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 |
|---|---|---|---|---|---|---|---|---|
| SEMR | Semrush Holdings, Inc | 2025-03-02 | $11.00 | $8.96 | -18.55% | -9.02% | $15.50 | -42.19% |
| TSM | Taiwan Semiconductor Ltd | 2025-02-04 | $199.80 | $157.33 | -21.26% | -11.38% | $269.00 | -41.51% |
| ZETA | Zeta Global Holdings Corp | 2024-12-29 | $17.67 | $11.98 | -32.20% | -22.55% | $18.00 | -33.44% |
| GOOG | Alphabet, Inc | 2024-12-15 | $191.38 | $158.68 | -17.09% | -6.12% | $325.00 | -51.18% |
| NYAX | Nayax Ltd | 2024-11-24 | $28.28 | $38.87 | 37.45% | 47.17% | $59.00 | -34.12% |
| MSFT | Microsoft Corp | 2024-11-02 | $410.37 | $385.73 | -6.00% | -0.15% | $549.00 | -29.74% |
| ODD | Oddity Tech, Ltd | 2024-08-11 | $37.85 | $41.08 | 8.53% | 7.67% | $63.00 | -34.79% |
| ASR | Grupo Aeroportuario del Sureste | 2024-06-30 | $299.52 | $275.98 | -7.86% | -6.64% | $417.00 | -33.82% |
| FLYW | Flywire Corp | 2024-06-19 | $15.39 | $8.61 | -44.05% | -42.07% | $15.50 | -44.45% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $28.75 | -20.76% | -45.66% | $73.00 | -60.62% |
| GLBE | Global-e Online Ltd | 2023-05-03 | $26.46 | $32.47 | 22.71% | -8.14% | $46.00 | -29.41% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $27.19 | 1.42% | -38.98% | $41.00 | -33.68% |
| ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $114.64 | 21.06% | -15.64% | $178.00 | -35.60% |
| MELI | MercadoLibre, Inc | 2022-12-10 | $896.48 | $2,118.32 | 136.29% | 99.59% | $2,902.00 | -27.00% |
| ADBE | Adobe Inc | 2022-11-18 | $330.86 | $350.38 | 5.90% | -29.85% | $643.00 | -45.51% |
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Watch List
| ASML | -22.19% |
| INTU | 13.81% |
| WDAY | -9.92% |
| VEEV | 13.63% |
| PSTG | -8.80% |
| CMG | 31.89% |
| RDDT | -3.54% |
| NTNX | 16.39% |
| CRWD | 79.36% |
| SE | 18.56% |
| SNOW | 4.67% |
| APPF | 5.15% |
| PINS | -36.61% |
vs. Fair Value Estimates
Buy List
| SEMR | -42.19% |
| TSM | -41.51% |
| ZETA | -33.44% |
| GOOG | -51.18% |
| NYAX | -34.12% |
| MSFT | -29.74% |
| ODD | -34.79% |
| ASR | -33.82% |
| FLYW | -44.45% |
| HRMY | -60.62% |
| GLBE | -29.41% |
| YOU | -33.68% |
| ABNB | -35.60% |
| MELI | -27.00% |
| ADBE | -45.51% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| CELH | 48.32% |
| TOST | 16.17% |
| CPNG | -18.94% |
| HIMS | -15.83% |
| PAYC | -21.12% |
| MNDY | 8.70% |
| ZS | 25.55% |
| V | -6.98% |
| ADSK | -1.73% |
| NOW | -1.39% |
| FTNT | -2.75% |
| TEAM | -9.10% |
vs. Fair Value Estimates