$META stands as one of the largest and most immediate beneficiaries of AI.

I believe $META has the potential to outperform analyst estimates and the broader market from here.

Today, I’ll explain why. 🧵👇 Most of this thesis rests on the strength of the core advertising business.

I believe both the models and the product quality in ads will outperform competitors over the next half decade.

An investment in $META today comes down to one core question:

Is the business strong enough at this valuation to withstand the risk of elevated capex?

I believe the answer is yes, and my goal is to lay that out clearly.

$ZETA might be the most overlooked software business in the market.

Revenue is reaccelerating as ARPU has doubled to $2M since the IPO, with a net revenue retention of 114%.

Management expects cash flows to 3x by 2028.

Here’s my Zeta Global deep dive 🧵 What does Zeta do?

$ZETA is a global marketing technology company that helps businesses find, understand, and engage customers using data and AI.

If you’re a marketing manager, you’ll use their Zeta Marketing Platform suite to automate and optimize your marketing efforts.

They essentially make your marketing campaigns significantly more effective.

Here are 8 companies that have grown their cashflows FASTER than their valuation.

And some by quite a bit.

1/ $DUOL | Duolingo 2/ $TTD | The Trade Desk

The greatest compounder in Canadian history is now seeing its largest drawdown ever... without any fundamental change.

I think $CSU.TO is one of the most OBVIOUS buys in the market today, and I recently included it in my portfolio.

Here is my Constellation deep dive 🧵 What does Constellation Software do?

$CSU.TO acquires and holds over 1000 small - mid sized vertical market software (VMS) businesses.

These softwares are highly specialized, mission critical solutions designed for specific industries.

Because of their specialization, these products have strong pricing power and are extremely sticky.

Their strategy is to buy niche VMS providers at disciplined valuations, then leverage their expertise and data to improve cash flow and operational efficiency.

The business & its purpose are explained succinctly, but well, by Mark Leonard below:

Its an expensive market

So this list feels warranted at a time like this

Here are 10 quality companies trading at or near their LOWEST valuations EVER

1/ $CRM

5 Yr Rev CAGR: 15.3%
5 Yr EPS CAGR: 21.6% 2/ $ADBE

5 Yr Rev CAGR: 13.3%
5 Yr EPS CAGR: 15.1%

Profitable growth > just growth.

When a company scales revenue over fixed costs, margins SOAR.

I LOVE seeing this in action.

Here are 10 companies expanding FAST and making it look EASY... and the best part? NONE are overpriced IMO.

1/ $AMZN

I had to put the king first.

There are 2 levers driving Amazons operating leverage.

For retail, margins expand as robotics and regionalized networks are built.

For AWS, Data centers are a huge upfront fixed cost (with variable energy, payroll costs ofc) but ultimately low incremental cost to add new revenue.

Management continues to highlight AWS as a major driver of high, expanding profitability. 2/ $UBER

The more people use both Mobility and Delivery, the more efficient $UBER becomes.

And if more users sign up for Uber One? Oh man. That’s the gravy train. These members are 3x more profitable.

AI is making their network more efficient and advertising will continue to boost the crap out of margins. Management also sees AV lifting margins!

Some small caps never live up to their hype..

BUT

some grow into giants

Here are 12 small cap companies that have outgrown their IPO valuations and by A LOT.

____________________________________________________

1/ $OSCR 2/ $REAX

Shift4 Payments could be the most obvious 2x in payments right now.

Free cash flow is set to nearly triple by 2027, but the market still values it like a slow grower.

This setup feels like a great opportunity.

Here’s my $FOUR deep dive 👇🧵 Shift4 Payments ( $FOUR) is in the business of processing payments, if you couldn’t tell by their name.

What does payment processing look like?

A payment processor acts as the intermediary between customer and merchant. When a customer makes a purchase and money moves from merchant to card networks to banks, payment processors like $FOUR take a cut.

This is one revenue stream: take rates on gross transactions.

Their smaller revenue stream comes from SaaS subscriptions through their SkyTab system. This provides a recurring stream for a full POS platform, including both software and hardware. Shift4 essentially delivers the full solution to merchants.

Surprisingly, there are still niche HIGH DEMAND industries that are overlooked by the market.

Industries loaded with demand and projected returns GREATER than the market.

This thread reveals 8 of them, along with my favorite stock to take advantage of the opportunity: 🧵👇

1/ First Party Data Monetization ( $ZETA)

Third party cookies are being phased out by web giants like Apple and Google. This shift has made first party data extremely valuable. It’s a newer industry but one with huge potential, as data is the new oil. The industry is projected to grow at a CAGR of about 25% through 2030.

Stock: $ZETA

Enter $ZETA. They built their AI platform seven years ago to tackle this exact issue. They manage and monetize first party data through their patented data cloud, with 240M Americans opted in. They are thriving in this cookieless industry, delivering a higher ROI for vendors than competitors. 2/ Computational Drug Discovery ( $SDGR)

The old way is expensive, slow, and has a high failure rate. Computational platforms using AI, and in the case of the stock below, physics, can dramatically accelerate simulations of how a body will react to molecules or drugs. Projected CAGR of 40% through 2032.

Stock: $SDGR

I mentioned physics above because that is what Schrodinger does.

SDGR provides physics based computational software that allows biopharma companies to speed up R&D. This is a huge TAM and SDGR is taking full advantage. Their specific focus is on molecules. They generate high margin recurring revenue from software sales, with additional upside from their own drug candidates.

The best businesses keep customers coming back again and again.

It makes revenue more predictable and strengthens customer relationships.

Here are 11 companies with strong recurring customer bases and my view on whether they are a buy.

1/ $UBER

The reliance on Uber's platform is truly slept on.

Not only are MAUs consistently climbing, but Uber One memberships are now at 36M.

Management has increased the frequency of monthly trips from users while consistently extracting more cashflow from them.

I still think $UBER is a buy. 2/ $PYPL

Has PayPal matured into a boring payments platform? Yes.

But that shouldn’t downplay how recurring its active members are.

The company hasn’t experienced much churn in its core active base, and platforms like Venmo help.

I’d argue $PYPL is more of a buy than a hold at current valuations.

The #1 reason people choose auto insurance? Price.

Root is built to give safe drivers the best rates using a data science model that competitors can’t match.

They beat EPS by 148% and revenue by 8% in Q2, yet the stock fell 30%. Was it justified?

Here’s the $ROOT deep dive🧵 What does $ROOT do? And how does it separate itself from others?

Auto Insurance is a top expense for most households in America.

ROOT provides you the opportunity to take advantage of your safe driving habits.

They use data science and your phone to track your driving patterns.

If you are a good/safe driver = Cheaper. If opposite = more expensive.

It’s a win/win for the provider and consumer.

$ROOT isn't the only provider that provides this sort of model, but they are undoubtedly the king of telematics.

10 baggers aren't sitting at a $500B market cap, they are sitting under $5B with a growth plan still being actively executed.

These companies bring something different to industries begging for innovation.

Here are some of the most interesting businesses today under a $5B market cap:

1/ $ZETA

If you want to invest in a first mover of a space, $ZETA is the company.

They built their AI tech stack marketing platform 7 years ago. While other competitors are currently piecing together their own platforms, $ZETA is pitching a platform that is mature and tuned out.

They will grow by landing large clients (they already have 44% of the Fortune 500), increasing revenue from existing clients (2x'd rev per customer since 2020), and obviously improving the platform. 2/ $TMDX

Probably the coolest company on the list. $TMDX has revolutionary tech that keeps organs functioning outside the human body.

They are highly in demand and literally possess the next generation of tech.

Growth will be driven by broader adoption and expansion of its organ retrieval service.

Over time, OPERATIONAL ADVANTAGES lead to higher margins, easier scalability, and greater dominance within an industry.

Here are 15 companies, from mega caps to smaller players, that hold a CLEAR EDGE over their competition:

1/ MEGA CAP: $NVDA

CUDA is a textbook example of a true advantage.

They effectively monopolized AI training.

It has turned them from a hardware company into a software enabled platform with significant switching costs.

Nvidia is essentially the "picks and shovels" of the AI gold rush.

They continue to leverage this software edge across AI, networking, and automotive computing.

This one is hard to miss. 2/ MEGA CAP: $NFLX

Not talked about enough, but $NFLX has a powerful global dataset on viewing habits.

This allows them to create content at scale.

As the last few years have shown, they know what to produce, and how to maximize engagement while minimizing risk.

They operate with one of the highest ROIs in visual media.

$UBER reached all-time highs a few weeks ago and is STILL one of the BEST opportunities in the market.

It’s growing fast, generating serious cash flow, and is well positioned to capitalize on the autonomous vehicle wave.

Its an underappreciated biz.

Here is my $UBER thesis 🧵 Follow what matters

I won’t waste time explaining what $UBER does, we all already know.

To track this company’s success, focus on one KPI:

Total Gross Bookings.

Both delivery and mobility bookings have shown steady volume growth. Even in Q1, the trend continued.

Management is guiding for further top-line growth, not from price hikes but from expanding audience volume (bullish af). They are launching hundreds of new cities in 2025, indicating continued expansion into less dense markets.

In a market where many assume this company is on the decline, that’s a big deal.

Looking for a new research project?

I got 20 companies that meet the following criteria:

- Price/Sales <8x
- Revenue Growth >25%
- Future revenue growth (2yrs) >20%
- PROFITABLE

Lets dive in:

1/ $HIMS | Hims and Hers

P/S: 6.3x
Revenue Growth: 86%
Forward Revenue Growth (2 yr): 38%
Operating Margin: 6.5%

Started with hair loss meds and ED pills.

Has since moved into GLP-1s and mental health.

Vertical integration across pharmacy, fulfillment, and care delivery is how they control margin.

Subscription health, with scale. 2/ $MELI | Mercado Libre

P/S: 5.5x
Revenue Growth: 38%
Forward Revenue Growth (2 yr): 28%
Operating Margin: 13%

MELI runs the e-commerce, fintech, and logistics backend of Latin America.

It’s like Amazon, PayPal, and FedEx in one.

The moat? Scale, data, and local market mastery.

The risk? Execution across volatile regions. But they’re pulling it off.

In my eyes, the only way you're going to 10x your money today is by investing in disruptors.

Companies that change the norm and don’t fit the typical mold of the industry.

Here are 10 companies that I think are operationally doing exactly that...

1/ $ZETA | Zeta Global

Most brands still rely on third party cookies to reach the end consumer.

Zeta helps companies shift to first party data by using data that consumers have opted into.

They use AI to personalize ads across email, social, and web.

They are not just another ad platform, it’s a full tech stack that provides over 2x the ROI per ad $ spent.

Their Net revenue retention rate of 100%+ proves they are disrupting the scene. 2/ $HIMS | Hims & Hers Health

Hims is building a new kind of health care company. Research has shown that patients no longer want to wait at the doctors office to be treated, they want to conveniently and discretely receive their medication.

They are building a vertically integrated behemoth that owns the pharmacy, the providers and even the manufacturing.

Everything runs through the digital platform. This is different than telehealth. It’s a fully integrated system designed to scale access and patient personalization.

Alright, I have 8 companies that have IMPROVED THEIR FINANCIALS over the last few years but the stock price has NOT MOVED OR IS CHEAPER.

Whether they were OVERVALUED BEFORE or UNDERVALUED NOW is up to you:

1/ $OSCR | Oscar Health

A tech first insurer facing a clear headwind: expiring subsidies and now a repeal of ACA via the BBB.

But even if they lapse, management expects to remain profitable. The stock’s low valuation reflects a worst case political scenario that may never happen.

Meanwhile, fundamentals keep climbing. 2/ $TOST | Toast

Toast offers a vertically integrated platform for restaurants, bundling hardware, POS software, and payment processing into a single ecosystem.

This creates high switching costs and gives Toast room to grow by upselling new, high margin software over time.

I'm interested in this one.

$ZETA might be the most overlooked plays in the market.

They have OVER 150 customers spending OVER $1M on their platform a year with a revenue retention rate of 114%

Management expects the business to at least 2x by 2028.

Here’s my Zeta Global deep dive🧵 What does $ZETA do?

Zeta Global is a marketing technology company that helps businesses find, understand, and engage customers using data and AI.

Their main product is the "Zeta Marketing Platform", a software suite businesses use to automate and optimize marketing efforts.

They are like a GPS for marketing. When a company knows who its best customers are and how to reach them, it spends less, converts more, and avoids driving in circles.

CEO David Steinberg explains the business proposition well here:

If I had to pick ONE company to buy and hold forever…

It would be Brookfield Corporation.

Why?

They’ve delivered 18% annual returns for 30 years.

And management now believes they can easily double in size over the next 5.

Here is my $BN thesis 🧵 Now, if you invest in $BN, you’re investing into its 3 core businesses:

Brookfield Asset Management $BAM
This is their flagship asset management business that generates fee related earnings.

Brookfield Wealth Solutions
This business is a provider in retirement services and wealth protection products.

Operating businesses division
This division includes their renewable power, infrastructure, and private equity businesses. It’s their stake in all of these publicly traded businesses:
Brookfield Renewable Partners $BEP
Brookfield Infrastructure Partners $BIP
Brookfield Business Partners $BBU

I’ll talk about each of these 3 businesses separately in this thread, with the main focus on $BAM.

This company doesn’t take bets, but it might be one of the smartest bets in online gambling.

Since 2022, it’s grown revenue 175% and EBITDA 205% and yet the stock is only up 40%.

Founder-led, high margin & fast growing TAM.

Here’s my $GAMB deep dive 🧵 So what does Gambling.com actually do?

$GAMB isn’t a casino, they are a guide for players.

They run a network of sites that review and rank gambling platforms like online casinos and sportsbooks.

They help users figure out what’s legal, what’s safe, and what gives them the best experience.

They don’t take bets. They help gamblers find where to go, and they get paid when they do.

Think of them like booking.com but for gambling.

Cadeler ( $CDLR) is expected to 3x revenue in 2 years.

It’s in the pole position within offshore wind and trades at just 17x earnings.

In an industry BOOMING with demand, this deserves a closer look.

Today I will show you why Cadeler is a potential 5-bagger. Lets dive in. 🧵 1/ So what does Cadeler do?

This is one of those businesses that is simple to explain, but hard to execute.

$CDLR builds offshore wind farms by transporting and installing giant wind turbines, their foundations, and electrical systems - all in the middle of the ocean.

They focus only on this industry (a pure-play), and it’s both highly specialized and capital intensive.

To get the job done, they use massive ships called jack-up vessels like Wind Peak and Wind Pace. These ships literally lift themselves out of the water to create a rock-solid base for installing turbines.

It’s a niche space with very few players. But demand is booming, competition is low, and Cadeler is becoming more profitable as it scales.

I dropped their latest fleet activity below, and added a quick video showing one of their newest ships in action. Worth watching.