Here's the 10 Best Opportunities

Market is giving away high quality companies at bargain prices in fear.

Here's the 10 best opportunities: 🧵

1. $Nu Holdings Ltd.(NU)$

5-year Revenue CAGR: 52%

Net Profit Margin: 35%

Forward P/E: 22

Largest digital bank in the world active in Brazil, Mexico and Colombia.

It has over 100 million users and growing yet the stock plummeted because growth slowed down due to foreign currency exchange rate headwinds.

Brazilian Real dipped against the USD in December and headwinds turned to tailwinds. It's grossly undervalued at 22 times forward earnings.

Image

2.

$Amazon.com(AMZN)$ 5-year Revenue CAGR: 13%

Net Profit Margin: 10%

Forward P/E: 30

AWS is already the largest cloud provider in the world and its growth is reaccelerating despite supply constraints in data center capacity.

Its advertising business is also taking market share from Google and Meta. It'll keep growing double digits annually in the next 5-10 years to come.

E-commerce margins is also set for expansion as third party seller services is growing faster than direct sales.

It's going to print cash when it exits from capex supercycle.

Image

3.

$Alphabet(GOOG)$ 5-year Revenue CAGR: 17%

Net Profit Margin: 28%

Forward P/E: 17

It has the fastest growing cloud unit, dominant search business and the dominant video sharing platform.

Even if the cloud business grows only 25% annually in the next five years, it'll be worth close $2 trillion alone.

At this valuation, you are getting search, AI, Youtube and Waymo for free.

Image

4.

$Taiwan Semiconductor Manufacturing(TSM)$ 5-year Revenue CAGR: 16%

Net Profit Margin: 40%

Forward P/E: 18

Monopoly in manufacturing of the most advanced chips. It makes all the chips for Apple and Nvidia and the cutting edge GPU and CPU cores for AMD.

Its yields in 2nm process is 40% higher than the closest competitor Samsung and it's the only manufacturer having started to develop 1nm process.

No matter who designs the best chip in the future, $TSM will its manufacturer.

Image

5.

$Hims & Hers Health Inc.(HIMS)$ 5-year Revenue CAGR: 77%

Net Profit Margin: 9%

Forward P/E: 46

Management expects $2.2 billion revenue this year though Wall Street dumped the stock because its inability to sell GLP-1 after April.

Even in the absence of GLP-1, the company will generate anything between $350-$500 million revenue from weight loss this year, including oral treatment and liraglutide.

It'll also expand to low testosterone and menopause treatments this year. Management has never missed guidance since the company became public.

Given that they expect nearly 50% revenue growth this year, it's attractively valued.

Image

6.

$Trade Desk Inc.(TTD)$ 5-year Revenue CAGR: 30%

Net Profit Margin: 16%

Forward P/E: 31

Largest independent supply side platform in digital advertising.

Management missed its guidance for the first time last quarter and the stock experienced its biggest drawdown ever.

Long-term projection is intact given that advertising on the open internet, especially connected TV, is growing faster than walled gardens and $TTM offers the best tech stack for advertisers.

It's attractively valued at 30 times forward earnings.

Image

7.

$MercadoLibre(MELI)$ 5-year Revenue CAGR: 51%

Net Profit Margin: 9%

Forward P/E: 43

Amazon of LatAm with the dominant e-commerce platform and fast-growing fintech.

It's ecosystem of businesses locks-in both customers and providers, erecting significant entry barriers and competitive advantage.

It's still not active in 18 countries in the LatAm, giving it a long runway for growth. Also, Argentina's recovery from years long inflation and stagnation creates secular tailwinds.

Given that the business grew revenues 37% last year, 43 times forward earnings is an expensive valuation.

Image

8.

$TransMedics Group, Inc.(TMDX)$ 5-year Revenue CAGR: 103%

Net Profit Margin: 8%

Forward P/E: 45

Only FDA-approved warm perfusion set provider.

It completed 2,500 transplants last year and the management guides for 3,500 transplants this year.

After the launch of kidney set in 2027, the growth will skyrocket as it's the largest market for organ transplants.

Management targets 10,000 transplants in 2028.

If this happens, stock will double even if the exit multiple is half of the current forward multiple.

Image

9.

$SoFi Technologies Inc.(SOFI)$ 5-year Revenue CAGR: 47%

Net Profit Margin: 45%

Forward P/E: 45

It grew revenue 26% last year despite keeping its lending segment flat due to macroeconomic worries.

Its financial services and tech stack now makes more than 50% of the revenue and it created a brand new loan platform business on top of these.

As government agencies have given the green-light for banks to engage in crypto operations it has significant opportunities for accelerating growth in the next 6 to 12 months.

It currently trades at 20 times of management's midpoint guidance for 2026.

Image

10.

$Uber(UBER)$ 5-year Revenue CAGR: 41%

Net Profit Margin: 29%

Forward P/E: 22

It's the dominant ride-hailing and delivery business in the US and it's rapidly evolving an ecosystem of mobility related businesses.

Its freight business is still very young and it has a huge addressable market to grow.

Robo-taxi technology is getting commoditized already as many players started roll out their services and expand. In a market of commoditized goods and services, those control the distribution win. $UBER controls the distribution in ride-hailing.

My thesis is, over time, $UBER will evolve into a marketplace platform where robo-taxi service providers will compete with each other for customer.

No matter who wins the customer, $UBER will make money by cutting its commission.

Image

After introduction of the 10 top stocks, we tend to introduce the top account for you!

After learn the trading ways, a tool to boost your purchasing power and trading ideas with CashBoost! Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.

Other helpful links:

Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now

How to open a CBA. How to link your CDP account. Other FAQs on CBA

Cash Boost Account Website