Small-Cap Growth Pick: Revenue +30%, PEG < 1 内容归档

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1. GigaCloud Technology (GCT): Strong Fundamentals, But It Misses One Hard Filter2026-05-17
2. EverQuote (EVER): AI-Powered Insurance Marketplace With One Conspicuous Gap2026-05-19
3. ANI Pharmaceuticals (ANIP): Four Filters, One Drug2026-05-20
4. Astrana Health (ASTH): Three Filters Pass, One Doesn't2026-05-21
5. Flywire (FLYW): Four filters, first GAAP profit2026-05-22
6. ZETA: clean 4-filter sweep, SaaS multiples at an ad-tech price2026-05-23
7. FIGR: blockchain-native loan marketplace, Rule of 140, one-source PEG2026-05-24
8. ASIC: A year-old E&S insurer trading at 11x with 34% revenue growth2026-05-27
9. DAVE: A 58%-growth neobank at 16x earnings with S&P 600 inclusion in four days2026-05-28
10. KVYO: Marketing SaaS at 0.55 PEG, 37% P/S discount — down 56% from its peak2026-05-29
11. PAY: 0.88 PEG, 33% revenue growth, $332M net cash2026-05-31
12. MXL: fabless semiconductor play on AI optical interconnects — pass #92026-06-01
13. TREE: LendingTree at 3× earnings, 0.18 PEG — pass #102026-06-03
14. DLO: Emerging-market payment rails, PEG 0.572026-06-04
15. HALO: Drug delivery royalties, PEG 0.212026-06-05
16. GPOR: Natural gas E&P at 5.6× earnings, PEG 0.262026-06-06
17. PLMR: Specialty insurer at 10× forward earnings, PEG 0.622026-06-07
18. ABX: Lone public life settlement firm, 8× forward earnings2026-06-08
19. ATAT: Chinese hotel chain with a hidden retail engine, trading at 15× forward earnings2026-06-09
20. BLLN: 100% revenue growth, PEG 0.60 — one caveat2026-06-10
21. AUB: 60% revenue growth, PEG 0.72 — read the merger fine print2026-06-11
22. CARE: The $289.5M loan sale that made the screener blink2026-06-11
23. VIST: The Midland Basin comparison that isn't hyperbole2026-06-12
24. AG: four filters pass, all riding silver prices2026-06-12
25. BKV: four filters pass, the gas-to-power-to-carbon integrated play2026-06-13
26. BWAY: four filters pass, the neuromodulation play with three FDA indications2026-06-14
27. GRND: four filters pass, the first pure social/dating platform pick2026-06-15
28. KNSA: four filters pass, the first orphan-disease drug pick2026-06-16
29. CMBT: four filters pass, the first shipping sector pick2026-06-17
30. EE: contracted LNG infrastructure that passes all four filters — Pass #272026-06-18
31. HNI: the only name to survive the QoQ→TTM trap this week — Pass #282026-06-19
32. ASM: fortress balance sheet, La Preciosa loading — Pass #292026-06-20
33. AUGO: seven-quarter EBITDA streak, $1.3B greenfield option — Pass #302026-06-21
34. BTG: three filters at multi-source consensus, $362M free cash flow in a single quarter — Pass #312026-06-22
35. ERO: a copper miner cheap enough to make peers look expensive — Pass #322026-06-23
36. HSAI: the world's #1 LiDAR maker at a geopolitical discount — Pass #332026-06-24
37. INR: the first E&P pick — 64% short, 84% insider-owned, PEG 0.082026-06-25
38. MRX: cheap growth, leverage attached2026-06-26
39. PAY: clean fintech growth, voting control2026-06-28