Timur Turlov, founder and CEO of Freedom Finance, a leader in online financial services with more than €500M under management and a market capitalization of more than USD 2,400M, considers that the stock market currently presents many opportunities for investors, despite the difficulties of the world economy and political problems.
“There are many companies now whose acquisition is very attractive. Many of them are trading well below last year's price, and could present good opportunities. However, you must be sure of the investment you are going to make and do your homework well before you start trading. If you look at the situation carefully and don't expect quick results, I'm sure you'll find plenty of opportunities in the stock market."
Turlov believes that the challenges that the world economy has faced in recent years have created barriers to international contacts and complicated business processes. However, it cannot be avoided that digitization will change the world and force traditional businesses to evolve. "Technology makes any sector work more efficiently." In this sense, he pointed to banking as an example, advancing that “the traditional banking system has to change and become more active with the adoption of innovative technologies, otherwise it will not survive. There is no other way".
In fact, advanced digital technology is the foundation of Freedom Finance's success and a significant competitive advantage for the company. "We try to be as technologically advanced as possible," said the company's chief executive. As an example, he mentioned his own online investment platform Freedom 24, which Freedom Finance has developed to provide its clients with direct access to trading on the world's largest stock exchanges, including the Spanish one, and to more than a million investment products. who markets.
Turlov, who believes that the current stock market correction is nearing its final phase, has built an investment portfolio with stocks that have lost significant value but retain fundamental reasons for future growth and development. This is a portfolio of 12 companies, each with a potentially interesting investment idea behind it. The expected investment period is between six months and three years, and the expected return on the portfolio is 81%.
Snowflake Inc. provides a cloud-based platform that consolidates data into a single source so you can capture valuable business insights, build applications, manage and share information. Snowflake continues to be one of the fastest growing companies in the market, having steadily doubled its revenue in recent years and is expected to grow revenue from 94% to 96% by 2022.
Crowdstrike Holdings Inc. develops information security software and is an industry leader in a $55 billion market. Crowdstrike offers cloud-based endpoint security solutions on its Falcon platform. Services are provided on a subscription basis using the SaaS model. Crowdstrike continues to perform strongly, beating market expectations. In the fourth quarter, its revenue increased 62.7% year over year to $431 million and the average rate of return (ARR) hit a record $217 million. For fiscal year 2023, the company expects revenue of $2.13-$2.16 billion.
Datadog Inc. operates a monitoring and analytics platform for software developers and IT departments. The company performed strongly in the first quarter and forecasts good results for 2022. In the fourth quarter, Datadog's revenue grew 83% year-over-year to $363 million, thanks to the expansion of the company's partnership with Amazon. Web Services. As of March 31, 2022, Datadog had 2,250 customers with annual recurring revenue of 00,000 or more, up 60% from the previous year.
Zscaler Inc. is a cloud-based information security service provider with a growth rate of over 60%. The company's second-quarter revenue grew 62.8% year over year to $255.56 million, beating expectations of $13.69 million. For fiscal 2022, the company forecasts revenue in the range of $045 million to $050 million versus expectations of $010 million and earnings per share (EPS) in the range of $0.54 to $0.56.
Enphase Energy Inc. is a provider of energy systems to the solar energy industry. It is a profitable company with high margins and products that outperform competitors. Enphase supplies microinverters that improve the safety and performance of solar power systems. The company also has digitally backed home energy storage. Enphase reported first-quarter earnings per share (EPS) of $0.79, beating market expectations by $0.10, while revenue rose 46% to a record $441 million for the quarter. The revenue forecast for the current quarter is $490 million to $520 million.
ZoomInfo Technologies is a developer of an analytics platform for marketing companies. New product launches and geographic expansion are helping ZoomInfo maintain strong revenue growth. In the first quarter, they grew 57.7% year-on-year to $241.7 million. In February 2022, ZoomInfo launched a new marketing platform, MarketingOS (customer facing). The company also completed the acquisition of Comparably (employer brand) and Dogpatch Advisors (forecast sales scenarios) this year.
Mongodb Inc. is the leading cloud platform dedicated to the development and delivery of general purpose databases. MongoDB is strengthening its competitive edge by expanding its relationship with AWS and building applications using a microservices architecture. Mongodb databases are being used more and more for complex transactions, and this should increase the overall market the company is targeting. Mongodb revenue grew 55.8% in Q4, with subscription revenue up 58%.
Bill.com is a cloud-based software provider that simplifies and automates complex financial transactions for small and medium-sized businesses. The company continues to show strong growth, up 179.4% in the third quarter of fiscal 2022. At the end of the quarter, the company had 146,600 customers and $55.1 billion in payments posted. For the fourth quarter, Bill.com expects revenue in the range of $82.3 million-$83.3 million vs. expectations of $68.77 million and a loss per share of $0.13-$0.14 vs. expectations of -$0.15.
Maravai Lifesciences Inc. operates in the natural sciences. The company manufactures products that enable the development of drugs, new vaccines and diagnostics, while supporting medical research in the US and around the world. The company's key market is expected to grow further: the global gene therapy market was valued at $3.8 billion in 2019 and is projected to reach $13 billion by 2024 (CAGR 27.8%).
Avalara Inc. offers cloud-based transactional tax compliance solutions, worldwide. Although it has achieved nearly $1 billion in annual revenue, the company still manages to grow that figure by more than 30% year over year, a testament to the sheer size of its market and the newness of its technology. Over 90% of Avalara's core revenue comes from subscriptions, providing the company with very stable revenue.
Shockwave Medical Inc. develops and supplies technology for the treatment of cardiovascular diseases. The company shows triple-digit revenue growth and revises its outlook for the year. In the first quarter, its revenue grew by 193.4% year-on-year. In February 2021, Shockwave launched a new coronary product, which has become a driver of revenue growth.
Taskus Inc. provides digital business outsourcing services to fast-growing technology companies to represent, protect and grow their brands. Taskus continues to show rapid revenue growth, growing from 34% in the second quarter of 2020 to 56.8% in the first quarter of 2022. The retention rate in 2021 was 141%. At the same time, the company shows high margins, with an average EBIT margin of 10.1% in the last 11 quarters.
