What's Next for These Early-Year Stock Picks? By Andy Swan |
| In our inaugural issue of Derby City Daily on February 27, we made a hard charge out of the gate with three stocks that Landon, Megan, and I hand-picked as some of our favorite opportunities for 2023: - My pick was streaming ad giant The Trade Desk (TTD).
- Landon went with computer chip pioneer Nvidia (NVDA).
- And Megan chose Zurich-based shoemaker On Holding (ONON).
We chose these names carefully. Our consumer insights machine was picking up significant momentum in three core areas: ✓ Strong Consumer Demand ✓ High Consumer Happiness ✓ Macro Trend Tailwinds
But a lot has happened since then... Incessant interest rate hikes from the Fed, lightning-fast advancements in artificial intelligence, and an all-out banking crisis are just a few of the market shakeups we've faced in 2023. So we're revisiting TTD, NVDA, and ONON to see how the opportunities we spotted back then are holding up today. Are the same macro tailwinds still benefitting these companies? Are they keeping consumers happy? Has demand stayed strong? Find out how we're playing these early-year picks now – and what comes next... Click here to continue reading |
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Andy Swan
Co-Founder, Derby City Insights |
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