Hey guys it's sasha today, i want to talk about 10 companies that have the best chance to increase in value by a hundred percent in the next year. Now i am invested in many of these companies. I might be biased, but i'm invested for obvious reasons, and i will explain exactly why i am interested in those companies and why i think each one has a good chance of going up in value by a factor of two in the next 12 months. It is important to remember that i do not own a crystal ball and absolutely anything can happen to any of these companies or in the world or in the markets that will render this video obsolete.

So there is absolutely no chance expressly zero chance that all of these 10 companies will do it and only a very low chance that any one of them will do it. But i'll put forward a case for each of these companies and explain why i think each one could go up in value that quickly. Just before i dive into all the details. Here's the obligatory word of caution.

It is very rare for a company to increase in value by a hundred percent in such a short space of time, and neither i nor anybody else can predict it to happen. I am not your financial advisor, i am just a random guy on youtube, sharing his thoughts. If you do need financial advice, please make sure you go and seek the help of a suitably qualified professional and if you are interested in any of these stocks, remember that the cheapest platform for buying u.s stocks for anyone who lives in the uk is lightyear. Who are the sponsors of today's video and in fact, lightyear is not just the cheapest? They are, in fact the only investing app in the uk where you can invest in u.s stock completely 100 for free you don't have to pay any transaction fees like you do in the big platforms and unlike trading 202 and free trade, you don't have to pay Foreign exchange fees on up to 3 000 pounds a month.

So if you do want to invest in u.s stocks and not pay any fees, you can also get yourself a 10 bonus. If you use my link in the description to sign up and make a deposit of one pound or more so, you can get a free ten dollars just for trying the platform out. Remember you need to use my link to get that bonus. Okay, first on the list is the company that is in the news today and yesterday, because elon musk has bought a 9.2 percent stake in twitter, making him by far the largest shareholder in the company elon musk tweeted, asking people if they thought twitter should be more Accepting of free speech and then did the obvious and acquired a giant stake in the business now before this news broke.

I already did talk about twitter and shared my valuation for the company setting a target share price of just 67 when the share price was 37. Now, yesterday, the share price has already exploded by over 20 and is now trading at around 50, so 100 increase on this would take the share price to around 100 well over my previous target price and a market cap of about 80 billion dollars, which sounds hefty For a company that lost 221 million dollars last year, the important thing with twitter that really sets them aside from other social media platforms, is twitter's unique position as the default source of news and immediate opinion. The platform has an unprecedented level of monopoly over current affairs coverage and revenues for twitter broke five billion dollars in 2021. That's up 37 on 2020., if elon musk does go and deliver on his target of making twitter a platform that puts dedication to free speech at the forefront that, i think, will only accelerate that dominance and the questions around monetization and exactly how the platform will earn Money on the user base are only going to become a question of when, rather than if, as that cementing of dominance takes place.

Next up on my list is tesla. I am sure nobody is going to be surprised here. I have talked enough about tesla on my channel, so i won't dive into too much detail feel free to go and look at any of the other analysis. Videos after watching this one.

I do continue to feel, though, however, ridiculous and ludicrous it sounds, tesla is still massively undervalued. My target price for tesla is three thousand three hundred dollars and that target price has got up from three thousand dollars that it was for most of last year. So my models and analytics suggest to me that the stock is well over 100 undervalued, but in the current market environment who knows if or when the market might actually catch up. Tesla posted very strong q1 delivery results.

Despite massive issues with supply chains and the shanghai factory being shut down for several periods during the quarter, but over the next 12 months we are going to have a huge ramp in production in berlin and austin, especially going into q4 this year and q1 next year. And when shanghai then gets over its covert shutdowns, reportedly in the next few days and finally completes that extension as well, probably now delayed to late may or june, we're going to have some very juicy production numbers to look at later this year. And then there is the apparent second shanghai factory that tesla could announce in the coming days. Maybe at the earnings call the rumor mill is going very strong and then throw in another factory side or two to be announced later this year.

According to what elon musk said at the last shareholder meeting, and then on top of all of those remember that both berlin and austin have only so far built the first phase and they have several more phases in plan. So if they start construction on the second phase in those factories and begin ramping up their battery based energy business around the world as well, the share price might just do some very exciting moves over the next 12 months. Next up is another company that i have covered very extensively on the channel, and that is fiverr. Fiverr is a small company that brings together freelancers with people who need their services, and fiverr has been doing exceptionally well in the last few quarters with extremely strong performance figures.

Now fiverr is a pre-profit growth stock, so the truth is that is. Share. Price will naturally be expected to be volatile and perhaps take a long time to come to some kind of upside collection. The next 12 months are probably no exception.

However. Fiverr has also taken a massively huge beating during the recent market correction and dropped in value. All the way through 2021, before that in november, fiverr was trading at about 160 290 well over double what the share price is today, and the only thing that's happened since that point is that fiverr have completely smashed expectations in their two sets of quarterly results. So the share price has collapsed at the same time as performance is booming.

I hold a relatively big position in fiverr because my analysis and models show a significant potential upside of over a hundred percent and the primary reason for that thesis is the non-linear growth that fivers business model delivers. That is built on sticky customers who earn substantial multiples on their acquisition costs over the customer life cycle. Now i might be wrong - maybe i am, but the latest projections for me indicate that the stock won't actually look very exciting for most of 2022. So why are they on this list? Well, i think that the cash flow might just surprise a few people later on somewhere in q4 this year, but probably more like in q1 next year, based on my projections and that's when i think they'll be able to grow their customer cohort sizes on a quarterly Basis by a substantially big jump from what we've been seeing before, and that is when i think investors might actually begin getting pretty interested in the stock now next company that i wanted to talk about is amd and amd has also been battered for no apparent reason.

Recently, despite absolutely stellar results, maybe some of the best results that i've been seeing over the last few quarters the share price, as i'm recording this video is at about 110 dollars, and so a hundred percent increase would mean that amd has to go up to a Valuation of something like 350 billion dollars, which is a lot for a chip manufacturer, but amd, also happens to be playing in and leading in multiple different spaces that are themselves exploding. Cloud computing and electric cars are just two of the spaces where amd is taking a leading position and driving very substantial growth for the business under lisa sue amd is absolutely smashing it, and that dominance seems to only be growing in the sectors on which they operate And if the rumors are to be believed, the next generation of their graphics card tech might be right up there with nvidia adding to the processor unit. Now nvidia's market cap is about four times the size of amd's and a p e ratio for nvidia is twice as high, and so i don't think that this valuation is way out of whack. My latest target price on amd is 196, but if they continue surpassing expectations as they have been, there is every chance that my target price and the stock price will go to north of two hundred dollars at some point in the next year.

It is definitely possible. Next up is palantir and palancy is a company that seems to have an equally large number of dedicated fans and haters. It is the stock that divides public opinion, like no other, and they have definitely had their fair share of issues in recent months, stemming from an over-reliance on u.s government contracts. The share price plummeted on the back of a couple of quarters that probably could have been better but also part of the growth stock sell-off and after testing the waters at 10.

The share price is now back around the 14 mark. The share price was double that last year and if they can prove over the next three to four quarters that the huge numbers of new sales staff that they are bringing in to grow, the commercial part of the business are beginning to transpire into contracts into revenue. Then investor confidence can come back very quickly. Valencia stock is already up 40, since russia invaded ukraine, but i think that is just the start of a very big shift in geopolitics.

The us and europe have ramped up their military spending. Germany has just announced that they will now have a fully fledged military for the first time since second world war. This is really big, really fundamental change, and so aside from the push on the commercial front, i have a funny feeling that palantir might just get a few additional idiq awards in the us and some big government contracts, both in the us and europe in the coming Months on the back of everything, that's happened and once that transpires into data that we see in quarterly reports, it could be a very exciting time for palantir shareholders. Now next up is pinterest the social media platform that investors love to hate, and it is actually not surprising because many investors just fundamentally do not understand.

Pinterest you see, pinterest is a platform where the core target audience is female and middle aged. It is a very visual platform where there is a unique combination of search organization and social media in one, and it really has no rivals. Nothing even remotely close and the problem for pinterest is that the intended target audience is completely different to the people who happen to buy stocks. Look at my channel, for example, my audience is 90 male and three quarters are under the age of 44..

So no surprise is why investors just don't fundamentally get what pinterest is about. Pinterest is going through a very interesting phase right now they are just really getting started with ramping up the monetization. The user numbers have done the obligatory pandemic, driven wobble going up and then falling back down, but their ad platform is still in the very, very early stages of growth. The amount they earn per view is a tiny fraction of what more established platforms earn, and the amazing thing is that the potential earnings there are not just the same as what other platforms are.

I think they are much higher and the reason for that is that pinterest is a visual platform which has a lot of people that naturally go and research, high ticket items or services or things that they want to spend money on. This should be, and, in my opinion, will be a marketers gold mine and the ad revenue from this will be substantial in the next 12 months. We're going to be seeing a big ramp up in that monetization curve, because it's just started in the last couple of quarters for and at the moment it is still at a relatively low starting point, and i think once that ramp up begins ramping up a few People might begin thinking very differently about pinterest next up on my list is twilio, a company that many of you maybe don't know a lot about. Tony provides tech solutions for people who want to communicate with their customers online.

So twilio is the enabler of companies being able to send mass emails text messages, making phone calls and a bunch of other stuff all done through a very well structured and scalable. Api based setup and twilio have carved out a bit of a niche in that space. There are definitely other providers, don't get me wrong, but the gap there is widening and especially for more established, more robust businesses. Even companies like google recommend twilio as the natural extension or addition to their services like google cloud 20's revenues grew by 61 last year and that year was not a one-off.

I've actually been a paying customer of twilio for a long long time before they even went public. So i started using them when it was just a tiny outfit for my online business and i've seen them grow. But before last year, twilio's annual growth was 55 in 2020 75 in 2019, 63 in 2018, 44 in 2017, 66 percent in 2016, 88 in 2015 and 78 in 2014.. These are some bonkers numbers, not just bonkers numbers, but very consistent bonkers numbers.

Now twilio does suffer from the tech reinvestment problem. They are spending a big chunk on r d and a lot of marketing and as a result, they make losses every year and the purists and the value investors will laugh at the company saying it is worth absolutely nothing seeing as it's not making a profit. But i see a growth company here that is absolutely smashing it on performance and on growth and reinvesting every cent back into the company growth and the share price. At the moment, less than half of what it was last year, price to sales is sitting at just over 10 and if twilio have another breakout year hitting over 50 growth as they have been doing, which is, in my opinion, somewhat likely.

We might see a big push on the share price, even though they are still some way from posting robust profits. Next up, let's talk about square or block as the stock is now known. Jack dorsey has famously quit his executive role twitter to focus on blocks, so he definitely thinks there is some room to grow there. I don't hold a position block, but it is firmly on my radar.

I just see some slightly better opportunities in my opinion elsewhere. My block is in itself a pretty interesting stock. Everyone talks about square being a company that is primarily driven by bitcoin, but bitcoin is largely a pv, neutral business foursquare. The money is really made in their transaction processing and related businesses, not in bitcoin, and those parts of the business are actually doing very well.

Some investors are not a fan of the fact that square is so intimately linked with bitcoin. They even buy a whole lot of it as a company, and the financial services sector in general suffers from being in a race to the bottom on fees. So there is that as well, but there are a lot of good things to say about the direction that block is headed and the potential for dominating online payments. Given their current stance, i think, is quite substantial.

Block is another company that took a giant beating in the recent grey stock sell-off and although the share price recovered a little since february, we're still sitting at around half of the highs that we saw in february in august last year. Now next up is a company that i bet most didn't expect. It's disney disney has had a very rough couple of years with covet hitting their business in a big big way, but they showed incredible resilience and a surprising degree of elasticity as they went and launched disney plus, which has worked out remarkably well, as disney parks were Shot in the u.s and around the world revenues tumbled, but the amazing thing is that other than the very short period right at the beginning of the pandemic, the company actually remained profitable. The best thing, though, is that the last quarterly set of results showed record revenues.

Finally, breaking through the levels of 2019 and as the world is opening up and their online and disney plus services scale over the next 12 months, it could become really interesting. As we begin seeing, the growth story continue. Disney's p e ratio is pretty high, though at over 80., so it will go against them. They're, not quite an early stage.

Growth company that would typically have such a high, multiple and doubling in value would mean that disney has to hit a market cap of 500 billion dollars, which some would say is impossible. Now, in the last few days, disney got itself in a bit of a heated standoff with the florida governor ron desantis, who signed a controversial new law banning young children from being taught about sexual orientation and gender issues and with disney's largest park, the walt disney world. In florida that caused a bit of a stir, but the opening up after covet could have a huge impact on disney's share price. Later this month, kids will again be able to hug their favorite counters of florida disney world, not a big investment number, but one of the big milestones in bringing people back to those parks in california.

The famous disneyland parade is also restarting in the next few days. All of these things should drive a meaningful improvement for disney, although the shanghai park is probably going to dampen things a little now. Let's talk about the company that none of you thought would be on this list, and that is team. 17 team 17 is a uk-based game developer and the company is too small to trade on the main london stock exchange.

So the shares trade on the london alternative investment market and the company's market cap is tiny compared to every other company on this list and the share prices as a result, volatile and the trading volume is low, so liquidity for shareholders is definitely an issue. You've been warned, but team 17 is a pretty exciting stock. If you look at the numbers, their commercial performance is very strong. This is a company that you might recognize for their world famous worms franchise from a couple of decades ago or the more recent overcooked series on nintendo consoles revenues are steadily growing and were 90 and a half million pounds in 2021, which is about 119 million dollars.

The operating margin last year was almost 33, though, which is insane and team. 17 have been very aggressively acquiring smaller publishers in the recent months and they've bought quite a number of publishers and developers. Since the start of 2021, the company has diluted shareholders recently and used the 79 million dollars that they collected from new share issue to do even more acquisitions. They bought three companies in january this year, and this is all on the back of having no debt on the balance sheet and almost twice as much cash just cash as their total liabilities.

One issue for team 17 is that they worked with two ukraine based developers, which has affected their release schedule this year, but as the strategic acquisitions that team 17 has recently made start showing up as extra revenue and profit in the p l over the next 12 Months and they are saying that it will, this might be a stock that will surprise a few people if you want to see a deep dive on tesla or fiverr. That explains why my target price is what it is and exactly how i arrived at them feel free to watch one of these two videos right here. Thank you so much for watching. I really really appreciate it and, as always i'll see you guys later, you.