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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet, Inc | 2024-12-15 | $191.38 | $197.55 | 3.22% | 4.26% | $291.00 | -32.11% |
| NYAX | Nayax Ltd | 2024-11-24 | $28.28 | $35.68 | 26.17% | 25.82% | $71.00 | -49.75% |
| ASR | Grupo Aeroportuario del Sureste | 2024-06-30 | $299.52 | $272.73 | -8.94% | -18.75% | $382.00 | -28.60% |
| PAYC | Paycom Software, Inc | 2023-11-01 | $153.07 | $209.18 | 36.66% | -5.19% | $290.00 | -27.87% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $39.05 | 7.64% | -31.20% | $68.00 | -42.57% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $26.04 | -2.87% | -58.93% | $49.00 | -46.86% |
| MELI | MercadoLibre, Inc | 2022-12-10 | $896.48 | $1,836.00 | 104.80% | 52.85% | $2,467.00 | -25.58% |
| ADBE | Adobe Inc | 2022-11-18 | $330.86 | $429.99 | 29.96% | -20.93% | $648.00 | -33.64% |
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Watch List
| VTEX | -14.29% |
| S | 8.93% |
| CRWD | 70.81% |
| SEMR | 8.00% |
| SNOW | 18.60% |
| SE | 55.51% |
vs. Fair Value Estimates
Buy List
| GOOG | -32.11% |
| NYAX | -49.75% |
| ASR | -28.60% |
| PAYC | -27.87% |
| HRMY | -42.57% |
| YOU | -46.86% |
| MELI | -25.58% |
| ADBE | -33.64% |
vs. Fair Value Estimates
Hold List
| ZETA | -24.16% |
| MSFT | -22.56% |
| ODD | -21.97% |
| FLYW | 4.05% |
| CELH | -14.91% |
| TOST | 32.91% |
| CPNG | -6.13% |
| HIMS | -0.54% |
| MNDY | 15.26% |
| GLBE | 19.36% |
| ZS | 18.72% |
| V | -11.46% |
| ADSK | 9.16% |
| NOW | 48.20% |
| ABNB | -19.09% |
| FTNT | 1.32% |
| TEAM | 12.66% |
vs. Fair Value Estimates