Buy List
Outstanding companies with strong organic revenue growth, recurring sales, durable competitive advantages, and great management teams, selling at 25% or more under fair value. Now is a good time to buy them!
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| Ticker | Company | Added | Cost | Price | Return | vs SPY | Fair Value | vs FV |
|---|---|---|---|---|---|---|---|---|
| PINS | Pinterest Inc | 2025-04-20 | $25.26 | $26.06 | 3.17% | -1.44% | $41.00 | -36.44% |
| SEMR | Semrush Holdings, Inc | 2025-03-02 | $11.00 | $10.33 | -6.09% | 1.24% | $15.50 | -33.35% |
| TSM | Taiwan Semiconductor Ltd | 2025-02-04 | $199.80 | $165.10 | -17.37% | -9.68% | $279.00 | -40.82% |
| ZETA | Zeta Global Holdings Corp | 2024-12-29 | $17.67 | $13.14 | -25.64% | -18.18% | $18.00 | -27.00% |
| GOOG | Alphabet, Inc | 2024-12-15 | $191.38 | $163.85 | -14.38% | -5.57% | $324.00 | -49.43% |
| NYAX | Nayax Ltd | 2024-11-24 | $28.28 | $41.90 | 48.16% | 55.70% | $59.00 | -28.98% |
| MSFT | Microsoft Corp | 2024-11-02 | $410.37 | $391.85 | -4.51% | -0.94% | $549.00 | -28.62% |
| ODD | Oddity Tech, Ltd | 2024-08-11 | $37.85 | $44.25 | 16.91% | 13.60% | $63.00 | -29.76% |
| FLYW | Flywire Corp | 2024-06-19 | $15.39 | $8.94 | -41.91% | -42.30% | $15.50 | -42.32% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $29.61 | -18.38% | -46.32% | $73.00 | -59.44% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $25.31 | -5.59% | -49.40% | $41.00 | -38.27% |
| ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $122.51 | 29.37% | -10.65% | $178.00 | -31.17% |
| ADBE | Adobe Inc | 2022-11-18 | $330.86 | $367.72 | 11.14% | -27.90% | $643.00 | -42.81% |
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Watch List
| APPF | -3.02% |
| CMG | 43.83% |
| VEEV | 16.09% |
| INTU | 19.56% |
| WDAY | -7.52% |
| PSTG | -0.65% |
| RDDT | 18.10% |
| NTNX | 24.37% |
| CRWD | 94.01% |
| SE | 26.50% |
| SNOW | 13.14% |
vs. Fair Value Estimates
Buy List
| PINS | -36.44% |
| SEMR | -33.35% |
| TSM | -40.82% |
| ZETA | -27.00% |
| GOOG | -49.43% |
| NYAX | -28.98% |
| MSFT | -28.62% |
| ODD | -29.76% |
| FLYW | -42.32% |
| HRMY | -59.44% |
| YOU | -38.27% |
| ABNB | -31.17% |
| ADBE | -42.81% |
vs. Fair Value Estimates
Hold List
| ASML | -22.86% |
| VTEX | -14.24% |
| ASR | -23.26% |
| CELH | 46.96% |
| TOST | 20.33% |
| CPNG | -11.55% |
| HIMS | -19.74% |
| PAYC | -18.13% |
| MNDY | 18.61% |
| GLBE | -21.26% |
| ZS | 32.26% |
| V | -7.16% |
| ADSK | -0.03% |
| NOW | 14.16% |
| MELI | -23.30% |
| FTNT | -0.20% |
| TEAM | 0.30% |
vs. Fair Value Estimates