Quality names on sale

after the recent sell of, I’ve been finding lots of quality names on sale, here are a few AVGO - semiconductor revenue expected to double in 2027 and 2028 and trading at 10x 2030 expected EPS. seniconductor and ai networking chips are growing at 100%+ and software business is sticky and high margin MELI- Latin America e commerce and fintech giant. trading at 1.75x 2026 sales while growing topeliline 45%. e commerce GMV accerlwrated and Mercado ads gaining signifciant market share. credit portfolio is growing at 60% and NPL are at historic lows. margin compression is due to credit expansion and heavy reinvestment over short term margin gains S - trading at 6x fy2027 expected sales while competitors trading at 25x+ p/s. ARR is growing at a strong 23% and AI security ARR nearly tripled year over year. big customers like Apple and nvidia and recently expanded parternships with nvidia, Amazon, google, and cloudflare. Full platform covering endpoint cloud and ai security. Cybersecurity industry expected to consolidate and rapidly expand due to ai threats and need for security. no debt and 2 billion in cash. RDDT - trading at 13x 2026 EPS while growing top line 53%. 91% gross margins 33% net income margins and 3 billion in cash no debt. international DAU growing 25% and international markets are largely underdeveloped. Low SBC to revenue compared to competitors and growth and room for margin expansion. turning logged in platform which will increase engaging users that will produce more ARPU and make the DAU growth more stable. AI data deals are not valued into valuation and could add hundreds of millions in revenue due to unique content. DAU drop is not a concern because most of them are low wuality users that come from search referrals. engaging users grew qoq and management has significsnt levers to attract DAU like paid acquisition and conversion.