Two potential moonshots (part 2)

In Wednesday's e-mail, I discussed "a particular kind of moonshot [stock]: market-leading companies in sexy, exciting sectors that appeal to the media and retail investors"...

I also covered five examples: electric cars with Tesla (TSLA), smartphones with Apple (AAPL), video streaming with Netflix (NFLX), robots with iRobot (IRBT), and space travel/tourism with Virgin Galactic (SPCE).

Then in yesterday's e-mail, I shared the first part of a presentation I gave in October at the Stansberry Research annual conference in Las Vegas about two stocks that I believe have the same potential to become moonshots: air-taxi companies Joby Aviation (JOBY) and Archer Aviation (ACHR).

Picking up where I left off, here's the next round of slides from my presentation:

Last week, I gave the following update as part of a presentation to my team here at Stansberry:

So in conclusion...

I think Joby and Archer both have multibagger upside potential... but they're also super risky.

There's a not-insignificant chance that one or both of them could run out of cash and see their stocks go to zero (to understand how, see this short thesis on Joby that my friend Sahm Adrangi of Kerrisdale Capital Management published on October 10).

Thus, appropriate position sizing is critical. As I noted in my presentation, if I were running a hedge fund, Joby and Archer would be 3% and 1% positions, respectively.

Best regards,

Whitney

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