Is GHVI stock a buy now? Gores Holding VI SPAC is merging with  "spatial data company" Matterport around early Q3 2021. Is this stock worth a buy now at its current price? Is it a long term hold?   

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Matterport helps companies and individuals create virtual versions of 3D spaces. It’s a 3D capture company. If you’ve ever been on Redfin or any real estate website, you might’ve seen these models. These interactive representations of the real world help people analyze properties without actually having to physically be in them. To create a digital twin, customers use cameras to capture their space. After the space is captured,  they upload the data to Matterport, which processes it and creates a digital twin that the customer can interact with and analyze. This concept is extremely interesting as anyone will be able to create realistic versions of the physical world that anyone else can access and analyze virtually, saving time and money as well. The concept is especially interesting considering the trend of home sales going more and more online. Looking at their business model , they follow a freemium subscription model, meaning they offer a free tier where anyone can access the Matterport technology, but in order to publish files and share with others, customers need to pay the company a monthly subscription. Fees for one person usually is around $10 dollars. Revenue doesn’t only stem from their subscriptions. Half of their revenue stems from camera sales and licensing of their technology. However by 2025, subscription is supposed to represent around 86% of their revenue, making this segment of the business most important for investors.       

Matterport and Facebook AI research collaborate to release the worlds largest data set of 3d spaces for academic non commercial research. Matterport is essentially helping Facebook’s AI create synergies with other products. What digital products get implemented into people’s homes, what helps? Knowing the layout. Getting to know human behavioural patterns will help robots become more useful for humans. This partnership is gonna help train the next generation of robots. I’m not exactly sure this will be used for what kind of applications. But here are a few ideas. For instance, it can be used to make your house safer. Facebook is clearly ahead of the curve here.  Customers of this business include the  residential and commercial real estate industry, things like Airbnb, engineering and architecture companies, insurance companies - you get to see the condition of the place, and more importantly , the construction industry. They currently work with established companies such as Marriott international, and have developed important partnerships with other industry players such as Autodesk. More specifically , they work with  Redfin, Compass, AT&T, and Verizon. These companies all have millions of square feet to manage, and Matterport helps them analyze their properties virtually. Also , despite being a first mover in this industry, there is some competition, including Zillow, a real estate platform, and smaller companies as well.   #GHVI #Matterport

Einstein called compound interest the 8th wonder of the world. In this easy how-to tutorial, we go over the simple compound interest calculator that I created, and how to use it.   

Google Sheets Link https://docs.google.com/spreadsheets/d/13vzbzgENMtFsokRiQ2VQm3RZyKIbWhRiV5N90lSZTPI/edit?usp=sharing 

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One thing is for sure, compound interest is a great way to make your money work slowly but surely.  With compound interest, if your returns are constant, your savings will earn you a little more each year than the year before. Therefore, the earlier you start saving, the more you will benefit from the power of compound interest. You can equate this to the snowball effect.   The concept of compound interest is simple: When you invest money, you earn interest on the money you invest, but also on the interest you have accrued by investing your money. Your money earns you interest, which, in turn earns you interest, and so on and so on.  In the long term, over several decades, your returns can reach colossal proportions. That's the whole point of compound interest. Get rich for retirement. Thanks for watching everyone. 🔥

Today we take a deep dive in Dropbox's excellent Q1 financial earnings and talk about what management plans for DBX in the future. Why should Dropbox be worth billions? Is it finally the time to buy DBX stock?   

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Although there has been a lack of catalysts and the conference calls are boring to say the least, the stock has increased by more than 50% since my first video on DBX. Why? Constant organic growth.  DBX is repurchasing shares using their free cash flow, not debt. Dropbox projects its annual cashflow to reach 1B by 2024. As pointed earlier, it increased its FCF by more than 400% YoY. At this rate, the goal could be reached earlier than expected. Acquisition of Docsend March 2021. This company is used by over 20000 companies and allows a secured sharing of documents and real-time action and feedback. Elliott Management, one of the biggest activist funds in the world, bought more than 10% of Dropbox. This fund is well known for working with companies such as AT&T, Softbank group, Twitter, Comcast.   

#DBX #Dropbox #stockstobuy

Lion is an innovative manufacturer of zero-emission vehicles. The company creates, designs and produces 100% electric urban commercial trucks, electric buses and minibuses for school and public transportation. The company is currently addressing a $100 billion market for medium-duty and heavy-duty urban trucks in North America. The one for school buses is valued at $10 billion.

This market will further be expanded by Biden’s clean-energy plan, which seeks to accelerate the transition of the US 500,000-unit school-bus fleet to zero-emission vehicles. This includes the planning of a first-ever nationwide electric car infrastructure… which will benefit companies like ChargePoint (which I have made a video on). Electric Vehicles are more and more admissible to everyone nowadays. It won’t be long before everyone has an electric vehicle in their driveway and delivery companies moving in electric trucks. In my opinion, Lion is the company that will help to ride the electrification wave that we tend to start. Overall, Biden’s plan mentioned above is part of the target to have all new vehicles sales to be zero-emission by 2030, which means MASSIVE potential SALES for Lion Electric. So, there’s a vast addressable automotive market that’s primed for electrification.

Created in 2007, ChargePoint operates a network of electric vehicle charging stations in all of North America, and they even have a strong presence in Europe. CHPT sells hardware, software and services. They provide electric vehicle station maintenance and management programs, which gives them recurring revenue.

How is CHPT different from its competitors ?

In seven years, they are planning on having around 50% of their revenues on a recurring basis. With over 5000 customers and 132,000 charging locations, Chargepoint has more than 70% market share of the EV charging market in North America, which is 7 times the market share of any other competitor at the moment. The company is also already operating in 16 European countries. So as you can see, CHPT is dominant.  If we look at clients, we got commercial clients like Microsoft and Nasa, then we have Fleet customers like FedEx. And finally we have at home charging and residential clients like Brookefield properties. 62% of fortune 500 companies use CHPT. This helps their reputation as a business of choice for firms looking for charging solutions.

SG Blocks is a design and construction services company, which engages in the business of providing code engineered cargo shipping containers for safe and sustainable construction. They re-use metals for other uses into building construction material; this includes redesigning, reusing, and transforming containers and heavy steel cargo into green building blocks for commercial, industrial, and residential building construction.

They continue to provide innovative structures, labs, and testing solutions to support the fight against, and recovery from, the COVID-19 pandemic. Back in January, the Company executed an agreement to provide COVID-19 testing near O'Hare airport for passengers and staff. There has also been the launch of SGB Development Corp , to co-develop and deliver homes and apartments for sale and rent located in  Texas. These  development projects will help the company get a steady stream of revenue  as well as a share of potential profits on sale. Sg blocks also  provides consulting and construction management services for the usage of fabricated metal in construction projects. This shows they have different business segments.

Looking at more recent news , the company announced last week that it would acquire a new manufacturing facility in Durant Industrial Park to boost production which is a very good sign. The facility  is approximately 55,000 square feet and will serve as the second facility that SG Blocks has acquired, since recently adding the original SG Echo factory. This new facility will allow Sg blocks to run 2 additional production lines in order to support a growing demand. The closing of this contract is supposed to be sometime around August.

Additionally,  the company appointed a new board of directors, increasing the number from 4 to 6 members. These new directors are entrepreneurs with over 30 years of investment banking experience,  working with public and private companies. This shows Sg blocks are trying to put experience on their side and have big plans in growing , which makes me even more bullish on them.

What really makes this company special however,  is their  innovative business model. The repurposing of these  shipping containers reduces the carbon footprint of construction, the structures can be stacked vertically which reduces the need for large land parcels, and  rural communities can have access to testing more easily. Additionally,  the containers help builders save time and money by being able to be transported quickly. Also if you think about it, there are millions of unused shipping containers in the world that can be effectively recycled, making this a huge opportunity for SG.

WE ARE CURRENTLY at peak overall market valuations, peak debt, peak market cap to GDP ratio, peak corporate debt and peak household debt. 35% of all US dollars were printed in 2020 - a strong indicator of upcoming inflation. Things may seem bleak. But are they? Should we be worried?  It's worrying I won't lie. But at this point a relevant debate is whether or not the economic environment actually justifies higher multiples... Our financial systems are MUCH more robust than in 08 - financial systems are now more regulated. And, unlike in 02, fundamentals are strong and can arguably back up higher multiples. So it's not an obvious answer, we're not necessarily in a bubble. Markets can stay overvalued for years.   Another thing worth mentioning is that tech and growth's valuations have already decently corrected. The market is overvalued, but not the majority of tech and growth.   Something else worth noting is that inflation makes everything look bigger than it is - hence the definition of inflation. In a low interest rate / inflationary environment, companies can borrow greater amounts because interest payments are so low. Debt then can be used to fuel expansion, which then ripples throughout the economy.  I'm staying 90% invested. 10% of my wealth is held in cash and cash equivalents (SPACs) in case opportunities present themselves. If the market rips upwards for the next few years, I want to take part in it. But if we see another crash, I can still rely on my plan. The most important thing is to be cautious with things like speculative investments and margin.

Plan

Tattooed Chef Stock (TTCF) has been on a 25% bull run since May 13. Today we discuss international expanding operations, their recent earnings, their new product launch and their new acquisition of New Mexico Food Distributors and Karsten Tortilla Factory.   

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0:00 Acquisition & Earnings 7:28 Valuation 9:00 Conclusion 🔥  

TTCF is a leading plant-based food company in the United States. Their business model is based on pre-prepared frozen meals. Their products include, among others,  ready-to-cook bowls, zucchini, riced cauliflower, and smoothie bowls. At the moment, Tattooed Chef is mostly present in Costcos, Walmarts, and Targets across the United States. Currently, Walmart gives them the most exposure and the most revenue. In the future, TTCF plans on conquering the market with Walmart in the States.   In 2020, Costco, Walmart and Sam’s Club represented 52 % of all of TTCF revenues, and the company expects this number to grow up to 63 % in 2021. This means that there’s a lot of customer concentration, meaning that a large portion of their revenue is tied to these clients.   

TTCF will close a transaction to acquire two companies in the next few weeks. The transaction evaluated at 35M in cash will make TTCF the owne of Karsten Tortilla Factory and Mexico Food Distributors, also referred as Foods of New Mexico. Founded in 1987, Foods of New Mexico is a food company that produces ready-to-eat Mexican food items for both retail and food service. The facility in Albuquerque currently produces Mexican foods including quesadillas, and burritos. The second facility in Karsten is a brand new facility that will enable TTCF to have extensive tortilla manufacturing capabilities. This acquisition is the beginning of a new era for Tattooed Chef. It will also allow the company to diversify their product lines and significantly increase their manufacturing capabilities to capitalize on the $20 billion Hispanic/Southwest Food sector and beyond. At full capacity, TTCF believes Foods of New Mexico can contribute up to $200 million annually in revenue in the next two to three years and create significant value for their stakeholders. As TTCF’s CCO was saying : “Get ready, this is an exciting time at Tattooed Chef, and we are just getting started.”  TTCF also launched their new marketing National Ad Campaign. The commercials are part of the marketing strategy which will increase Tattooed Chef’s brand awareness. They expect the commercials of 6 and 15 seconds to reach over 80 million people through networks, connected TV, and digital media.   Before this campaign, TTCF was mostly growing organically, which is impressive.   TTCF's stock price could rise if the company maintains a strong management and stands up to their competitors. If we take a look at what happened with Beyond Meat stock, TTCF could follow a similar path and reach a $100 stock price in a few years.   Overall, I’m not in TTCF for quick gains. I think it’s a stock you could literally hold till retirement. Thanks for watching everyone.   #TTCF #TattooedChef #stocks

Should you buy ZEV stock now while it's cheap? Lightning eMotors recently went public through the GigCapital3 SPAC reverse merger. Lightning eMotors already has vehicles in production. The capital raised in this SPAC transaction will help ZEV accelerate their growth plans and fulfill significant demand for their customers. These customers are some of the most recognizable transportation, public safety, and e-commerce companies in the United States.  

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Lightning eMotors produces electric fleet medium- and heavy-duty vehicles, including delivery trucks, shuttle buses, passenger vans, chassis-cab models, and city transit buses. They are offering several variants of the EV van for different markets, which includes passenger vans, cargo vans, school buses, and ambulances. The company’s unique modular architecture, software-enabled platform, and integration capabilities provide a scalable, cost-effective solution to a highly segmented and customized market. They also have the largest zero-emission fleet vehicle manufacturing facility in the U.S.  Additionally, they reuse existing buses, making the cost and carbon footprint of Lightning's re-powered vehicles lower than the newly built electric buses being offered by its competitors. 🔥  

Lightning e motors serves a 67-billion-dollar market and is the ONLY manufacturer that has a full line of battery and fuel cell zero-emission commercial vehicles on the road (this is huge). A big part of their customer base involves blue chip companies such as amazon and DHL. They have a competitive advantage over their competitors with around 50% market share in class 3 and 6 EVs in 2020. They are the only company that delivered Class 3,4,5,6 AND 7 EVs. With their established partnerships mentioned previously, and their proprietary technology and expertise, they create a defensible competitive moat.  #ZEV #LightningeMotors #EVStocks

I couldn't help myself. I bought more Coinbase stock. The largest cryptocurrency exchange in the United States by trading volume, is trading at a significant discount from its IPO price. COIN is a crypto stock to watch very closely. Coinbase is highly profitable with an EBITDA Margin of 61%.   

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Coinbase revenue tripled from last quarter ($1.80B of revenue in Q1'21 vs $585M in Q4'20 vs $191M Q1'20), which matched their estimated given in April (this is good = trust!!). Net profit was $771M (43% margin = WILD), which is more than 4X over Q4 2020′s net profit of $177M and more than 24X what it was in Q1'2020. On the earnings call, they said they planned to list dogecoin in the next 6 to 8 weeks. Roughly 94% of the company’s net revenue in Q1 came from transaction fees from trading = More volatility = More revenue. No guidance for Q2.   👉  In my opinion, these earnings were excellent. There's not a single thing that I didn't like or that I'm concerned about. Very happy with my Coinbase position, I'm expecting great gains in the years to come.   For context, 11% of the whole crypto market trades on Coinbase. They have a fast-growing 56M user base and $223B in total assets on the platform. Coinbase recognizes revenue by taking a%  of each bitcoin transaction. If Bitcoin's market cap increases, Coinbase's revenue increases by the same %. Therein lies the risk and the opportunity. Coinbase is a pure play on Bitcoin. In 2020, only 4% of their revenues were spent on marketing. In 2021, they are planning on quadrupling the marketing spend, which will help sustain momentum and capture further market share.  If you were to factor in cash from their balance sheet and the cash from their IPO, Coinbase has a strong liquidity position. Given the asset class, their 100% yearly revenue growth and marketing plans, I think that this multiple is justified and can sustain itself. 🔥  

Whether or not the fundamentals of Bitcoin have changed, that's a different question. But taking everything into consideration, I'm still bullish on Bitcoin and I think that this dip was a buying opportunity (not financial advice). Just zoom out for a second, compare bitcoin to where it was last year, and it's a completely different picture. Yes, Tesla is bearish on Bitcoin, but that's just one company out of the hundreds (thousands?) that have decided to adopt Bitcoin this year. Be greedy when others are fearful. Last week, we were at peak fear. Just putting that out there.   Personally, I think that crypto is here to stay. Sure we might see volatility but it's the long-run that counts. A lot of people are fearful that Bitcoin is going to cease to exist but I think that cancelling a trillion dollar asset is super unlikely at this point. #Coinbase #IPO #Bitcoin