TopPicks from Kim Bolton, president and portfolio manager at Black Swan Dexteritas
Kim Bolton, president and portfolio manager of Black Swan Dexteritas, discusses his top picks: Amazon, Sentinelone and Walt Disney. Amazon’s retail business is primed for continued growth. The company is the lead market participant and dominator of the e-commerce market. Physical store and omnichannel expansion will bolster long-term commerce growth.
In general, Amazon is a force to be reckoned with. As optimistic as this may sound, Amazon has nearly unlimited TAM potential. The company continues to aggressively disrupt other industries. This aggressive management style is a key reason why AMZN is in the top five position.With a successful two-day Prime Day event in July and management dismissing end demand concerns in its core businesses, we see Amazon well positioned to produce a strong revenue growth narrative in the second half of 2022.
Its Singularity XDR Platform delivers artificial intelligence-powered autonomous threat prevention, detection and response capabilities across an organization's endpoints; and cloud workloads, which enables seamless and automatic protection against a spectrum of cyber threats.SentinelOne delivered results well over consensus estimates, driven by a strong demand environment for mission-critical security and record customer adds.
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