Buy VTEX
Mar 4, 2025
We just reviewed VTEX's Q4 and fiscal year results a few days ago (see a few posts below), where I mentioned it was "not yet" cheap enough to buy. Well, thanks to a general market malaise since then, VTEX has fallen in value enough where it now DOES meet our 25% "margin-of-safety" requirement, so I'm adding it to the Buy List today! Read more about this interesting Latin American e-commerce play from its ticker page here:
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Watch List
| WDAY | -13.18% |
| VEEV | 12.52% |
| PSTG | -7.13% |
| INTU | 14.19% |
| CMG | 31.78% |
| RDDT | 7.17% |
| NTNX | 17.22% |
| CRWD | 76.14% |
| SE | 19.26% |
| SNOW | 5.28% |
| APPF | 6.95% |
vs. Fair Value Estimates
Buy List
| PINS | -37.54% |
| ASML | -25.06% |
| SEMR | -37.55% |
| TSM | -43.44% |
| ZETA | -32.89% |
| GOOG | -51.47% |
| NYAX | -30.39% |
| MSFT | -31.81% |
| ODD | -32.30% |
| ASR | -26.98% |
| FLYW | -44.52% |
| HRMY | -60.41% |
| YOU | -37.20% |
| ABNB | -33.55% |
| MELI | -26.26% |
| ADBE | -45.26% |
vs. Fair Value Estimates
Hold List
| VTEX | -17.92% |
| CELH | 49.08% |
| TOST | 16.30% |
| CPNG | -14.83% |
| HIMS | -23.69% |
| PAYC | -21.14% |
| MNDY | 7.35% |
| GLBE | -24.43% |
| ZS | 23.06% |
| V | -7.38% |
| ADSK | -2.06% |
| NOW | -1.85% |
| FTNT | -4.90% |
| TEAM | -8.65% |
vs. Fair Value Estimates