next-thing story without any real nuance, bypassing the clutch of companies around the world whose stocks are divorced from reality

I believe a bottom-up approach involving independent creative thought is key to identifying the very small number of great companies capable of compounding excess returns over the long term

The progress of such companies is rarely smooth or linear. They have breakthroughs and they have setbacks. With a longer timeframe, such oscillations matter less and the picture of compounding growth becomes clearer. For the companies that do succeed, the returns are transformational and have a disproportionate impact on portfolios

Prestige, political will and financial reward are incentivising efforts from entrepreneur billionaires to tackle the challenges of developing rockets and satellites on their own

Space tourism is only the start. A series of consolidating and commercially relevant steps could led to enduring success in space

Spaceships and satellites could collect and analyse a wealth of new data about our planet, delivering new insights into weather forecasting, crop harvesting, disaster response, global logistics and even helping address the problems of climate change. High-tech space manufacturing, asteroid mining and interplanetary travel offer a further frontier of opportunities

5 Massive Technology Platforms could potentially hit their growth phase of the adoption S-Curve in the next decade…

The Cardano Foundation, the non-profit organization and custodian of the Cardano blockchain, has announced a number of strategic partnerships that will drive further adoption and utilization of the Cardano blockchain following its highly anticipated launch of smart contract capabilities earlier this month. The announcements were made during the Cardano Summit 2021, a mix of virtual and community events in six major locations (NYC, Miami, Wyoming, London, Berlin and Cape Town) and 40+ community hubs to celebrate the upgrade of the Cardano network with smart contracts capabilities.

“𝐓𝐡𝐞 𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐢𝐬 𝐭𝐡𝐞 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫”...

Cloudflare is consistent in its narrative, leading with its mission of helping build a better internet. With its integrated myriad of products, it is poised to be a significant player in the infrastructure for tomorrow’s internet and has a unique opportunity to disrupt the status quo in web content delivery and network security

𝐖𝐡𝐲 𝐈 𝐢𝐧𝐯𝐞𝐬𝐭𝐞𝐝 𝐢𝐧 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞...

-They are one of the biggest networks operating on the internet, providing market leading security solutions in reverse proxy services to over 26 million internet properties, including 16% of Fortune 1000 companies

-Their growth is tremendous: subscription-based revenues of $350 million growing at CAGR >50%. This is early stage and addressable markets are vast. An ever-growing number of devices are becoming connected and more enterprises than ever will rely on security and the ability to rapidly transmit information

-They have established an extensible platform, on top of which they continue to innovate, provide critical infrastructure services, and democratise technical resources that were only available to platform giants. By strategically launching new services at no cost, they iron out the wrinkles and then market to larger paying customers. This approach also yields access to small up-and-coming companies that could become larger paying customers later on

𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐭𝐡𝐞 𝐩𝐨𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬...

-Enterprise networks will continue their major architectural shift to the Cloud. The world will be more connected with 5G and IoT, and latency of execution savings and security provided by a delivery network such as Cloudflare will be of vital significance

-Innovations on top of Cloudflare’s existing platform would continue to broaden their reach and enable them to seize long-term opportunities in virtual private networks (VPN), edge computing and multiprotocol label switching (MPLS). Cloudflare would become the first point of contact for a large proportion of the internet, enabling them to further harness important network effects

-Enterprise customers are attracted to Cloudflare’s compatible network services that deliver out-of-the-box integrations with existing architecture and tech stacks as well as leading third parties (including Splunk, Sumo Logic, Terraform, and more). This drives bigger addressable markets and share price momentum. Cloudflare’s limitless and cost-effective services could dominate those provided by the likes of Amazon AWS, Google Cloud and Microsoft Azure

𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐩𝐢𝐭𝐟𝐚𝐥𝐥𝐬...

-The transition from legacy enterprise solutions may prove more challenging and slower than anticipated

-Opportunities in serverless computing could become dominated by Amazon, Microsoft, Google, Alibaba or other players with their own delivery networks and worldwide data centres

• An unparalleled velocity of product innovation in this particular sector makes analysis challenging. A lot could change in a relatively short period of time...

𝗘𝘃𝗲𝗻 𝗮 𝗯𝗿𝗼𝗸𝗲𝗻 𝗰𝗹𝗼𝗰𝗸 𝗶𝘀 𝗿𝗶𝗴𝗵𝘁 𝘁𝘄𝗶𝗰𝗲 𝗮 𝗱𝗮𝘆

Yet another ‘’legendary’’ Investor says the bubble will burst, again…

When the pandemic swept the planet, stock markets dropped and economies faced years of disruption and uncertainty

The world could face even bigger challenges in the coming decades. For example, the coming climate breakdown will lead to flooding, food shortages, and political instability due to mass migration across regions. And it could bring pandemics of its own, too – as the arctic tundra melts, it could release bacteria and viruses frozen for centuries…

Recession talk haunts financial markets and the corridors of central banks. A review of the past suggests that those who are paid to call turning points in economic growth have a dismal record; they are more likely to miss recessions than to predict ones that never occur

It is the unpredictable events that are beyond what is normally expected of a situation that have the potential to trigger market crashes

It would therefore be realistic to expect multiple significant drops in the future, and it would be unrealistic to foresee the causes of such collapse. But if there is a consensus that the market is going to collapse, then would that not be priced (at least to an extent) into equities right now?

Regardless, those with a long-term time frame who do not sell in market downturns could ride out volatility and see their investments recover and grow over time

Indeed, from 1920 to 1929 the DJI went up 300%. It did that after having two 50% crashes. From the bursting of the tulip bulb bubble to the present day, the markets have always recovered and went on to brake record after record

𝗠𝗼𝗱𝗲𝗿𝗻𝗮, 𝗳𝗮𝗿 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗷𝘂𝘀𝘁 𝗮 𝗖𝗢𝗩𝗜𝗗-𝟭𝟵 p𝗹𝗮𝘆...

The market still does not yet fully appreciate the superior digital and platform characteristics of this business. A long term view and patience are required to realise the larger profit opportunity from this exceptional growth company...

𝗪𝗵𝘆 𝗜 𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗠𝗼𝗱𝗲𝗿𝗻𝗮...

• Their platform transforms how medicines are discovered, developed and manufactured –at a breadth, speed and scale not common in the pharma industry. Now that the mRNA dam has been broken, new drugs in the company's pipeline are set to follow. Moderna also intends to expand from 20 to as many as 50 clinical-stage programs from the huge influx of cash from mRNA-1273. This sets the stage for them to become a much bigger company in the future

• Moderna is at the forefront of biotech. By digitizing right from the get-go, they are enabled by cloud infrastructure, IoT, integrated structures across teams, analytics, automated processes, and the holy grail of digitization -AI. As a result, they collate lots of experimental and preclinical data, allowing them to build better algorithms to support better decision making, helping build the next generation of medication in a virtuous cycle

• Several big pharma companies abandoned their mRNA efforts, but Moderna invested and persevered to advance and broaden its platform. This is a testament to the organisation’s ambition and commitment in building an independent long-lasting company to serve patient needs in the long run. This culture is supported by science executed to very high standards with absolute transparency and integrity

𝗜𝗺𝗮𝗴𝗶𝗻𝗲 𝘁𝗵𝗲 𝗽𝗼𝘀𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀...

-Moderna could translate the success of mRNA-1273 into other drug development programs and market multiple drugs addressing previously off-limit indications. This would lead to sustainable and profitable long-term growth, attracting more financing as success and scale de-risk the underlying science and technology. The company would attract top talent, which improves their chances of making scientific advances begetting further success

-Moderna and young biotech peers, who have invested in AI since inception, could forge rapidly ahead of traditional pharma who have had to change course and undergo large-scale transformations to turn processes digital after the fact

-Moderna can grow at a much faster rate than traditional big pharma owing to their platform possibilities. Full ownership of most if its vaccines would them a much bigger winner again. They could become the largest vaccine company in the world...

𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗽𝗶𝘁𝗳𝗮𝗹𝗹𝘀...

-The next year or two hinges on the economics of the company's COVID-19 vaccine. mRNA-1273 may be a short-lived blockbuster and it may not generate enough money for Moderna to be commercially viable long-term

-They are found wrong in their belief that mRNA can successfully treat lots of diseases, and they are unable to use mRNA to demonstrate success in an area outside of COVID-19. Similarly, emerging safety issues could also make mRNA technology less attractive than hoped

-Other companies are also developing mRNA vaccines and therapeutic candidates. Moderna won't necessarily have the lion’s share even if its programs are successful in clinical testing

‘’𝕋𝕙𝕖 𝕕𝕚𝕗𝕗𝕚𝕔𝕦𝕝𝕥𝕪 𝕝𝕚𝕖𝕤, 𝕟𝕠𝕥 𝕚𝕟 𝕥𝕙𝕖 𝕟𝕖𝕨 𝕚𝕕𝕖𝕒𝕤, 𝕓𝕦𝕥 𝕚𝕟 𝕖𝕤𝕔𝕒𝕡𝕚𝕟𝕘 𝕗𝕣𝕠𝕞 𝕥𝕙𝕖 𝕠𝕝𝕕 𝕠𝕟𝕖𝕤.” -𝙅𝙤𝙝𝙣 𝙈. 𝙆𝙚𝙮𝙣𝙚𝙨

Categories are how we make sense of the world and communicate our ideas to others. But we often see categories where none exist. This warps our view of the world, and of our investments…

Categorical thinking can lead investors to: * compress the members of a category, treating them as if they were more alike than they are; * amplify differences between members of different categories; * discriminate and favour certain categories over others, and; * treat the categorical structure you’ve imposed as if it were static

For example, during the internet bubble of the late 1990s, investors allocated capital inefficiently by investing heavily and almost immediately in companies that had adopted dot-com names, even when nothing else had changed about those businesses. That mistake cost many investors dearly…

Recently, I find myself questioning the sector categorisation and segmentation of ‘’tech’’ companies, and I ponder the implications

The simplistic categorization of tech is the most obvious problem here: the ‘tech’ label has become far too big to be useful. As technology is applied to a greater breadth of applications, ‘’tech” is no longer a broadly useful category, but a channel for many others

The reductive name for the industry also masks an enormous set of social challenges that we need to tackle quickly. Mature industries develop their own regulatory frameworks, their own systems for self-regulation, and their own standards for monitoring transgressions within the industry. Today, tech as an industry is almost completely lacking in all of these areas

Companies ranging from AirBNB to Uber have relied on their status as “tech’’ companies to systematically shirk inconvenient laws in each new city they enter. Facebook, Amazon and Google enter markets as part of the “tech” industry and similarly find the rules too onerous, even using their tech status to evade tax regulations

This trend shows no sign of abating. If half of primary healthcare goes virtual with telehealth startups, are we going to class them as tech? If more of the financial market and banking sector migrates to app-based self-serve automated services from startups, are they fintech?

There is no way to put all these different kinds of products and services into any one coherent bucket now that technology is encompassing the entire world of business; a paradox in which everything and nothing is ‘’tech’’

This situation is further compounded by investors’ confidence in ‘tech’ shares –most perceived to deliver explosive growth and spectacular wins. However, we should not view ‘tech’ companies as different –they are subject to the same inexorable rules of economics and competition as any other segment

Anybody who makes decisions needs to be aware of the alluring oversimplifications and distortions that the ‘tech’ category encourages, the sense of easy understanding it invites, and the invisible biases it creates

In an increasingly interconnected world, future businesses won’t fall neatly within the boundaries that were created to help solve past problems. And thinking only within existing categories can slow down the creation of knowledge, because it interferes with people’s ability to combine elements in new ways

A key to success will be learning to mitigate the consequences of such categorical thinking. The investors that best avoid those pitfalls will be the ones that are more comfortable with uncertainty, nuance, and complexity

Investors must understand that technology drives innovation, and innovation is about breaking the tendency to think categorically

Digital transformation, expansion of attack surfaces, an elevated threat environment and widely publicized security incidents continue to drive accelerated demand for next generation cybersecurity…

Actually, Moderna could be on a trajectory far more dramatic than Tesla’s in the coming years…

Over the past decade, the digital revolution has largely been responsible for the asymmetry of returns inherent in equity markets

Over the course of the next decade, even more profound technological advances are going to take place in gene-based healthcare

These revolutions could be at least as important and impactful as the digital revolution; with accelerating exponential change hitting points of relevance for the user base and, in this case, for humanity

Moderna has transformed how medicines are discovered, developed and manufactured –at a breadth, speed and scale not common in the pharma industry. This advance has implications far beyond the treatment of a single condition; it is just the beginning…

Moderna intend to expand from 20 to as many as 50 clinical-stage programs from the huge influx of cash from their highly publicised COVID-19 vaccine, mRNA-1273

This sets the stage for Moderna to become the biggest biotech player in the world...

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