ac688633-cc44-4806-828a-12614f992d07_History-of-Stock-Calls-12-Months.pdf
Tech Analyst
Beth Kindig
2018/2019 Highlights
History of Accuracy
• High conviction, focused analysis
• Rare comprehension of tech products and the micro technology trends that drive profits
• 10+ years in San Francisco with thousands of companies analyzed in private and public sector
Successful Calls
12Month Highlights
Biggest Stock Drop in History
Facebook was the top rated stock on the S&P 500 with less than 1% short interest.
The drop caught everyone off guard except Beth’s readers.
PUBLISHED: SEEKING ALPHA CALL: FACEBOOK WOULD DROP AFTER MAY 25th
400% Return on Roku
PUBLISHED: SEEKING ALPHA Wall Street misunderstood Roku’s business
CALL: PREDICTED ROKU’S AD PLATFORM model and competition. Beth’s clients had WOULD SURPASS HARDWARE granular, tech analysis guiding their Roku positions.
Microsoft Cloud
PUBLISHED: SEEKING ALPHA
CALL: MICROSOFT AZURE TO BE MAJOR CONTENDER
Predicted Microsoft would be in the running for the Pentagon Contract. Was the only analyst to predict Azure’s security strength for the DoD.
Zoom IPO
Beth was featured on Yahoo! Finance for PUBLISHED: FATRADER
Zoom’s IPO where she discussed Zoom’s product differentiation
CALL: FORECAST ZOOM TO BE BEST SILICON VALLEY IPO OF THE YEAR
Biggest IPO Loss in History
PUBLISHED: SEEKING ALPHA CALL: DO NOT BUY UBER AT IPO
During a red-hot IPO market, Beth predicted Uber would not make a good investment at IPO
Lyft IPO Risky
PUBLISHED: SEEKING ALPHA In the same month Beth predicted
CALL: DO NOT BUY LYFT IPO
Zoom’s success, she predicted Lyft would not fare well due to key factors
Google – Ad Revenue Issues
Beth cautioned that Google would Q2 2019 earnings miss
PUBLISHED: FATRADER have ad revenue issues prior to the CALL: AD REVENUE ISSUES
Tesla: Perfect Timing
PUBLISHED: FATRADER CALL: GET OUT OR SHORT TESLA AT $300 IN EARLY MARCH 2019
Tesla has frustrated both Bulls and Bears. Beth’s call had perfect timing due to her knowledge of autonomous vehicle deployment.
Snap: Hit the Bullseye Twice
Changed her position twice on Snap and was accurate both times.
PUBLISHED: TWITTER & FATRADER CALL: DECLINE IN AUG 2018; FLAT USER BASE Q1 2019; CALLING FOR PIVOT IN Q2 2019
Benefits Competitive Edge
• High conviction analysis provides competitive edge in the leading growth sector.
• Rare insights require a background in technology.
• Proven accuracy
• Algorithms cannot detect nuances in tech companies and tech products.
• Invest before the momentum.
Identifying Risk
• Knowing key metrics is essential to having a competitive edge.
• Knowing what companies will emerge after a down turn is impossible to predict without an industry insider.
• Some tech investments are secular – knowing this will hedge against downturns.
• Knowing when Wall Street misinterprets risk creates big buying opportunities.
Next Growth Cycle
• Tech will be entering a new growth cycle ushered in by artificial intelligence, machine learning, 5G, and autonomous vehicles.
• Blockchain is being developed now.
• By 2030, AI will be worth 4x the market cap of MSFT, AMZN, GOOG, FB, NFLX combined.
• Your fund will require industry-based tech analysis.