Author Topic: in what investable process are we still in the early innings  (Read 4246 times)

cherzeca

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in what investable process are we still in the early innings
« on: January 06, 2020, 12:31:08 PM »
I like to find "trends" that have emerged and are already profitable so you are not investing too early, but which appear to have a good bit of expansion runway left in them.  as an example, large financial/money center banks did well last year, and it was my bet at beginning of 2019 that they had become strong as a group ("trend" had emerged) but that they would continue to get stronger.  I was confident enough to play it with FAS, which did very well (and I am still holding much of it since I think there is runway left).

I am looking more for industry sectors than individual names, but feel free.  for example, much of tech seems either too early (for me, a lot of biotech) or not enough runway left (most enterprise software seems pretty priced out).  I am thinking about healthcare, but this is a big industry to grapple with.  TIA


cherzeca

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Re: in what investable process are we still in the early innings
« Reply #1 on: January 07, 2020, 03:25:28 PM »
also looking at payments/fin tech.

y'all have no industries that you think are mature but still ripe for continued expansion? 

gjangal

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Re: in what investable process are we still in the early innings
« Reply #2 on: January 07, 2020, 04:24:36 PM »
I would say we are still growing  in all things digital

Digital advertising
Cyber security infrastructure
Online dating
Digital payments ( as you mentioned )
Personal care products in an instagram world
Content creation software
E-commerce
Software is eating the world ( Digitization of industry workflows) . I believe itís still early days
Cloud computing / infrastructure
Travel and tourism/experiences is still growing
Trend towards urbanization
« Last Edit: January 07, 2020, 04:30:16 PM by gjangal »

Xaston

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Re: in what investable process are we still in the early innings
« Reply #3 on: January 08, 2020, 08:51:40 AM »
Video games. 

Everyone under 20 plays video games all the time, boys and girls. 

BG2008

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Re: in what investable process are we still in the early innings
« Reply #4 on: January 08, 2020, 09:21:53 AM »
I would say we are still growing  in all things digital

Digital advertising
Cyber security infrastructure
Online dating
Digital payments ( as you mentioned )
Personal care products in an instagram world
Content creation software
E-commerce
Software is eating the world ( Digitization of industry workflows) . I believe itís still early days
Cloud computing / infrastructure
Travel and tourism/experiences is still growing
Trend towards urbanization

This is a great list

BG2008

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Re: in what investable process are we still in the early innings
« Reply #5 on: January 08, 2020, 09:22:52 AM »
Baby boomers moving out of their palatial 3,000 to 4,000 sqft homes and electing to live in high end multi-family rentals or condos in city centers with lots of amenities

BG2008

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Re: in what investable process are we still in the early innings
« Reply #6 on: January 08, 2020, 09:25:15 AM »
Consolidation of the US college systems due to failures of smaller liberal arts college
Mental Health as an openly discussed topic even among highly successful individuals
Online learning especially for adults with some college credits (Aspen Group)
Aging in place due to improvement in technology rather than aging in a nursing home of some sort

Gregmal

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Re: in what investable process are we still in the early innings
« Reply #7 on: January 08, 2020, 09:47:46 AM »
IVF

BG2008

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Re: in what investable process are we still in the early innings
« Reply #8 on: January 08, 2020, 10:05:55 AM »
IVF

Yes!!!!  Was just talking about this with my cousin who is considering a career in finance.  I was telling it that it is almost taboo to talk about female fertility due to the PCness.  I told her that if you really want to pursue a career in finance as a woman, you kind of have to be aware of the un-talked about price as something like 70-80% of the female PE executives have children who are autistic.  I was not aware of this until a senior female PE executive told me this.   

Spekulatius

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Re: in what investable process are we still in the early innings
« Reply #9 on: January 08, 2020, 10:09:46 AM »
Tequila (CUERVO.MX)
Artificial body parts and organs
Space Technology
Housing in Texas
Life is too short for cheap beer and wine.