Sep. 30 at 12:01 AM
$EEFT I feel kind of crazy, but this may be one of the best buys in the market right now. Love the exposure international with over 75% of revenues coming from outside the US. Expanding in LatAm and other markets with significant potential. Growing revenue around 9% and EPS double digits, yet trading at 12x PE (8.5x fwd PE) and less than 1x PS. They have about 30% of their market cap in cash. All parts of the business are growing, including volume of transactions. They buying back a lot of stock too. Reminds me of
$PYPL but with more upside and better growth. I guess it's the Europe discount, but wow I am going to keep accumulating this one especially as markets continue to get way overstretched in the US.
