BUY Conviction3/5 Analysis quality60/100 now
The YouTuber suggests Compass Inc. as a buy, viewing it as a 'picks and shovels' play on increased brokerage activity. He highlights strong expected revenue growth of nearly 14% next year and anticipated positive earnings, noting its even cheaper valuation at 0.41 times sales.
“Shares are even cheaper here at 0.41 time sales but again movement on this one could be secondary after we see that increase in revenue for brokerages and on their increased spending on services like Compass.”