What are 3 stocks you like right now that look expensive on paper, but could look cheap in hindsight three years from now?🙏

Three of mine are below. Shameless plug: all are included in our Microcap Quality Index, with research🤭

$ASYS

Even after a big move higher, I don’t think the market has fully connected the dots yet. The AI exposure still feels underappreciated, and more importantly, investors haven’t fully internalized the new CEO’s plan to expand and compound existing recurring revenue streams. On the surface, it doesn’t screen cheap, but once you dig into the emerging earnings power, the valuation story starts to look very different.

$MOJO

Extremely speculative, but interesting. The CEO is angrily pounding the “buy buy buy” table with real swagger… and clearly frustrated that the stock isn’t being recognized. It’s rare to find a beverage company that isn’t hemorrhaging cash, hasn’t been bloated with debt, and doesn’t have a blown-out share count. Oh… and the product actually tastes good. The opportunity and the risk come down to execution: securing another key distributor. Already has ShopRite, but the next one matters.

$QBAK

One of the next AI-adjacent themes may be storage solutions, and this company is quietly putting the pieces in place to benefit. The CEO has a strong track record, and while the story doesn’t scream “cheap” today, the setup could look very different as the theme matures.

Curious what you are watching that screens expensive today but could compound into something much bigger.🙏