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.
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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.
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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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