A future Internet household name?

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A future Internet household name?

22 April 2020

What readers said about this report

Fiverr, the company featured in today's report:

  • Has tripled its annual revenue since 2017 (to triple-digit millions).
  • Has already facilitated over 50m individual transactions.
  • Is used by paying customers in 160 countries.
  • Has a high rate of repeat customers (57%).
  • Has more than doubled its annual revenue per customer over the past five years.
  • Is 22% owned by its management team.
  • Has the backing of a Silicon Valley venture capital firm, which previously backed successful start-ups such as LinkedIn and Instagram.

Fiverr's market cap is slightly above USD 1bn. It's not a tiny small-cap company anymore, but it's far from ranking among global Internet giants.

That could change, though. The company is in the pole position to capture a market that is almost too large an opportunity to be true.

Fiverr does not make money yet, and its further growth might require injecting more capital. The company is not without risks, and the valuation of its share divides investors (short-sellers also love the company!).

However, stocks that can multiply in value simply come with a higher risk. The stock trades on one of the world's largest stock exchanges, anyone can access it.

It's a very exciting opportunity for the very reason that it is slightly different from what I usually feature on Undervalued-Shares.com. It also ties in with a lot of the technology trends that are likely going to be accelerated by the coronavirus crisis.

My video & podcast about Fiverr

Ash Perera

Is Fiverr the 'Amazon of freelance'?

17 November 2020

Fiverr, the Israeli freelance services marketplace for businesses, has a lot going for it: gross margins of over 80%, achieved profitability before expected, revenue growth of 82%, expanding base of repeat customers and a fantastic management team, to name just a few.

This podcast with Ash takes you on a deep dive into the company, and uncovers how best to find investment ideas in the fast-changing decade that we live in.

Please visit Buzzsprout to listen to this podcast on other platforms, like Apple Podcasts or Spotify.

Ash Perera

Fiverr: A deep dive

20 November 2020

Why should you own Fiverr for the entire 2020s?

In my 23-minute chat with Ash, we take a deep look at the Israeli freelance services marketplace for businesses. What are the company's fundamentals and growth drivers, and how does it benefit from the change and opportunity that this decade presents?

Ash's YouTube channel is available here: https://www.youtube.com/channel/UCXefjj0OBTh8foKemlgC7KQ

|ย ย What readers said about this report

Lee J. K.
April 2021

I read your sample report on FIVERR - which was very detailed and written so a layman could understand it. For some reason I assumed that report was written last week and rushed to buy the stock. Needless to say, I was surprised that it already increased ten-fold since you did your analysis ๐Ÿ™‚ While I understand it's not likely every stock you analyze will perform like FIVERR, the point is I understand the businesses after reading your analysis. So instead of gambling, I'm actually making informed choices - which helps me sleep a bit better at night ๐Ÿ™‚

Julio R.
February 2021

I've been holding FVRR and am extremely grateful I found out about them through you.

Niral P.
November 2020

I've been reading your blog for a few months now and even subscribed to your reports - love the detail you go into with each report (I only wish I was a subscriber when the fiverr report came out).

Paul Y.
October 2020

Thanks for the update! It's very interesting to see the different approaches to freelance vs Upworks and how empowering the underdogs (SMBs) was the right bet. I'm tucking this one away and great call! Straight forward story + truly helping those in need of side income.

Ash P.
October 2020

I read your report on Fiverr and loved your in depth analysis. More importantly, I was fascinated by how you figured out the trend right at the start of its massive run. I believe your analysis on stocks are unique and can give a lot of value to more people.

Julio R.
September 2020

I am watching the FVRR stock right now and I really can't believe how it just keeps going up even when the entire tech sector dropped. It's truly amazing how you spotted that!

Alessandro F.
August 2020

Given today Fiverr performance, I must say I also need to thank you for the good advice.

Alexander M.
June 2020

I also did really well on Fiver, and sold my position for a profit near the recent top.

Casper A.
May 2020

I just wanted to applaud you for the report on Fiverr. Very interesting company and under-appreciated by the markets - at least until you wrote about it ๐Ÿ™‚

Tin R.
May 2020

p.s. good call on Fiver....should have followed you on this one.

Daniel N.
May 2020

BTW: Nice advice to Fiverr!

Nicholas J.
April 2020

Awesome, awesome, awesome. Thanks for tackling a tech share!

Erez K.
April 2020

I thought your FiverRR report was absolutely fantastic -- so thoughtful, insightful, and measured.

Mackenzie B.
April 2020

I just wanted to drop a quick bit of feedback regarding your latest research report. Another great report but the "how to analyse Fiverr's progress" section really stood out for me.

l  Report updates

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2 March 2021

Update on Fiverr (PDF, 0.7MB)

6 October 2020

Update on Fiverr (PDF, 0.3MB)

29 July 2020

Update on Fiverr (PDF, 0.3MB)

27 May 2020

Update on Fiverr (PDF, 0.1MB)

8 May 2020

Update on Fiverr (PDF, 0.1MB)

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