0:00 Quick overview of the spreadsheet
0:25 Overview of why I use EV/GP and cover Growth stocks
1:02 Riding the product/service adoption curve
1:47 The 5 most undervalued & cheapest stocks my coverage universe
4:20 The 2 most overvalued & expensive stocks in my coverage universe
5:10 Energy revolution stocks
5:45 Healthcare disruption stocks
6:25 Data Lakes and Monitoring SaaS stocks
7:17 Cybersecurity SaaS stocks
8:02 Hyper Growth E-commerce stocks
8:43 Payment disruption stocks
10:11 Disruptive Chip stocks
12:00 Ad tech stocks
12:26 Lifestyle stocks
15:10 Neobanks
16:00 Platform stocks
17:00 Thanks for watching and subscribing!
I provide an update on the valuation of 29 hyper growth disruptive stocks as of Friday, Feb 24, 2023. The stocks covered are as follows TSLA Tesla, ENPH Enphase, STEM Stem, HIMS Hims and Hers, TDOC Teladoc, DDOG Datadog, SNOW Snowflake, PLTR Palantir, MDB MongoDB, CRWD Crowdstrike, ZS Zscaler, NET Cloudflare, MELI MercadoLibre, SHOP Shopify, DLO DLocal, INDI Indie Semiconductors, STNE StoneCo, SQ Square, AMD Amd, NVDA Nvidia, PUBM Pubmatic, TTD The Trade Desk, NU Nubank holdings, SOFI SoFi Technologies stock, FIGS Figs stock, Celsius Holdings CELH stock, Airbnb ABNB stock, ETSY stock, and Fiverr FVRR stock. My ranking of these stocks follows my own take on Peter Lynch's famous P-E-G ratio and tries to answer the question "Which is the cheapest growth-adjusted stock?" by using Enterprise Value / Gross Profit / Revenue Growth metric.
Former videos explaining my theses for each stock:
ZScaler • Will Zscaler 10x? A Unique Zero-Trust Cybe...
DLO Dlocal • Will dLocal 10x? Fueling eCommerce in EM, ...
PLTR Palantir • Palantir Adoption Could Be Exponential: Th...
SNOW Snowflake • Will Snowflake 10x? Why This Data OS Stock...
SHOP Shopify • Will Shopify 10x? Why They Are A Credible ...
MELI MercadoLibre • Will MercadoLibre 10x? Major Growth Runway...
CRWD Crowdsrrike • Will Crowdstrike 10x? Why this AI flywheel...
TSLA Tesla • Will Tesla 10x? Why Their Cars May Become ...
DDOG Datadog • Will Datadog 10x? The Huge Growth Potentia...
NET Cloudflare • Will Cloudflare 10x? Investing in the Futu...
ENPH Enphase • Will Enphase Stock 10x? Why Their Chips Ar...
SOFI: • SoFi is Still Firing on All Cylinders, and...
NU holdings: • Is Nubank Holdings A Good Investment? Expl...
HIMS: • Will Hims 10x? Recurring subscriptions on ...
TDOC: • Is Teladoc A Good Investment? Fallen Wall ...
FIGS: • Could Figs 10x? Selling Stylish Medical Ap...
SE Sea limited: • Will Sea Limited (SE) 10x? Stock Returned ...
INDI Indie semiconductor: • Could Indie Semiconductor 10x? Helping Leg...
As always, this video is NOT investment advice, and none of the contents should be construed as such. I do not make short-term or long-term price predictions for any stock investment, and all words spoken in this video are for entertainment purposes ONLY .
Информация по комментариям в разработке