Hey guys it's sasha today, i want to talk about 10 companies that have had a disastrous 2021 that i think could have a big bounce in 2022 and beyond. These 10 companies have lost between 10 and 50 percent of their share price in the last 12 months and all pretty much at the lowest point in the last year. But in my opinion, they all also have a very strong set of fundamentals that could make them outperform in the next 12 months. Many people don't like buying a company whose share price has taken a massive beating.

It feels kind of wrong buying a company that is on the way down buying a company whose share price is declining continuously for a long period of time, and that's why many people will avoid these 10 stocks. For this exact reason. But for me, a company that has great numbers that also happens to be on sale, especially if the company is in growth stage happens to get me very, very excited. Sometimes the business model is misunderstood.

Sometimes the future potential is undervalued. I think sometimes people misplace fears and give them more prominence than they should sometimes the market overreacts to quarterly results that are not quite as good as expected, and most of these stocks are growth stocks, so fear of inflation, rising interest rates and omicron arriving on the Scene are all not going to help so remember that this video is just my opinion and some of these stocks will most likely have a bad year in 2022. That much is guaranteed because here's a secret, i don't actually have a crystal ball, but inflation and lockdown fears and all of that stuff will probably keep smacking some of these on top as well. No doubt about that, and if we have a market crash at some point in next year, the likelihood is that all of these are going to fall flat on their face.

So there's that to consider as well but hey, i am feeling very excited. 2021 has been a great year for investing. The total stock market index is up 25 in the last year. It's easy to forget, but not all stocks did well, and here is the list of my favorite losers.

First up, it's fiverr one of my biggest positions in my portfolio. Fiverr is an online platform that enables the gig economy by letting you outsource pretty much anything from graphic design through to making some kind of custom music track, and the platform has been posting incredible results. Their revenue over the last 12 months is 274 million dollars compared to 107 million in 2019 and 52 million and 2017.. That is some serious rate of growth.

The company is a loss making largely because they spend all of their surplus cash on marketing and their customer base is growing at a ridiculous pace. As a result, i have talked about fiber stock in quite a lot of detail in several recent videos, but i'm gon na link one with the most information up here and in the description below as well. In that video, i go very deep on the analytics to show why i think that the stock is so incredibly undervalued and since i posted that video, the share price has crashed hard, dropping almost 40 percent. Due to these inflation fears, which makes this an even more exciting prospect in my books, the price for me is quite incredible if you want to get updates on my analysis on my target prices for fiverr or any other stocks feel free to join my patreon or Become a channel member because then you can get access to the community discord, which is where all that stuff happens all right.

Next, up on, my list is upwork and i've put a lot of content around fiverr, but i haven't talked much about upwork, because fire and upwork share a lot of the principles and their business models are, to some degree quite similar, but they're also quite different. In some ways, fiverr is a push style platform where you come and you find people to outsource work too. While upwork is more of a pool platform, you know the more traditional style of advertising a job and having people go and apply for them. Now the lines are a little bit more blurred than that they kind of both offer a little bit of the of the uh of the other, but these two platforms have pretty much dominated this online economy space and they both have extremely low.

In my opinion, valuations. Both just over four billion dollars, an upwork doesn't have the same level of upside in my valuation as fiverr because of some of these differences in their business models. But there is still enough for me to be quite interested up. Upwork is down about 10.5 percent over the last 12 months, despite revenue continuing to grow it's up 32 percent year and year in the la in the last quarter, results and just like fiverr.

The business model is continuously evolving. Improving the service is getting better all the time plus. I keep repeating this. I think we're just at the start of the gig economy, explosion and small businesses.

Replacing many of the functions that used to be internal in large organizations and like fiverr upwork, holds a very huge strategic advantage in building up their market dominance very early, something that will be incredibly hard to overcome for this type of service for any new competitors. Because having all of the providers of the service already on the platform is a very, very big competitive, competitive advantage, next up on my list is twitter. Twitter is down 18. Over the last year, jack dorsey has left his raw ceo and on paper some would say you know things: ain't, looking good revenue, growth slowed down in 2020 for twitter, but has been exploding so far in 2021, with 4.8 billion dollars in the last 12 months, which Puts price to sales ratio at just 7.3 and for me, a company that is growing revenues in real terms at a rate of something like 30 plus per year and is in the very early stages of their monetization.

That value looks very strong, like most companies on this list. I think this value could take longer to actually come through and materialize than just within 2022, so there is every chance that the stock just doesn't do any moving. Just like many others on my list and maybe potentially trade sideways or even continues on its downward trajectory, but towards the end of the year when one of the giant lawsuit costs comes off. The training 12 months performance data and as twitter begins reaping some of those benefits of scaling its advertising efforts.

I think things could begin looking a whole lot more interesting. Okay, the next company on our list is the company that the twitter ceo has chosen to prioritize when he left twitter and that's square or block as it is now known after they changed their name. I guess square was a little bit two-dimensional compared to block, but i'll be honest, i am not entirely sold by that name change all right, unlike the first three companies on this list square is actually turning a profit well just about breaking, even but revenue so far. In 2021 are exploding up over 100 compared to 2020..

A lot of that is driven by the bitcoin side of the business doing particularly well, because bitcoin has itself had a ridiculous crazy year, but performance is generally very strong across the board. The subscription business has grown almost 100 in revenue to 1.9 billion dollars. The core transaction business revenue is also up. 47 might not sound as good as 100, but that is a very strong number and wall street is not convinced by how robust of the crypto side of things is or how much future potential there is in there.

But for me the business looks incredibly strong and bitcoin is not actually where square is currently making money. In fact, bitcoin costs are almost equal to the revenue, and the gross margin is pretty much zero there at the moment, and the best bit here for me is the costs. In the first nine months of this year, square has spent one billion dollars on product development and another 1.1 billion dollars on sales and marketing. So that's a total of 2.1 billion dollars out of a total set of costs of 3 billion for operating expenses.

That is being spent directly on growing future business, which is awesome. Next up on my list is palantir. If you've watched my channel, you will probably have seen some of my analysis, some explanations for why i'm very excited by the numbers. Palantius q3 report this year was a bit of a mixed bag and all together, uh, together with everything else, was going on.

The share price didn't like it and took a massive beating as i'm recording this video palancia is trading at below 19 about 19 down over the last 12 months. But my target price for palantir on the stock at the moment is 65 and i'm feeling very positive about what the company is doing. They are unique in the tech solutions that they are currently providing on matching different data sources for governments and large organizations providing access to insights from those - and this, for me, is another long-term investment, which is why it's one of my biggest long-term positions. I think the recent drop from around 26 to 18 over the last few weeks was perhaps a little bit of an overreaction and, as we see more quarterly updates fulfilling on the sales pipeline that they already have, i think that investor perception may change.

It is very unusual to have a company that has about four times as many sales already agreed for the future as the total revenue for last year, and it is especially rare in a company that sells software as a service and consulting services, because those don't tend To have long outlooks, so i think the next 12 months are going to be very, very interesting, especially with pounds here using up some of its cash recently to invest in companies, including some of the ones they work with. Okay, next on my list is pinterest, which it proudly holds the mantle of being the biggest loser in 2021. Out of these 10 companies, pinterest has managed to lose 49 of their share price in 12 months, which is a pretty spectacular achievement, and you know, maybe you don't want to invest in a company that does that, but i do a large contributing factor here. Is this very strong negative market perception of the company is losing its way and is being basically abandoned by its users? I made a video recently where i explain why i disagree with that point of view, and i showed the numbers why i'm going to put that video up here and in the description as well so feel free to go and watch it afterwards.

If you want that detail, but my target price on pinterest, which again is in the discord for channel members, gives me a triple digit upside a large, triple digit outside and next year, could be really interesting because, like twitter pinterest is in this really interesting stage of Very fast, accelerating advertising revenues they're still very early on in properly monetizing the platform they are very early on in the journey, and the uniqueness of the platform for me means that actually, the opposite of what the general perception is true. I actually think, based on the numbers that i'm seeing, that the real core user pool is more sticky rather than less sticky than some of the other platforms. And my view is that once the advertising revenues begin arriving and the data confirms that the users are not rats, jumping off a sinking ship, the sentiment might just shift on the pinterest share price. Pinterest is also a stock that may disproportionately benefit if omicron does its worst over the next six to nine months and there's a potential for you know a bit of short-term performance uplift there as a result as well.

Okay, next on my list, is twilio a company. I have held in my portfolio actually until early this year when i cashed and redistributed some other stocks, but since then the share price got smacked very hard. It lost about a quarter of its share price and now trades at 267 dollars. Twilio is another company that is often misunderstood by investors, because they don't offer a direct easy to understand a b2c product.

People don't really understand what they do. You know a bit like palantir, but it's pretty easy really. They provide a lot of software solutions that underpin how websites web services and general companies work. Things like you know, automated emails being sent things like phone calls text messages.

All of that kind of thing: it's not a sexy business, but next time you get a text message to verify your account or maybe some service emails from your company. Twilio is one of the leading platforms that enables these features and it lets companies do them in a you, know, robust and consistent way, and while the share price is being destroyed, revenue grew 65 percent year on year in the last quarter, 55 last year, 74, the Year before and 63 the year before, that and one third of the revenue they're currently making is being spent on marketing another 28 on r d. To me, this is a prime example of a company that is exploding in all the right ways, and i love that the share price is currently on a massive discount. Okay, next on my list is a company you might not expect it's disney disney has not had a good year and with all the cove restrictions, all of that affecting their parks for the second year in a row and the last quarterly results were below expectations on Disney plus so investors went and threw their toys out of the pram lockdowns and stay at home orders because of omicron are definitely not going to help if they come in over the coming months.

But i do think that the 15 drop in share price in november was probably a little bit too far now for an established company like disney to trade at 135. P e ratio, which is what technically is right now, is quite unusual. It's not quite tesla territory, but you know some would say it's pretty high, but you have to remember that the optics here are also quite unusual and they're in a very unique situation. Revenue has actually continued to rise over the last two years, so analysts who are maybe not looking in the right way or in the same way that i would in the business i'm not seeing the business get hit as much as it has actually been.

And that's because revenue is arising, despite the company getting completely annihilated by covet, rather than that annihilation, not being as strong as expected. A net income is hovering just above break, even as a result, but this company is the same company that was posting 11 to 13 billion dollars in net income before the pandemic turned up and before disney, plus and disney plus is here to stay the moat on The content is too big for it not to so, if you apply even a very modest benefit from disney plus and a relatively modest rate of growth from the pre-slow down times to understand what performance will look like when, eventually, this particular episode in our lives is Over disney is probably trading at about 13 to 15 p e ratio and for a company that has managed to grow their revenues through this period. Despite everything, that's happened. That is really really impressive.

Next up is company. I haven't mentioned before, and it's docusign docusign has become the dominant player in allowing people to complete legal paperwork, sign agreements and do all that kind of stuff remotely. They have been growing at a very healthy rate before the pandemic about 40 per year, on average over the four or five years before, and that rate of growth has begun growing, going through the roof, with q3 revenues of 545 million dollars, which is up 119. Just in the last two years now, like some of the other growth stocks on my list, docusign post technical losses, every single quarter, so people are losing money who cares because they spend checking 61 of their revenue on sales and marketing to grow their business? That is incredible, 61 of the total revenue, that is a serious reinvestment in growth, and that means that the rest of the costs, including r d, everything - are only about 40 percent, which is again incredible.

Price to sales is 13.6, and here you have a company that is consistently growing at over 40 per year, every single year for a long period of time and seems to be accelerating in that rate of growth, and not only that. But if you were to slow down the sales and marketing and let's say just reduce it by half, you have a business that is not only growing at 40, but also has a 30 net margin, and that is a killer combination for me and it's time to Move on to the next company on my list, and that is match group now these are the guys behind match.com and pretty much every single other online dating platform out there. You know tinder plenty of fish and dozens and dozens of other brands matches down 20 percent over the last year with shares trading at about 122 dollars. But when you go through the financials, the numbers look really quite strong revenues still climbing up 25 are year on year.

In the last quarter. Net income is very strong running at a net margin of about 22 this year so far, and we might laugh and joke about investing in match. But these guys have so much dominance in the dating niche online that, together with the performance numbers that makes the stock look really quite attractive. If you found this list interesting, please don't forget to smash the like button for the youtube algorithm.

Thank you so much for watching. I really really appreciate it and, as always i'll see you guys later.