Weekend Spotlight
Move Over Monster, There’s Another Energy Drink in Town
Jun 13, 2021Wouldn’t it be nice if you could spot an emerging powerhouse brand BEFORE the market got wind of it? That’s exactly what we do every day at LikeFolio. We listen to consumers on social media to understand what brands they’re buying, and what they like (or don’t like) about them. A little over a year ago, one brand caught our…
Read Full ArticleThis Stock Should Not Have Surprised You
Jun 12, 2021Crocs (CROX) Fans are Weird, But CROX Shares Don’t Care This is coming from a self-professed, multi-year fan of both Crocs shoes and CROX the stock. An “ironically” ugly design, combined with undeniable comfort and a high potential for customization has made Crocs (CROX) a favorite of the young and old, catapulting the brand to “meme status.” Love the shoes…
Read Full ArticleInflation Fears are Mounting
Jun 06, 2021Inflation fears are mounting. One look at LikeFolio trend data makes this clear: And who can blame them? Prices of houses and used cars are skyrocketing while grocery trips get more expensive. Some blame supply chains, others blame the printing press, but that’s not our concern here. We want to know what assets are benefitting from these inflation fears. Today,…
Read Full ArticleWhy PINS is Winning — Big
Jun 05, 2021In the last two years, Pinterest has really separated itself when it comes to both user growth and consumer happiness. One look at the LikeFolio Outlier Discovery Grid tells me everything I need to know about who is winning the hearts and minds of social media consumers: On the horizontal axis, we plot each brand according to the increase or…
Read Full ArticleThis Company is Winning the Delivery Wars
May 30, 2021Access to food delivery was a godsend during lockdown. But now that the world is reopening, what are the lasting impacts of this massive shift in consumer behavior? Here are LikeFolio’s key takeaways: Food delivery has some staying power, but rapid growth is over. Overall demand mentions remain elevated versus pre-pandemic levels but have normalized substantially. Generic food delivery mentions…
Read Full Article4 Stocks I’m Watching
May 29, 2021LikeFolio data is confirming that the much-anticipated “reopening” surge in economic activity has arrived. We are seeing consumer demand return to a variety of sectors (travel, dining, and indoor recreation, to name a few), and apparel has been leading the charge as consumers look to update their wardrobe for a return to normal activities. Consumer Mentions of buying new clothes…
Read Full ArticleAvoid This Stock
May 23, 2021Yesterday, I showed you how LikeFolio’s new Outlier Discovery Grid could be used to spot “under the radar” opportunities on stocks set to benefit big from major consumer trends. Which raises a compelling question… Can the same process be used to spot stocks that investors should avoid… or even make bearish bets against? The answer is yes, and today I have the perfect example….
Read Full ArticleI Love This ‘Under the Radar’ Opportunity
May 22, 2021At LikeFolio, we have a simple “1–2 punch” that has led to us spotting powerful, and some extremely profitable, investment opportunities. Here it is: Identify a major consumer trend. Figure out which companies are best positioned to take advantage of the trend. Makes sense, right? Simple. Today I want to walk you through the process we used to come up with one of…
Read Full Article7 Critical ‘Reopening’ Trends
May 16, 2021At LikeFolio, we are laser focused on understanding consumer behavior. That is how we were able to deliver such incredible opportunities to our members last year. We could see in March 2020 how the pandemic was impacting consumer behavior, way before Wall Street caught on! We’re talking early bullish calls on Zoom, Chewy, Wayfair, and even Pinterest… all while Wall Street was panicking….
Read Full ArticleIs TSLA’s Run Over?
May 15, 2021At LikeFolio, we’ve been bullish on TSLA since our initial special Tesla report was released in April 2018, calling the stock “clearly a buy under (split adjusted) $60/share.” Obviously, that has been a home-run investment, with TSLA stock moving as high as $900 per share earlier this year. Since that all-time high, Tesla stock has fallen more than 37% as the Nasdaq…
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