What are some of your favorite under-the-radar stocks that had great earnings results this quarter?

Just curious what stocks you all are following that had good earnings and aren’t getting enough attention? Or even popular companies that had good results but were misunderstood or weren’t met by with much enthusiasm by Wall Street? None of us have time to sift through hundreds of financial results, so combined, I’m willing to bet we can get a pretty good list of investing ideas here for others to do due diligence on.

I’ll start with two I own:

PRCH Nearly 20% Revenue growth and becoming more profitable. Putting themselves in a position to be a very valuable player in insurance industry with the home data they provide. Recently were granted a reciprocal that will enhance profitability and are beginning to scale out the licensing of their data. At a market cap of just around 800M, I think this is way under-the-radar relative to the strong performance they put in last year.

HIMS Definitely not an unknown or under-the-radar company anymore. I feel that this stock is still very much in price discovery mode. Admittedly there are concerns I have with this one as they attempt to disrupt big pharma, but they have built a strong brand, and I think the percentage of their total revenue that they generate from weight loss drugs is not proportional to the reaction from Wall Street on the news of the FDA banning them from compounding GLP1’s. This will not harm HIMS as much as people make it out to appear. Their other services and compounded treatments are the core of their revenue and have led to exponential revenue growth in 2024. There are many verticals within the healthcare space that they can continue to grow into. This is one of my highest conviction long term investments.