PedEarth

Stocks Near 52 Week Lows: MercadoLibre $MELI - $1,700 Fair Isaac $FICO - $1,200 Mastercard $MA - $500 S&P Global $SPGI - $425 Domino’s $DPZ - $400 Microsoft $MSFT - $395 Home Depot $HD - $340 Ferrari $RACE - $330 Visa $V - $310 Adobe $ADBE - $250 Automatic Data Processing $ADP - $208 Salesforce $CRM - $197 Accenture $ACN - $195 SAP $SAP - $190 Equifax $EFX - $187 Lululemon $LULU - $160 Procter & Gamble $PG - $150 Qualcomm $QCOM - $130 Zoetis $ZTS - $116 Blackstone $BX - $107 Duolingo $DUOL - $101 Sea Limited $SE - $88 Abbott Laboratories $ABT - $108 Kimberly-Clark $KMB - $99 Fiserv $FISV - $57 Nike $NKE - $55 PayPal $PYPL - $45 Novo Nordisk $NVO - $38 General Mills $GIS - $38 Chipotle Mexican Grill $CMG - $33 JD $JD - $29 VICI $VICI - $28 Toast $TOST - $28 The Trade Desk $TTD - $27 Figma $FIG - $26 Kraft Heinz $KHC - $22 Kenvue $KVUE - $17 Snap $SNAP - $4 Buying any?

These companies at the current valuations will be as memorable as April 2025: (Either we have bottomed or close to) 1. $NVDA FwD PE 21x 2. $MSFT FwD PE 22x 3. $AMZN FwD 26x 4. $META FwD PE 21x 5. $AVGO FwD PE 24x 6. $TSM FwD PE 22x 7. $MU FwD PE 8x 8. $AMD FwD PE 28x 9. $SAMSUNG FwD PE 8x 10. $APP FwD PE 28x 11. $NOW FwD PE 26x 12. $SNDK FwD PE 7x 13. $WDC FwD PE 22x 14. $MELI FwD PE 29x 15. $HOOD FwD PE 31x 16. $NBIS P/S 53x Expected re-rating 17. $IREN P/S 22x Expected re-rating

I only slept 5 hours tonight.😬 Why? For this article. The $TTD earnings analysis. In depth, 5K words in total. And the best part? A big part is FREE! 🥳

10 Quality Businesses + No-Brainer Price Levels I'd Add At: 1. $SE: $99 2. $DLO: $11 3. $RBRK: $48 4. $SPGI: $390 5. $FICO: $1220 6. $AMZN: $175 7. $MELI: $1800 8. $AXON: $365 9. $GRAB: $3.80 10. $MSFT: $348

$PDD DO OR DIE SPOT.

$HIMS is undervalued $OSCR is undervalued $NVO is undervalued $JD is undervalued $UNH is undervalued $PYPL is undervalued $LULU is undervalued $NKE is undervalued $AMD is still undervalued $ZETA is undervalued $ADUR is undervalued $GRAB is undervalued $UPS is undervalued $GIS is undervalued Each and every one of these have not been following the market either and are in opposite cycles. Save it.

Look at how bad some of my stocks got rekt today‼️ $ELF $HNST $CELH $SOFI $FUBO $AMD $PLTR Did you buy any of these today?

Companies like: • $PDD • $REGN • $TMDX • $PRCT • $PYPL just seem too cheap to be true...

Stocks I bought this week: $JD, $ROOT and $AMD are high conviction buys, with strong fundamentals, aligning with a good technical set up. $ASTS and $KULR are both more of a gamble, than an actual investment, but I am quite optimistic there. What did you buy?

Update. It was… 1. $ADBE 2. $WHR 3. $HNST 4. $NKE 4 hated stocks that will be 🫶🏼🫶🏼🫶🏼🫶🏼🫶🏼 in the future

To find the next tenbagger, look for: 1. Founder-led 2. Expanding moat 3. Large and growing market 4. Network effects 5. #1 in its space 6. Brand power

When $BTC ran we then focused on $ETH because it lagged When Gold ran we then focused on Silver because it lagged When $NVDA ran we then focused on $AMD because it lagged When $JPM ran we then focused on $SOFI because it lagged When $BABA ran we then focussed on $BIDU because its lagged $UNH, $NVO, $OSCR all lagged the US market and now reversing Heavily correlation positions with strong fundamentals eventually catch up. But this further shows that not all positions are in the same cycle. When you realise this, everything changes for you.

Undervalued mega caps right now: $UNH $300 $ELV $314 $NVO $55 $LULU $200 $ASML $750 $LVMH $493 $PDD $128 $BIDU $91 $CPRT $48 $ADBE $363 $CRM $247 $CNI $94 $PYPL $69 $NU $14.23 $AMAT $161 (getting closed)

Going forward, I'm actively adding capital to these companies: $ROOT $DAVE $ZETA But I'm always open to ideas. What company should I be adding to in addition to, or instead of, these?

MY TOP 10 UNDERVALUED STOCKS🧵 1) Alibaba $BABA The biggest ecommerce in the world with >$1T GMV and the leading cloud services provider in the accelerating China market at 14x Fwd PE. Natan's fair value: ~$162 (+32%)

More than 80% of these boring stocks could outperform popular options in next 24 months: $UNH > $OSCR $NVO > $HIMS $GOOG > $TSLA $AMZN < $PDD $AMD < $NVDA $BRK.B > $BN $PLTR < $MSFT $BABA > $NBIS Let me know why you disagree 😁

You can only pick one Minimum holding period: 3 years •Pagaya | $PGY •Hims | $HIMS •Nebius | $NBIS •Zeta | $ZETA •TransMedics | $TMDX •DLocal | $DLO •Root | $RIOT •Iren | $IREN Which would you choose, and why?

POTENTIAL 10X IN 5 YEARS 1- $OSCR 2- $HIMS 3- $NBIS 4- $DUOL 5- $SOUN 6- $EOSE 7- $IREN 8- $ASTS 9- $OKLO 10- $ONDS 11- $ACMR 12- $ADUR 13- $ACHR 14- $TEM 15- $TMDX 17- $RKLB 18- $ABCL 19- $JOBY 20- $NVTS

My personal buy levels for these companies: - $NVO below $65 ✔️🟢 - $GOOGL below $180 ✔️ - $ASML below €650 ✔️🟢 - $TSM below $190 ✔️ - $EVO below 750SEK ✔️ - $BABA below $115✔️ - $RACE below $400 - $HIMS below $35 - $V below $300✔️ - $HOOD below $70 - $NBIS below $55 ✔️ - $MELI below $2000 - $DLO below $15 ✔️🟢 - $NVDA below $135 ✔️ - $AMZN below $180 ✔️ - $OSCR below $16.50 ✔️🟢 - $TSLA below $225 - $PLTR below $55 - $AMD below $120 - $CSU below $3900 - $DAVE below $200 🟢 - $FICO below $1200 ✔️= I own currently 🟢= buy worthy now Agree?

One of the reasons a large portion of my portfolio is in $MELI, $SE, $NU, $GRAB and $DLO is simple: Emerging Markets are riding massive tailwinds. The demographic wave @realroseceline highlighted, combined with the rapid rise in digital payments, e-commerce and a growing middle class, is reshaping the global economy. Digital payments are scaling fast: Latin America is set to grow at ~15% CAGR, reaching $1.4 trillion in payment volumes by 2028. In Asia-Pacific, the largest and fastest-growing EM region, payment volumes are expected to hit $1.6 trillion by 2028 at ~20% CAGR. Retail e-commerce boom: EM retail e-commerce is projected to grow by $1.4 trillion by 2027, with more than half of global growth coming from these markets. A rising middle class: Middle-class households are expected to nearly double from 354 million in 2024 to 687 million by 2034, unlocking trillions in future consumer spending. A very interesting study by Oxford Economics on this topic can be found here: oxfordeconomics.com/wp-content/upl…