One of the biggest tech success stories that Latin America has seen in decades recently reported that sales in the June quarter came in at $1.7 billion. That amounted to a double from the year-ago period and handily beat Wall Street forecasts.
Make no mistake. This is no run-of-the-mill firm. In fact, it’s often referred to as the “Amazon of Latin America.”
Talk about a rocket ship. The stock is up some 195% since I last told you about it a little more than two years ago.
And just like Amazon itself, past gains are no sign that this company will slow down. If anything, it’s just the opposite…
Everything from transportation to grocery store checkout to even some of the most fundamental aspects of running a business, there’s technology in the works to make it run all by itself.
But it’s that last one that I want to really focus on. It’s all thanks to a pioneering platform that can monitor itself, secure itself, and even repair itself when the system encounters performance failures.
These features will give its manufacturer a huge edge in the $46 billion database management market.
That same manufacturer has proven that they’re a far better bet than the broader market to the tune of 77%.
Today, I want to rewind to two of our conversations from last March and in June because I’ve discovered a hidden connection that could make us a lot of money.
Let’s start with our chat back on March 9 wherein I mentioned that we’re seeing a boom in Internet satellites needed to provide Web access to half the world’s 7 billion people.
Then on June 29, I revealed one of my favorite plays in the $140 billion cybersecurity market.
These are two major trends taken separately, but together, there’s a problem (and a highly lucrative solution.)
“In space, no one can hear cyber security professionals scream” – That was the verdict from a UK online journal called The Register in their September 2 headline.
For all the wonderous capabilities of our modern communication satellite network, they also present an appealing target to the cybercriminals of today.
Here on Earth, it’s not disaster that I’m predicting. No, instead I can hear cash registers ringing. See, that cyber leader I noted a moment ago is absolutely crushing the market by crushing this problem.
In fact, it’s up 28% since our June cyber talk. That beats the S&P 500 during the period by a stunning 460%.
Today, I want to show why this great company is set up to double its earnings, and its stock price along with it, in as little as 19 months…
The verdict is in; Apple’s app store doesn’t constitute an illegal monopoly, but they can’t stop developers like Epic Games from directing their users to make purchases outside of the official app store.
I think that anybody who treats this like a loss for Apple is overreacting. It’s a mixed outcome, but I’d call it a win for Apple overall since they avoided being named as an illegal monopoly. Exactly how big a deal it is, though, will be determined by how many developers actually follow through and send consumers elsewhere for payments.
It’s not every day you talk about a company hitting a trillion-dollar valuation, especially since there are currently only six that are publicly traded. But that is changing rapidly and after digging through dozens of large and growing companies I’ve found one that has a good chance of doing it, which means they could potentially grow 300% without having to acquire another company.
So how do they get to a trillion-dollar valuation? In their most recent investor day presentation, they expect annual revenue to reach $50 billion in 2026, more than double what they currently bring in. If you have some multiple expansion a little above median and a doubling of revenue, that puts you squarely at $1 trillion.
While this company has only been public since 2004, it has made an incredible run, up over 6000% since it joined the Nasdaq. Now, you may be thinking, its best years are behind it, but that is far from the truth. The CEO and Founder is an incredible allocator, manager, and integrator, and has shown time and time again that the right acquisition can help fuel growth in a larger organization.
While that 6000% is definitely a lot, the run is not over yet.
They’ve made their largest acquisition yet of a high growth communications platform, and are seeing accelerating revenue growth even with $20B in annual revenue already.
Hurricane Ida’s recent rampage through Louisiana shined a spotlight on a critical need for our tech-centric economy – backup power. And, it’s not just Ida, it’s the wildfires, sub-nautical New York, and so many other natural disasters that continue to pop up across the world.
This year so far, $736 billion has flowed into ETFs in the market, as much as the entire year of 2020 with several months left to go. That doesn’t mean it’s already too late to buy into my favorite collection of market-crushing ETFs.
A Special Note from Michael: Volatility in the market has been big news recently. That’s why It’s important to take notice of any opportunity to play that volatility to our advantage. Luckily for us, Mark Sebastian is an expert “Volatility Trader”, and I had to let you know about his new trading method, that could deliver 1000% returns in less than 30 days. And it only takes trades of less than $100. You can get the full story right here.
Dear Strategic Tech Investor Reader,
Greetings from Zoom Town USA.
It’s a greeting that could apply just as well from Scottsdale AZ, San Diego, or from my very own Silicon Valley home office.
With the delta variant on the rise, many workplaces are cancelling plans to bring their employees back into the office. Along with that, scores of them are adopting a hybrid model in which employees come to the office only a few days a week and work remotely the rest of the time.
The company I have in mind for you today is wise to this trend. That’s why they made a $27.7 billion buyout that will give it the inside edge in playing this new paradigm.