Stock is considered 'very cheap' due to a decoupling between tripling sales and a 70% price drop from IPO.

Cited as an 'under-followed, unknown hyper-growth stock' that is less correlated to the broader market, offering portfolio protection during crashes. It was down only 1.5% in a recent sell-off.

Appears to be a significantly undervalued stock, trading at 8x trailing 12-month FCF and EBITDA multiples despite being in a rapid growth phase. 'Immigration FUD' has created an alpha opportunity.

Highlighted as potentially undervalued, trading at a 70% discount to its 2021 IPO price despite strong growth and positive net operating income, suggesting a potential buying opportunity.

For every $1 spent on marketing, the company generates $6 in gross profit per customer over five years, indicating a strong return on investment and suggesting the market is undervaluing its marketing efficiency.

The speaker's second favorite pick, considered the cheapest stock in the analysis with strong revenue growth and improving profitability, presenting a potential 're-rating' opportunity.

Could see significant growth from stablecoin adoption, as its large user base of foreign recipients may prefer holding a stronger USD via stablecoins, presenting a new revenue stream.

Could benefit from potential sanctions against competitor Airwallex, as US companies may switch to Remitly to avoid data security risks.

Portrayed as a modern, digital-first player well-positioned for long-term trends, but is exposed to the same fundamental risk that the current remittance surge is temporary and could reverse, impacting transaction volumes.

Is using stablecoins for cheaper and faster cross-border payments, demonstrating practical, real-world adoption of crypto infrastructure.