Today I’m looking into an Oxford Club presentation featuring investment guru David Fessler, who believes there’s one “$5 stock” at the center of a “mega-shift” involving “RPA” that could make investors “10 times their money.”
What is RPA? What company is Fessler teasing? And what’s he selling?
That’s what I wanted to know, so I looked into the presentation to find out. And in this post, I’ll show you exactly what I discovered, including the name and ticker of his pick.
Here’s a quick summary of what I found:
- David Fessler’s prediction centers around RPA (robotics process automation) and the idea that one “$5 stock” could solve the “Big Shortage,” a term he uses to describe a labor shortage in the U.S. that he thinks could get worse.
- Based on the clues Fessler shared in the Oxford Club presentation, the company he’s teasing appears to be Vicarious Surgical (RBOT).
- The service David Fessler is selling in the presentation is Oxford Growth Investor, which costs $49 and comes with a research report that details his pick called “The $1.2 Trillion RPA Mega-Shift: The Biggest Tech Boom of All Time.”
Read on for my complete take on David Fessler’s prediction and stock pick, including my guess on several other robotics stocks he discussed in the presentation.
Overview of David Fessler’s RPA (Robotics Process Automation) Prediction
The Oxford Club presentation we’ll be discussing in this post kicks off with host Jonathan Roth talking about how David Fessler is “sounding the alarm on a technological paradigm shift” that will send most into a “financial tailspin” while benefiting a “savvy few.”
And according to Roth, it all has to do with the “Big Shortage.”
“A former tech executive…
Popular Fox News guest…
And No. 1 bestselling author is sounding the alarm on a technological paradigm shift…
One that will send most Americans into a financial tailspin…
And hand a savvy few more money than they ever dreamed possible.
He says that this shift will be triggered by what he calls the ‘Big Shortage’…”
From there, investment guru David Fessler chimed in and said that there’s a “$5 stock” at the center of this so-called “mega-shift” that he believes will solve the Big Shortage.
“I WILL detail one pick for our viewers today.
It’s a $5 stock at the center of the mega-shift that I believe will solve the Big Shortage.”
What’s he talking about?
The “Big Shortage” Fessler’s referring to has to do with a labor shortage in the U.S. that he believes could make “every single service” “hard to find.”
“At some point soon… every single service you can think of could be hard to find.
That could be the fallout from the Big Shortage ahead.
It’s not the computer chip shortage… the housing shortage… or an energy shortage.
Rather, I am talking about a shortage of the one resource needed for virtually every single industry on the face of the Earth.
I’m talking about a major labor shortage.”
Fessler provided numerous examples in the presentation of shortages and delays he believes we’re already seeing due to labor shortages impacting supply chains. For instance, he cited delays on furniture, medical supplies, and building materials.
He also talked about the Great Resignation, an ongoing economic trend that has seen employees quitting their jobs en masse in the U.S. starting in 2021.
And he discussed what it could be like in the future should this trend continue, citing examples of potential shortages and delays across a range of different industries.
He’s not the only finance guru in the stock picking world talking about this, either. For example, one popular stock picker, Jeff Brown, made a similar prediction in his Super Schock presentation. And like Fessler, he pointed to automation as the potential solution.
So, long story short, Fessler’s predicting that the labor shortage will worsen and that this has sped up the transition toward RPA, or robotics process automation.
“Lack of skilled labor drives up prices, creates shortages and causes chaos throughout the economy.
However, there is a solution coming.
And it is both a blessing and a curse.
Millions could lose everything, while others will become insanely rich.”
And it all starts with three letters…
It stands for “robotics process automation.”
“And the labor shortage has sped up this transition. It’s now happening at lightning speed!”
What exactly is robotics process automation?
Robotic process automation (RPA) is a type of business process automation that involves automating repetitive computer-based tasks and processes in the workplace.
In the presentation, David Fessler used the term RPA in the context of how it could replace jobs in many different industries. For example, he talked about how RPA is automating jobs in “big tech,” manufacturing, fast food restaurants, long-haul trucking, and aviation (among others). And he’s predicting that RPA will impact many “high-level careers” in the future.
“We’re going to see A LOT of high-level careers go up in smoke over the next few years.”
His prediction wasn’t all “robots taking over” gloom, though. Fessler believes that RPA will create wealth-building opportunities for investors and new, better jobs for employees.
“But for those who recognize this situation now… it could be one of the greatest wealth-building opportunities of all time.”
“Remember, the RPA movement isn’t just about erasing jobs. It’s also about creating new, BETTER jobs.”
What “wealth-building” opportunity is he referring to?
In the presentation, David Fessler said he believes RPA will “make the healthcare industry virtually unrecognizable in a few years.” And he highlighted one healthcare-related stock in particular that he believes “could make investors 10 times their money.”
What “RPA” Company Is Fessler Teasing?
David Fessler didn’t share the name of his pick in the presentation. Instead, he details everything in a report called “The $1.2 Trillion RPA Mega-Shift: The Biggest Tech Boom of All Time,” which comes with a $49 Oxford Growth Investor subscription.
But I looked into his clues to see what I could find.
The first main clue Fessler shared was that it’s a “$5 stock.”
He also suggested that the company is in the remote surgery space, which involves doctors performing surgery without being in the same location through robotics.
Why’s he bullish on robotic surgery?
In short, Fessler says that the labor shortage is impacting the surgical profession and believes this trend could continue based on a Department of Health and Human Services projection (which appears to be related to page four of this document on bhw.hrsa.gov).
“It doesn’t get a lot of attention from the press, but there’s a growing surgeon shortage in the U.S.”
“The Department of Health and Human Services projects shortages in 9 out of 10 surgical specialties by 2025. 9 out of 10!”
So he’s more or less predicting that robots could help fill the void of a potential future shortage of surgeons in the U.S.
As for the company he’s teasing, Fessler says it has developed a “tiny robot” that “gives surgeons a 360-degree view inside the patient’s body” and enables them to perform surgery from anywhere in the world using a virtual reality headset.
“A small Massachusetts tech firm is doing just that.
It’s developed the most extraordinary surgical robot I’ve ever seen.
Have you ever seen the movie Fantastic Voyage?”
“They’ve developed a tiny robot that can enter a patient’s body through a dime-sized incision.
These robots are lined with an array of sensors and cameras…
Enabling a surgeon to don a virtual reality headset from anywhere in the world…
And perform surgery inside the patient.”
Aside from those clues, Fessler cited a quote regarding the company’s tech, mentioned an FDA designation the company was granted, and revealed who’s invested in it.
“Before this firm went public, it flew in several top surgeons to try out the tech themselves to really make sure that it was ‘better than everything else that exists today.’
The FDA even granted it ‘Breakthrough Device’ designation, effectively fast-tracking its approval.
What’s more, it’s backed by some of the brightest minds of the tech world.
Its list of investors includes Bill Gates… Salesforce founder Marc Benioff… former Google CEO Eric Schmidt… and Yahoo co-founder Jerry Yang.
But I’m most intrigued by the involvement of Khosla Ventures, a venture capital firm CNBC has called ‘a Silicon Valley powerhouse.'”
What could it be?
Well, the first thing I did was Google the “better than everything else that exists today” quote Fessler shared, which led me to a company called Vicarious Surgical:
From there, I researched whether or not this company matched Fessler’s other clues, and it did, so I’m confident that this is his pick.
Let me walk you through why I say that…
To start with, Vicarious Surgical (ticker RBOT) is a Massachusetts-based company that describes itself as a “next-generation surgical robotics company” on its website.
Second, the company went public through a SPAC deal in September 2021 and was founded in 2014 after the three co-founders were “inspired by the movie Fantastic Voyage,” where doctors were able to travel inside a human body after being shrunk.
And third, its stock is currently sitting at just under $4 per share as of writing, but it was closer to the $5 mark in March 2022 when the presentation was released.
So, Vicarious Surgical matches several clues Fessler shared.
As for the company’s tech… The Vicarious Surgical Robotic System appears to be the innovation David Fessler described in the presentation.
And the home page of the company website shares lots of useful info on how this tech works, so that might be worth a look if you want to know more.
But in short… my understanding is that the company is developing a robotic system whereby a single 1.5 cm incision (less than the size of a dime) can allow their robot, controlled by a surgeon, to access a patient’s body in order to perform surgery.
According to the company website, its robot is designed to replicate a surgeon’s natural upper body movements and give them 360 degrees of visualization and access.
Long story short, it’s an impressive innovation and matches what Fessler described.
The company site also confirms Fessler’s “Breakthrough Device” FDA designation clue, and my research indicates that what he said about who’s invested in the company match.
So, Vicarious Surgical appears to be Fessler’s “RPA” pick.
But wait, there’s more…
According to Fessler, there are “four other RPA picks” detailed in the “$1.2 Trillion RPA Mega-Shift” report he put together. Here are his clues:
“Inside you’ll find the name and ticker symbol of this disruptive firm… PLUS four other RPA picks you have to see to believe, including…
A $7 machine-learning pioneer that counts eight of the biggest tech companies as clients
A $6 maker of a robotic exoskeleton that enables the wearer to lift 200-pound payloads for up to eight hours (Time magazine named this Iron Man-like suit “one of the 50 best inventions”)
A Walmart-backed $9 robotics play with a $250 billion total addressable market
And a $3 firm making HUGE inroads in the exploding warehouse automation space, with customers including Walmart, Target and FedEx – and more than 300 patents.”
What could these “other RPA picks” be?
Given the lack of clues, I have no idea what Fessler’s “$7 machine-learning pioneer” pick is.
However, I think I know what his other picks are.
Here are my guesses:
- The “$6 maker of a robotic exoskeleton” pick could be Sarcos Technology and Robotics Corporation (STRC) because what Fessler described matches the robotic exoskeleton described in this article. And his clue about the company’s share price lines up.
- The “Walmart-backed $9 robotics play” could be Symbotic, a robotics and automation company backed by Walmart. Symbotic is a private company, but according to Reuters, it could be going public through a SoftBank SPAC called SVF Investment Corp 3, which (roughly) fits Fessler’s description in terms of price.
- Lastly, my research suggests that Berkshire Grey (BGRY) is Fessler’s last pick because the clues about what the company does, its customers, patents, and stock price all seem to match what Fessler said in the presentation.
I almost feel bad for uncovering so many of Fessler’s picks (lol). But at the end of the day, these are all just GUESSES based on clues he has shared publicly.
I am not a member of the Oxford Growth Investor service where he shares his picks, nor have I read the reports that detail the companies he’s recommending.
So there’s no guarantee my guesses are correct.
But either way, figuring out what stocks someone’s teasing is one thing – getting a deeper understanding as to why they’re bullish and what targets they’ve set is another.
So it may still be worth checking out the service he’s pitching, Oxford Growth Investor, if you want to find out what his picks are and access his research reports.
Recommended: Go here to see my #1 rated stock advisory of 2023
What Is Oxford Growth Investor?
Oxford Growth Investor is a financial research service run by David Fessler and his Oxford Club colleague, Matthew Carr, focused on growth stocks in the tech and biotech sectors.
According to Fessler, he and Carr show readers how to profit from “the fastest-growing industries on the planet.” And aside from biotech, the trends they follow include things like 5G, AI, self-driving cars, augmented reality, crypto, and the metaverse.
“We show readers how to profit from the fastest-growing industries on the planet…
5G and AI… augmented reality and driverless cars… the metaverse and cryptocurrencies…
Listen, if it’s a new technology changing the world, you can count on me and my partner, Matthew Carr, to pinpoint the best way to make money from it.”
How does it work?
It costs $49 to get started with Oxford Growth Investor, and as a subscriber, you get access to David Fessler and Matthew Carr’s monthly insights and recommendations.
Aside from stock picks, subscribers get access to research reports detailing Fessler’s picks (including the report mentioned earlier), weekly updates on the recommendations, and two model portfolios.
One portfolio is called the “Best-in-Class Portfolio,” which makes up 60% of the recommendations. And the other is called the “Safe Speculation Portfolio,” which makes up the remaining recommendations and involves options.
As mentioned, I’m not a member of this service, but safe to say that this is one of the more speculative advisories out there, given the types of companies Fessler and Carr recommend (i.e., small growth stocks) and that some picks involve options.
Still, The Oxford Club (the company behind it) is a legitimate company, and both Fessler and Carr have decades of combined experience.
David Fessler has over 50 years of experience trading stocks and has a background in electrical engineering. And Matthew Carr is the “Chief Trends Strategist” of The Oxford Club, with two decades of experience and a background in energy-related stocks.
So while there’s no guarantee you’ll make money following their picks, the service could be worth a look if you’re interested in the types of investments they recommend.
The important thing, in my opinion, is not investing more than you can afford to lose and knowing that there are always risks involved when speculating in the market.
David Fessler’s “RPA” presentation centers around robotics automation and how this technology could solve the U.S. labor shortage in the years ahead.
I’m no stock picking guru, but I tend to agree with Fessler and other “experts” in the space that the trend toward automation is all but inevitable.
I also think that this trend has been accelerated by recent events like the pandemic, supply chain disruptions, inflation, and the Great Resignation, for example.
Even without those, I feel that the overall automation trend is inevitable because, at the end of the day, what company doesn’t want to improve its efficiency and increase profits?
That said, you can be right about the overall trend but still pick dud stocks. So there’s no guarantee that Fessler’s, or anyone’s, stock picks will make you money.
That’s my take, anyway.
What do you think? Will robots lead to millions “losing everything,” as the presentation suggests? Or is it all just overblown? And do you think my guesses on Fessler’s picks are right? Share your two cents in the comments below, and thanks for reading.