High-Conviction Growth Plays: UBER/LYFT, Disney, and HIMS

Travis Hoium
11-16

1. $Uber(UBER)$ and $Lyft, Inc.(LYFT)$ remain two of the best risk/reward opportunities on the market.

As autonomy proliferates, they'll see costs come down, margins rise, and 10x+ market expansion. The trend is clear as day.

2.The foundation of Disney $Walt Disney(DIS)$ 's operations is the parks ($10 billion in OI and growing double-digits).

But the operating leverage in streaming is starting to become evident and that could be a double-digit growth business for a decade.

3. $Hims & Hers Health Inc.(HIMS)$ Quick reminder, there's a company out there compounding revenue at 77% and trading for just 4x sales.

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