5 Stocks I'm Buying In June 2026

Daniel Pronk•Jun 4, 2026

Summary

Daniel believes that even with the market trading close to all-time highs, there are still excellent opportunities to invest in high-quality companies that are currently undervalued. He aligns with Bill Ackman's view that investors might be making past mistakes by overlooking such quality stocks. This video focuses on five specific stocks that Daniel finds particularly interesting for June 2026.

**Limbach (LMB):** Daniel has been actively adding Limbach to his portfolio, viewing a recent 37% stock drop as unjustified. Limbach is a specialty contractor for mission-critical buildings like data centers, hospitals, and universities, strategically acquiring smaller regional contractors. Despite revenue being flat since 2019, the company has significantly increased gross profit (18% CAGR since 2021) and IBITa (35% annually since 2021) by shifting from low-margin new construction (GCR) to high-margin recurring maintenance services (ODR), with ODR revenue growing 282% since Q1 2021. The company's growing focus on the data center business is a key driver, making up 27% of Q1 2026 bookings growth, and this momentum is expected to continue strongly. Although Q1 2026 was weak, this was pre-guided in Q4 2025 due to a temporary 'air pocket' in healthcare bookings, and the company reaffirmed its full-year 2026 guidance, implying significant growth acceleration in the latter half of the year. Limbach anticipates revenues between $730M and $760M (13-17% YOY growth) and adjusted IBITa of $90M to $94M (10-16% YOY growth), translating to about $70M in free cash flow. Daniel notes that Limbach is building towards becoming a single national contractor for hyperscaler data center customers, offering a large untapped opportunity. He considers the stock undervalued, trading at a forward P/E of 23 and 14.3x free cash flow, considerably lower than peers trading at P/E multiples of 38-70.

**MercadoLibre (MELI):** Daniel consistently adds MercadoLibre shares, calling it one of the cheapest and most significantly undervalued stocks. It dominates Latin America's e-commerce market, holding a 33% share in retail e-commerce in the region and over 50% in Mexico, surpassing Amazon's growth. Daniel points to a massive total addressable market (TAM), as e-commerce constitutes only about 10% of total retail sales in Latin America. Its advertising platform is a strong growth engine, accelerating at 73% in Q1 2026 with an estimated 80% operating margin, which Daniel believes could be valued at $48 billion alone. Moreover, MercadoLibre's fintech platform generated nearly $14 billion in trailing 12-month revenue, comparable to NuBank's entire business, suggesting a potential standalone value of $50 billion. The combined sum-of-the-parts valuation for these two segments ($98 billion) already exceeds MercadoLibre's current $82 billion market cap, even before accounting for its core e-commerce business. Analysts project revenue to more than double in the next three years, and Daniel believes the market is underestimating its growth potential and future margin expansion.

**NuBank (NU):** Daniel identifies NuBank as an undervalued and interesting stock, though he has not yet personally purchased shares. This digital bank operates predominantly in South America and is expanding into the United States. A recent stock decline following a CFO resignation is viewed bullishly by Daniel due to the appointment of a highly experienced new CFO from Visa's North American division. NuBank's valuation metrics show a P/E ratio of 18.4 and a forward P/E of 12.4, despite maintaining over 40% growth in revenues and net income. The company has grown to 135 million customers, with average revenue per active account (ARPAC) at $16, while its cost to serve continues to decrease, driving net income to $871 million in Q1 2026. Daniel emphasizes the massive, largely untapped total addressable markets in Brazil (where it is the leading digital bank but still has low penetration) and Mexico (with 15 million customers and break-even profitability), which he believes will provide sustained growth for decades. The valuation disconnect, given its strong growth and TAM, makes it a compelling opportunity.

**Mastercard (MA):** Daniel owns Mastercard, citing its high-quality business and robust moats, and considers it a compelling and cheap investment for June 2026. The stock is currently trading at decade-low price multiples, even below the levels observed during the COVID crash and 2022 sell-off. Concerns exist regarding the rise of national payment systems like Pix in Brazil and UPI in India. However, Daniel argues these systems are primarily for internal bank-to-bank transfers and do not negate the need for Mastercard's network for international transactions, travel, credit building, or the additional benefits like rewards and protection that credit cards offer. Furthermore, over 40% of Mastercard's total revenue now comes from faster-growing value-added services such as data analytics and cybersecurity, diversifying its business model beyond pure payment processing. Daniel expects these services to become the majority of the business, enabling continued growth even if there's some disruption to the core payment network.

**Meta (META):** Daniel has consistently bought more shares of Meta, convinced that it remains truly undervalued. A significant recent development is Meta's introduction of new 'Meta Business Agents,' which are AI-powered tools designed to help businesses globally. These agents aim to boost output and deliver personalized customer experiences across Meta's platforms, particularly WhatsApp and Messenger, where over a million businesses are already using them. The new platform provides businesses with the necessary infrastructure to build, customize, and deploy their agents at scale, capable of responding in local languages and specific tones. Daniel sees this as a key driver for Meta's continued growth and value, given the billions of people who connect with businesses on these platforms daily. (The transcript ends abruptly before further details on Meta's investment thesis are provided.)

Mentioned Stocks

META

Sentiment: BUYAction: BOUGHT

Reasoning: Daniel has continued to buy more shares of Meta, believing it is truly undervalued. His reasoning focuses on Meta's introduction of new 'Meta Business Agents' leveraging AI to help businesses. These agents are designed to increase output and deliver personalized customer experiences across platforms like WhatsApp and Messenger, where over a million businesses already use them. The new platform enables businesses to build, customize, and deploy these agents at scale, in various languages and tones. (The full reasoning is incomplete due to transcript truncation.)

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Sentiment: BUYAction: RECOMMENDED

Reasoning: Daniel owns Mastercard and recommends it, viewing it as a high-quality business with strong moats trading at decade-low price multiples. Despite concerns about national payment rails like Pix and UPI, Daniel argues these are largely internal and do not negate the need for Mastercard's network for international transactions, travel, credit building, and other card benefits. He highlights that Mastercard is diversifying its revenue, with over 40% now coming from faster-growing value-added services (e.g., data, cybersecurity), which are expected to become the majority of the business. This diversification and the continued growth of its core network make it a compelling investment, especially at its currently depressed valuation.

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Sentiment: BUY

Reasoning: Daniel finds NuBank an undervalued and interesting stock, despite not having purchased shares yet. The digital bank operates across South America and is expanding into the US, with Brazil being its main profit driver and Mexico reaching break-even profitability. The stock's fall after the CFO's resignation is seen as bullish due to the strong new CFO hire from Visa. NuBank trades at a P/E of 18.4 and a forward P/E of 12.4, while growing revenues and net income over 40%. It boasts 135 million customers, growing ARPAC ($16), and declining cost to serve, leading to record net income of $871 million in Q1. Daniel emphasizes the massive, largely untapped total addressable markets in Brazil and Mexico, providing significant long-term growth potential for the business over the next couple of decades.

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LMB

Sentiment: BUYAction: BOUGHT

Reasoning: Daniel is actively buying Limbach, considering its recent 37% stock drop post-Q1 2026 earnings unjustified, as the weakness was pre-guided and a one-off event. He sees the company, a specialty contractor for mission-critical buildings, as undervalued. Limbach is strategically shifting to higher-margin ODR services (up 282% since Q1 2021) and capitalizing on the data center market, with this segment contributing 27% to Q1 bookings growth and expected to accelerate significantly in H2 2026. The company reaffirmed its full-year 2026 guidance for revenue ($730-$760M, implying 13-17% YOY growth) and IBITa ($90-$94M, implying 10-16% YOY growth) and projects about $70M in free cash flow. Limbach trades at a forward P/E of 23 and 14.3 times free cash flow, which is significantly lower than its peers in the data center construction maintenance sector, which trade at P/E ratios ranging from 38 to 70. Daniel believes the market is not pricing in its data center opportunity or the expected re-acceleration of growth.

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MELI

Sentiment: BUYAction: BOUGHT

Reasoning: Daniel is consistently adding MercadoLibre shares to his portfolio, arguing it's one of the cheapest stocks and significantly undervalued. The company is the dominant e-commerce player in Latin America with growing market share (33% in LATAM retail, >50% in Mexico, outpacing Amazon). Its ads platform is accelerating (73% YOY growth in Q1 2026) with an 80% operating margin, potentially valued at $48 billion. Its fintech business, with $14 billion in TTM revenue, rivals NuBank's market cap, suggesting a standalone value of $50 billion. The combined value of these two segments ($98 billion) already exceeds its current $82 billion market cap, without considering the core e-commerce business. Daniel notes a massive untapped TAM as e-commerce is only 10% of total retail sales in LATAM and analysts expect revenue to more than double in the next 3 years.

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