Quality Compounders

Senior Software Developer👨‍💻 | 10+ Years Investing Experience 📊 High-conviction stock picks & fundamental research. ⏳ Long-term focus (5-10 years). NFA/DYOR

[Quality Compounders @QualCompounders]

🚨 5 STOCKS WHERE THE MARKET HAS ABSOLUTELY LOST ITS MIND 🚨

🧵These stocks are trading absurdly cheap relative to their growth👇

1/ $SOFI (-40% YTD)🔴
🔹 Revenue +44%
🔹 Members +35%
🔹 Products +44%
🔹 Loan Originations +71%
🔹 Guidance raised — 40% EPS CAGR through 2030

[Quality Compounders @QualCompounders]

@VJNCapital They should be able to it will take some time. I am sure they have something in the works.

[Quality Compounders @QualCompounders]

@VJNCapital Exactly got to stick with high quality names.

[Quality Compounders @QualCompounders]

@Investinc_Intel Hahaha it always happens the same way.

[Quality Compounders @QualCompounders]

@VJNCapital True but I do not see any reason to believe it is.

[Quality Compounders @QualCompounders]

SEMIS ARE ABSOLUTELY RIPPING THIS MORNING🚀

Is the AI trade back?

[Quality Compounders @QualCompounders]

@LongGameEquity Right

[Quality Compounders @QualCompounders]

Where is $NVDA a year from now? 👇

🔴 $150

Or

🟢 $300

[Quality Compounders @QualCompounders]

@steady_profits Possible that is still a solid bit of upside.

[Quality Compounders @QualCompounders]

@MDCTrades305 I think so.

[Quality Compounders @QualCompounders]

@antibearthesis I am ready for $NBIS print after the bell.

[Quality Compounders @QualCompounders]

🚨 5 STOCKS WHERE THE MARKET HAS ABSOLUTELY LOST ITS MIND 🚨

🧵These stocks are trading absurdly cheap relative to their growth👇

1/ $SOFI (-40% YTD)🔴
🔹 Revenue +44%
🔹 Members +35%
🔹 Products +44%
🔹 Loan Originations +71%
🔹 Guidance raised — 40% EPS CAGR through 2030

[Quality Compounders @QualCompounders]

@Joseph_Invests Exactly what try to do.

[Quality Compounders @QualCompounders]

@leveragingtime_ Hoping so!

[Quality Compounders @QualCompounders]

@Joseph_Invests Yes know what you own and don’t chase.

[Quality Compounders @QualCompounders]

@Joseph_Invests Heck yea man mine are printing as well.

[Quality Compounders @QualCompounders]

@LongGameEquity 🎉🎉

[Quality Compounders @QualCompounders]

$ZETA JUST MADE NEW ALL TIME HIGHS🥳🎉

CONGRATS TO $ZETA HOLDERS.🎊

I have continued to pound the table on this stock all year long saying it was absurdly undervalued.

[Quality Compounders @QualCompounders]

$ZETA IS STILL ABSURDLY CHEAP 👀

🔹 Revenue: $492.7M, +46% YoY
🔹 +30% YoY excluding Marigold and political revenue
🔹 21st straight beat-and-raise quarter
🔹 Trading at just 3.8x P/S

Companies with this kind of earnings visibility usually trade at a premium.

It's just a matter of time before the market wakes up and re-rates them.

Are you buying $ZETA here?

[Quality Compounders @QualCompounders]

@Joseph_Invests I hear you man it’s not worth it.