Tiger Global’s Newest Moves May Surprise: Groupon Inc (GRPN), Apple Inc. (AAPL), Facebook Inc (FB), Google Inc (GOOG)

Tiger Global upped its stake in the 3D printing company by 15%, which has already returned 17.6% since the start of 2013. Though this stock has seen some mammoth gains over the past year, investors looking for exposure to 3D printing are best suited here, due to three key reasons: (1) 3D Systems’s products are some of the most affordable in the marketplace, (2) the variety of its product offerings is promising, and (3) shares are still 10% cheaper than key competitor Stratasys, Ltd. (NASDAQ:SSYS) on a PEG basis (see these points in greater detail).

Amazon.com, Inc. (NASDAQ:AMZN), meanwhile, was the beneficiary of a 158% boost by Tiger Global last quarter, and like 3D Systems, this appears to be a momentum play. Shares of the e-retailer rose by more than 40% in 2012, and despite many investors’ cries that Amazon’s sky-high valuation makes the stock a clear-cut “sell,” we think that its conversion rate—i.e. the percentage of web visitors that buy a product within its pages—still has room for improvement.

Though estimates vary, it is widely accepted that Amazon’s conversion rate is in high-single-digit territory. This is below eBay Inc (NASDAQ:EBAY), for example, which sports a conversion rate between 11% and 12%. In layman’s terms, this differential indicates that Amazon still has room to grow top line revenues, and the combination of its Prime and virtual currency services can boost conversions going forward.

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