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 |
|---|---|---|---|---|---|---|---|---|
| PINS | Pinterest Inc | 2025-04-20 | $25.26 | $25.32 | 0.24% | -5.11% | $41.00 | -38.24% |
| SEMR | Semrush Holdings, Inc | 2025-03-02 | $11.00 | $10.28 | -6.55% | 0.13% | $15.50 | -33.68% |
| TSM | Taiwan Semiconductor Ltd | 2025-02-04 | $199.80 | $166.69 | -16.57% | -9.54% | $279.00 | -40.25% |
| ZETA | Zeta Global Holdings Corp | 2024-12-29 | $17.67 | $13.06 | -26.09% | -19.29% | $18.00 | -27.44% |
| GOOG | Alphabet, Inc | 2024-12-15 | $191.38 | $160.89 | -15.93% | -7.77% | $324.00 | -50.34% |
| NYAX | Nayax Ltd | 2024-11-24 | $28.28 | $41.16 | 45.54% | 52.42% | $59.00 | -30.24% |
| MSFT | Microsoft Corp | 2024-11-02 | $410.37 | $395.26 | -3.68% | -0.79% | $549.00 | -28.00% |
| FLYW | Flywire Corp | 2024-06-19 | $15.39 | $9.41 | -38.86% | -39.96% | $15.50 | -39.29% |
| HRMY | Harmony Biosciences Holdings, Inc | 2023-09-25 | $36.28 | $29.47 | -18.77% | -47.61% | $73.00 | -59.63% |
| YOU | Clear Secure, Inc | 2022-12-24 | $26.81 | $24.68 | -7.94% | -52.77% | $41.00 | -39.80% |
| ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $121.92 | 28.74% | -12.26% | $178.00 | -31.51% |
| ADBE | Adobe Inc | 2022-11-18 | $330.86 | $374.98 | 13.33% | -26.69% | $643.00 | -41.68% |
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Watch List
| APPF | 4.30% |
| CMG | 40.33% |
| PSTG | -1.39% |
| WDAY | -5.41% |
| VEEV | 19.23% |
| INTU | 20.20% |
| RDDT | 16.57% |
| NTNX | 27.22% |
| CRWD | 95.83% |
| SE | 32.72% |
| SNOW | 13.92% |
vs. Fair Value Estimates
Buy List
| PINS | -38.24% |
| SEMR | -33.68% |
| TSM | -40.25% |
| ZETA | -27.44% |
| GOOG | -50.34% |
| NYAX | -30.24% |
| MSFT | -28.00% |
| FLYW | -39.29% |
| HRMY | -59.63% |
| YOU | -39.80% |
| ABNB | -31.51% |
| ADBE | -41.68% |
vs. Fair Value Estimates
Hold List
| ASML | -23.91% |
| VTEX | -13.76% |
| ODD | -6.91% |
| ASR | -24.09% |
| CELH | 39.84% |
| TOST | 18.60% |
| CPNG | -11.81% |
| HIMS | -5.43% |
| PAYC | -18.56% |
| MNDY | 21.64% |
| GLBE | -21.93% |
| ZS | 38.75% |
| V | -4.82% |
| ADSK | 1.57% |
| NOW | 15.34% |
| MELI | -19.68% |
| FTNT | 1.73% |
| TEAM | 0.14% |
vs. Fair Value Estimates