Strong Growth At A Reasonable Price

As it becomes slightly more evident that a large part of current inflation will be transitory, we are looking for reasonably priced technology plays. These need to demonstrate sustained revenue growth and profitability (or a clear path towards it). We are also looking for companies with a strong position in an organically growing sector.

Our research has surfaced:

  • Mercado Libre (NASDAQ:MELI), a leader in e-commerce in Latin America
  • Fortinet (NASDAQ:FTNT), sells and develops cyber security solutions
  • Synopsys (NASDAQ:SNPS), an American electronic design automation company that focuses on silicon design and verification
  • Evertec (NYSE:EVTC), operates a full service transaction processing business mainly in Latin America

We have cleared around 35% of our stake in CIND.L to fund these. A full review of these stocks is coming soon.


Disclaimer

Please note that this article does not constitute investment advice in any form. This article is not a research report and is not intended to serve as the basis for any investment decision. All investments involve risk and the past performance of a security or financial product does not guarantee future returns. Investors have to conduct their own research before conducting any transaction. There is always the risk of losing parts or all of your money when you invest in securities or other financial products.

Credits

Photo by Sai Kiran Anagani on Unsplash.