November 29, 2021

The Case for DLocal

 The Fool makes the case for DLocal, which seems to produce a niche service in the payment industry.  Even after the recent price drop, shares are expensive, but it could also be a good importunity to get in to a potential high flyer.  As noted in another article:

"Therefore, the major risk for this company is its sky-high valuation. At 106 times sales, tremendous success is priced into the company. On the other hand, very few tech companies are growing as fast as dLocal, and this high valuation should be expected. This company is clearly of major importance within the global marketplace, which is why I think dLocal is a stock to buy and hold forever."

Genius Sports

 The Fool thinks that the sell off in Genius Sports is overdone as the stock is trading near its IPO price. However, as this article points out, the stock has some issues.  Still the price target is around $20, which is double the current price:

"The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting sales are tracking in line with expectations - and our data suggests that revenues are expected to grow faster than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Genius Sports' future valuation.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings."


November 18, 2021


 Kinsale is a small insurance stock that the Fool thinks could be a 10 bagger in 10 years.  Zacks likes them as well as a small cap growth stock. 

October 25, 2021

On Dermtech


Some genetic testing companies have been under the spotlight over the past 18 months thanks to the COVID-19 pandemic. DermTech isn't one of them. However, this is definitely a stock you'll want to check out.

DermTech developed a genomics test that helps diagnose melanoma. This test is 17 times less likely to miss a melanoma diagnosis than the current approach of biopsy and histology. It's significantly less expensive. As an added bonus for patients, no cutting into their skin is required. DermTech's skin genomics testing uses an adhesive patch that's placed on a lesion, removed, and sent to a lab.

This test is already covered under Medicare. DermTech continues to make inroads picking up reimbursement from private payers as well. The company's main focus now is to educate dermatologists on the clear value that its test offers.

DermTech is also developing new genomics tests for diagnosing other types of skin cancer and for assessing skin cancer risk. The company believes that it has an addressable annual market of around $10 billion. DermTech's market cap is only around $900 million right now. This stock could have explosive potential.

October 18, 2021

Paysafe Was Too Risky Before Its Decline, but for $8 It’s Worth It

 Paysafe is a 20 year old company, but they just had their IPO.  They are a payment processor for many online services including xBox Live and Epic Games.  Shares have fallen since their IPO, but $8 seems like the bottom. 

Walker and Dunlap

 The Fool looks at an established small cap stock that has ambitious growth plans.  They own shares.  From the article:

They, at the end of 2020, announced their 2025 goals. These sound pretty ambitious at first. They want to grow to $60 billion in origination volume, they're at $35 right now. They want $160 billion in their servicing portfolio, they're at about $112 right now. They want to grow their property sales volume to $25 billion, that's four times the current level. Pretty ambitious growth objectives.

In that investment banking capability, they ended 2020 with $2 billion of assets under management for clients. They wanted to get to $10 billion by 2025. They've hit $16 billion already through an acquisition they just made. They've already hit that part of their 2025 goals. This is still a pretty small company, just under a $3.6 billion market cap, I think this could be a future large-cap company.

October 6, 2021

SOFI May Not Be on Sale Much Longer

 The Fool looks at the growth catalysts for SoFi and notes that it trades at a PE under 13. 

October 1, 2021

SoFi: Why Did I Back Up the Truck

 Interesting SA article on SoFi and why the author is all in on the company.  Some of the commenters think that although the company will be successful long term, there is too much competition for the company to sustain its growth. 

September 23, 2021

Cyxtera Technologies

 Cyxtera Technologies just went public via a SPAC.  The Fool thinks that they have a lot of potential with their asset light model of data center leasing.  They also own shares. 

September 1, 2021

On Outset Medical

 The Fool owns shares of Outset Medical, a company that just went public last year.  They combine several kidney dialysis machines into one, which saves a tremendous amount of money.  The device is FDA approved.  The company is not profitable yet.