Stocks I Follow (2016 Update)

By: ispeculatornew
Date posted: 04.20.2016 (3:00 am) | Write a Comment  (0 Comments)

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$CTRPIt has been some time since I was able to do a proper update to the list of stocks that I follow. Over the past 12-18 months, I was able to add a few names that either become public or were the result of spin-offs from my existing universe. Hopefully this also frees me up a bit to look at some names that have been suggested in recent weeks.

Public Companies

IAC Interactive (IAC): No real change here apart from the ticker changing from IACI to IAC

Removing Some Foreign Names: I’m still working very hard on finding reliable ways to stay up-to-date on the Chinese web companies. Not only is there an incredible opportunity in the 2nd biggest web market in the world but a lot of these companies do seem to be working on expanding their global presence and will collide with stocks that I follow. That being said, some of the names I’m getting nowhere with and will remove (at least for now from my universe). Why remove names? Over the past 2 years I’ve been mostly adding names but that also means I follow news, earnings, management calls, etc. The more stocks I follow, the less attention I can give to each one. If I’m not even close to being able to trade a name and can’t see that changing anytime soon, time to take it off. Today I will be removing:

Ctrip.com International Ltd (CTRP)
Yandex NV (YNDX)
Youku Tudou Inc (YOKU)

$uberPrivate Companies

Oh, this list is a painful one for me to look at in a way. So much missed opportunity in the fact that I can’t (realistically) invest into these companies. Obviously, more than ever, I’d love to be able to trade Uber, Airbnb, Dropbox and Snapchat. The sad part in a way is that this list remains basically unchanged. Companies such as Uber and Airbnb are huge and a few years ago they would have been on a clear path to turn public. But a very liquid private market as well as an uncertain

Here is my updated list:

Adobe Systems Inc (ADBE)
Alibaba Group Holding Ltd (BABA)
Alphabet Inc (GOOG)
Amazon.com Inc (AMZN)
Apple Inc (AAPL)
Baidu Inc (BIDU)
BlackBerry Ltd (BBRY)
Blue Nile Inc (NILE)
Box Inc (BOX)
Demand Media Inc (DMD)
DHI Group Inc (DHX)
eBay Inc (EBAY)
Etsy Inc (ETSY)
Expedia Inc (EXPE)
Facebook Inc (FB)
Fitbit Inc (FIT)
Glu Mobile Inc (GLUU)
Groupon Inc (GRPN)
IAC/InterActiveCorp (IAC)
King Digital Entertainment Plc (KING)
LinkedIn Corp (LNKD)
Match Group Inc (MTCH)

Microsoft Corp (MSFT)
Monster Worldwide Inc (MWW)
Netflix Inc (NFLX)
Oracle Corp (ORCL)
Pandora Media Inc (P)
PayPal Holdings Inc (PYPL)
Priceline Group Inc/The (PCLN)
QuinStreet Inc (QNST)
Rackspace Hosting Inc (RAX)
Rosetta Stone Inc (RST)
salesforce.com inc (CRM)
Square Inc (SQ)

Travelzoo Inc (TZOO)
TripAdvisor Inc (TRIP)
Twitter Inc (TWTR)
WebMD Health Corp (WBMD)
XO Group Inc (XOXO)
Yahoo! Inc (YHOO)
Yelp Inc (YELP)
Zendesk Inc (ZEN)
Zillow Group Inc (Z)
Zynga Inc (ZNGA)

Dropbox
AirBNB
Uber
Pinterest
Snapchat
GoDaddy

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