I've only made one call where I knew the company, what it did, what it was gonna do and why it was gonna blow up.
Apple at 18.75 in October of 1995, I think. The price I remember clear as a bell. the date? coulda been up until the end of June '96. Anyway, I knew Jobs was coming back as Apple had to do something, Microsoft was in the middle of their troubles with the DOJ and monopoly woes and NEEDED Apple to be in the space to prove that they weren't a monopoly. Jobs would sell NeXT to Apple and they'd have the then holy grail of computing at that time... Unix with a GUI...and not at $25k per seat, but priced for the average consumer.
Only other call I'm making is Tesla. Wish I had money because they are gonna blow past Amazon in market cap within 5 years and I'm super bullish on Amazon.
Why? Well, I'll give the info and you won't have to enter some email while I drone on and on for 45 minutes without telling you that I want you to subscribe to my newsletter so that you can get what you wanted when you clicked the link...
1) Tesla is about to announce a million mile battery. As well, they are configuring their charging stations to sell to the grid. Sell? yep, with a million mile battery (lifetime output) and most vehicles lasting 100-200k miles, there is tons of excess capacity for charging and recharging. The idea is for Tesla to immediately become a bulk energy distributor. Just using the Teslas on the road now, when that virtual grid goes live, they'll have a max capacity of 580MW. That growth is likely to be exponential. Combine that with the further improvements on driverless technology, of which Tesla has orders of magnitude more data AND Tesla offering insurance on their own vehicles (they don't have to figure the risks as they have all the exact data), they're the first automaker primed to truly offer EVs as a CAS or Car as Service. That alone would be big.
2) Starlink. Constellation of 12k satellites in LEO offering users 1gb internet access for a nominal fee AND, it's available to anywhere that can look straight up (no DirecTV southern exposure issues). It's latency is lower than fiber AND it bypasses the local monopoly covenants so almost anyone can get it.
I honestly think with the explosion coming of Tesla vehicles around the world (the fact that the Model 3 was the top selling car in CA shows what's up as where CA goes, so goes the nation, car-wise).
They've effectively privatized our space program, are in the process of completely changing worldwide transportation and energy grid systems and will be able to offer GLOBAL satellite internet without country restrictions.
Tesla, imho, is a mustard seed of what it's going to be. Somehow, I'll find a way to invest in it and hold it.
Yeah, I'm long on Tesla.