Post by
retiredcf on Nov 24, 2021 7:34am
Still On The List
Q: Last year around this time, you were asked to guess a few names in the US or CDN Market that had 100 bagger potential. Some of the names mentioned were WELL, TTD, LSPD, XBC, MGNI, PLTR, VEEV, PINS, KRR, & STC. Just wondering if there were any names you would add or delete from this list? I realize identifying the next 100 bagger is next to impossible, just for some fun.
Answer: Due to their very large market caps, and the possibility of higher rates, we would see LSPD, PLTR, VEEV, PINS and TTD as less likely. We still like these, but 100X would imply some absolutely giant final market caps. XBC needs to execute better to stay on the list. MTTR could be added.
5iResearch. GLTA
Comment by
Torontojay on Nov 24, 2021 4:19pm
It's interesting that they mentioned Matterport. Now that we're on this topic I would say a smaller Canadian company that is 1/200 the size of Matterport and in the proptech space to be better value. FYI, I own Sangoma and "Urbanimmersive."