• The Thrill & Excitement Fund targets high-growth stocks in space, biotech, and online gaming.
• Gain exposure to emerging sectors like commercial space travel and digital sports betting.
• Invest in cutting-edge gene therapy, balancing breakthrough potential with significant clinical risk.
• This collection offers a diversified approach to high-stakes investing in tomorrow's potential market leaders.

On the Hunt for Tomorrow's Titans, With a Healthy Dose of Scepticism

Let’s be honest with ourselves. Every investor, deep down, harbours a fantasy. It’s the one where we stumble upon the next Amazon in its garage phase, chuck a few quid at it, and spend the rest of our days sailing a yacht made of solid gold. It’s a lovely thought, isn’t it? The reality, of course, is that for every one of those stories, there are a thousand tales of woe, of money vanishing into thin air on some ‘revolutionary’ new idea.

And yet, the allure of the frontier never fades. We are drawn to companies that promise not just to grow, but to fundamentally change the world. To me, this kind of investing is less about spreadsheets and more about storytelling. You’re buying a ticket to a show, and you have absolutely no idea if it’s going to be a masterpiece or a catastrophic flop.

Rockets, Roulette, and Radical Cures

Right now, the stage is occupied by some particularly dramatic actors. We have companies trying to turn space into a holiday destination, others building digital casinos in everyone’s pockets, and a few trying to literally rewrite our DNA to cure diseases. It sounds like the plot of a science fiction novel, which should be your first clue about the level of risk involved.

Take Virgin Galactic. The idea of commercial space flight is undeniably cool. Paying customers have actually been to the edge of space. It’s a phenomenal technical achievement. But is it a business? I’m not so sure. The capital required is astronomical, the safety margins are terrifyingly slim, and the target market is, for now, a handful of the world’s wealthiest individuals. One bad headline, one technical glitch, and the whole enterprise could come crashing back to Earth, both literally and financially.

Placing Bets on Betting Itself

Then you have the digital gaming world, with companies like DraftKings at the forefront. The logic seems simple enough. As more American states legalise sports betting, the market grows, and DraftKings is perfectly positioned to hoover up the cash. It’s a compelling narrative driven by regulatory change.

But let’s not get carried away. The same governments that grant these licences can just as easily slap on punitive taxes or change the rules overnight. Competition is also ferocious. Every casino operator and tech giant with a spare billion is trying to get a piece of this pie. Believing this is a one-way bet is naive. It’s a crowded field, and not everyone can be a winner.

The Biotech Lottery Ticket

Perhaps the purest gamble of all lies in biotechnology. A company like Rocket Pharmaceuticals isn’t just selling a product, it’s betting on a scientific hypothesis. They are developing gene therapies for rare diseases, which is incredibly noble and, if successful, could be monumentally profitable.

The key word there is ‘if’. The path for any new drug is a minefield of clinical trials, regulatory approvals, and unforeseen complications. For every one that succeeds, countless others fail, taking billions in investor capital with them. Investing here is not for the faint of heart. It is, in essence, buying a very expensive, very complicated lottery ticket. The odds are long, but the potential jackpot is transformative.

What I find interesting is the idea of bundling these disparate gambles. Grouping these high-stakes ventures into a single theme, like the one found in the Thrill & Excitement, is a fascinating approach. It doesn’t remove the risk, of course, but it does spread the hope around. Instead of betting on one moonshot, you’re taking a small piece of several. It’s a strategy that acknowledges the high chance of failure for any single company but hopes that just one of them might strike gold. This isn't for your pension pot, mind you. It's for the small slice of your portfolio that you can afford to lose, but hope you won't.

Deep Dive

Market & Opportunity

• The investment thesis is based on three distinct sectors reaching inflection points: commercial space travel, online gaming, and biotechnology.
• The space tourism market is projected to see exponential growth as technology advances and costs decrease.
• The rapid legalization of sports betting across American states is unlocking massive revenue streams and creating new market opportunities.
• Gene therapy represents a paradigm shift from traditional pharmaceuticals, offering potential one-time treatments for previously incurable conditions.

Key Companies

• Virgin Galactic Holdings Inc (SPCE): Core technology is suborbital flights for commercial space travel. The company targets civilian space tourism and has proven its model with successful launches of paying customers.
• Draftkings Inc (DKNG): A dominant platform in online gaming and sports betting. The company's target market is expanding as more American states legalize online wagering.
• Rocket Pharmaceuticals Inc (RCKT): A clinical-stage biotechnology company developing gene therapies. It targets rare diseases that currently have limited treatment options.

Primary Risk Factors

• Operational and Regulatory Hurdles: Companies face regulatory challenges, safety concerns, and enormous capital requirements, particularly in new industries like space travel.
• High Volatility: Share prices can be extremely volatile, with valuations impacted significantly by single announcements like clinical trial results or regulatory decisions.
• Clinical Trial Failures: Biotechnology investments carry the inherent risk that most drug candidates fail during the lengthy, expensive, and uncertain regulatory approval process.
• Fierce Competition: The online gaming sector has a highly competitive landscape with established operators and new entrants vying for market share.
• Profitability Uncertainty: Companies in these emerging sectors may not generate profits for years, as success depends on uncertain technological breakthroughs and market adoption.

Growth Catalysts

• Regulatory Tailwinds: Legislative changes, such as the legalization of sports betting in new jurisdictions, can instantly create access to millions of new customers for companies like DraftKings.
• Technological Advancement: Continued progress in technology can reduce costs and scale operations, broadening market appeal for industries like space tourism.
• Scientific Breakthroughs: A single positive clinical trial result or regulatory approval for a new treatment can multiply a biotechnology company's valuation.
• Sector Diversification: Investing across different high-growth sectors like space, gaming, and biotech could potentially reduce overall portfolio volatility.

Investment Access

• Investments are accessible with a minimum of $1.
• The basket of stocks is available through fractional shares.
• The investment is offered on the Nemo platform.
• The platform provides commission-free trading and AI-powered research tools.