Gem Finder Jul 2026 - Social Networks the West Ignores

This month’s gem is a profitable technology company that grew revenue 35% last year and very nearly doubled its net profit, that is on track for another 23% of growth this year, that earns a return on equity in the forties, that sits on a pile of net cash worth close to a quarter of its market value, and that is quietly buying back its own shares. It trades at roughly eight times earnings. Nineteen analysts cover it and every one of them rates it a buy, with not a single hold and not a single sell on the board, and their average target sits about 59% above the current price.

The share price is down 40% from its recent high in January.

Is this a broken growth story or a mispriced gem? I think it is the latter, and the reason is that almost nothing has gone wrong with the business. What went wrong was the multiple assigned to the sector they’re in.

The information or opinions provided are personal views and do not constitute investment advice, a recommendation, an offer, or solicitation to subscribe for, purchase, or sell the investment product(s) mentioned herein.