This week, we complete our model portfolio for 2021 with the final eight stocks, announcing our picks for the megatrends of biotech, digital transformation, flexible workforce and multichannel marketing.
The model portfolio contains the stocks that we’ll be invested in over the coming year, so it’s time to put our chips on the line!
- Biotechs like Editas are starting to realise the promise of Crispr gene editing, and are getting closer to delivering revolutionary new therapies. While simpler cancer screening from Guardant Health may offer early detection and better patient outcomes
- Many companies are undergoing a digital transformation, and they’re increasingly partnering with Crowdstrike to protect themselves against hackers, with Cloudflare to provide increasing quantities of content and data to their users more quickly, and with Twilio to automate their communication with customers as they scale-up
- Doing business and making deals is just easier with e-signatures from DocuSign, but that’s just the beginning of their contract management capabilities. And freelancers can find potential employers on Fiverr as people seek a more flexible work-life balance and increasingly work from home
- Digital advertising is set to grow across many channels, from the desktop and mobile to apps and connected TV. Magnite is the world’s largest sell-side platform for buying and selling this digital advertising space
We also goggle at the madness of the Gamestop drama going down at r/wallstreetbets.
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