Monday Never Sleeps: Weekend Round-Up 08/31/2020

By: KS Anthony | Published: August 31, 2020 | Be the First to Comment

Monday Never Sleeps is a round-up of the weekend’s most-viewed ideas in our buyside community as well as the portfolio managers who picked up some new followers. A buyside or Elite membership login is needed to see the actual ideas so you’ll be prompted to sign up if you’re not automatically logged-in.



Weekend of August 29 – 30, 2020:

TenCent Holdings(700: HK) "The increasing ecosystem will draw more users as a result of the expansion of the user base." Sea Ltd. (SE: US) is Tencent backed and continues to attract views across the community.

Facebook (FB: US) Recent update by ConnectU founder, and SumZero CEO calls for a double in 2-5 years.

Aercap Holdings(AER: US) - Recent update discusses how passenger demand could drastically change in the coming months on the back of the Abbott rapid response antigen, recently approved by the FDA. AER was up 7% the day of the news release.

Liqtech International Inc.(LIQT: US) - "LIQT is transforming into a filtration powerhouse, and investors are missing it.”


Anterix Inc. (ATEX: US)
- "What’s invisible, scarce, and essential to human life as we know it? No, not clean air...spectrum! ATEX's spectrum in the 900 MHz band is worth at least 2x the company's market value."


Strategic Education Inc Com (STRA: US)
- "Clear sector champion compounding returns under tested management - attractive price due to short-term growth hiccups, M&A mispricing, and SPO pressure."

• Online education continues to be a theme: see all online education ideas here.

Crowdstrike Holdings Inc. (CRWD: US)"CrowdStrike is the leader in endpoint protection, a fast-growing sub-segment of Cyber Security. The stock has at least 20% upside as the market realizes CRWD's ability to win market share."

Bitcoin"The Case for $500K Bitcoin" - shared by the Winklevoss twins.





Some of the Portfolio Managers that gained followers this weekend include:

Eric Gregg - #5 Ranked, LTM.
Most recent idea: Equitable Holdings Inc. (EQH: US)


Howard Rosencrans - - #15 Consumer Discretionary.

Most recent idea: Helen of Troy (HELE: US).

John Rolfe - #6 All-time.
Most recent idea: KBR Inc (KBR: US)

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