Going into 2016:

If you know me or my investment strategy, you know that I only like to invest in companies that I follow closely and know ample information about. I am purely focused on long term growth potential, I’m not a value based investor. I wanted to share some stocks that I have an active interest in as we enter 2016.

Tesla:

• Tesla had quite a stagnant year as they prepared their future products. I think 2016 will be a great opportunity for growth as the companies investments start to bare fruits: Gigafactory open, Model X ramp, Gen3 reveal, powerwall sales

T-Mobile:

• T-Mobile’s momentum is continuing to grow, consumers are beginning to see the company in a completely different light (first rate carrier vs second tier). I’m expecting a huge year for them in terms of network infrastructure, customer growth, and margin improvement.

(Sell)Sprint:

• I expect Sprint to struggle to retain customers and break from the pack of typical churn rates as they lose customers (2–3+% vs 1–2%). Sprint’s lack of investment into their network is causing consumers pain and competitors will leave their network in the dust in 2016 as their networks become more advanced. The company could be in danger of bankruptcy if cost saving measures don’t add up and they continue to fail to attract customers.

Twitter:

• Twitter has had a rough year, change in management and a stock price plummeting more than 35%. The company now has its’ former CEO and founder, Jack Dorsey, and is positioned to capture more revenue from new non-user based ad revenue streams. I believe that Jack and his team will be able to turn around the company and produce a successful 2016.

Mobileye:

• Mobileye is poised to continue grow from the transition to level 2 and 3 autonomous vehicles and the continued research into level 4 vehicles (full autonomy).

Things to watch:

• Telecom spectrum auction in the spring
• Yahoo’s potential proxy war
• Faraday Future (what even are they!)