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#StrongHands 🙌 #BOP 🚀 Nation Update ️️️️️️️️️️️️️️️️️️️❤️️
Hi, I’m Paul Mampilly.
Welcome to my company's Substack, where we provide daily coverage of #OGI (opportunity, growth, and innovation) market trends, macro level analysis, and stock picks.
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ATG also represents seeing the world for what is abundantly clear to see — an opportunity for incredible growth and the BRIGHT and PROSPEROUS future that lies ahead.
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Bitcoin Halving Countdown ⏰
The Bitcoin USD (BTC-USD) halving is nearly upon us! We only have 9 days remaining!
That’s an event where BTC’s daily issuance/supply will be cut in half from 6.25 to 3.125.
As this happens, the remaining supply of BTC will become scarcer, which is bullish for crypto and related stocks!
This event only happens every four years, so we thought it fitting to ring in this crypto holiday with you! ❤️
Dean: This Sector Is About to Heat 🔥 Up
Last week, I shared a stock that could benefit from a bottomed-out sector. This sector was crushed as the Fed raised interest rates at the quickest pace in history!
Just look for yourself:
No one knows when the Fed will cut rates exactly, but it’s clear that rate cuts are ahead.
And when rates are cut, this sector — and subsequently, this stock — could rocket! 🚀
A Housing 🏘️ Boom
I’m referring to housing — a sector that’s directly impacted by the Fed-lifted rates.
Many buyers in 2023 were sidelined due to the rising cost of purchasing a home due to higher interest rates.
As rates are cut, there’s strong potential for more buyers to enter the market as lending becomes more favorable for homebuyers.
As this unfolds, Wayfair Inc. (NYSE: W) stands a good chance of being bid up!
Just in case you’re not familiar with W 0.00%↑, it’s an American e-commerce company that specializes in selling furniture and home goods.
It operates as an online retailer and offers a vast selection of products — including furniture, decor, bedding, kitchenware, and more.
W 0.00%↑ has a very large inventory of items from numerous suppliers, providing customers with a wide variety of choices.
Additionally, it provides features like augmented reality tools that allow customers to visualize how furniture will look in their own homes before making a purchase.
In essence, it’s a digital-first solution for outfitting your home. And like many of its competitors, it offers financing options as well!
Considering that W 0.00%↑ is a digital-first platform, it stands a good chance of seeing adoption from millennials and Gen-Zers, who are now of homebuying age.
That said, how are W 0.00%↑ fundamentals, and can it capture this opportunity?
Numbers Don’t Do W 0.00%↑ Justice ⚖️
In its Q4 and full-year report, it saw total revenue of $12 billion for the year, down 1.8% year over year.
Now this growth may not seem like much, but considering that the Fed raised rates at the quickest rate in history — drying up liquidity in the housing sector in the process — W 0.00%↑’s performance isn’t so bad, in our opinion.
Cyclical stocks, like W 0.00%↑, depend on ideal market conditions to maximize growth. We believe that this period will soon be upon us as the Fed cuts rates.
For 2023, its gross profit was $944 million, 30.3% of total net revenue. As you can see, W 0.00%↑ benefits from generous margins.
W 0.00%↑ is a $66 stock representing a $8 billion company.
It has $1.35 billion in cash and a tiny price-to-sales ratio of just 0.5X sales!
In our opinion, that’s cheap — especially considering its 30.3% margins!
Given that the housing market seems to be bottoming-out, Fed rate cuts are ahead, and the fundamentals of W 0.00%↑ are strong, we’ll continue to hold it in our Silver Tier model portfolio.
Get Exposure to Nearly 10 Sectors 👀
We’re bullish on digital-first platforms transforming the housing sector — but we have so much more to be bullish on!
For exposure to nearly 10 sectors across almost 50 positions, consider subscribing to our Silver Tier by clicking here!
This tier not only gives you access to our portfolio, but includes updates on our positions, trade alerts, stock research, and analysis — for the small price of just $9.99!
#GBC100: Wednesday, April 10, 2024
The #GBC100 is down 1.25% today.
Created on September 22, 2022, the #GBC100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #GBC100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #GBC100 into an ETF.
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dean will be back to discuss a popular streaming platform! 🎧
New YouTube 📺 Content
Yesterday, Paul went live on our YouTube channel to talk about market swings and how they’ll affect stocks and cryptocurrencies . . .
For those of you who missed it, be sure to watch here! 👇
Let us know what you think in the comment section! 💭
It’s hump 🐫 day!
It seems like the weeks are flying by lately — but here at ATG Digital, we’re staying on top of things. 💪
And we have plenty to look forward to . . .
If you haven’t yet joined our services, click here for a chance to get in on all the action today! 🔥
On Wednesday, April 10, 2024, we hope to hear from new members soon. 🥰
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What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.
Do you think it would make sense for MSTR to do a stock split? Maybe 10:1 to get the price down to a more reasonable price of $140.
So you don’t feel like there’s a psychological advantage for adding new shareholders?