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 |
|---|---|---|---|---|---|---|---|---|
| ODD | Oddity Tech, Ltd | 2024-08-11 | $37.85 | $40.50 | 7.00% | -3.75% | $57.50 | -29.57% |
| ASR | Grupo Aeroportuario del Sureste | 2024-06-30 | $299.52 | $272.84 | -8.91% | -17.37% | $382.00 | -28.58% |
| PAYC | Paycom Software, Inc | 2023-11-01 | $153.07 | $216.92 | 41.71% | 1.60% | $290.00 | -25.20% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $32.48 | -10.47% | -47.62% | $68.00 | -52.24% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $26.36 | -1.68% | -55.84% | $49.00 | -46.20% |
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Watch List
| SE | 53.62% |
| PINS | 2.38% |
| MA | 9.82% |
| CMG | 77.97% |
| GOOG | 41.40% |
| PSTG | 10.89% |
| SEMR | -5.93% |
| INTU | 26.06% |
| SMAR | 24.20% |
| GTLB | 35.36% |
| CRWD | 64.32% |
| VEEV | 11.64% |
| WDAY | 8.74% |
| SNOW | -6.97% |
vs. Fair Value Estimates
Buy List
| ODD | -29.57% |
| ASR | -28.58% |
| PAYC | -25.20% |
| HRMY | -52.24% |
| YOU | -46.20% |
vs. Fair Value Estimates
Hold List
| MSFT | -24.59% |
| FLYW | 16.52% |
| CELH | -14.72% |
| TOST | 49.12% |
| CPNG | 2.94% |
| HIMS | -15.96% |
| MNDY | 22.39% |
| GLBE | -1.75% |
| ZS | 22.37% |
| V | -13.61% |
| ADSK | 16.05% |
| NOW | 41.37% |
| ABNB | -21.29% |
| MELI | -22.31% |
| FTNT | -2.38% |
| TEAM | 10.59% |
| ADBE | -15.89% |
vs. Fair Value Estimates