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 |
|---|---|---|---|---|---|---|---|---|
| TBBB | BBB Foods Inc | 2025-05-11 | $27.90 | $26.17 | -6.20% | -11.99% | $40.50 | -35.38% |
| SEMR | Semrush Holdings, Inc | 2025-03-02 | $11.00 | $8.98 | -18.36% | -18.84% | $15.00 | -40.13% |
| ZETA | Zeta Global Holdings Corp | 2024-12-29 | $17.67 | $12.16 | -31.18% | -31.52% | $20.00 | -39.20% |
| GOOG | Alphabet, Inc | 2024-12-15 | $191.38 | $175.88 | -8.10% | -6.97% | $324.00 | -45.72% |
| ASR | Grupo Aeroportuario del Sureste | 2024-06-30 | $299.52 | $314.03 | 4.84% | -4.85% | $445.00 | -29.43% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $32.97 | -9.12% | -47.83% | $74.00 | -55.45% |
| GLBE | Global-e Online Ltd | 2023-05-03 | $26.46 | $31.97 | 20.82% | -24.49% | $45.00 | -28.96% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $24.40 | -8.99% | -64.90% | $38.50 | -36.62% |
| MELI | MercadoLibre, Inc | 2022-12-10 | $896.48 | $2,371.98 | 164.59% | 112.79% | $3,343.00 | -29.05% |
| ADBE | Adobe Inc | 2022-11-18 | $330.86 | $391.68 | 18.38% | -32.36% | $643.00 | -39.09% |
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Watch List
| CRWD | 113.61% |
| NTNX | 44.26% |
| VEEV | 13.93% |
| SNOW | 50.86% |
| WDAY | -9.43% |
| ENLT | -10.81% |
| WEAV | -27.40% |
| SE | 36.62% |
| SPSC | 12.33% |
| RDDT | 14.74% |
| APPF | 13.92% |
| CMG | 39.56% |
| INTU | 44.44% |
| PSTG | 12.28% |
vs. Fair Value Estimates
Buy List
| TBBB | -35.38% |
| SEMR | -40.13% |
| ZETA | -39.20% |
| GOOG | -45.72% |
| ASR | -29.43% |
| HRMY | -55.45% |
| GLBE | -28.96% |
| YOU | -36.62% |
| MELI | -29.05% |
| ADBE | -39.09% |
vs. Fair Value Estimates
Hold List
| PINS | -14.33% |
| ASML | -13.33% |
| VTEX | 3.36% |
| TSM | -24.34% |
| NYAX | -24.98% |
| MSFT | -13.80% |
| ODD | 9.51% |
| FLYW | -16.08% |
| CELH | 32.77% |
| TOST | 38.47% |
| CPNG | 6.04% |
| HIMS | 40.46% |
| PAYC | -6.84% |
| MNDY | 18.12% |
| ZS | 81.90% |
| V | -2.80% |
| ADSK | 5.86% |
| NOW | 19.40% |
| ABNB | -23.85% |
| FTNT | -0.17% |
| TEAM | -15.16% |
vs. Fair Value Estimates