15 Quality Stocks (High Growth, Fallen Angels, & Core Plays)
These should be at least on your watchlist
Hi all! 👋
This is a free article looking at 15 different quality companies. I’ve broken it down into:
5 high growth stocks
5 fallen angels (dropped more than 40% from highs)
5 core plays
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5 High Growth Stocks 📈
I talk about the high growth stocks like NU, LMND, TMDX, & HIMS a lot so I won’t include these in the list. Instead, I ran a screener with the following criteria:
Revenue growth: MORE than 20%
Estimated revenue growth (2Y): More than 20%
Estimated EBITDA growth (2Y): More than 20%
Here’s 5 of the highest quality stocks that fit this criteria: 👇
1. Tempus AI | TEM
Investment Thesis:
In its short history, every time the stock has fallen below 7x sales it’s bounced back a lot. It currently trades at 6.0x NTM sales for 35% revenue growth which I’d consider compelling.
By far the most diversified health technology company. They operate across genomics, data licensing, and AI applications.
2. Cloudflare | NET
Investment Thesis:
NET handles 20% of the global web traffic and the networks effects from here are only really just getting started.
Growing revenues at 28% whilst earnings revenues above $2B is no east feat.
Continued revenue growth estimates ahead and net income profitability in 2025 making this a nice inflection point investment too.
3. Snowflake | SNOW
Investment Thesis:
SNOW has one of the best NRR (net retention rates) out of all SaaS companies at 126%.
Despite high R&D costs which increased 38%, we’re seeing margins improving which is an extremely strong sign of a quality company.
No long term debt and $5B in cash and $2B left in their share buyback plan.
4. Micron Technology | MU
There’s been recent confirmation from AMZN’s VP of Data Centers that there’s been no slowdown in CapEx plans despite the macro environment. This is very bullish for companies like MU.
Competitors like Samsung have struggled to pass NVDA tests whilst MU is improving each generation by upwards of 60%.
EV/Sales and EV/EBITDA multiples are well below 3-5 year averages.
5. Astera Labs | ALAB
ALAB has struggled recently with US-China trade tensions and being heavily dependent on a select few customers. However, they’re still expected to increase FCF by 81% this year and trade at their lowest multiples ever.
ALAB are another key (and direct) beneficiary of high CapEx spend amongst companies like AMZN, META, and GOOG.
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5 Fallen Angel Stocks 📉
1. Novo Nordisk | NOVO
Investment Thesis:
The diabetes and obesity markets are growing rapidly still with estimates of a 46% increase in diabetic patients by 2050.
The obesity market is expected to grow even quicker than the diabetic market. Even if NVO lose market share, the obesity revenue potential by 2030 is more than the company revenue today at just 15% market share.
2. Advanced Micro Devices | AMD
Investment Thesis:
Despite struggling for years against NVDA, AMD are starting to win some products over NVDA showing that they’re slowly catching.
Software is the area where NVDA are completely dominating today, so this is where the opportunity is.
AMD’s MI300x has beaten NVDA’s H200 in inference in some studies.
3. Celsius Holdings | CELH
Investment Thesis:
I think CELH is finally starting to follow the potential of a stock growing earnings nicely. Clearly the market got way ahead of itself with the revenue growth figures before hence the huge climb and huge drop, but today is a different story.
International expansion, margin expansion, and the recent Alani Nu acquisition are all very bullish signs.
4. Enphase Energy | ENPH
Investment Thesis:
Q1 revenues came in 13% down YoY and AH the stock is currently down 11%. This was as a result of softening US demand.
They now trade at 5 years lows in terms of P/FCF, EV/Sales, and EV/EBITDA.
Electricity demand long term will keep increasing with AI infrastructure buildout. This could be a nice play long term. Paid subscribers know that ENPH is high on my watchlist currently and this post earnings drop could be a really nice opportunity. I’ll update paid subs if I go for it.
5. Occidental Petroleum | OXY
Investment Thesis:
Current supply of oil in the US is on the lower end which should be a catalyst for higher oil prices over time which should then help OXY.
From a PEG and PE valuation look, OXY is very attractively valued compared to peers like XOM, CVX, and BP.
5 Core Stocks 📊
1. Amazon | AMZN
Investment Thesis:
My models show that AMZN AWS in 2030 will be worth more than the entire market cap of AMZN today meaning that you’re essentially getting digital ads, and e-commerce for free today.
AMZN’s robotics will massively increase operating margins across the e-commerce sector.
2. Google | GOOG
Investment Thesis:
Similar story to AMZN AWS in that Google’s Cloud division will be worth a huge portion of GOOG’s market cap today by 2030. GOOG have the fastest growing Cloud business out of AMZN and MSFT.
I think Waymo is massively underappreciated and will add a huge amount of the GOOG valuation over time. Look at the projections for TSLA’s FSD business and then compare where TSLA are to Waymo today in FSD.
3. NVIDIA | NVDA
Investment Thesis:
NVDA is currently trading at its lowest PEG in 10 years at 0.59 which is around 2.5x lower than the S&P 500 average.
They’re still building the backbone of the AI era.
4. Kinsale Capital | KNSL
Investment Thesis:
KNSL is an incredibly good recession proof business because they take on a lot of businesses that most insurers will not, but they can manage risk far better than most can.
KNSL has a FCF margin of 59.9% which is almost 3x higher than most competitors like UNH and ALL.
5. Taiwan Semiconductor | TSM
Investment Thesis:
TSM currently has over 60% of the world’s chip production and 90% of advanced chips making its competitive advantage huge, and also making it fairly resistant to a lot of tariffs since its the behemoth of the industry.
Trade at an extremely good valuation of 11.3x EV/EBIT whilst growing net profit by 60% and guiding for 40% CAGR on AI revenue for 5 years.
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That’s all for today!
I do hope you found this article useful. If there’s any feedback or additional information that you think would be necessary, please do reach out to me and let me know or leave a comment below.
Great list, thanks for this post.