Hi Multis
Today, it’s the 15th of the month and if you have been here for a while already, you know what that means: The Best Buys Now!
Until now, the Best Buys Now have performed very well this year. These are the results of the Best Buys Now compared with the S&P 500 and the Nasdaq Composite.
As you can see, the Best Buys Now had an average return of 22.24%, compared to 9.32% for the S&P 500 and 9.74% for the Nasdaq over the same periods.
As you can see, except in January, the Best Buys Now have convincingly beaten the S&P 500 and the Nasdaq in every month.
If you had invested $10,000 every month into the Best Buys Now, the S&P 500 and the Nasdaq, these would be the results.
In other words, you would have gained $15,602 with your investments, compared to just $6,522 for the S&P 500 and $6,821 for the Nasdaq. That’s about $9,000 more in returns than the indexes. Not too shabby, right?
With the stock selections in this article, I want to continue this streak.
So, without further ado, let’s jump in.
I have ranked the Best Buys Now alphabetically.
1. Adyen
Adyen (ADYEY) had its earnings this week and the Dutch payment company had a strong first half of the year. The stock shot up 18%. It’s up 31% since I added it to the Best Buys Now last month.
Of course, the stock is still down 31% over the last year.
A few weeks ago, the stock was down 50% from the 52-week high. That’s a lot, but it’s not an exception. The whole fintech sector is down a lot YoY, but recovering.
Adyen was lagging Stripe in AI and that’s probably one of the reasons for the lagging stock, but it has made some strong moves with its Adyen Uplift AI optimization suite and through its first acquisitions ever. This company has an incredibly high Potential Multibaggers Quality Score and right now, the price is also still attractive. At 13.58 times 2026 EV/EBITDA, it’s still as cheap as when it crashed 40% in a single day in 2023.
2. Global-e
This is probably the least known company on this list. Global-e (GLBE) helps e-commerce companies sell cross-border easily. From local currency, translation to customs, taxes, shipping and returns, and so much more.
The company had its earnings in the last week and while I still have to write about them, I have already looked at them and listened to the call (on my racebike, so I’ll have to listen a second time). The earnings were really strong and the company beat on EPS and revenue. Of course, you will get a deep dive soon, but this information is key.
Look at the revenue first. What you see is accelerating revenue growth in each quarter of the last year. At the same, the company made a big leap in GAAP profitability. The revenue growth acceleration as such is already impressive, but combined with high EPS growth, that’s even much stronger. It shows that there’s real demand for Global-e’s solution.
In June, the stock was also in the Best Buys Now and it’s already up 28%, but I believe there’s much more upside left. Here’s why.
If you want to know why Global-e still has a lot of upside and the 4 other Best Buys Now, subscribe now!