Hold List
Stocks previously added to the Buy List, but not currently trading far enough under fair value to consider at this time. If the stock price falls 25% under fair value, they will show up in the Buy List. At 50% over fair value - or if the business no longer is attractive - we will consider moving it to the Sold List.
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| Ticker | Company | Added | Cost | Price | Return | vs SPY | Fair Value | vs FV |
|---|---|---|---|---|---|---|---|---|
| PINS | Pinterest Inc | 2025-04-20 | $25.26 | $33.84 | 33.97% | 20.56% | $39.50 | -14.33% |
| ASML | ASML Holding | 2025-04-17 | $634.93 | $761.00 | 19.86% | 6.28% | $878.00 | -13.33% |
| VTEX | VTEX, Inc | 2025-03-04 | $4.33 | $6.46 | 49.19% | 45.70% | $6.25 | 3.36% |
| TSM | Taiwan Semiconductor Ltd | 2025-02-04 | $199.80 | $211.10 | 5.66% | 5.57% | $279.00 | -24.34% |
| NYAX | Nayax Ltd | 2024-11-24 | $28.28 | $42.76 | 51.20% | 50.95% | $57.00 | -24.98% |
| MSFT | Microsoft Corp | 2024-11-02 | $410.37 | $474.96 | 15.74% | 11.19% | $551.00 | -13.80% |
| ODD | Oddity Tech, Ltd | 2024-08-11 | $37.85 | $72.28 | 90.95% | 78.94% | $66.00 | 9.51% |
| FLYW | Flywire Corp | 2024-06-19 | $15.39 | $10.70 | -30.47% | -39.32% | $12.75 | -16.08% |
| CELH | Celsius Holdings, Inc | 2024-06-12 | $61.69 | $41.16 | -33.28% | -43.56% | $31.00 | 32.77% |
| TOST | Toast Inc | 2024-04-20 | $21.62 | $41.54 | 92.14% | 71.57% | $30.00 | 38.47% |
| CPNG | Coupang, Inc | 2024-02-07 | $14.04 | $28.10 | 100.14% | 79.29% | $26.50 | 6.04% |
| HIMS | Hims & Hers Health | 2023-11-24 | $8.09 | $55.48 | 585.78% | 554.58% | $39.50 | 40.46% |
| PAYC | Paycom Software, Inc | 2023-11-01 | $153.07 | $245.00 | 60.06% | 18.35% | $263.00 | -6.84% |
| MNDY | monday.com Ltd. | 2023-10-22 | $132.01 | $279.95 | 112.07% | 70.33% | $237.00 | 18.12% |
| ZS | Zscaler, Inc | 2023-04-27 | $93.07 | $301.95 | 224.43% | 176.79% | $166.00 | 81.90% |
| V | Visa Inc | 2023-02-26 | $219.55 | $352.85 | 60.72% | 10.10% | $363.00 | -2.80% |
| ADSK | Autodesk, Inc | 2023-01-02 | $186.87 | $292.16 | 56.34% | 0.24% | $276.00 | 5.86% |
| NOW | ServiceNow, Inc | 2022-12-24 | $381.86 | $988.66 | 158.91% | 103.00% | $828.00 | 19.40% |
| ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $135.54 | 43.13% | -8.67% | $178.00 | -23.85% |
| FTNT | Fortinet, Inc | 2022-11-25 | $52.91 | $100.83 | 90.57% | 42.18% | $101.00 | -0.17% |
| TEAM | Atlassian Corp | 2022-11-18 | $118.76 | $196.82 | 65.73% | 14.98% | $232.00 | -15.16% |
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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