By Eric Fry

Dec 15, 2020

Two New Stocks for the 10X Disrupter Portfolio

Hi Savio,

On November 19, we aired one of the most important events in our company’s history.

In the event – titled The Technochasm Summit – legendary investors Eric Fry and Louis Navellier detailed how the pace of technological progress is getting faster and faster… while having bigger and bigger world-changing effects.

This phenomenon is creating huge economic winners and huge economic losers at the fastest rates we’ve ever seen. Massive new industries are springing forth in very short time spans… while demolishing old industries in equally short time spans.

To survive and thrive during this extraordinary time, Eric and Louis introduced an 11-stock portfolio that we expect will generate huge returns for intelligent investors.

However, in our report, we inadvertently provided some inaccurate information. I’m writing you today to explain this error, apologize, and let you know what we are doing about it.

During The Technochasm Summit presentation, Eric and Louis spoke about two specific companies with 1,000% potential.

A miscommunication between our marketing and editorial teams resulted in those recommendations not being included in The 10X Disruptor Portfolio report, or in The Speculator service.

We are correcting that error caused by that miscommunication now by providing the two recommendations discussed in the presentation. Both are excellent examples of stocks that could rise appreciably due to the Technochasm, both are recommended by Louis Navellier, and both are below the recommended buy-below prices. (Note that these are Louis Navellier picks as part of The 10X Disruptor Portfolio.)

AppFolio

AppFolio Inc. (APPF) is a small company that is making huge waves in the nearly $500 billion software industry. It provides cloud-based software and solutions to help small- and medium-sized companies better manage, market, and expand their businesses.

The company’s AppFolio Property Manager software allows its customers to post vacancies, accept applications, screen residents, streamline payments, and communicate with residents all online. And the company’s MyCase management software enables its legal clients to better organize contact and case information, send secure messages, accept online payment, track billable hours, generate reports, and create shareable calendars.

For the third quarter of 2020, revenue increased 23.8% year-over-year to $84.09 million, up from $67.94 million in the same quarter a year ago. That fell just shy of analysts’ estimates for $84.51 million.

However, AppFolio’s third-quarter earnings results crushed expectations. Third-quarter earnings surged 2,657.1% year-over-year to $3.86 per share, compared to $0.14 per share in the third quarter of 2019. The analyst community was expecting earnings of $0.19 per share, so AppFolio posted a whopping 1,931.6% earnings surprise!

Buy APPF below $191.

Digital Turbine

Digital Turbine Inc. (APPS) is completely changing the way companies advertise online and on mobile devices.

APPS offers a Mobile Delivery Platform that enables mobile operators, original equipment manufacturers (OEMs), and application developers to better engage and acquire users. In fact, Digital Turbine’s platform provides a Single Tap install capability, which improves the user experience and speeds up the app install process. Through Mobile Advertising, Digital Turbine allows advertisers and agencies to bypass app stores and connect with users direct-to-device, thanks to native preloads and sponsored recommendations.

It’s projected that companies will spend roughly $137 billion on online advertising by 2022. For years, the lion’s share of that spending has gone to companies like Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), and Facebook Inc. (FB).

But this small company is quickly taking an enormous share of the money spent on online advertising. It’s already secured partnerships with some of the biggest companies in the world – companies that spend billions on advertising every year.

As a result, Digital Turbine smashed analysts’ earnings and revenue estimates for the most recent quarter. For its second quarter in fiscal year 2021, Digital Turbine achieved total revenue of $70.9 million, or a 116% year-over-year increase. Analysts were expecting revenue of $60.53 million, so it topped revenue forecasts by 17.1%. Application media revenue accounted for $49.1 million.

Second-quarter earnings soared 253.7% year-over-year to $14.5 million, while earnings per share surged 200% year-over-year to $0.15. That compares to earnings of $4.1 million, or $0.05 per share, in the second quarter of fiscal year 2020. Analysts were expecting earnings of $0.11 per share, so APPS posted a 36.4% earnings surprise.

Looking forward to the third quarter in fiscal year 2021, Digital Turbine expects revenue between $72 million and $75 million and earnings per share between $0.15 and $0.16. That’s up from earnings of $0.05 per share and revenue of $36 million in the third quarter of fiscal year 2020.

Buy APPS below $58.

We sincerely apologize for any inconvenience this may have caused... As always, we appreciate your business and value you as our subscribers.

If you have any questions about your subscription, please call customer service at 888-391-1236.

Regards,

Signed:
Luis Hernandez
Editorial Director, Investorplace

This message was sent:

Dec 15, 2020 14:03:40.903

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The 10X Disrupter Portfolio Update: Two New Stocks

Two New Stocks for the 10X Disrupter Portfolio

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