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 |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Ltd | 2025-02-04 | $199.80 | $200.10 | 0.15% | -2.18% | $269.00 | -25.61% |
| GOOG | Alphabet, Inc | 2024-12-15 | $191.38 | $186.64 | -2.48% | -3.56% | $325.00 | -42.57% |
| NYAX | Nayax Ltd | 2024-11-24 | $28.28 | $39.64 | 40.17% | 37.67% | $71.00 | -44.17% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $34.89 | -3.83% | -45.64% | $68.00 | -48.69% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $22.39 | -16.49% | -75.89% | $49.00 | -54.31% |
| MELI | MercadoLibre, Inc | 2022-12-10 | $896.48 | $2,110.47 | 135.42% | 80.22% | $2,902.00 | -27.28% |
| ADBE | Adobe Inc | 2022-11-18 | $330.86 | $454.69 | 37.43% | -16.70% | $648.00 | -29.83% |
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Watch List
| APPF | 2.41% |
| S | 11.12% |
| NTNX | 33.50% |
| CRWD | 108.68% |
| SEMR | 16.62% |
| SNOW | 28.44% |
| SE | 79.50% |
vs. Fair Value Estimates
Buy List
| TSM | -25.61% |
| GOOG | -42.57% |
| NYAX | -44.17% |
| HRMY | -48.69% |
| YOU | -54.31% |
| MELI | -27.28% |
| ADBE | -29.83% |
vs. Fair Value Estimates
Hold List
| ZETA | -8.41% |
| MSFT | -24.20% |
| ODD | -23.18% |
| ASR | -24.82% |
| FLYW | -2.65% |
| CELH | -20.22% |
| TOST | 34.20% |
| CPNG | 6.94% |
| HIMS | 137.18% |
| PAYC | -22.88% |
| MNDY | 33.34% |
| GLBE | 1.37% |
| ZS | 30.99% |
| V | -2.91% |
| ADSK | 9.00% |
| NOW | 16.91% |
| ABNB | -12.75% |
| FTNT | 11.97% |
| TEAM | 30.92% |
vs. Fair Value Estimates