What's the idea? Chegg operates in a large and growing educational technology market. Digital spending is expected to exceed 5% of total education spending. The focus on academic programs allows Chegg to significantly expand the LTV (Lifetime value) of its subscriber base. Prudent strategic management and targeted acquisitions have allowed the company to expand its range of services and significantly deepen its competitive moat. Chegg is able to increase the stock value by almost a quarter through the current share buyback program. Chegg is one of the few companies in the education technology industry with a steady and growing cash flow. According to the Wall Street consensus, the stock has an upside potential of 58.17%.

What's the idea? The past decade has been relatively difficult for investors in small-cap stocks as globalization, moderate inflation and low-interest rates have pushed the values of large corporations to new heights. However, it seems that the economic winds have changed their direction. As businesses reorient on domestic production and capital expenditures grow, the US-focused small-cap companies can show impressive results.

What's the idea? The past decade has been relatively difficult for investors in small-cap stocks as globalization, moderate inflation and low-interest rates have pushed the values of large corporations to new heights. However, it seems that the economic winds have changed their direction. As businesses reorient on domestic production and capital expenditures grow, the US-focused small-cap companies can show impressive results.