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 | $10.43 | -5.18% | -1.80% | $15.50 | -32.71% |
| TSM | Taiwan Semiconductor Ltd | 2025-02-04 | $199.80 | $181.16 | -9.33% | -5.57% | $269.00 | -32.65% |
| GOOG | Alphabet, Inc | 2024-12-15 | $191.38 | $169.93 | -11.21% | -6.28% | $325.00 | -47.71% |
| NYAX | Nayax Ltd | 2024-11-24 | $28.28 | $34.55 | 22.17% | 25.77% | $82.00 | -57.87% |
| MSFT | Microsoft Corp | 2024-11-02 | $410.37 | $393.08 | -4.21% | -4.75% | $549.00 | -28.40% |
| ODD | Oddity Tech, Ltd | 2024-08-11 | $37.85 | $45.34 | 19.79% | 12.08% | $63.00 | -28.03% |
| ASR | Grupo Aeroportuario del Sureste | 2024-06-30 | $299.52 | $284.56 | -4.99% | -10.48% | $382.00 | -25.51% |
| FLYW | Flywire Corp | 2024-06-19 | $15.39 | $10.06 | -34.63% | -39.30% | $15.50 | -35.10% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $34.24 | -5.62% | -39.00% | $73.00 | -53.10% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $26.50 | -1.16% | -51.08% | $41.00 | -35.37% |
| ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $129.82 | 37.09% | -8.89% | $178.00 | -27.07% |
| MELI | MercadoLibre, Inc | 2022-12-10 | $896.48 | $2,134.31 | 138.08% | 92.10% | $2,902.00 | -26.45% |
| ADBE | Adobe Inc | 2022-11-18 | $330.86 | $394.47 | 19.23% | -25.73% | $648.00 | -39.12% |
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Watch List
| RDDT | 24.94% |
| NTNX | 38.83% |
| CRWD | 70.16% |
| SE | 28.20% |
| SNOW | 16.55% |
| APPF | 4.55% |
| PINS | -16.98% |
vs. Fair Value Estimates
Buy List
| SEMR | -32.71% |
| TSM | -32.65% |
| GOOG | -47.71% |
| NYAX | -57.87% |
| MSFT | -28.40% |
| ODD | -28.03% |
| ASR | -25.51% |
| FLYW | -35.10% |
| HRMY | -53.10% |
| YOU | -35.37% |
| ABNB | -27.07% |
| MELI | -26.45% |
| ADBE | -39.12% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| ZETA | -13.00% |
| CELH | 39.52% |
| TOST | 20.50% |
| CPNG | -10.98% |
| HIMS | 6.89% |
| PAYC | -19.54% |
| MNDY | 19.71% |
| GLBE | -14.87% |
| ZS | 28.75% |
| V | -4.75% |
| ADSK | -0.30% |
| NOW | 2.62% |
| FTNT | -2.17% |
| TEAM | 2.90% |
vs. Fair Value Estimates