Caleb Ferguson

Salesforce. So much the de-facto standard for CRM that it’s ticker bears the same name. Any company with a sales team (big or small) likely already uses Salesforce. With no other company effectively stepping in to own this category, they will likely continue to subscribe in perpetuity. I am also impressed by their horizontal and vertical expansion via acquisition - Pardot (email marketing), Heroku (Cloud Applications) and Datorama (Analytics) - to name a few.

1 Life Healthcare AKA One Medical. Modern healthcare incarnate, this network of primary care clinics is the millennial’s wet dream. They have built a reputation for mastering both security and user experience.

Due to their relative youth, they are unhindered by antiquated, legacy IT systems, and have been able to build and deploy modern medical services very quickly - dog-fooding along the way. For example - their gorgeous, functional mobile app is used by both patients and clinicians and has had HIPAA-compliant messaging with clinicians for years, while other companies still struggle to deliver anything remotely as secure and bug-free.

I have done zero research on the economics of their business model, but I don’t even know what companies to compare them to - they are in a league of their own.

Nike. Aka the goddess speed, strength, victory and retail earnings. Beyond the unparalleled brand value, Nike is uniquely well-positioned in the “ecosystem” influencing consumer buy-in.

Their goldilocks-level investment (not too much, not too little) in technology, partnerships and community leadership will lead to both short term sales and long-term brand value.

To be honest, this was chosen as a stonk because of how on-brand and well-executed their collaboration with NYC Parks and Recreation is shaping up to be.

GrubHub. C’mon man, everyone (and their mother) orders food with apps now.

All of their competitors (e.g. Uber Eats, Caviar) are burning more cash than Adam Neumann’s tequila fund to fuel discounts and incentivize both consumers and restaurants to try them out.

In the long run I trust GrubHub’s more-extensive experience with customers (and restaurants) alongside it’s “everyman” marketing ethos to outlast their high-nosed, market-grabbing peers.

Delta Airlines. If you know me at all, you know I despise them (as a customer). However, as a stock… it may soar!

Delta seems to have a leg-up in terms of managing the Boeing 737 recall and has subsequently snatched up additional routes just in times for the holiday$$$.

DocuSign. Yes, it’s fucking boring… but in an age of increasingly stringent digital security and authenticity requirements spanning many industries, DocuSign only stands to #gain #gains at little-to-no marginal cost.

I wouldn’t exactly call them ‘ahead of the curve’ in terms of technology, but they are ahead of the competition (cough… what competition?!) by miles. IIRC they even have APIs now.

Domino’s Pizza. I’ve been raving about this company since 2013. DPZ is as-good-as-gold. They are a truly innovative technology/UX company in ‘stealth mode’ as a B2C food delivery service.

Are the fundamentals technically sound? No…
Does the industry face high competition and regulatory headwind? mmm… Yes.
Should you buy DPZ right now anyways? Yes.

Atreca - a BioTech company. High risk, high reward. My friend works at this company and he is wayyyy smarter than me.

No, I do NOT fully understand the value proposition. All I know is that this stock is mostly owned by institutional investors - a.k.a. people “better at money” than us - meaning we plebs are not even supposed to know it exists yet… wake up sheeple!

Waste Management. You would probably recognize their green-and-yellow “WM” logo on garbage trucks.

Now… can you think of literally any other waste management company in the world? Me neither. Get in on the ground floor with Tony Soprano and the only garbage company that is ready for compost-culture, advanced route ordering and increasingly stringent regulatory requirements.

Adobe. Yes, the company that makes photoshop, illustrator, and the hard-to-love acrobat reader.

Adobe has digital creatives by-the-balls, functioning as the sole, de-facto tool for enterprise-grade creative work. Adobe products are subscription-based but highly inelastic goods, making their customers insensitive to price changes and making the company basically recession-proof