In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
I think COVID-19 drove Airbnb’s growth. To explain, many people wanted to avoid hotels and contact with guests and staff during the pandemic. Hence, Airbnb bookings could fall as people’s fear of COVID-19 declines.
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Investors are interested in Roblox (RBLX) because of its growth. For example, the number of Roblox Daily Active Users (DAU) grew from 13.7 million in the fourth quarter of 2018 to 49.5 million in the fourth quarter of 2021, Statista estimates.
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Conversely, Uber reported a quarterly gross profit of $1.165 billion on 31 December 2020, that grew to $1.881 billion on 31 December 2021. Yet Uber experienced substantial growth in 2021. For example, Uber’s quarterly revenues grew from $3.165 billion on 31 December 2020 to $5.778 billion on 31 December 2021.
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Hence, Spotify is growing but not making money. Moreover, the subscriber base growth justifies the risk Spotify (SPOT) took by paying $100 million for The Joe Rogan Experience.
On the other hand, Amazon Inc. (AMZN) is generating less cash. For example, Amazon’s quarterly operating cash flow fell from $30.431 billion on 31 December 2020 to $22.086 billion on 31 December 2021.
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Statista estimates Meta (FB) generated $114.93 billion in advertising revenue in 2021. Facebook’s ad revenues grew from $84.169 billion in 2020 and $69.655 billion in 2019. I consider Facebook a pandemic-resistant business because of the advertising revenue.
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Hence, Netflix (NASDAQ: NFLX) is making less money. However, Netflix’s quarterly revenues grew from $6.644 billion on 31 December 2020 to $7.709 billion on 31 December 2021.
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Hence, Centene (NYSE: CNC) serves the largest segment of American health insurance, Medicaid. In particular, Centene serves almost one million Medicare beneficiaries though Medicare Advantage, Medicare Supplement, Special Needs, and Medicare-Medicaid (MMP) plans.
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I think a group of stocks I call the NAMPOF, or NAMPOM, is an excellent alternative to the FAANG.
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For example, the number of Zoom customers with over 10 employees grew from 50,800 in 2019 to 81,800 in 2020, to 467,100 in 2021, Statista estimates. Thus, Zoom is experiencing enormous growth in the pandemic. This important because Backlinkinfo estimates 64% of Zoom’ revenues come from customers with over 10 employees.
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