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EMJ Continues to Find Companies that Exceed Expectations– via CNBC's Closing Bell

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September 8, 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  EMJ Continues to Find Companies that Exceed Expectations – via CNBC's Closing Bell

www.emjcapital.ltd

EMJ Continues to Find Companies that Exceed Expectations – via CNBC's Closing Bell

While the Nasdaq was up yesterday, the Russell, Dow and S&P were in the red. Eric Jackson was on CNBC's Closing Bell for his thoughts on the market and what he looks for when investing. Eric's criteria for finding small growth companies that exceed expectations is working – a favorite long position is up 545%, and he anticipates further growth for it.

On September 7th, 2021, Eric Jackson joined Wilfred Frost and Morgan Brennan on CNBC's Closing Bell to discuss the current state of the markets and where he fishes for the next multi-year compounders. Eric remains cautiously optimistic about the market. Interested in smaller growth tech companies, Eric looks for names that he thinks will double or triple over the next 2-3 years. Year after year, EMJ has flagged a number of companies he believes can grow into next-generation FAANGs. 2021 is no exception with a favored stock at 13x since its December 2020 IPO. Eric often seeks out recent IPOs with $5-10 billion market caps and a strong growth story, leaning towards companies who may not be fully appreciated but that he anticipates will gain appreciation over time. Watch this clip from yesterday's CNBC's Closing Bell: EMJ Capital Founder on what he looks for when investing.

Disclaimer

The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor’s investment objectives and tolerance for risk. EMJ Capital Ltd. (EMJ Capital) and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.   From time to time EMJ Capital or an employee of EMJ Capital may express views regarding a particular company, security, and industry or market sector. Any such views are subject to change at any time, based upon markets and other conditions, and EMJ Capital disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions for funds managed by EMJ Capital are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any EMJ fund or client.    Certain Statements in this commentary may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and assuming no changes to applicable tax or other laws or government regulation. Expectations and projections about future events are inherently subject to, among other things, risks and uncertainties, some of which may be unforeseeable and, accordingly, may prove to be incorrect at a future date. FLS are not guarantees of future performance, and actual events could differ materially from those expressed or implied in any FLS. A number of important factors can contribute to these digressions, including, but not limited to, general economic, political and market factors in North America and internationally, interest and foreign exchange rates, global equity and capital markets, business competition and catastrophic events. You should avoid placing any undue reliance on FLS. Further, there is no specific intentional of updating any FLS whether as a result of new information, future events or otherwise.

Bombardier: Poised to Soar in the Private Air Space

Since early 2020, Bombardier appointed a new CEO and CFO to execute a turnaround plan and sold off its rail business to focus solely on private aircraft space. They are paying down debt, have delivered 100+ of the highly lucrative and luxurious Global Express 7500 jets with a 2-year wait time on new orders. Here's the case for a big comeback in the company's shares.

Read Bombardier: Poised to Soar in the Private Air Space in the Years Ahead.

Interesting Tech Stocks at Reduced Multiples

As stocks closed near record levels in June 2021, Tim Stenovec and Carol Massar at Bloomberg Business Week Drive to the Close spoke with Eric Jackson for insight on the market environment. Eric said there are interesting tech stocks at reduced multiples, protecting investors from future inflation. Listen to the Bloomberg Business Week Drive to the Close Epsiode Here.

EMJ Capital Key Differentiators

Proprietary Data Science

Our Data Science Program is tied to EMJ Capital’s tech focus and long-term holding periods for our investments. In addition to our primary company research, our proprietary data science approach analyzes key factors which suggest a company has the potential to become a multi-year compounder. Our data science program is also used for portfolio risk management.

Eric’s 20yr Tech Exec Network

Eric Jackson’s tech operational experience and background as an activist investor helped him build a proprietary network of technology influencers and venture capital executives who invest in public and private tech and media companies. Eric maintains his 20 year network through regular face-to-face and Zoom meetings. This network has been an enormous advantage.

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

Visit www.EMJCapital.ltd

Contact EMJ Capital

EMJ Capital Ltd. Disclosure Statement

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

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Eric's Podcasts

Gain insight into EMJ. Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher. 

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Eric has a track record of finding the next set of unsung future winners. Explore Eric's Tech & Media articles. 

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EMJ Continues to Find Companies that Exceed Expectations– via CNBC's Closing Bell

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September 8, 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  EMJ Continues to Find Companies that Exceed Expectations – via CNBC's Closing Bell

www.emjcapital.ltd

EMJ Continues to Find Companies that Exceed Expectations – via CNBC's Closing Bell

While the Nasdaq was up yesterday, the Russell, Dow and S&P were in the red. Eric Jackson was on CNBC's Closing Bell for his thoughts on the market and what he looks for when investing. Eric's criteria for finding small growth companies that exceed expectations is working – a favorite long position is up 545%, and he anticipates further growth for it.

On September 7th, 2021, Eric Jackson joined Wilfred Frost and Morgan Brennan on CNBC's Closing Bell to discuss the current state of the markets and where he fishes for the next multi-year compounders. Eric remains cautiously optimistic about the market. Interested in smaller growth tech companies, Eric looks for names that he thinks will double or triple over the next 2-3 years. Year after year, EMJ has flagged a number of companies he believes can grow into next-generation FAANGs. 2021 is no exception with a favored stock at 13x since its December 2020 IPO. Eric often seeks out recent IPOs with $5-10 billion market caps and a strong growth story, leaning towards companies who may not be fully appreciated but that he anticipates will gain appreciation over time. Watch this clip from yesterday's CNBC's Closing Bell: EMJ Capital Founder on what he looks for when investing.

Disclaimer

The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor’s investment objectives and tolerance for risk. EMJ Capital Ltd. (EMJ Capital) and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.   From time to time EMJ Capital or an employee of EMJ Capital may express views regarding a particular company, security, and industry or market sector. Any such views are subject to change at any time, based upon markets and other conditions, and EMJ Capital disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions for funds managed by EMJ Capital are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any EMJ fund or client.    Certain Statements in this commentary may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and assuming no changes to applicable tax or other laws or government regulation. Expectations and projections about future events are inherently subject to, among other things, risks and uncertainties, some of which may be unforeseeable and, accordingly, may prove to be incorrect at a future date. FLS are not guarantees of future performance, and actual events could differ materially from those expressed or implied in any FLS. A number of important factors can contribute to these digressions, including, but not limited to, general economic, political and market factors in North America and internationally, interest and foreign exchange rates, global equity and capital markets, business competition and catastrophic events. You should avoid placing any undue reliance on FLS. Further, there is no specific intentional of updating any FLS whether as a result of new information, future events or otherwise.

Bombardier: Poised to Soar in the Private Air Space

Since early 2020, Bombardier appointed a new CEO and CFO to execute a turnaround plan and sold off its rail business to focus solely on private aircraft space. They are paying down debt, have delivered 100+ of the highly lucrative and luxurious Global Express 7500 jets with a 2-year wait time on new orders. Here's the case for a big comeback in the company's shares.

Read Bombardier: Poised to Soar in the Private Air Space in the Years Ahead.

Interesting Tech Stocks at Reduced Multiples

As stocks closed near record levels in June 2021, Tim Stenovec and Carol Massar at Bloomberg Business Week Drive to the Close spoke with Eric Jackson for insight on the market environment. Eric said there are interesting tech stocks at reduced multiples, protecting investors from future inflation. Listen to the Bloomberg Business Week Drive to the Close Epsiode Here.

EMJ Capital Key Differentiators

Proprietary Data Science

Our Data Science Program is tied to EMJ Capital’s tech focus and long-term holding periods for our investments. In addition to our primary company research, our proprietary data science approach analyzes key factors which suggest a company has the potential to become a multi-year compounder. Our data science program is also used for portfolio risk management.

Eric’s 20yr Tech Exec Network

Eric Jackson’s tech operational experience and background as an activist investor helped him build a proprietary network of technology influencers and venture capital executives who invest in public and private tech and media companies. Eric maintains his 20 year network through regular face-to-face and Zoom meetings. This network has been an enormous advantage.

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

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Contact EMJ Capital

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More on EMJ Capital Ltd.

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Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

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Bombardier: Poised to Soar in the Private Air Space in the Years Ahead

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July 21, 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  Bombardier: Poised to Soar in the Private Air Space in the Years Ahead

www.emjcapital.ltd

Bombardier: Poised to Soar in the Private Air Space in the Years Ahead

In the last 18 months, Bombardier has appointed a new CEO and CFO to execute a turnaround plan and sold off its rail business to focus solely on private aircraft space. They are paying down debt, have delivered 100+ of the highly lucrative and luxurious Global Express 7500 jets with a 2-year wait time on new orders. Here's the case for a big comeback in the company's shares.

Intro:

Bombardier used to be a conglomerate of planes, trains, and recreational products like Ski-Doos and Sea-Doos. It is family owned and controlled and, for many years, was run by members of the family. For most of the last 15 years, it was poorly managed, never predictably made profits and took on a lot of debt.

That changed over the past 18 months, as a new CEO was brought in and a plan was put in place to divest down to just private aircraft, pay down debt, and be seen as credible by the Street. In the private aircraft space, Bombardier has a range of products from large/expensive to smaller/work horse private aircraft. It has arguably today the most luxurious and longest range private jet with the Global Express 7500. It has delivered over 100 of these jets so far and currently has a two year wait time on new orders. (Chamath Palihapitiya recently took ownership of one.) At a recent March Investor Day presentation1, Bombardier management outlined its plans to achieve $7.5B in sales and $1.5B in EBITDA by 2025. For a company that has been burning free cash for the last few years, this would be a big change. A key part of their growth assumptions come from increasing efficiency (profitability) as they ship more 7500s and a focus on service centers around the world to service their fleet and increase service revenues. The biggest risk facing the company is its large debt load. At the end of 2020, they had over $10B in debt. Last November, the stock traded as low as 26 cents (C$) before bouncing back on increased confidence in management’s turnaround plan and now trades at C$1.51 a share2.

High Risk, High Reward:

The company has disappointed investors for many years and its equity was priced as if it would not be able to pay back its debt focusing on only selling private aircraft. Yet, they have been able to use proceeds from their asset sales to pay down debt and refinance some debt that was going to mature in ’21 and ’22. Their private aircraft are very popular (owning close to a 33% market share) and the 7500 is very profitable and desirable. What’s more, many business travelers were forced to experiment with private aircraft travel during the pandemic and a good subset of them are likely going to want to continue flying private despite the opening up of commercial jets post-pandemic. Private jets as a category – not counting potential new users increasing demand post-Covid – are due for a refresh of their fleets as many chose to purchase new jets over the past 2 years. This has led to an upgrade of several of Bombardier’s peers like Textron. Many analysts have pointed to the continued popularity of business jet travel this year as signs of strength for the industry. Although Bombardier still has a high debt load ($5.3B in net debt)3 for its size, the credit markets are open and the company has been able to push off a lot of near term debt as they increase their free cash flow and start to pay it down organically. The situation with Bombardier reminds me of the casinos coming out of the Great Financial Crisis: high debt and a fear of not being able to service that debt drove down the equity value close to zero. Yet, when these companies proved that they would be able to service their debts and that business was coming back, enterprise values increased and equity values slung shot back up. Las Vegas Sands went from $2.28 in February 2009 to over $50 by November 20104. If – and that’s a big if in the investment thesis - Bombardier can show progress in refinancing its debt and success in increasing its free cash flow and EBITDA in the direction of its 2025 targets, the Street could quickly revise its multiple back to historic levels which would correspond to a sharp rise in the equity value of the shares.

Other Risks?

Family Control. This is still a family controlled company and, although they are no longer involved in the day to day of the company, they signed off of the new CEO who spent 13 years at the company before leaving to become the CEO of Hydro Quebec. Failed turnaround. Management may not be able to generate increased efficiencies from production of the 7500 or there may not be enough demand for this high end plane. The services business may not take off as quickly as they hope. Many Canadian portfolio managers have had their hands burned by betting on Bombardier in the past 15 years. Additionally, there’s the possibility that private aircraft could be shunned as business travelers return to commercial flights or that the credit markets could shut making it difficult for the company to refinance near-term debt.

What IF Management Delivers?

In 2018, Bombardier traded above C$5 a share and got above C$7 in 20115. But if management is able to deliver on its 2025 financial targets – which they’re likely sand-bagging – the stock could likely go considerably higher than those “recent” highs. If Bombardier achieves its 2025 target of $1.5B in EBITDA, its EV/EBITDA multiple of 16x this year’s projected EBITDA would likely increase to its historically upper bound last achieved in 2017 of 43x. That would lead to an enterprise value of $64.5B. Assuming their net debt by then would be reduced to $4B, that implies an equity value of US$27 per share (up from US$1.19 per share currently), which would be a 23x increase from current levels. But if Bombardier management is sand-bagging its 2025 numbers and will see a combination of higher demand for its 7500, more efficiencies than they are counting on, and increased demand for private jets in the next few years instead of the historical private aircraft demand levels, and better than expected growth in their new focus on services, I believe it’s possible they could achieve $2.5B in EBITDA by 2025. This implies a share price then (or by 2024) of US$47 which would be a 39x increase from current levels. Those are 3-4 year price targets. In the nearer term, 2023 estimates are for Bombardier to do $1.2B in EBITDA. Peers are currently getting a 12.1x EV/EBITDA multiple for 2022 EBITDA. Assuming they have $5B in net debt next year (in 2022), and getting that kind of peer multiple, Bombardier is likely to be valued 12 months from now at US$4.30 per share which would be a 3.6x increase from current levels. Of course, the market could start looking ahead to bigger EBITDA and FCF ahead in future years and start adjusting up the multiple for Bombardier back to the historically high 2017 levels sooner than expected.

Conclusion:

Bombardier is a high risk, high reward investment. Most will take a wait and see approach with it. Of course, if you wait for an “all clear” before investing in a name like this, you’re going to have to buy in at considerably higher levels. The biggest gains are going to come to those who jumped in last year. The next best gains are going to come from putting money to work today. They’ll report their next earnings in August. The biggest driver of the stock over the next 3 years will be these quarterly reports and evidence that they’re truly growing their EBITDA and FCF to give confidence in their turnaround plan, 2025 targets and – most important – their ability to pay down their still large amount of debt once and for all. Along the way, you could have other catalysts like the stock being reincluded in the S&P TSX Composite in Canada forcing fund-buying. (They were removed from the composite when their stock dropped below $1 last year – which, of course, further drove it down. This isn’t an investment for everyone. There is risk attached to it. However, the large potential upside if this time is truly different for Bombardier management combined with a winning product in a popular market niche that is overdue for existing customers to refresh their fleets and potentially new users enlarging the market size makes it a bet worth taking for me. [EMJ was long BBD at the time of writing]  

1 Source: “Our Path Forward”, Bombardier Investor Day, March 4, 2021

2 Source: Bloomberg 3 Source: First Quarterly Report - Three-month period ended March 31, 2021, Bombardier 4 Source: Bloomberg 5 Source: Bloomberg

Disclaimer

The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor’s investment objectives and tolerance for risk. EMJ Capital Ltd. (EMJ Capital) and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.   From time to time EMJ Capital or an employee of EMJ Capital may express views regarding a particular company, security, and industry or market sector. Any such views are subject to change at any time, based upon markets and other conditions, and EMJ Capital disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions for funds managed by EMJ Capital are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any EMJ fund or client.    Certain Statements in this commentary may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and assuming no changes to applicable tax or other laws or government regulation. Expectations and projections about future events are inherently subject to, among other things, risks and uncertainties, some of which may be unforeseeable and, accordingly, may prove to be incorrect at a future date. FLS are not guarantees of future performance, and actual events could differ materially from those expressed or implied in any FLS. A number of important factors can contribute to these digressions, including, but not limited to, general economic, political and market factors in North America and internationally, interest and foreign exchange rates, global equity and capital markets, business competition and catastrophic events. You should avoid placing any undue reliance on FLS. Further, there is no specific intentional of updating any FLS whether as a result of new information, future events or otherwise.

Interesting Tech Stocks at Reduced Multiples

As stocks close near records, Tim Steno and Carol Massar at Bloomberg Business Week Drive to the Close speak with Eric Jackson for insight on the market environment. Eric says there are interesting tech stocks at reduced multiples, protecting investors from future inflation. Listen to the Bloomberg Business Week Drive to the Close Epsiode Here.

Value Oriented Companies with Growth Potential

Founder of EMJ Capital, Eric Jackson, joined Wilfred Frost and Sara Eisen on CNBC Closing Bell to discuss inflation, pull-backs on tech stocks, and rising rates. Eric indicates that he is focused on companies where there is a fundamental mispricing and on value oriented tech companies with growth potential. Watch the video.

EMJ Capital Key Differentiators

Early-Stage, Multi-Year, Compounding Growth

We strive to consistently find the next set of tech & media winners at an early stage of their growth curve — before they become more widely held. EMJ Capital has a solid track record of identifying early growth winners.

Tax Efficient Strategy - Hold Positions

EMJ Capital has a long-term orientation and often holds best ideas for 2–3 years, expecting them to double or triple over that period. Holding positions for a long duration makes the EMJ Capital strategy tax efficient for investors.

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

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Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

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Bombardier: Poised to Soar in the Private Air Space in the Years Ahead

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July 21, 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  Bombardier: Poised to Soar in the Private Air Space in the Years Ahead

www.emjcapital.ltd

Bombardier: Poised to Soar in the Private Air Space in the Years Ahead

In the last 18 months, Bombardier has appointed a new CEO and CFO to execute a turnaround plan and sold off its rail business to focus solely on private aircraft space. They are paying down debt, have delivered 100+ of the highly lucrative and luxurious Global Express 7500 jets with a 2-year wait time on new orders. Here's the case for a big comeback in the company's shares.

Intro:

Bombardier used to be a conglomerate of planes, trains, and recreational products like Ski-Doos and Sea-Doos. It is family owned and controlled and, for many years, was run by members of the family. For most of the last 15 years, it was poorly managed, never predictably made profits and took on a lot of debt.

That changed over the past 18 months, as a new CEO was brought in and a plan was put in place to divest down to just private aircraft, pay down debt, and be seen as credible by the Street. In the private aircraft space, Bombardier has a range of products from large/expensive to smaller/work horse private aircraft. It has arguably today the most luxurious and longest range private jet with the Global Express 7500. It has delivered over 100 of these jets so far and currently has a two year wait time on new orders. (Chamath Palihapitiya recently took ownership of one.) At a recent March Investor Day presentation1, Bombardier management outlined its plans to achieve $7.5B in sales and $1.5B in EBITDA by 2025. For a company that has been burning free cash for the last few years, this would be a big change. A key part of their growth assumptions come from increasing efficiency (profitability) as they ship more 7500s and a focus on service centers around the world to service their fleet and increase service revenues. The biggest risk facing the company is its large debt load. At the end of 2020, they had over $10B in debt. Last November, the stock traded as low as 26 cents (C$) before bouncing back on increased confidence in management’s turnaround plan and now trades at C$1.51 a share2.

High Risk, High Reward:

The company has disappointed investors for many years and its equity was priced as if it would not be able to pay back its debt focusing on only selling private aircraft. Yet, they have been able to use proceeds from their asset sales to pay down debt and refinance some debt that was going to mature in ’21 and ’22. Their private aircraft are very popular (owning close to a 33% market share) and the 7500 is very profitable and desirable. What’s more, many business travelers were forced to experiment with private aircraft travel during the pandemic and a good subset of them are likely going to want to continue flying private despite the opening up of commercial jets post-pandemic. Private jets as a category – not counting potential new users increasing demand post-Covid – are due for a refresh of their fleets as many chose to purchase new jets over the past 2 years. This has led to an upgrade of several of Bombardier’s peers like Textron. Many analysts have pointed to the continued popularity of business jet travel this year as signs of strength for the industry. Although Bombardier still has a high debt load ($5.3B in net debt)3 for its size, the credit markets are open and the company has been able to push off a lot of near term debt as they increase their free cash flow and start to pay it down organically. The situation with Bombardier reminds me of the casinos coming out of the Great Financial Crisis: high debt and a fear of not being able to service that debt drove down the equity value close to zero. Yet, when these companies proved that they would be able to service their debts and that business was coming back, enterprise values increased and equity values slung shot back up. Las Vegas Sands went from $2.28 in February 2009 to over $50 by November 20104. If – and that’s a big if in the investment thesis - Bombardier can show progress in refinancing its debt and success in increasing its free cash flow and EBITDA in the direction of its 2025 targets, the Street could quickly revise its multiple back to historic levels which would correspond to a sharp rise in the equity value of the shares.

Other Risks?

Family Control. This is still a family controlled company and, although they are no longer involved in the day to day of the company, they signed off of the new CEO who spent 13 years at the company before leaving to become the CEO of Hydro Quebec. Failed turnaround. Management may not be able to generate increased efficiencies from production of the 7500 or there may not be enough demand for this high end plane. The services business may not take off as quickly as they hope. Many Canadian portfolio managers have had their hands burned by betting on Bombardier in the past 15 years. Additionally, there’s the possibility that private aircraft could be shunned as business travelers return to commercial flights or that the credit markets could shut making it difficult for the company to refinance near-term debt.

What IF Management Delivers?

In 2018, Bombardier traded above C$5 a share and got above C$7 in 20115. But if management is able to deliver on its 2025 financial targets – which they’re likely sand-bagging – the stock could likely go considerably higher than those “recent” highs. If Bombardier achieves its 2025 target of $1.5B in EBITDA, its EV/EBITDA multiple of 16x this year’s projected EBITDA would likely increase to its historically upper bound last achieved in 2017 of 43x. That would lead to an enterprise value of $64.5B. Assuming their net debt by then would be reduced to $4B, that implies an equity value of US$27 per share (up from US$1.19 per share currently), which would be a 23x increase from current levels. But if Bombardier management is sand-bagging its 2025 numbers and will see a combination of higher demand for its 7500, more efficiencies than they are counting on, and increased demand for private jets in the next few years instead of the historical private aircraft demand levels, and better than expected growth in their new focus on services, I believe it’s possible they could achieve $2.5B in EBITDA by 2025. This implies a share price then (or by 2024) of US$47 which would be a 39x increase from current levels. Those are 3-4 year price targets. In the nearer term, 2023 estimates are for Bombardier to do $1.2B in EBITDA. Peers are currently getting a 12.1x EV/EBITDA multiple for 2022 EBITDA. Assuming they have $5B in net debt next year (in 2022), and getting that kind of peer multiple, Bombardier is likely to be valued 12 months from now at US$4.30 per share which would be a 3.6x increase from current levels. Of course, the market could start looking ahead to bigger EBITDA and FCF ahead in future years and start adjusting up the multiple for Bombardier back to the historically high 2017 levels sooner than expected.

Conclusion:

Bombardier is a high risk, high reward investment. Most will take a wait and see approach with it. Of course, if you wait for an “all clear” before investing in a name like this, you’re going to have to buy in at considerably higher levels. The biggest gains are going to come to those who jumped in last year. The next best gains are going to come from putting money to work today. They’ll report their next earnings in August. The biggest driver of the stock over the next 3 years will be these quarterly reports and evidence that they’re truly growing their EBITDA and FCF to give confidence in their turnaround plan, 2025 targets and – most important – their ability to pay down their still large amount of debt once and for all. Along the way, you could have other catalysts like the stock being reincluded in the S&P TSX Composite in Canada forcing fund-buying. (They were removed from the composite when their stock dropped below $1 last year – which, of course, further drove it down. This isn’t an investment for everyone. There is risk attached to it. However, the large potential upside if this time is truly different for Bombardier management combined with a winning product in a popular market niche that is overdue for existing customers to refresh their fleets and potentially new users enlarging the market size makes it a bet worth taking for me. [EMJ was long BBD at the time of writing]  

1 Source: “Our Path Forward”, Bombardier Investor Day, March 4, 2021

2 Source: Bloomberg 3 Source: First Quarterly Report - Three-month period ended March 31, 2021, Bombardier 4 Source: Bloomberg 5 Source: Bloomberg

Disclaimer

The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor’s investment objectives and tolerance for risk. EMJ Capital Ltd. (EMJ Capital) and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.   From time to time EMJ Capital or an employee of EMJ Capital may express views regarding a particular company, security, and industry or market sector. Any such views are subject to change at any time, based upon markets and other conditions, and EMJ Capital disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions for funds managed by EMJ Capital are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any EMJ fund or client.    Certain Statements in this commentary may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and assuming no changes to applicable tax or other laws or government regulation. Expectations and projections about future events are inherently subject to, among other things, risks and uncertainties, some of which may be unforeseeable and, accordingly, may prove to be incorrect at a future date. FLS are not guarantees of future performance, and actual events could differ materially from those expressed or implied in any FLS. A number of important factors can contribute to these digressions, including, but not limited to, general economic, political and market factors in North America and internationally, interest and foreign exchange rates, global equity and capital markets, business competition and catastrophic events. You should avoid placing any undue reliance on FLS. Further, there is no specific intentional of updating any FLS whether as a result of new information, future events or otherwise.

Interesting Tech Stocks at Reduced Multiples

As stocks close near records, Tim Steno and Carol Massar at Bloomberg Business Week Drive to the Close speak with Eric Jackson for insight on the market environment. Eric says there are interesting tech stocks at reduced multiples, protecting investors from future inflation. Listen to the Bloomberg Business Week Drive to the Close Epsiode Here.

Value Oriented Companies with Growth Potential

Founder of EMJ Capital, Eric Jackson, joined Wilfred Frost and Sara Eisen on CNBC Closing Bell to discuss inflation, pull-backs on tech stocks, and rising rates. Eric indicates that he is focused on companies where there is a fundamental mispricing and on value oriented tech companies with growth potential. Watch the video.

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We strive to consistently find the next set of tech & media winners at an early stage of their growth curve — before they become more widely held. EMJ Capital has a solid track record of identifying early growth winners.

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EMJ Capital has a long-term orientation and often holds best ideas for 2–3 years, expecting them to double or triple over that period. Holding positions for a long duration makes the EMJ Capital strategy tax efficient for investors.

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EMJ Ventures in $12.6M Meadowlark Series A Round

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April 01, 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  EMJ Ventures: Involved in $12.6M Meadowlark Series A Round

www.emjcapital.ltd

EMJ Ventures, involved in $12.6M Series A Round to support ESPN veterans' new company, Meadowlark

John Skipper, CEO / Co-Founder of Meadowlark Media, announced today that they raised $12.6M in Series A Round. EMJ Ventures I LLC, an EMJ Capital associated company, is one of the eleven investors involved. 

On April 1, 2021 from NEW YORK, Meadowlark Media's President, John Skipper, announced that Meadowlark raised $12.6 million in Series A Round. Investors include DAZN, DraftKings, EMJ Ventures, Verance Capital, Wasserman, Carmen Busquets, Michael Lynton, among others. In January 2021, John Skipper (Former President of ESPN) and Co-Founder Dan Le Batard (Former ESPN Sports Host), announced the formation of Meadowlark, a new content company with a creator-centric point of view. Meadowlark will partner with industry-leading storytellers on a variety of content projects with an initial focus on sports. The $12.6M in funding will be used to support Meadowlark creators with upcoming projects, and on key hires across content and business development. Read the Meadowlark Press Release.

Upstart Soars, EMJ Capital's Next-Gen FAANG 

An EMJ Capital Differentiator in Tech Funds? A focus on next-gen FAANGs in a concentrated portfolio. Upstart, an EMJ Capital example of a next-gen FAANG, reached a high of $124.75 on March 18, 2021 - up over 100% in one day.  Read the March edition of EMJ Capital Tech & Media E-News.

How Eric Jackson has "Evolved into One of the Most Exciting Stock Pickers in the Country" on The Sydcast

On February 21, 2021, Sydney Finkelstein of The Sydcast spoke with Eric about his unique career path and how it has lead him to successfully predict several Next-Gen FAANGs. Syd wants to know how to find the next ones. Listen to the Sydcast: How to Find the Next Google, Amazon, or Microsoft, With Investor Eric Jackson.

Eric on the State of Tech Stocks – Bloomberg BW

EMJ Capital's Eric Jackson spoke with Carol Massar and Tim Stenovec at Bloomberg Businessweek about the current and future state of Tech Stocks. Despite days where everything in tech seems out of favour, EMJ Capital is off to a good start in 2021. Listen at 00:35:55.

EMJ Capital Advantage

CNBC reports: "Upstart shares are up 171% in three days". Since reaching a $2.1B market cap after debut in December, $UPST valuation swelled past $12B. Read the article.

EMJ Capital has a repeated track record of finding the next set of unsung future winners early on rather than just investing in FAANG names. Visit: www.emjcapital.ltd

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

Visit www.EMJCapital.ltd

Contact EMJ Capital

EMJ Capital Ltd. Disclosure Statement

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More

Eric's Podcasts

Gain insight into EMJ. Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher. 

Listen to Podcasts

Eric's Articles

Eric has a track record of finding the next set of unsung future winners. Explore Eric's Tech & Media articles. 

Read Articles

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EMJ Ventures in $12.6M Meadowlark Series A Round

EMJ Ventures in $12.6M Meadowlark Series A Round p{ margin:10px 0; padding:0; } table{ border-collapse:collapse; } h1,h2,h3,h4,h5,h6{ display:block; margin:0; padding:0; } img,a img{ border:0; height:auto; outline:none; text-decoration:none; } body,#bodyTable,#bodyCell{ height:100%; margin:0; padding:0; width:100%; } .mcnPreviewText{ display:none !important; } #outlook a{ padding:0; } img{ -ms-interpolation-mode:bicubic; } table{ mso-table-lspace:0pt; mso-table-rspace:0pt; } .ReadMsgBody{ width:100%; } .ExternalClass{ width:100%; } p,a,li,td,blockquote{ mso-line-height-rule:exactly; } a[href^=tel],a[href^=sms]{ color:inherit; cursor:default; text-decoration:none; } p,a,li,td,body,table,blockquote{ -ms-text-size-adjust:100%; -webkit-text-size-adjust:100%; } .ExternalClass,.ExternalClass p,.ExternalClass td,.ExternalClass div,.ExternalClass span,.ExternalClass font{ line-height:100%; } a[x-apple-data-detectors]{ color:inherit !important; text-decoration:none !important; font-size:inherit !important; 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April 01, 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  EMJ Ventures: Involved in $12.6M Meadowlark Series A Round

www.emjcapital.ltd

EMJ Ventures, involved in $12.6M Series A Round to support ESPN veterans' new company, Meadowlark

John Skipper, CEO / Co-Founder of Meadowlark Media, announced today that they raised $12.6M in Series A Round. EMJ Ventures I LLC, an EMJ Capital associated company, is one of the eleven investors involved. 

On April 1, 2021 from NEW YORK, Meadowlark Media's President, John Skipper, announced that Meadowlark raised $12.6 million in Series A Round. Investors include DAZN, DraftKings, EMJ Ventures, Verance Capital, Wasserman, Carmen Busquets, Michael Lynton, among others. In January 2021, John Skipper (Former President of ESPN) and Co-Founder Dan Le Batard (Former ESPN Sports Host), announced the formation of Meadowlark, a new content company with a creator-centric point of view. Meadowlark will partner with industry-leading storytellers on a variety of content projects with an initial focus on sports. The $12.6M in funding will be used to support Meadowlark creators with upcoming projects, and on key hires across content and business development. Read the Meadowlark Press Release.

Upstart Soars, EMJ Capital's Next-Gen FAANG 

An EMJ Capital Differentiator in Tech Funds? A focus on next-gen FAANGs in a concentrated portfolio. Upstart, an EMJ Capital example of a next-gen FAANG, reached a high of $124.75 on March 18, 2021 - up over 100% in one day.  Read the March edition of EMJ Capital Tech & Media E-News.

How Eric Jackson has "Evolved into One of the Most Exciting Stock Pickers in the Country" on The Sydcast

On February 21, 2021, Sydney Finkelstein of The Sydcast spoke with Eric about his unique career path and how it has lead him to successfully predict several Next-Gen FAANGs. Syd wants to know how to find the next ones. Listen to the Sydcast: How to Find the Next Google, Amazon, or Microsoft, With Investor Eric Jackson.

Eric on the State of Tech Stocks – Bloomberg BW

EMJ Capital's Eric Jackson spoke with Carol Massar and Tim Stenovec at Bloomberg Businessweek about the current and future state of Tech Stocks. Despite days where everything in tech seems out of favour, EMJ Capital is off to a good start in 2021. Listen at 00:35:55.

EMJ Capital Advantage

CNBC reports: "Upstart shares are up 171% in three days". Since reaching a $2.1B market cap after debut in December, $UPST valuation swelled past $12B. Read the article.

EMJ Capital has a repeated track record of finding the next set of unsung future winners early on rather than just investing in FAANG names. Visit: www.emjcapital.ltd

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

Visit www.EMJCapital.ltd

Contact EMJ Capital

EMJ Capital Ltd. Disclosure Statement

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More

Eric's Podcasts

Gain insight into EMJ. Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher. 

Listen to Podcasts

Eric's Articles

Eric has a track record of finding the next set of unsung future winners. Explore Eric's Tech & Media articles. 

Read Articles

Copyright © 2021, EMJ Capital Ltd. All rights reserved. Want to change how you receive these emails? You can update your preferences or unsubscribe from this list.

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[ericjackson]

Upstart Soars Today – EMJ Capital Example of a Next-Gen FAANG

Upstart Soars Today – EMJ Capital Example of a Next-Gen FAANG p{ margin:10px 0; padding:0; } table{ border-collapse:collapse; } h1,h2,h3,h4,h5,h6{ display:block; margin:0; padding:0; } img,a img{ border:0; height:auto; outline:none; text-decoration:none; } body,#bodyTable,#bodyCell{ height:100%; margin:0; padding:0; width:100%; } .mcnPreviewText{ display:none !important; } #outlook a{ padding:0; } img{ -ms-interpolation-mode:bicubic; } table{ mso-table-lspace:0pt; mso-table-rspace:0pt; } .ReadMsgBody{ width:100%; } .ExternalClass{ width:100%; } p,a,li,td,blockquote{ mso-line-height-rule:exactly; } a[href^=tel],a[href^=sms]{ color:inherit; cursor:default; text-decoration:none; } p,a,li,td,body,table,blockquote{ -ms-text-size-adjust:100%; -webkit-text-size-adjust:100%; } .ExternalClass,.ExternalClass p,.ExternalClass td,.ExternalClass div,.ExternalClass span,.ExternalClass font{ line-height:100%; } a[x-apple-data-detectors]{ color:inherit !important; text-decoration:none !important; font-size:inherit !important; 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March 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  Upstart Soars Today – EMJ Capital Example of a Next-Gen FAANG

www.emjcapital.ltd

Upstart – An EMJ Capital Example of a Next-Gen FAANG, Soared Today to an All Time High of $124.75

An EMJ Capital Differentiator in Tech Funds? A focus on next-generation FAANGs in a concentrated portfolio. Upstart, Eric Jackson's favorite IPO for 2020, reached a high of $124.75, up over 100% today.

Eric Jackson is constantly looking for tech and media companies in the $2 - 25B market cap range that he thinks have a good chance of compounding to become $100 - 200B companies in a few years. Investors in the fund know that they will have large exposure (i.e., a 4 -10% position) to these companies instead of a 0.5% or 0% exposure in other funds investing in a greater number of larger tech companies.  

One recent example of this is Upstart (UPST), an 8 year old AI-powered company that matches people seeking personal loans to lenders.

Its computer modeling allows it to better predict who will miss a payment or default compared to a traditional FICO score. It IPO'ed in mid-December and didn't get as much attention as some of the bigger name IPOs which came out at the end of the year like DoorDash and AirBNB. It had less than a $2B market cap at its IPO price. Yet, Eric Jackson had known Upstart's founder CEO, Dave Girouard for several years and was a big fan of the company and a believer that it had a good chance of capturing a disproportionate share of the personal loan market, but also the much larger auto loan and mortgage markets.   EMJ Capital bought in to the Upstart IPO and bought more on the first day of trading, immediately becoming a sizable position in the portfolio.   On January 4th, Eric Jackson appeared on CNBC's Closing Bell program, highlighting Upstart as one of his top 3 picks and his favorite IPO of 2020. Jackson states that Upstart is "already 5% market share in that space. They're just getting into auto-loans... When they get to mortgages as well and matching people there to the right banks and offers, I think their TAM is going to be 11x its current size so that's a company I am planning on holding on to for the next 10 years." Click to hear Eric speak with Sara Eisen about Upstart. On January 21, Eric Jackson was featured on The Compound. Host Downtown Josh Brown said to Eric Jackson: "I heard you say that you think Upstart is the IPO that probably people pay the least amount of attention to but it's your favorite IPO of 2020." Click to listen to Eric speak with Josh Brown on The Compound News.   Although Upstart had done well post-IPO, yesterday it held its first earnings call since becoming a public guidance. It beat on all its key metrics and presented full year revenue guidance that said it would double over 2020.  

The results?

  Today, Upstart hit a new all-time high of $124.75 -- up over 100% from yesterday's close. And that's on a day when the Nasdaq composite was down more than 1.5%.   Are you getting enough exposure to companies like Upstart in your tech portfolio? If not, you should seek to learn more about EMJ Capital's approach. We look forward to the opportunity. Click to connect.

How Eric Jackson has "Evolved into One of the Most Exciting Stock Pickers in the Country" on The Sydcast

On February 21, 2021, Sydney Finkelstein of The Sydcast spoke with Eric about his unique career path and how it has lead him to successfully predict several Next-Gen FAANGs. Syd wants to know how to find the next ones. Listen to the Sydcast: How to Find the Next Google, Amazon, or Microsoft, With Investor Eric Jackson.

Eric on the State of Tech Stocks – Bloomberg BW

EMJ Capital's Eric Jackson spoke with Carol Massar and Tim Stenovec at Bloomberg Businessweek about the current and future state of Tech Stocks. Despite days where everything in tech seems out of favour, EMJ Capital is off to a good start in 2021. Listen at 00:35:55.

Eric Jackson on Upstart

In January 2021, Downtown Josh Brown said to Eric Jackson: "I heard you say that you think Upstart is the IPO that people pay the least amount of attention to but it's your favorite IPO of 2020." $UPST hit an all time high of $124.75 today. Listen to to The Compound News podcast.

Using AI to improve micro scores, Eric Jackson believes Upstart is the real deal. Started by Dave Girouard, former CEO of Google Enterprise, Upstart was up 45% after hours last night, after its first earnings report as a public company. Hear Eric speak to Sara Eisen on CNBC Closing Bell.

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

Visit www.EMJCapital.ltd

Contact EMJ Capital

Interested Accredited Investor

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More

Eric's Podcasts

Gain insight into EMJ. Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher. 

Listen to Podcasts

Eric's Articles

Eric has a track record of finding the next set of unsung future winners. Explore Eric's Tech & Media articles. 

Read Articles

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Upstart Soars Today – EMJ Capital Example of a Next-Gen FAANG

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March 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  Upstart Soars Today – EMJ Capital Example of a Next-Gen FAANG

www.emjcapital.ltd

Upstart – An EMJ Capital Example of a Next-Gen FAANG, Soared Today to an All Time High of $124.75

An EMJ Capital Differentiator in Tech Funds? A focus on next-generation FAANGs in a concentrated portfolio. Upstart, Eric Jackson's favorite IPO for 2020, reached a high of $124.75, up over 100% today.

Eric Jackson is constantly looking for tech and media companies in the $2 - 25B market cap range that he thinks have a good chance of compounding to become $100 - 200B companies in a few years. Investors in the fund know that they will have large exposure (i.e., a 4 -10% position) to these companies instead of a 0.5% or 0% exposure in other funds investing in a greater number of larger tech companies.  

One recent example of this is Upstart (UPST), an 8 year old AI-powered company that matches people seeking personal loans to lenders.

Its computer modeling allows it to better predict who will miss a payment or default compared to a traditional FICO score. It IPO'ed in mid-December and didn't get as much attention as some of the bigger name IPOs which came out at the end of the year like DoorDash and AirBNB. It had less than a $2B market cap at its IPO price. Yet, Eric Jackson had known Upstart's founder CEO, Dave Girouard for several years and was a big fan of the company and a believer that it had a good chance of capturing a disproportionate share of the personal loan market, but also the much larger auto loan and mortgage markets.   EMJ Capital bought in to the Upstart IPO and bought more on the first day of trading, immediately becoming a sizable position in the portfolio.   On January 4th, Eric Jackson appeared on CNBC's Closing Bell program, highlighting Upstart as one of his top 3 picks and his favorite IPO of 2020. Jackson states that Upstart is "already 5% market share in that space. They're just getting into auto-loans... When they get to mortgages as well and matching people there to the right banks and offers, I think their TAM is going to be 11x its current size so that's a company I am planning on holding on to for the next 10 years." Click to hear Eric speak with Sara Eisen about Upstart. On January 21, Eric Jackson was featured on The Compound. Host Downtown Josh Brown said to Eric Jackson: "I heard you say that you think Upstart is the IPO that probably people pay the least amount of attention to but it's your favorite IPO of 2020." Click to listen to Eric speak with Josh Brown on The Compound News.   Although Upstart had done well post-IPO, yesterday it held its first earnings call since becoming a public guidance. It beat on all its key metrics and presented full year revenue guidance that said it would double over 2020.  

The results?

  Today, Upstart hit a new all-time high of $124.75 -- up over 100% from yesterday's close. And that's on a day when the Nasdaq composite was down more than 1.5%.   Are you getting enough exposure to companies like Upstart in your tech portfolio? If not, you should seek to learn more about EMJ Capital's approach. We look forward to the opportunity. Click to connect.

How Eric Jackson has "Evolved into One of the Most Exciting Stock Pickers in the Country" on The Sydcast

On February 21, 2021, Sydney Finkelstein of The Sydcast spoke with Eric about his unique career path and how it has lead him to successfully predict several Next-Gen FAANGs. Syd wants to know how to find the next ones. Listen to the Sydcast: How to Find the Next Google, Amazon, or Microsoft, With Investor Eric Jackson.

Eric on the State of Tech Stocks – Bloomberg BW

EMJ Capital's Eric Jackson spoke with Carol Massar and Tim Stenovec at Bloomberg Businessweek about the current and future state of Tech Stocks. Despite days where everything in tech seems out of favour, EMJ Capital is off to a good start in 2021. Listen at 00:35:55.

Eric Jackson on Upstart

In January 2021, Downtown Josh Brown said to Eric Jackson: "I heard you say that you think Upstart is the IPO that people pay the least amount of attention to but it's your favorite IPO of 2020." $UPST hit an all time high of $124.75 today. Listen to to The Compound News podcast.

Using AI to improve micro scores, Eric Jackson believes Upstart is the real deal. Started by Dave Girouard, former CEO of Google Enterprise, Upstart was up 45% after hours last night, after its first earnings report as a public company. Hear Eric speak to Sara Eisen on CNBC Closing Bell.

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

Visit www.EMJCapital.ltd

Contact EMJ Capital

Interested Accredited Investor

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More

Eric's Podcasts

Gain insight into EMJ. Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher. 

Listen to Podcasts

Eric's Articles

Eric has a track record of finding the next set of unsung future winners. Explore Eric's Tech & Media articles. 

Read Articles

Copyright © 2021, EMJ Capital Ltd. All rights reserved. Want to change how you receive these emails? You can update your preferences or unsubscribe from this list.

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[ericjackson]

Eric Jackson, The Sydcast: Finding Next-Gen FAANGs

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February 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  Eric Jackson, The Sydcast: Finding Next-Gen FAANGs

www.emjcapital.ltd

How Eric Jackson has "Evolved into One of the Most Exciting Stock Pickers in the Country" on The Sydcast 

Sydney Finkelstein of The Sydcast spoke with Eric about his unique career path and how it has lead him to successfully predict several Next-Gen FAANGs. Syd wants to know how to find the next ones.

On February 21, 2021, Founder and President of EMJ Capital – Eric Jackson, was featured on The Sydcast with Sydney Finkelstein. Interested in Eric's story, Sydney mused on their shared beginnings at Columbia and how Eric's non-traditional approach to life and business has lead to success for EMJ Capital.  Syd states: "Through Eric's insight, network and research approach, he has been able to identify several smaller tech companies with huge upside potential. His fund has returned about 150% to investors just in 2020."  Syd delved into Eric's early insight and interest in companies like Alibaba. Years ago, a tech executive paid attention to Eric's observations and became the first investor and catalyst for EMJ Capital. EMJ's consistent performance history portfolio includes Twilio, Roku, Shopify, and many others. How to find Next-Gen FAANGS? Perseverance, tenacity, curiosity, research, network, knowledge, performance and vision are just some of the components of the equation. Eric's approach encompasses a lived experience.   

Listen to Eric's interesting and informative perspective on the Sydcast: How to Find the Next Google, Amazon, or Microsoft, With Investor Eric Jackson.

Eric on the State of Tech Stocks – Bloomberg BW

EMJ Capital's Eric Jackson spoke with Carol Massar and Tim Stenovec at Bloomberg Businessweek about the current and future state of Tech Stocks. Despite days where everything in tech seems out of favour, EMJ Capital is off to a good start in 2021. Listen at 00:35:55.

Globe & Mail on EMJ Capital's Use of Big Data

Globe & Mail highlights EMJ's Eric Jackson for his success in identifying stock market trends early. In 2020, Eric foresaw the Zoom wave and doubled his stake. The stock was up by 400% last year. Now, the talk is on alternative data to gain insight into quickly changing markets and economies.

Read the Globe & Mail article by Tim Shufel - "Big data gives investors a big edge in fast markets".

EMJ Capital Advantage

EMJ Capital uses proprietary data science to help identify early trends for good longs and shorts.

A track record for identifying early growth winners: Twilio, Okta, Zoom, Roku, HelloFresh, & Delivery Hero.

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

Visit www.EMJCapital.ltd

Contact EMJ Capital

Interested Accredited Investor

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More

Eric's Podcasts

Gain insight into EMJ. Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher. 

Listen to Podcasts

Eric's Articles

Eric has a track record of finding the next set of unsung future winners. Explore Eric's Tech & Media articles. 

Read Articles

Copyright © 2021, EMJ Capital Ltd. All rights reserved. Want to change how you receive these emails? You can update your preferences or unsubscribe from this list.

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[ericjackson]

Eric Jackson, The Sydcast: Finding Next-Gen FAANGs

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February 2021

  Tech & Media

  Eric Jackson Tech & Media E-News

  Eric Jackson, The Sydcast: Finding Next-Gen FAANGs

www.emjcapital.ltd

How Eric Jackson has "Evolved into One of the Most Exciting Stock Pickers in the Country" on The Sydcast 

Sydney Finkelstein of The Sydcast spoke with Eric about his unique career path and how it has lead him to successfully predict several Next-Gen FAANGs. Syd wants to know how to find the next ones.

On February 21, 2021, Founder and President of EMJ Capital – Eric Jackson, was featured on The Sydcast with Sydney Finkelstein. Interested in Eric's story, Sydney mused on their shared beginnings at Columbia and how Eric's non-traditional approach to life and business has lead to success for EMJ Capital.  Syd states: "Through Eric's insight, network and research approach, he has been able to identify several smaller tech companies with huge upside potential. His fund has returned about 150% to investors just in 2020."  Syd delved into Eric's early insight and interest in companies like Alibaba. Years ago, a tech executive paid attention to Eric's observations and became the first investor and catalyst for EMJ Capital. EMJ's consistent performance history portfolio includes Twilio, Roku, Shopify, and many others. How to find Next-Gen FAANGS? Perseverance, tenacity, curiosity, research, network, knowledge, performance and vision are just some of the components of the equation. Eric's approach encompasses a lived experience.   

Listen to Eric's interesting and informative perspective on the Sydcast: How to Find the Next Google, Amazon, or Microsoft, With Investor Eric Jackson.

Eric on the State of Tech Stocks – Bloomberg BW

EMJ Capital's Eric Jackson spoke with Carol Massar and Tim Stenovec at Bloomberg Businessweek about the current and future state of Tech Stocks. Despite days where everything in tech seems out of favour, EMJ Capital is off to a good start in 2021. Listen at 00:35:55.

Globe & Mail on EMJ Capital's Use of Big Data

Globe & Mail highlights EMJ's Eric Jackson for his success in identifying stock market trends early. In 2020, Eric foresaw the Zoom wave and doubled his stake. The stock was up by 400% last year. Now, the talk is on alternative data to gain insight into quickly changing markets and economies.

Read the Globe & Mail article by Tim Shufel - "Big data gives investors a big edge in fast markets".

EMJ Capital Advantage

EMJ Capital uses proprietary data science to help identify early trends for good longs and shorts.

A track record for identifying early growth winners: Twilio, Okta, Zoom, Roku, HelloFresh, & Delivery Hero.

Sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson.

Visit www.EMJCapital.ltd

Contact EMJ Capital

Interested Accredited Investor

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More

Eric's Podcasts

Gain insight into EMJ. Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher. 

Listen to Podcasts

Eric's Articles

Eric has a track record of finding the next set of unsung future winners. Explore Eric's Tech & Media articles. 

Read Articles

Copyright © 2021, EMJ Capital Ltd. All rights reserved. Want to change how you receive these emails? You can update your preferences or unsubscribe from this list.

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[ericjackson]

Eric Jackson on The Compound - 3 Stock Picks 2021

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Eric Jackson Tech & Media E-News

Eric Jackson on The Compound - 3 Stock Picks 2021 January 2021

  www.emjcapital.ltd

Downtown Josh Brown talks with Eric about his forward-thinking investments and his picks for 2021

With a long history of working in tech, commenting on corporate governance, and making landmark stock predictions, Eric was well primed for a successful 2020

His eye is on the future with Zillow, Match Group, and Upstart

On January 15, 2021, Eric Jackson was featured on The Compound Show. His ascent with EMJ Capital has been over 20 years in the making. With a reputation for making wise investments, Eric was asked to identify 3 tech stocks for 2021. Josh and Eric talk about tech companies that cater to changed behavior in a post pandemic era and which companies are going to have right ingredients in 2021 to succeed. Eric assesses the same thing with all companies – what is the growth rate today, what will the growth rate be in three years, and what are the multiples in three years. Eric believes Zillow, Match Group, and Upstart are strong contenders in 2021.

Listen to the podcast with Josh Brown and Eric Jackson: "Good at the Cyber (with Crowdstrike CEO George Kurtz), 3 tech stocks for 2021 (with hedge fund manager Eric Jackson), Impeachment - ANOTHER ONE".

Recent Media

The Close BNN Bloomberg – Investment Ideas 2021

Eric Jackson, Founder and President of EMJ Capital, joined The Close BNN Bloomberg for his top investment ideas for 2021. Jackson’s Hedge Fund outperformed the market by 166% in 2020, and now he is betting big on Zillow and Match. Watch The Close Early stage Zoom investor bets big on Zillow and Match.  

CNBC reports EMJ Capital's 2020 up +145% Net

On the first trading day of the year, the stock market saw major losses including in the tech sector at a 2% loss. CNBC's Closing Bell turned to Eric for insight into 2021. Eric says conditions are excellent for tech stocks. Last year, Eric cited several successful tech companies and  continues to look for “next-gen FAANG” stocks. Watch the video.

Hedge Fund up 121%

A Bloomberg article released on December 8, 2020, highlights EMJ’s tech picks that thrived amidst the pandemic and which picks are most attractive moving forward. Jackson’s EMJ hunts growth stocks that can double or triple in the next 2-3 years. International growth could light up Match Shares. Read the article.

Next-Gen FAANG Stocks

Eric Jackson, founder and president of EMJ Capital, joins BNN Bloomberg to discuss his outlook on the next generation of FAANG stocks, and why he is putting new money to work in Zillow group, Snowflake, and Score Media and Gaming. View the video: Finding the next generation of FAANG stocks: Eric Jackson

Eric on CNBC's Closing Bell

Co-Anchor, Wilfred Frost, asks Eric – are tech names overvalued in the market due to the pandemic? Eric doesn't think so. He believes quality growth tech stocks will continue to have strong demand from consumers and enterprises going forward. View the CNBC Closing Bell video with Eric Jackson.

Disney's Investor Day

The pandemic has changed television-viewing habits which has impacted ESPN and its parent company Disney. ESPN is laying off 300 workers and leaving another 200 positions unfilled. A Washington Post article asked Eric Jackson what Disney investors will want to hear from the December 10th Investor Day. Click to read the article.

Commentary by Eric Jackson, sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson .

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

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EMJ Capital Strategy

We manage a long-biased long/short equity strategy with a focus on the technology sector. We aim to find companies with a $2 billion to $50 billion market capitalization that have a good risk/reward balance to more than double over the next few years. Our portfolio tends to be more concentrated with typically 11 to 20 long positions and the same number of short positions. Because our core long positions are held for 2 to 3 years, our strategy is very tax efficient. We aim to deliver superior risk adjusted returns relative to the benchmarks over multiple years.  

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More Media - 2020

Watching the US Election

Fund managers were on the edge of their seats on the night of the US Election, wondering how the outcome might impact the markets. In a Reuters article, Eric was asked how he dealt with the stress.

Read the Article

$5B Dive for GoodRx

An Amazon Pharma move resulted in a $5B Dive for GoodRx. Good Rx CEO is not concerned and neither is Eric. Eric Jackson, is noted in a Bloomberg article for taking advantage of a good buying opportunity for his hedge fund.

Read the Article

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[ericjackson]

Eric Jackson on The Compound - 3 Stock Picks 2021

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Eric Jackson Tech & Media E-News

Eric Jackson on The Compound - 3 Stock Picks 2021 January 2021

  www.emjcapital.ltd

Downtown Josh Brown talks with Eric about his forward-thinking investments and his picks for 2021

With a long history of working in tech, commenting on corporate governance, and making landmark stock predictions, Eric was well primed for a successful 2020

His eye is on the future with Zillow, Match Group, and Upstart

On January 15, 2021, Eric Jackson was featured on The Compound Show. His ascent with EMJ Capital has been over 20 years in the making. With a reputation for making wise investments, Eric was asked to identify 3 tech stocks for 2021. Josh and Eric talk about tech companies that cater to changed behavior in a post pandemic era and which companies are going to have right ingredients in 2021 to succeed. Eric assesses the same thing with all companies – what is the growth rate today, what will the growth rate be in three years, and what are the multiples in three years. Eric believes Zillow, Match Group, and Upstart are strong contenders in 2021.

Listen to the podcast with Josh Brown and Eric Jackson: "Good at the Cyber (with Crowdstrike CEO George Kurtz), 3 tech stocks for 2021 (with hedge fund manager Eric Jackson), Impeachment - ANOTHER ONE".

Recent Media

The Close BNN Bloomberg – Investment Ideas 2021

Eric Jackson, Founder and President of EMJ Capital, joined The Close BNN Bloomberg for his top investment ideas for 2021. Jackson’s Hedge Fund outperformed the market by 166% in 2020, and now he is betting big on Zillow and Match. Watch The Close Early stage Zoom investor bets big on Zillow and Match.  

CNBC reports EMJ Capital's 2020 up +145% Net

On the first trading day of the year, the stock market saw major losses including in the tech sector at a 2% loss. CNBC's Closing Bell turned to Eric for insight into 2021. Eric says conditions are excellent for tech stocks. Last year, Eric cited several successful tech companies and  continues to look for “next-gen FAANG” stocks. Watch the video.

Hedge Fund up 121%

A Bloomberg article released on December 8, 2020, highlights EMJ’s tech picks that thrived amidst the pandemic and which picks are most attractive moving forward. Jackson’s EMJ hunts growth stocks that can double or triple in the next 2-3 years. International growth could light up Match Shares. Read the article.

Next-Gen FAANG Stocks

Eric Jackson, founder and president of EMJ Capital, joins BNN Bloomberg to discuss his outlook on the next generation of FAANG stocks, and why he is putting new money to work in Zillow group, Snowflake, and Score Media and Gaming. View the video: Finding the next generation of FAANG stocks: Eric Jackson

Eric on CNBC's Closing Bell

Co-Anchor, Wilfred Frost, asks Eric – are tech names overvalued in the market due to the pandemic? Eric doesn't think so. He believes quality growth tech stocks will continue to have strong demand from consumers and enterprises going forward. View the CNBC Closing Bell video with Eric Jackson.

Disney's Investor Day

The pandemic has changed television-viewing habits which has impacted ESPN and its parent company Disney. ESPN is laying off 300 workers and leaving another 200 positions unfilled. A Washington Post article asked Eric Jackson what Disney investors will want to hear from the December 10th Investor Day. Click to read the article.

Commentary by Eric Jackson, sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson .

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More.

Eric's Podcasts

Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher.

Click on links above to subscribe.

Eric's Articles

 Explore an archive of Eric's tech & media articles. 

Click here to view.

EMJ Capital Strategy

We manage a long-biased long/short equity strategy with a focus on the technology sector. We aim to find companies with a $2 billion to $50 billion market capitalization that have a good risk/reward balance to more than double over the next few years. Our portfolio tends to be more concentrated with typically 11 to 20 long positions and the same number of short positions. Because our core long positions are held for 2 to 3 years, our strategy is very tax efficient. We aim to deliver superior risk adjusted returns relative to the benchmarks over multiple years.  

Subscribe to Eric Jackson Tech & Media E-News

More Media - 2020

Watching the US Election

Fund managers were on the edge of their seats on the night of the US Election, wondering how the outcome might impact the markets. In a Reuters article, Eric was asked how he dealt with the stress.

Read the Article

$5B Dive for GoodRx

An Amazon Pharma move resulted in a $5B Dive for GoodRx. Good Rx CEO is not concerned and neither is Eric. Eric Jackson, is noted in a Bloomberg article for taking advantage of a good buying opportunity for his hedge fund.

Read the Article

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CNBC reports EMJ Capital finishes 2020 up +145% Net

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Eric Jackson Tech & Media E-News

CNBC reports EMJ Capital finishes 2020 up +145% Net January 2021

  www.emjcapital.ltd

EMJ Capital Strategy

We manage a long-biased long/short equity strategy with a focus on the technology sector. We aim to find companies with a $2 billion to $50 billion market capitalization that have a good risk/reward balance to more than double over the next few years. Our portfolio tends to be more concentrated with typically 11 to 20 long positions and the same number of short positions. Because our core long positions are held for 2 to 3 years, our strategy is very tax efficient. We aim to deliver superior risk adjusted returns relative to the benchmarks over multiple years.    

CNBC reports EMJ Capital finishes 2020 up +145% Net

Eric Jackson was featured on CNBC's Closing Bell yesterday to comment on the future of tech stocks and identify “next-gen FAANG” opportunities

Eric flagged Zillow, Match Group, and Upstart as his favorites for 2021

On January 4, 2021, the first trading day of the year, the stock market saw major losses – among the largest was the tech sector at a 2% loss. On the same day, CNBC's Closing Bell hosts, Wildfred Frost and Sara Eisen, asked Eric Jackson for his insight into 2021. Despite market lows, Eric says conditions are excellent for tech stocks. Last year, Eric cited several successful tech companies. He continues to look for “next-gen FAANG” stocks that are still at the beginning of their S growth curvature. HelloFresh was up 40% since Eric's public prediction in October 2020. Watch the video - “EMJ Capital's Eric Jackson picks Zillow, Upstart, Matchgroup”.

Recent Media

Hedge Fund up 121%

A Bloomberg article released on December 8, 2020, highlights EMJ’s tech picks that thrived amidst the pandemic and which picks are most attractive moving forward. Jackson’s EMJ hunts growth stocks that can double or triple in the next 2-3 years. International growth could light up Match Shares. Read the article.

Next-Gen FAANG Stocks

Eric Jackson, founder and president of EMJ Capital, joins BNN Bloomberg to discuss his outlook on the next generation of FAANG stocks, and why he is putting new money to work in Zillow group, Snowflake, and Score Media and Gaming. View the video: Finding the next generation of FAANG stocks: Eric Jackson

Eric on CNBC's Closing Bell

Co-Anchor, Wilfred Frost, asks Eric – are tech names overvalued in the market due to the pandemic? Eric doesn't think so. He believes quality growth tech stocks will continue to have strong demand from consumers and enterprises going forward. View the CNBC Closing Bell video with Eric Jackson.

Disney's Investor Day

The pandemic has changed television-viewing habits which has impacted ESPN and its parent company Disney. ESPN is laying off 300 workers and leaving another 200 positions unfilled. A Washington Post article asked Eric Jackson what Disney investors will want to hear from the December 10th Investor Day. Click to read the article.

Commentary by Eric Jackson, sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson .

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More.

Eric's Podcasts

Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher.

Click on links above to subscribe.

Eric's Articles

 Explore an archive of Eric's tech & media articles. 

Click here to view.

Subscribe to Eric Jackson Tech & Media E-News

More Media - 2020

Watching the US Election

Fund managers were on the edge of their seats on the night of the US Election, wondering how the outcome might impact the markets. In a Reuters article, Eric was asked how he dealt with the stress.

Read the Article

$5B Dive for GoodRx

An Amazon Pharma move resulted in a $5B Dive for GoodRx. Good Rx CEO is not concerned and neither is Eric. Eric Jackson, is noted in a Bloomberg article for taking advantage of a good buying opportunity for his hedge fund.

Read the Article

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Eric Jackson Tech & Media E-News

CNBC reports EMJ Capital finishes 2020 up +145% Net January 2021

  www.emjcapital.ltd

EMJ Capital Strategy

We manage a long-biased long/short equity strategy with a focus on the technology sector. We aim to find companies with a $2 billion to $50 billion market capitalization that have a good risk/reward balance to more than double over the next few years. Our portfolio tends to be more concentrated with typically 11 to 20 long positions and the same number of short positions. Because our core long positions are held for 2 to 3 years, our strategy is very tax efficient. We aim to deliver superior risk adjusted returns relative to the benchmarks over multiple years.    

CNBC reports EMJ Capital finishes 2020 up +145% Net

Eric Jackson was featured on CNBC's Closing Bell yesterday to comment on the future of tech stocks and identify “next-gen FAANG” opportunities

Eric flagged Zillow, Match Group, and Upstart as his favorites for 2021

On January 4, 2021, the first trading day of the year, the stock market saw major losses – among the largest was the tech sector at a 2% loss. On the same day, CNBC's Closing Bell hosts, Wildfred Frost and Sara Eisen, asked Eric Jackson for his insight into 2021. Despite market lows, Eric says conditions are excellent for tech stocks. Last year, Eric cited several successful tech companies. He continues to look for “next-gen FAANG” stocks that are still at the beginning of their S growth curvature. HelloFresh was up 40% since Eric's public prediction in October 2020. Watch the video - “EMJ Capital's Eric Jackson picks Zillow, Upstart, Matchgroup”.

Recent Media

Hedge Fund up 121%

A Bloomberg article released on December 8, 2020, highlights EMJ’s tech picks that thrived amidst the pandemic and which picks are most attractive moving forward. Jackson’s EMJ hunts growth stocks that can double or triple in the next 2-3 years. International growth could light up Match Shares. Read the article.

Next-Gen FAANG Stocks

Eric Jackson, founder and president of EMJ Capital, joins BNN Bloomberg to discuss his outlook on the next generation of FAANG stocks, and why he is putting new money to work in Zillow group, Snowflake, and Score Media and Gaming. View the video: Finding the next generation of FAANG stocks: Eric Jackson

Eric on CNBC's Closing Bell

Co-Anchor, Wilfred Frost, asks Eric – are tech names overvalued in the market due to the pandemic? Eric doesn't think so. He believes quality growth tech stocks will continue to have strong demand from consumers and enterprises going forward. View the CNBC Closing Bell video with Eric Jackson.

Disney's Investor Day

The pandemic has changed television-viewing habits which has impacted ESPN and its parent company Disney. ESPN is laying off 300 workers and leaving another 200 positions unfilled. A Washington Post article asked Eric Jackson what Disney investors will want to hear from the December 10th Investor Day. Click to read the article.

Commentary by Eric Jackson, sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson .

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

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More Media - 2020

Watching the US Election

Fund managers were on the edge of their seats on the night of the US Election, wondering how the outcome might impact the markets. In a Reuters article, Eric was asked how he dealt with the stress.

Read the Article

$5B Dive for GoodRx

An Amazon Pharma move resulted in a $5B Dive for GoodRx. Good Rx CEO is not concerned and neither is Eric. Eric Jackson, is noted in a Bloomberg article for taking advantage of a good buying opportunity for his hedge fund.

Read the Article

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Bloomberg Article Profiling EMJ Capital’s Successful 2020

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Eric Jackson Tech & Media E-News

Featured in Bloomberg December 2020

www.emjcapital.ltd

EMJ Capital Strategy

We manage a long-biased long/short equity strategy with a focus on the technology sector. We aim to find companies with a $2 billion to $50 billion market capitalization that have a good risk/reward balance to more than double over the next few years. Our portfolio tends to be more concentrated with typically 11 to 20 long positions and the same number of short positions. Because our core long positions are held for 2 to 3 years, our strategy is very tax efficient. We aim to deliver superior risk adjusted returns relative to the benchmarks over multiple years.    

Hedge Fund up 121% Sees Zillow and Snowflake as Next-Gen Faangs

A Bloomberg article yesterday highlights EMJ’s tech picks that thrived amidst the pandemic and which picks are most attractive moving forward

Jackson's EMJ hunts growth stocks that can double or triple in the next 2-3 years

International growth could light up Match Shares

On December 8, 2020, Eric Jackson was featured in a Bloomberg article by Divya Balji - "Hedge Fund Up 121% Sees Zillow Snowflake as Next-Gen Faangs". “I’m trying to find the next Faangs. I have a tech focus, but I tend not to invest in the Faang group. I’m looking for $2 billion to $50 billion market cap companies that are going to double or triple over the next two to three years.”

Click to read the full Bloomberg article.

EMJ Capital's, Eric Jackson, on CNBC's 'Closing Bell'

Co-Anchor, Wilfred Frost, asks Eric – are tech names overvalued in the market due to the pandemic? Eric doesn't think so. He believes quality growth tech stocks will continue to have strong demand from consumers and enterprises going forward.

View the CNBC Closing Bell video segment with Eric Jackson.

Disney's Upcoming Investor Day

The pandemic has changed television-viewing habits which has impacted ESPN and its parent company Disney. ESPN is laying off 300 workers and leaving another 200 positions unfilled.

A Washington Post article asked Eric Jackson what Disney investors will want to hear from the December 10th Investor Day. Click to read the article by Ben Strauss – “ESPN announces hundreds of layoffs as pandemic, cord-cutting upend sports television“.

How Fund Managers Watched the US Election

Fund managers were on the edge of their seats on the night of the US Election, wondering how the outcome might impact the markets. In a Reuters article, Eric was asked how he dealt with the stress.

While Eric raided his kids' leftover Halloween candy, others played video games, ran in Central Park, watched reality TV or spent time in nature. Read "Video games, long runs and Riesling: How Wall Streeters calmed election nerves" by Lawrence Delevingne.

Amazon Pharma Move Results in $5B Dive for GoodRx

Good Rx CEO, Douglas Hirsch, is not concerned due to high barriers to entry for new players in the space. He also stated that Amazon is a partner, not a competitor.

EMJ Founder, Eric Jackson, is noted in the Bloomberg article for taking advantage of a good buying opportunity for his hedge fund. Read the Bloomberg article featured on Yahoo! Finance: "GoodRx CEO Shrugs Off $5 Billion Dive on Amazon Pharma Move".

Commentary by Eric Jackson, sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson .

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

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Hit  'Buy Now'

Hit ‘Buy Now’ on eBay: eBay (EBAY) has been largely forgotten among the exciting buzzy unicorn stories that we constantly hear about on business television over the last few years.

Read the Article

Zoom & Slack Benefit

Changes From Coronavirus Will Be Long-Lasting — And Benefit Zoom and Slack: It’s clear that few of us in North America paid much attention to the coronavirus when it was “over there” in China....

Read the Article

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Bloomberg Article Profiling EMJ Capital’s Successful 2020

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Eric Jackson Tech & Media E-News

Featured in Bloomberg December 2020

www.emjcapital.ltd

EMJ Capital Strategy

We manage a long-biased long/short equity strategy with a focus on the technology sector. We aim to find companies with a $2 billion to $50 billion market capitalization that have a good risk/reward balance to more than double over the next few years. Our portfolio tends to be more concentrated with typically 11 to 20 long positions and the same number of short positions. Because our core long positions are held for 2 to 3 years, our strategy is very tax efficient. We aim to deliver superior risk adjusted returns relative to the benchmarks over multiple years.    

Hedge Fund up 121% Sees Zillow and Snowflake as Next-Gen Faangs

A Bloomberg article yesterday highlights EMJ’s tech picks that thrived amidst the pandemic and which picks are most attractive moving forward

Jackson's EMJ hunts growth stocks that can double or triple in the next 2-3 years

International growth could light up Match Shares

On December 8, 2020, Eric Jackson was featured in a Bloomberg article by Divya Balji - "Hedge Fund Up 121% Sees Zillow Snowflake as Next-Gen Faangs". “I’m trying to find the next Faangs. I have a tech focus, but I tend not to invest in the Faang group. I’m looking for $2 billion to $50 billion market cap companies that are going to double or triple over the next two to three years.”

Click to read the full Bloomberg article.

EMJ Capital's, Eric Jackson, on CNBC's 'Closing Bell'

Co-Anchor, Wilfred Frost, asks Eric – are tech names overvalued in the market due to the pandemic? Eric doesn't think so. He believes quality growth tech stocks will continue to have strong demand from consumers and enterprises going forward.

View the CNBC Closing Bell video segment with Eric Jackson.

Disney's Upcoming Investor Day

The pandemic has changed television-viewing habits which has impacted ESPN and its parent company Disney. ESPN is laying off 300 workers and leaving another 200 positions unfilled.

A Washington Post article asked Eric Jackson what Disney investors will want to hear from the December 10th Investor Day. Click to read the article by Ben Strauss – “ESPN announces hundreds of layoffs as pandemic, cord-cutting upend sports television“.

How Fund Managers Watched the US Election

Fund managers were on the edge of their seats on the night of the US Election, wondering how the outcome might impact the markets. In a Reuters article, Eric was asked how he dealt with the stress.

While Eric raided his kids' leftover Halloween candy, others played video games, ran in Central Park, watched reality TV or spent time in nature. Read "Video games, long runs and Riesling: How Wall Streeters calmed election nerves" by Lawrence Delevingne.

Amazon Pharma Move Results in $5B Dive for GoodRx

Good Rx CEO, Douglas Hirsch, is not concerned due to high barriers to entry for new players in the space. He also stated that Amazon is a partner, not a competitor.

EMJ Founder, Eric Jackson, is noted in the Bloomberg article for taking advantage of a good buying opportunity for his hedge fund. Read the Bloomberg article featured on Yahoo! Finance: "GoodRx CEO Shrugs Off $5 Billion Dive on Amazon Pharma Move".

Commentary by Eric Jackson, sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson .

More on EMJ Capital Ltd.

Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

Learn More.

Eric's Podcasts

Listen to Eric's podcasts on Apple Podcasts, Overcast, Soundcloud, Google Play or Stitcher.

Click on links above to subscribe.

Eric's Articles

 Explore an archive of Eric's tech & media articles. 

Click here to view.

Subscribe to Eric Jackson Tech & Media E-News

Some of Eric's articles below.

Hit  'Buy Now'

Hit ‘Buy Now’ on eBay: eBay (EBAY) has been largely forgotten among the exciting buzzy unicorn stories that we constantly hear about on business television over the last few years.

Read the Article

Zoom & Slack Benefit

Changes From Coronavirus Will Be Long-Lasting — And Benefit Zoom and Slack: It’s clear that few of us in North America paid much attention to the coronavirus when it was “over there” in China....

Read the Article

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Eric Jackson Tech & Media E-News – Closing Bell, Washington Post, Reuters

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Eric Jackson Tech & Media E-News

  Closing Bell, Washington Post, Reuters November 2020

EMJ Capital Strategy

We manage a long-biased long/short equity strategy with a focus on the technology sector. We aim to find companies with a $2 billion to $50 billion market capitalization that have a good risk/reward balance to more than double over the next few years. Our portfolio tends to be more concentrated with typically 11 to 20 long positions and the same number of short positions. Because our core long positions are held for 2 to 3 years, our strategy is very tax efficient. We aim to deliver superior risk adjusted returns relative to the benchmarks over multiple years.    

Eric Jackson on CNBC's Closing Bell

Closing Bell's Wilfred Frost asks EMJ Capital’s Eric Jackson "Are tech names overvalued in the market due to the pandemic?"

Eric doesn't think so. He advises to invest in quality growth tech stocks.

October 30, 2020 – in the midst of a large market drawdown pre-US election – EMJ Capital’s  Eric Jackson appeared on CNBC’s 'Closing Bell'. Co-Anchor Wilfred Frost asked Eric if he is concerned about tech names being broadly over-valued. Because the market has rewarded companies that have maintained growing earnings during the pandemic, Frost questioned whether these Work From Home businesses would be due for a pull-back once life returns to 'normal.' Eric stated that enormous pull-backs and volatility are part of investing in the tech space. He stands firmly in the opposite camp of those who think it’s a bubble. With the Fed's support and low interest rates, Eric indicates, "I don’t think the valuations are as stretched as some people in the bubble market keep banging the drum about." Eric suggests riding through the inevitable pullbacks and to continue to invest in quality growth tech stocks. When asked if Eric feels positive about a particular company, he referred to HelloFresh – a German-listed stock that is not commonly talked about. Quality of management, recent profitability, and performance are driving factors in Eric’s enthusiasm for the meal-kit delivery service. HelloFresh has seen huge growth this year and Eric predicts that the company will continue to expand.. Click to watch the interview on CNBC’s 'Closing Bell'.

  Eric Weighs in on the Upcoming Disney Investor Day on 12/10

The pandemic and changing television-viewing habits have impacted ESPN and its parent company Disney. ESPN recently announced laying off 300 workers and leaving another 200 positions unfilled. A Washington Post article focused on the announcement and asked Eric Jackson to weigh in.

Eric hopes that Disney will announce at the upcoming 12/10 Investor Day that it's spinning off its cable and broadcast properties and going all-in on streaming. “I’d like to see them spin off ABC and the cable networks and just retain the ESPN+ portion of ESPN. It’s easier said than done, but that would be the scenario that would make Wall Street most excited.”

Click to read the article by Ben Strauss – “ESPN announces hundreds of layoffs as pandemic, cord-cutting upend sports television“.

How Fund Managers Calmed Nerves on Election Night

Fund Managers were on the edge of their seats watching the results of the US Presidential election and how they would impact the markets. In a Reuters article, Eric was asked how he dealt with the stress.

While Eric raided his kids' leftover Halloween candy, others played video games, ran in Central Park, watched reality TV or spent time in nature. Read "Video games, long runs and Riesling: How Wall Streeters calmed election nerves" by Lawrence Delevingne.

Commentary by Eric Jackson, sign up for Eric’s monthly Tech & Media Email and his Podcast. Follow Eric on Twitter @ericjackson .

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Eric Jackson

Founder and President of EMJ Capital Ltd. – concentrated long/short public market investing, based in Toronto.

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