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🗞 It Was Amazon, Then Alibaba, Here's Who's Next

Everyone wishes they had gotten into Amazon stock way back in its infancy, the same for Alibaba. While it's too late for those two, you're definitely on time for this one.

Author

InvestiBrew
December 25, 2025

BREAKING THE DEAL
Replicating Success

The business models behind giants like Amazon and Alibaba are, in reality, very simple.

Undercut competitors and pass the most value to consumers possible, creating word-of-mouth and recurring business.

When the e-commerce leg is strong and pretty much running on autopilot, it’s time to shift and reinvest into other “hot” laterals like:

  • Data centers

  • Cloud computing

  • Logistics services

Amazon has done it in the United States, Alibaba in the Asia Pacific; now it’s time for another emerging market to do the same.

There is one company that is preparing to do it all in the coming years. ⬇️ 

Brazil Services PMI, Tradingeconomics

Let’s take a look at one of LATAM’s biggest economies: Brazil. 🇧🇷 

The Services PMI index has begun to rebound over the past quarter, likely because consumers are more confident about their spending and business activity.

We can reiterate this view through the declines in unemployment for the nation as well:

  • 6.5% in January 2025, down to 5.4% in December 2025

And we all know what that means for consumer businesses, like this one:

Today’s Company Pitch, Investor Relations

With double-digit CAGRs on unique active user growth, you may think I’m talking about a small-cap company today. 📈 

Far from it.

It’s a $100 billion company still in the early stages of becoming what Amazon and Alibaba have become in their respective markets.

We’re talking:

  • 16% ROIC and growing

  • Premium Forward P/E valuation

  • P/FCF multiples suggest margin expansion to continue

And the best part of all, there’s over 75% upside from where it trades today.

So grab a pen and paper, and let’s get into it ⬇️ 

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