These 5 Stocks Should Be On Your Radar!
These 5 stocks are increasingly becoming more interesting
I came across companies with fantastic outlooks. One better than the other.
I selected these because:
They’re riding one of the strongest secular trends.
They have a healthy balance sheet.
They’re globally diversified.
Fantastic top and bottom-line growth.
Top-notch management with high insider ownership.
And most important of all…
They’re either not discovered by Wall Street or disregarded by Wall Street.
This is our edge.
Wall Street and funds haven’t figured out their true potential yet.
As soon as they do, our edge will be lost.
Use this to your own advantage.
Let’s dive into these five companies.
Happy reading!
5. Medpace (Ticker: MEDP)
Everyone’s sleeping on Medpace. That might be a mistake.
While the world rushes after flashy biotech stocks and AI-driven healthcare, Medpace quietly manages over 500 clinical trials each year.
It’s not a startup. It’s the backbone of the global clinical research industry—and it's far from fading.
Dominance in clinical research? Still there.
Medpace isn’t just a contract research organization (CRO). It’s an ecosystem:
Phase I-IV clinical trials
Regulatory consulting
Lab services
Medical writing and monitoring
It has its hands in every stage of drug development, helping pharma and biotech companies bring drugs to market.
And even as more players enter the field, Medpace has built a reputation for quality, efficiency, and regulatory expertise that few can match.
Scale and reach that few can replicate.
Medpace has:
A proven track record with over 1,000 employees across 40+ countries
A broad portfolio with over 300 clients
A strong presence in key therapeutic areas like oncology, cardiology, and neurology
The bottom line? Medpace continues to grow—fast.
The business model? Still elite.
Despite being under the radar, Medpace has delivered:
Consistent double-digit revenue growth
High operating margins
A scalable, asset-light model with minimal capital expenditure
Strong cash flow and a solid balance sheet
It’s been quietly returning value to shareholders while others chase the next biotech moonshot.
Secular tailwinds are in place.
Global clinical research is growing:
The drug development pipeline remains robust
Outsourcing to CROs is rising as pharma companies focus on their core competencies
Regulatory complexity continues to increase, increasing demand for experts like Medpace
Even with competition, Medpace is positioned to ride this wave—and potentially accelerate growth.
Turnaround potential? It’s real.
Medpace isn’t perfect. It’s a small player in a fragmented industry. It’s not the most talked-about name.
But:
The company has maintained focus on profitable niches and high-demand services
It’s growing in emerging markets
Its clinical trial offerings continue to expand, making it a one-stop shop for clients
If Medpace can continue to deliver, the market is mispricing the upside.
Optionality no one’s pricing in.
Medpace owns the infrastructure for global clinical trials.
With that, it could:
Expand into emerging therapeutics and next-gen drugs
Leverage AI to streamline trial management and patient recruitment
Build new service lines around data analytics and patient experience
The foundation is there. Most just forgot it exists.
A fair price right now for Medpace?
$401
Currently, Medpace is only $303. There is a serious discrepancy between its true value and the price it is trading at.
4. Topicus (Ticker: TOI)
The constellation software spin-off.
While others rush to the latest buzzwords like AI and crypto, Topicus is building the future of critical infrastructure across Europe’s most essential sectors.
It’s not a flashy startup. It’s a quiet powerhouse that powers everything from financial services to healthcare and government systems—and it’s only getting stronger.
Leadership in niche software markets? Absolutely.
Topicus isn’t just a tech company. It’s a solution provider embedded deep within high-demand industries:
Financial services software for banks, insurers, and investment firms
Public sector tech that supports government operations
Healthcare solutions for patient care, hospital management, and more
Data platforms for smarter decision-making across industries
It’s not the loudest player in the room, but Topicus offers the mission-critical tools these industries can’t live without.
Reach and scale few others have.
Topicus has:
A broad, diverse client base across over 10 countries
Strong, long-term relationships with major institutions in finance, government, and healthcare
A portfolio of over 100 solutions, each tailored to its vertical, with deep integrations that competitors can't easily replicate
The result? Topicus is built for steady growth—and it’s just getting started.
The business model? Very efficient.
Topicus has a proven ability to generate consistent, reliable revenue:
High-margin software with long-term contracts and recurring revenue
Scalable, modular systems that can grow alongside clients’ needs
Minimal capital expenditures—most costs are tied to development, not infrastructure
A focus on acquisitions that drive growth without significant overhead
While other companies race for the next trend, Topicus is quietly building value by adding meaningful vertical depth to its offerings.
Secular tailwinds are in full force.
The demand for specialized software solutions is growing:
Digital transformation is accelerating across highly-regulated industries
Data and security needs are pushing organizations to seek out better, more comprehensive platforms
Sustainability and governance initiatives are adding new layers of complexity to businesses that need more sophisticated tools
As the need for reliable, industry-specific solutions grows, Topicus is in prime position to capitalize.
The turnaround potential? Strong.
Topicus is not a one-trick pony. While its competitors often spread themselves thin, Topicus focuses on niche verticals where it can excel.
The company has a solid growth strategy, with acquisitions helping to deepen its expertise in key sectors
It’s continually building strategic partnerships that extend its reach
Innovation is baked in, with new products continually being rolled out to stay ahead of market shifts
If Topicus executes its plans, the market is underestimating its potential for expansion.
Optionality no one’s pricing in.
Topicus has more than just software; it has the infrastructure that organizations rely on to stay efficient and compliant.
With that foundation, it could:
Extend its footprint in emerging markets like Africa and Asia
Integrate AI-driven solutions for predictive analytics and decision-making
Expand into new verticals, like smart cities or clean energy
Monetize its data pipelines by providing actionable insights for clients
Most just don’t realize the hidden power of Topicus—and the options it has in its back pocket.
My fair value estimate for Topicus?
$182
Topicus is currently priced at $154… there’s a roughly 18% discrepancy between its actual value and what the market is pricing in…
Absurd.
The top three are companies I’m looking to invest in personally. They’re looking the best they’ve ever looked in YEARS.