The Most Undervalued Hyper Growth Stocks Right Now (I Rank 30 High Quality Disruptive Growth Stocks)

0:00 Quick overview of the spreadsheet
0:44 If you're new to the channel - Spreadsheet explanation
1:50 Riding the product/service adoption curve
4:20 The 6 most undervalued & cheapest stocks my coverage universe
6:11 The 2 most overvalued & expensive stocks in my coverage universe
6:50 Energy revolution stocks
9:11 Healthcare disruption stocks
11:12 Data Lakes and Monitoring SaaS stocks
12:45 Cybersecurity SaaS stocks
13:54 Hyper Growth E-commerce stocks
16:22 Payment disruption stocks
17:50 Semiconductor/Disruptive Chip stocks
20:27 Ad tech stocks
22:07 Lifestyle stocks + New stocks (DOCN, AXON)
26:55 Neobanks (student loans forgiveness cancelation for debt ceiling?)
29:10 Platform stocks
30:37 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 and AXON stock, and DigitalOcean DOCN 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:

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 .

[rafaela.]

Based on my expectations (no sandbagging), HIMS will achieve an annual revenue of $895, 900, 000, making the current market capitalization of $2, 260, 290, 000 result in a PS ratio of 2.52, which is undeniably cheap. Even in the unlikely event that HIMS would stop growing any further QoQ, their Q1 revenue of $190, 774, 000 multiplied by 4 would lead to an annual revenue of $763, 096, 000 and a PS ratio of 2.96. The fact that the current S&P 500 Price to Sales Ratio stands at 2.35 suggests that there isn't a significant premium attached to the company's PS ratio, despite its impressive growth.

[danreytx]

Thanks again for this valuable weekly effort!
Enjoy your time off and be safe!

[vivygal]

I was looking forward to this, didn’t think you’d be able to this week as you’re going on vacation but thanks for this

[YY]

$STNE

The MOST undervalued stock in NASDAQ

🚀🚀🚀🚀🚀🚀🚀🚀

will 10X in 12 months

Next target price: 17$

[amadeoyavellaiii]

Any worries on SOFI and are the current price of DDOG, ZS and CRWD still fair
I’ve added some yesterday to catch up a little

[Black-Circle]

i sold nvida too early also :( back in march

[davidbest]

Sofi has $10 Billion in unsecured loans it has passed on yet.

[joeknight]

Why don't you include OPEN in the spreadsheet?

[ChasingTruth]

Have you looked at FUBO? Great last quarter and has enough cash until profitable in 2025.