The Most Undervalued Hyper Growth Stocks Right Now (I Rank 28 High Quality Disruptive Growth Stocks)

0:00 INTRO - If You're New to the channel! Hyper Growth Stocks, Investing in product adoption, and my style of investing
5:59 The 6 stocks that I find UNDERVALUED in my coverage universe
7:11 Energy revolution stocks (Tesla, Enphase, Stem)
12:40 Healthcare disruption stocks (Hims)
15:33 Data Lakes and Monitoring SaaS stocks (Datadog, Snowflake, Palantir, MongoDB)
22:42 Cybersecurity SaaS stocks (Crowdstrike, Zscaler, Cloudflare)
27:36 Hyper Growth E-commerce stocks (MercadoLibre, Sea Limited, Shopify)
34:56 Payment disruption stocks (Dlocal, StoneCo, Square)
40:07 Disruptive Chip stocks (AMD, Indie, Nvidia)
45:59 Lifestyle stocks (Celcius Holdings, Lovesac, FIGS)
53:09 Cloud Niche stocks (DigitalOcean, Axon)
55:01 Neobanks (Nubank, SoFi)
57:40 Platform stocks (Airbnb)
1:02:38 Thanks for watching and subscribing!

I provide an update on the valuation of 28 hyper growth disruptive stocks as of Wednesday, Nov 6, 2023. The stocks covered are as follows TSLA Tesla, ENPH Enphase, STEM Stem, HIMS Hims and Hers, 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, NU Nubank holdings, SOFI SoFi Technologies stock, FIGS Figs stock, Celsius Holdings CELH stock, Airbnb ABNB 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 .

[JWSpaceX]

really curious! how much return did you make in terms of CAGR in the past 10 or 15 years?

[anabtoss]

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[derrickhensley]

Thanks! Want to start a position in DDOG, SNOW, or CRWD but I'll wait for these stocks to dip

[Ohy]

From this video I take the importance of Enterprise Value over Market Capitalisation and Gross Profit Growth as opposed to Earnings which is BS. Very insightful, no idea how you look as a person but you are very insightful friend!

[jonahhomma]

but Hims, STNE and LOVE have risen so fast, is it wise to enter cautiously or wait and see?

[coldsoft]

Nice video as usual. From where you take the values of Fwd Gross Margin and Fwd Gross Profit, my friend? I am looking for them but I can't find them. Would be appreciate if you tell me where I can fin them, sir. Thanks in advance!

[SteveF]

Can you please do this kind of video monthly or at-least quarterly, so great to see so many companies broken down like this.

[sagig]

Hey, one thing to see if you agree with me on: When HIMS has a EV/TTMGP of 0.05, this essentially means that for every $1 I invest I can expect $20 in value. In other words: it's a ratio of 20:1 (1/0.05) of value to investment (assuming all will happen as projected). Would you agree with this understanding? Thanks.

[bobbis]

I'm up an ungodly amount on some of these names in a very short period of time. Thanks your your analysis. I believe there is great opportunities in the market at the moment and agree with your thesis that rates will come down. Hats off to you brother.

[SteveF]

Another great video! Would be great to have these once a month or more. I see a lot of new interesting companies here.

[Paul-uyts]

Absolutely loving the videos. Can you do a ‘if I could only buy 15 or 20 stocks’? Would love to know what’s after ABNB etc

[FernandoVenturo]

It´d be great if you could add the current prices that are at the time you did that chart, because its been some days since then (with a heavy rally) and I can´t be sure which of them are still cheap or not

[jwiens]

Hey your spread sheet you are showing in this video, is this something you manual out together or did you use a program to assist creating this? Also thank you for your time and effort to inform us, Healy appreciated and mad respect for you!!

[nickjerrat]

Thank-you these videos are incredibly helpful.

[deborahwhitmore]

Thank you for doing this, very helpful and informative 🎉

[vivygal]

I miss these Friday updates. Consider bringing them back but perhaps much compressed - 5-10 minutes every week, no need going through everything in detail and then one detailed one every month

[s.lionelmcauley]

First of all, good work.
Second, heads up on GaN
GaN chip sets will see a monster application in the energy conversion space. TSLA is committed to SIC. All the inverter suppliers, Charger suppliers are developing products with GaN. String inverter life expectancy will increase by 50%, failure rates will improve. Enphase microinverters will be smaller yet more powerful. The rate of energy flow from the battery to grid will increase. Charge times will improve. Bidirectional capabilities will improve.There are a few giants in the space and few small cap pre revenue ideas worth looking at IMO. NVTS TGAN are the small pre revenue names. KKR controls TGAN. Capable promotor shareholder owners control NVTS. Infineon, POWI, ON, WOLF and of course TSMC. Small cap is the opportunity. NVTS Analyst day coming up.

[ruivilela]

Want to reinforce ENPH soon. Although the CEO sold a fraction of his shares the day before this video. He has less than one percent of company. But the stock did drop a bit along with their peers. He bought in mid November, sold now.

[Matt-uytw]

Fantastic channel. I’d love to know how UiPath fit in these calcs here.

[garthgreyling]

Thank you for your vidoes, really helpful!! Just a question …I see STNE revenue from trading view as 998.16 TTM? You have 2221?? Also TTMGP is 374.89M from trading view - you have almost 4 times that amount - do I miss something perhaps?