Fiverr: a future Internet household name?

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Fiverr: 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

|  What readers said about this report

Kevin K.
May 2021

Thanks for the in-depth research which is always a great read and especially for the reports about Fiverr and the Polish market / (company name hidden by Undervalued-Shares.com). The latter also made me find a company I fell in love with which is very niche as it is listed on the NewConnect and only has an IR site in Polish.

Paul S.
May 2021

I read your free Fiverr report just to get a feel for your writing style and knowledge, and was just gob-smacked. How on earth do you manage to write such an in-depth analysis of a company, whilst at the same time creating content for your own site, writing three books, and seemingly spinning a dozen plates, all whilst juggling with ten flaming clubs.

Lars K.
April 2021

Great Website – I wanted to write for some time – really like your write-ups and have invested in a few of the ideas with success (Porsche, Fiverr – albeit I should have entered earlier) while for others I am still waiting (Helios, Bespoke Capital). … Sometimes I would with that you dive a bit deeper into valuation – but that being said – a lot of people spend a lot of time on spreadsheets and not enough on the catalysts.

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 🙂 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 🙂

Christoph M.
www.christoph-mohr.com
August 2020

I've been a Member of your reports for a year now, a Lifetime Member since August and I'm thrilled - Fiverr has only been one of the very successful analyses and forecasts to date 😉

Peter F.
February 2021

Thanks for your tips. Many hit the bull's eye (e.g. Fiverr), others rather not ((company name hidden by Undervalued-Shares.com)). I sold the last tranche of Fiverr at 300 $ yesterday. 400% up. Freed up money for new buy. I'm still 61% down with (company name hidden by Undervalued-Shares.com). But thanks to the overwhelming Fiverr profit, this is bearable and I'll sit it out.

Julio R.
February 2021

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

Tobias M.
November 2020

I am a recipient of your reports and added Fiverr and (company name hidden by Undervalued-Shares.com) to my portfolio once you've made me aware of them.

Jan Gerrit K.
November 2020

I wish you a lot of fun and success with your work and I look forward to the next reports - a second Fiverr would be great.

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.

Wolfgang B.
September 2020

Fiverr has been a great investment so far, and I just wanted to say thank you for that too!

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!

Andreas P.
August 2020

It is always inspiring to read your reports. I don't action everything, but Fiverr has fascinated me right from the start - and if you consider where they have already ended up in such a short time ... The sprint is now alarmingly fast (I’ve already taken out my stake again), but one should let profits run, as they say.

Christoph M.
www.christoph-mohr.com
August 2020

I’m glad to be a part of this and for the Fiverr tip alone, the normal Membership was worth it;)

Alessandro F.
August 2020

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

Dieter H.
July 2020

Many thanks for your consistently interesting studies and your work. I'm really enjoying Fiverr at the moment.

Andreas A.
July 2020

By the way, thanks also for the Fiverr tip. I did get in on it at the time, too.

Günter E.
July 2020

The FVRR tip was great, though, and perfectly fits my investment strategy (companies sized 0.5 - 5bn USD with long-year, major potential).

Alexander M.
June 2020

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

Antje T.
May 2020

Fiverr has been a pretty good investment proposition.

André S.
May 2020

Very good timing with Fiverr, wow. Apparently it’s also become a winner of the corona crisis.

Nicholas M.
May 2020

As I've said before I really like your growth investment ideas like (company name hidden by Undervalued-Shares.com) and FVRR.

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 🙂

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!

Markus M.
April 2020 

Fiverr - another world-class report! My sincere respect!!!

Peter F.
April 2020

Many thanks for this interesting report about Fiverr. Impressed me very much. Added a small position to my portfolio.

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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10 May 2021

Update on Fiverr (PDF, 0.6MB)

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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