Long Bul Fintech and Insurtech Stocks

OguzO Capitalist
05-12

1.

I am very bullish on fintech and insurtech stocks, specifically:

- $Nu Holdings Ltd.(NU)$

- $SoFi Technologies Inc.(SOFI)$

- $Root, Inc.(ROOT)$

- $Lemonade, Inc.(LMND)$

- $Oscar Health, Inc.(OSCR)$

AI models will soon reach a point where they’ll do actuarial work as well as humans.

Fintechs and insurtechs will be top beneficiaries, their margins will explode.

2.

If I were looking for foundational stocks at attractive prices now, these three would have been my picks:

1. $Brookfield Corp(BN)$

2. $UnitedHealth(UNH)$

3. $Uber(UBER)$

Brookfield is set to grow distributable earnings at around 15% annually next 5 years while valued at 15 times distributable earnings.

UnitedHealth is looking for 12-15% long-term annual EPS growth, it’s extremely attractive at 14 times forward earnings.

For Uber, the market currently prices in just 9% annual growth in the next 10 years. It can easily do better.

These three would have been my picks.

For whom haven't open CBA can know more from below:

🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!

Find out more here：

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment