No. of Recommendations: 1
My list is

Arista P/S of 8.5 - I have posted before that it could grow rev 25-30% for the next 5 years based on 100 G (2019) and 400 Gig from 2020. Plus new market in routers and campus which can add some incremental rev. The next earnings call should be interesting.

MELI p/s of 10 - The last Q saw big growth in payments. This company put huge growth numbers (50%+) for overall rev in local currency but <20% in USD. So, if we see LATAM currency doing a little better then we should see growth. Company has lower ecommerce growth in recent terms but non marketplace rev has taken off. Perhaps Denny can offer a perspective.

IQ p/s of 4.4 - Should see good subscriber growth. ARPU is a challenge for a long term investment. But from these depressed levels a double is possible. Depends on Chinese ad market growth
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