Friday, Dec 11th 2020

Move over, ten-baggers

Commentary

A few weeks ago, we shared the idea of a multi-bagger. When a stock of yours grows by 10x, you've earned a ten-bagger.

For Airbnb & DoorDash seed investors, those investments were 1000x baggers (yes, even after dilution). Regardless of luck vs. process, these are walk-off-the-field, retire-into-Hall-of-Fame sort of returns.

It's ironic that two colossal success stories from the last decade happened to go public in the same week in an otherwise a very dark year. Now the private investing community is passing the torch to us public investors.

Despite Airbnb's and DoorDash's success looking backwards, are they good investments looking forward?

This is what we're rigorously evaluating: whether these newly IPO'd stocks could be possible Titan Flagship holdings for you. (Reminder: we're very picky)

One of the first frameworks we use is outlining a company's paradigm. Why does a business exist? ABNB and DASH strike us as intermediaries for core user behaviors that have been around since human existence: traveling to new places and eating.

There will be a lot of jargon thrown around in the coming weeks (e.g., platforms, network effects, unit economics, market sizing), but ultimately having a simple reason to exist is the most important starting point in our work.

If you can't explain an investment to a kindergartner, it's probably not one you should even consider making.

Back to Research ↗

Learn with titan

Investment articles and resources

Become the smartest investor you've ever been through straightforward, easy-to-read investment articles.

Examples of How to Short a Stock


What is Shorting a Stock?


How to Save for Retirement in Your 50s


Short Selling Explained: Definition & Rules

Let's Get Started

Ready to become a client?

Create an account with us in two minutes.

Or scan to get the app

We're building the best investment platform, ever

Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. The introducing Broker Dealer is Titan Global Technologies LLC, a registered broker-dealer and member FINRA/SIPC. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

© Copyright 2022 Titan Global Capital Management, Inc. All Rights Reserved.