Ivan teaches me things all the time. This week he pointed out his homeland’s (Bulgaria) refusal to deport jews to the concentration camps in World War 2. I knew there was a deeper reason I trusted him from day one.
There are four major themes that currently capture my interest as an investor:
1) Fashiology: technology meets fashion, where I believe companies like $NKE, $UA, $LULU and $AAPL will dominate. 3D-Printing will be huge and $DDD is a major way the institutions will/have to track it.
2) Mobile Payments – $SQUARE is private. $INTU is the closest direct way to ride the trend. $EBAY and $PAY are distant second. $V and $MA are huge beneficiaries too.
3) Biotech- $IBB is near all-time highs and a lot of the better setups on the StockTwits 50 list are currently from the sector.
4) Software – Intuit is here again and it also dominates a third dimension of growth (SMB’s). I also own $MANH $TIBX $ARBA $CSOD $AZPN as I continue to blieve the dips will be bought here with Warren Buffett owning IBM.
Enjoy the show and Happy Easter/Passover!