1. Expensify (EXFY) presents value as an undervalued small-cap stock with strong cash flow metrics, trading at 5.7x EV/FY25 FCF, far below large-cap tech peers; 2. The company is streamlining pricing and enhancing AI features to reverse membership declines and drive growth, supported by a 50% brand awareness boost from its F1 movie sponsorship; 3. Despite execution risks and recent user base challenges, the author reiterates a 'Buy' rating, viewing current share price weakness as an opportunity.

1. Stride has transitioned to a recurring-revenue model driven by K-12 enrollment growth, career pathways, and an improved balance sheet; 2. FY2025 saw 20%+ enrollment growth, 18% revenue increase, margin expansion, and operational efficiency gains in teen career programs; 3. Management streamlined operations by addressing underperforming adult learning segments, focusing on high-return K-12 and career initiatives, with FY2026 guidance projecting 10-15% enrollment growth and sustained profitability.

1. Hims & Hers demonstrates rapid revenue/subscriber growth and improved cash flow, reflecting strong brand momentum; 2. Gross margins dipped due to lower-margin obesity products, but SG&A efficiency supports operating leverage; 3. Collaboration with Novo Nordisk and capital raise enhance expansion prospects, though reliance on GLP-1 drugs and competition pose risks. The stock is upgraded to Buy with caution due to volatility.

1. Udemy, a $1.5 billion edtech marketplace, is experiencing a strong turnaround with an 18% surge in enterprise revenue and a leap in adjusted EBITDA. 2. The company is strategically focusing on its enterprise segment and integrating AI tools. 3. With less than 10% market penetration, there's significant potential for expansion.

1. Carlisle Companies has successfully shifted its focus to high-ROIC building products, significantly enhancing shareholder value and outperforming the S&P 500. 2. The company's strategic pivot has led to strong financial performance, with fundamental business growth surpassing stock price appreciation over 10 years. 3. Despite cyclical risks, CSL's focus on ROIC, strategic acquisitions, and energy-efficient products positions it for long-term growth.

1. Oracle's growth trajectory remains strong despite supply constraints and geopolitical risks; 2. Cloud services, now 77% of revenue, are driving growth with significant contributions from AI demand and OCI partnerships; 3. Capital investments are set to double in eFY25, with a large data center under construction.

1. Chewy reported better-than-expected Q2 earnings, driving shares higher in FY 2024; 2. The company's growth strategy, including veterinary clinics, led to a 65% Y/Y increase in adjusted EBITDA and a 6% rise in per-customer spend; 3. Chewy's valuation remains attractive, trading at a 55% discount to its 3-year average P/E ratio.

1. Shift4 Payments reported revenue of $827M in Q2 2024, a 30% year-over-year growth; 2. The company continues to grow organically through international expansion and partnerships; 3. The stock is trading at a low EV/EBITDA and FCF multiple, indicating a good value.