Uploaded by zbarber777

Long Ideas

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So for the people that missed shorting the downside and are hoarding tons of cash ready to
be put in the market what should you be buying once the market starts going up? Here is
the buy list
SHOP - the future of all online retail (I own several stores that use shopify and know how
good this is)
AMZN - because its Amazon and online shopping will never die
GOOGL - the best advertising algorithm for selling anything online
FB - the second best advertising algorithm
APPL - because that store is always packed with people ready to buy no matter what they
produce
MSFT - Azure cloud software, also real big biz will never use Mac and always windows
NVDA - because computers need chips
DIS - parks will be back in full, dinsey plus
SQ - people love buying lots of shit
V - the people that like to buy shit but have a visa card
MA - the people that like to buy shit but have a MasterCard (also new apple card is
Mastercard)
PYPL - for the people that still dont trust giving their credit card info online
HD - best store for fixing your home
COST - because people love buying lots of shit
GS - survived 08 financial crisis, has MARCUS focusing on retail market now
JPM - the best of the banks
BABA - where all the crap from china is bough
ADBE - great cloud software
MO - because that dividend yield is always hot
INFO - the real deal in market analytics
UBER - everyone uses it will double or triple in year
QCOM - 5g cell phones
CRM - best sales software
ADP - best payroll software
INTU - best accounting software for small businesses
VZ - strong dividend top two cell phone provider
T - strong dividend
TSLA - will go up again once millennials start buying
BA - will get bailed out by goverment
RCL - top cruise line will not go out of business
CCL - second favorite cruise also govt will not let it go out of biz
LYV - events will come back
DOW - that dividend yield
OXY - will buy calls and sell them to ichan later
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