요즘 주목받지 못하는 주식 3선 — 제 픽은… 📈

Amazon? Mercado Libre?

What even are these completely off the radar companies? I’ve never heard of them.

Define “under the radar” lol

I think AMZN and MSFT are at good entry points right now. I’m also adding my NVDA position

I own AMZN, holding tight and yes growth in the mid 20’s

SATL. Vertically integrated satellite imaging company that manages their own constellations.

Very little discussion in this sub, but they recently had some bullish news including a contract to expand US Naval satellite capabilities. I really think people are sleeping on it, it could be a big player in the space…uh, space.

But you asked for three, so my other two are CRSP and TEAM.

AUR

I post more in the daily, since I screen a ton and love talking about companies. I'm a GARP investor who likes a lot of stuff that is more under the radar in general.

ESI

Fundamentals aren't the worst, but waiting for that pull back

https://stockanalysis.com/stocks/esi/statistics/

Biggest thing is that they acquired two new companies this year, so it's basically spiked their debt and they are hoping to deleverage a bit by the end of the year. Basically company is moving away from lower margin business and moving into higher margin stuff.

Also some insider selling, which isn't great, but I don't always view that as the biggest red flag personally.

Description of that they do:

>The company operates in two segments: MacDermid Alpha Electronics Solutions and Element Specialties. Its MacDermid Alpha Electronics Solutions segment provides assembly solutions, including surface mount technologies, pastes fluxes, thermal management materials, coatings, and other attachment materials; circuitry solutions, such as circuit board metallization, circuit formation products, electronic materials, surface finishes, and film and smart surface solutions; and semiconductor solutions, which includes semiconductor assembly and wafer level packaging materials.

Here's the latest investor presentation from earning:

https://s201.q4cdn.com/946831106/files/doc_financials/2025/q4/V2/4Q-2025-Earnings-Deck-vF.pdf

BSY

A cool little niche software name. Debt looks kind of bad, but they did it via convertible notes and it was for acquisitions to make them even more niche for civil engineering design.

Fundamentals

https://finviz.com/quote.ashx?t=BSY&p=d

For someone that is long on the infrastructure spending, this is a great little layer to put on top of the trade that is a different industry.

The iTwin technology is really rad and it's really sticky product too. It does real world modeling around infrastructure projects. It also stores the history of all the changes, so it makes it really hard to switch. Plus the regulatory stuff around it adds a little moat.

The have a rad little intro to the company slide deck

https://www.bentley.com/wp-content/uploads/bsy-introduction-to-bentley.pdf

Also little bonus, pays a little dividend.

idk about under the radar these are some pretty crowded trades

Aerotyne International

AUR

Planet Lab

FANG

Trevi Therapeutics is one to watch

KDEF ( Korean Defense ETF. Only way for me to access Hanwa)

This is low volume ETF so I’d say this is flying under radar.

Also NVTS and APLD both swing trades for me.

PAVM

Over the past few years

CASY, FAST, TJX

Dfdv

TMDX- super cool company that saves lives. Go down a lot during this sell off but fundamentally nothing has changed. They’re growing fast and continuing to expand.


CRDO- also down a lot but they’re growing extremely fast and demand is still there. Wouldn’t say this one is as under the radar.


RBRK- would argue this is the best name to add in cybersecurity right now but DYOR

Thanks for this post. I just started looking at Mercado L. Per nasdaq.com, MELI’s PE is forecast to be ,by 2028, half of what it is presently. And the PEG is already attractive, less than 1, about .8. Meaning, for me anyway, it merits consideration.