6 stocks I’m POUNDING the table on RIGHT NOW👇(NFA) From somebody who bought $ZETA at $17, $NOW at $90, $NBIS, at $95, and $META below $600! 1. Applovin $APP • Growing ~50% YoY while trading at 14x forward earnings… a clear disconnect 2. Uber Technologies $UBER • Trading at 17x forward earnings and a 7% FcF yield shows Uber is turning into a cash machine yet the market is ignoring. I’m buying on any weakness for the long term 3. Sofi Technologies $SOFI • Sofi trades at a 0.5 PEG ratio as they’re growing earnings ~40% YoY while trading at 20x forward earnings. 4. Mercado Libre $MELI • No other company has ever grown 30% or more for 30 consecutive quarters, except for Mercado Libre. Digitalizing an entire continent offering online shopping and banking to millions of people who have never had it before. 5. Voyager Technologies $VOYG • Voyager is the most speculative company in my portfolio being a heavy cash burn but the upside here is unmatched. Expecting a 25% organic CAGR and owning 50% of StarLab (projected $1.5 billion in FcF by 2033) Voyager is set up very nicely on a long term basis. 6. Amazon $AMZN • AWS on its on can nearly trade at the valuations Amazon holds today, that means you are getting the e commerce giant along with ads, prime video, and sneaky space and robotics plays for free. One of the easiest buy and holds in the market today.
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6 Comments
Nate
@hoodnate · 6h
sofi at a 0.5 peg with 40% growth is wild. i hold it too, the earnings on the 27th will be huge
Dany @danman · 4h
3/6 I don’t have : VOYG / SOFI and APP For now …
Tyler
@tlenox7890 · 4h
Definitely agree with the Uber & Amazon buys
JDKinvests
@growthstocks54 · 5h
Great list. I own all.
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