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VTEX: Great FCF Multiples And Latin America Growth Exposure (VTEX)
Seeking Alpha· 2025-10-06 14:25
With the stock market continuing to push higher to new all-time highs, diversification is on top of many investors’ minds. And in particular, we should be looking to increase our exposure to two areas: international stocks and small/mid-cap growth stocks that trade at more compellingWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping ...
VTEX: Great FCF Multiples And Latin America Growth Exposure
Seeking Alpha· 2025-10-06 14:25
With the stock market continuing to push higher to new all-time highs, diversification is on top of many investors’ minds. And in particular, we should be looking to increase our exposure to two areas: international stocks and small/mid-cap growth stocks that trade at more compellingWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping ...
Sea: Improved Gaming Trends On Top Of Record E-Commerce Margins (Rating Upgrade)
Seeking Alpha· 2025-05-20 11:15
With U.S. stocks rebounding sharply and reclaiming high valuation multiples, I continue to find it prudent to allocate a larger percentage of my portfolio toward international stocks. And though international plays are largely focused on value, we also shouldn't ignore the fantastic growth storiesWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the t ...