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3 Stocks Beating the Market
Kenny G
July 25, 2025
In partnership with
His First Venture Sold for $120M – This Time is Different
Austin Allison is familiar with using tech to disrupt real estate – his first venture, dotloop, was acquired for $120M. But despite bringing industry fame, one nagging regret remained.
"I always wished we gave retail investors the chance to invest in dotloop and share that success," Allison later said.
Now he’s doing just that. Austin built upon that experience to launch Pacaso, the co-ownership marketplace disrupting the $1.3T vacation home industry. And it’s working.
They’ve surpassed $110M in gross profit to date, including 41% YoY growth last year. They’ve earned backing from firms like Maveron and Greycroft. They even reserved the Nasdaq ticker PCSO. And unlike dotloop, you can become an investor in Pacaso as a private company.
Invest today at $2.90/share.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com.
THE MONEY IDEA💡
3 Stocks Beating the Market
Welcome, we are 37,895 Money Masters and counting!
In a year marked by interest rate uncertainty and uneven economic data, a few stocks are standing out for all the right reasons. These companies pair strong fundamentals with timely momentum, helping them outperform the broader market in 2025. Morningstar still sees them as undervalued, suggesting there may be more room to run.
Let’s dive in.
THE MONEY IDEA💡
3 Stocks Beating the Market
Industry: Healthcare / Medical Devices
Current Status: Undervalued; 4-star rating, wide moat, medium uncertainty
Valuation Advantage – Morningstar sees shares trading 18% below fair value, making it attractive for long-term buyers.
Diversified Business Model – The company operates across multiple treatment areas, reducing reliance on any single segment.
Defensive Cash Flow – Stable global demand for medical devices supports predictable, recurring cash generation.
Capital Returns – A 3.2% dividend yield and multibillion-dollar buybacks reflect ongoing shareholder focus.
Margin Expansion Opportunity – Medtronic expects operating leverage to improve as new products gain scale.
Bottom Line: Medtronic offers dependable income, broad healthcare exposure, and an undervalued entry point for defensive growth investors.
Industry: Technology / Enterprise Software
Current Status: Fairly Valued; 3-star rating, wide moat, medium uncertainty
Moat from Integration – Deeply embedded enterprise workflows and high switching costs create sticky customer relationships.
Upgraded Fair Value – Morningstar raised its estimate to $1,010 after management guided to stronger margins and revenue.
AI Monetization – New generative AI tools are increasing usage and average deal size across customer segments.
Consistent Execution – Management has steadily delivered margin gains while maintaining strong top-line growth.
Financial Flexibility – A clean balance sheet and strong cash flow enable ongoing investment and innovation.
Bottom Line: ServiceNow is a leading automation platform with AI upside and a track record of disciplined growth.
Industry: Technology / Enterprise Software
Current Status: Fairly Valued; 3-star rating, wide moat, medium uncertainty
China Sales Restored – The return of chip sales to China lifted its valuation and improves near-term revenue visibility.
Still Attractively Priced – Morningstar sees AMD as fairly valued despite strong 2025 performance and AI hype.
AI Market Leverage – AMD’s GPUs and custom silicon play a critical role in data centers powering AI infrastructure.
Strong Product Pipeline – Roadmaps for CPUs, GPUs, and AI accelerators position AMD for multi-year growth.
Execution Has Improved – The company has built credibility with steady launches, margin expansion, and channel discipline.
Bottom Line: AMD remains one of the most compelling ways to invest in AI infrastructure with strong long-term potential.
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