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 |
|---|---|---|---|---|---|---|---|---|
| HIMS | Hims & Hers Health | 2023-11-24 | $8.09 | $12.50 | 54.51% | 42.81% | $17.00 | -26.47% |
| PAYC | Paycom Software, Inc | 2023-11-01 | $153.07 | $188.89 | 23.40% | 2.76% | $286.00 | -33.95% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $29.32 | -19.18% | -37.27% | $60.00 | -51.13% |
| GLBE | Global-e Online Ltd | 2023-05-03 | $26.46 | $33.61 | 27.02% | 3.31% | $45.00 | -25.31% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $17.54 | -34.58% | -67.31% | $44.00 | -60.14% |
| MELI | MercadoLibre, Inc | 2022-12-10 | $896.48 | $1,406.00 | 56.84% | 27.60% | $1,984.00 | -29.13% |
| FTNT | Fortinet, Inc | 2022-11-25 | $52.91 | $64.18 | 21.30% | -5.03% | $90.00 | -28.69% |
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Watch List
| CMG | 97.46% |
| SMAR | -16.78% |
| ENLT | 1.68% |
| SNPS | 65.75% |
| SPT | 42.75% |
| CELH | -9.68% |
| PINS | 47.65% |
| SNOW | 12.95% |
| WDAY | 7.74% |
| GOOG | 47.19% |
| MA | 0.75% |
| MSFT | -9.51% |
vs. Fair Value Estimates
Buy List
| HIMS | -26.47% |
| PAYC | -33.95% |
| HRMY | -51.13% |
| GLBE | -25.31% |
| YOU | -60.14% |
| MELI | -29.13% |
| FTNT | -28.69% |
vs. Fair Value Estimates
Hold List
| TOST | -18.95% |
| CPNG | 9.10% |
| MNDY | 7.57% |
| ZS | 11.35% |
| V | -16.05% |
| ADSK | -23.26% |
| NOW | 3.96% |
| ABNB | -6.15% |
| TEAM | -0.86% |
| ADBE | -19.74% |
| CRWD | 22.12% |
vs. Fair Value Estimates