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
| RDDT | 7.71% |
| NTNX | 31.52% |
| CRWD | 63.06% |
| SE | 29.38% |
| SNOW | 7.59% |
| APPF | 4.88% |
| PINS | -23.24% |
vs. Fair Value Estimates
Buy List
| SEMR | -38.26% |
| TSM | -38.57% |
| GOOG | -51.98% |
| NYAX | -58.66% |
| MSFT | -31.00% |
| ODD | -31.84% |
| ASR | -28.02% |
| FLYW | -38.06% |
| HRMY | -54.53% |
| YOU | -35.24% |
| ABNB | -32.20% |
| MELI | -29.43% |
| ADBE | -40.48% |
vs. Fair Value Estimates
Hold List
| VTEX | -18.40% |
| ZETA | -23.56% |
| CELH | 34.60% |
| TOST | 11.93% |
| CPNG | -15.62% |
| HIMS | -16.74% |
| PAYC | -21.31% |
| MNDY | 6.93% |
| GLBE | -22.43% |
| ZS | 27.08% |
| V | -5.03% |
| ADSK | -3.10% |
| NOW | -3.65% |
| FTNT | -5.29% |
| TEAM | -4.39% |
vs. Fair Value Estimates