INFLECTION

POINT
WINNERS
3 Stocks Riding
300%+ Gains

V ENT
SPECIAL E
2021 Inflection Point:
How “Phase 2” Could Fuel 630× Growth

Including an Exclusive “Phase 2” Worksheet!

 INFLECTION POINT
WINNERS

Dear fellow investor,

The countdown is on!

This Thursday, The Motley Fool will host our 630x Inflection Point
event and reveal research on what one blue-chip CEO has called “the
biggest opportunity since the creation of the internet.”
And of course, we’re hosting this event on short notice for a simple
reason …
It’s our belief that this “Phase 2” technology could hit an “inflection
point” in less than three weeks that rapidly unlocks a massive 630×
potential market growth opportunity.
Technologies suddenly hitting “inflection points” where the kind of
growth that previously took years (or even decades) suddenly happens
in just months of time is rare …
However, it’s also not unprecedented … And when it happens, it
can be quite lucrative for investors who positioned their portfolios to
benefit. In fact, due to the pandemic’s unprecedented disruption, we
saw a group of stocks across the economy experience a sudden
acceleration sent their share prices skyrocketing!
Inside this report, you’ll find three companies that all experienced
300%+ share price gains last year. At Thursday’s “Phase 2” event you’ll
get more details on the economic-wide “inflection points” behind
their gains …
So please, remember to mark your calendars for Thursday, March 4.
The event goes live at 9:30 a.m. ET! And once you’ve gotten the full
details on these three “2020 winners,” make sure to print out the
worksheet we’ve created to prepare you for Thursday’s big event!

INFLECTION POINT WINNERS 1

 #l INFLECTION POINT
CASE STUDY
E-commerce
Etsy NASDAQ: ETSY

The “inflection point” story:

As the country locked down in spring 2020, e-commerce rapidly hit an
inflection point that saw its market share double in just a few weeks.
The impact to Etsy’s [NASDAQ: ETSY] business was immediate —
and impressive! Second-quarter revenue grew 137% year-over-year,
net income more than quadrupled, and the platform launched onto a
whole new trajectory after its spring 2020 inflection point.
And while the financial media has focused its attention on Amazon
[NASDAQ: AMZN], smaller players like Etsy showed far more impressive
growth last year. (Amazon’s 75% return vs. the S&P 500’s 16% in 2020
was still impressive, but nowhere near Etsy’s 310% gain.)

Etsy 2020 gain: 3l0%

$ 300

$ 200

$ l00

20l6 ’l7 ’l8 ’l9 ’20 ’2l

2 INFLECTION POINT WINNERS

 # 2 INFLECTION
CASE STUDY
POINT

Covid Vaccines
Twist
Biosciences NASDAQ: TWST

The “inflection point” story:

The development of Covid-19 vaccines last year (work that
continues into this year) has showcased some of the very best of
human ingenuity.
And on November 30, 2020, this critical market hit an inflection
point when Moderna [Nasdaq: MRNA] announced that its drug was
94% effective in late-stage trials. This kicked off a rapid arms race as
other companies struggled to catch up — and is the direct cause of the
tens of millions of vaccine doses that have already been administered
here in the United States!
While Moderna, Johnson & Johnson [NYSE: JNJ], and Pfizer [NYSE:
PFE] have pulled in the big headlines, Twist Biosciences [NASDAQ:
TWST] is a fascinating, under-the-radar company that is part of several
partnerships for additional vaccine candidates. Its opportunity came
into far clearer focus as we observed the inflection point developing,
and of course it’s hard to argue with a 566% gain in 2020 alone.

Twist Biosciences 2020 gain: 566%

$ 200

$ l50

$ l00

$ 50

20l9 ’20 ’2l

INFLECTION POINT WINNERS 3

 # 3 INFLECTION
CASE STUDY
POINT

5G
Cerence NASDAQ: CRNC

The “inflection point” story:

Cerence [NASDAQ: CRNC] is a direct play on the rapid expansion of 5G,
as its connected devices are dependent on fast download and upload
speeds with the cloud.
Cerence’s business opportunity is in the spotlight after Apple’s
[NASDAQ: AAPL] October 13, 2020, announcement of the 5G-enabled
iPhone, which we believe has kicked off an inflection point in the
5G market. It’s definitely a stock to watch in the future, as estimates
believe the 5G market could grow by 60× in the coming few years.
And while most of the 5G focus was on Apple — and its 80% gain
vs. the S&P 500’s 16% last year, which was of course impressive
outperformance — Cerence’s 347% gain in 2020 put it to shame.

Cerence 2020 gain: 347%

$ l50

$ l00

$ 50

2020 ’2l

Disclosures: John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of
The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of
The Motley Fool’s board of directors. Teresa Kersten, an employee of LinkedIn, a Microsoft
subsidiary, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former
director of market development and spokeswoman for Facebook and sister to its CEO, Mark
Zuckerberg, is a member of The Motley Fool’s board of directors.

The Motley Fool owns shares of Alphabet (A shares), Alphabet (C shares), Amazon, Apple, Etsy,
Facebook, Microsoft, and Netflix. The Motley Fool has a disclosure policy.

4 INFLECTION POINT WINNERS

 COMPLIMENTARY “PHASE 2” WORKSHEET

How “Phase 2” Could Fuel 630× Growth

A one-day-only event — Thursday, March 4, 9:30 a.m. ET

The year some experts predict this new technology could be mandatory:

Rule # l for investing in inflection points:

Rule #2 for investing in inflection points:

Date “Phase 2” is expected to begin:

Ticker symbol of the stock Rex Moore pitched for the 5G inflection point:

Comparing the growth profiles of different inflection points:

× estimated growth for e-commerce last year

× estimated total growth for 5G

× estimated total growth for this new technology

Pillar # l for this new technology:

Pillar #2 for this new technology:

Pillar #3 for this new technology:

“Phase 2” is projected to hit $8 trillion in sales. That’s …

× bigger than “cloud” technology sales

× larger than all of e-commerce last year

× the size of Apple, Amazon, Facebook, Google, Microsoft, and Netflix’s

combined sales

INFLECTION POINT WINNERS 5

 COMPLIMENTARY “PHASE 2” WORKSHEET

How “Phase 2” Could Fuel 630× Growth

A one-day-only event — Thursday, March 4, 9:30 a.m. ET

Additional “Phase 2” Notes

6 INFLECTION POINT WINNERS