Buy Toast
Apr 20, 2024
Several Stock Deletions And Rejections To Cover
Apr 16, 2024
Finally, SaaS At A Reasonable Valuation: Smartsheet
Apr 15, 2024
Why I'm Passing On 4 Green Screen Stocks
Mar 31, 2024
Last Q4 Update: ADSK, SNPS, SPT, ADBE
Mar 22, 2024
Is It Time To Place An Order On Toast?
Mar 17, 2024
Rejecting GigaCloud and Several Others
Mar 13, 2024
Pinterest Is A Unique And Different "Social Network"
Mar 12, 2024
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Watch List
CMG | 81.34% |
SMAR | -16.61% |
ENLT | 2.65% |
SNPS | 60.83% |
SPT | 45.78% |
CELH | -11.11% |
PINS | 42.83% |
SNOW | 10.71% |
WDAY | 9.76% |
GOOG | 36.53% |
MA | 0.76% |
MSFT | -8.90% |
vs. Fair Value Estimates
Buy List
HIMS | -27.41% |
PAYC | -34.30% |
HRMY | -51.28% |
GLBE | -25.49% |
YOU | -59.57% |
MELI | -30.95% |
FTNT | -27.28% |
vs. Fair Value Estimates
Hold List
TOST | -21.80% |
CPNG | 8.57% |
MNDY | 5.79% |
ZS | 11.61% |
V | -15.90% |
ADSK | -24.30% |
NOW | 20.56% |
ABNB | -6.95% |
TEAM | 9.95% |
ADBE | -19.81% |
CRWD | 19.53% |
vs. Fair Value Estimates