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 |
---|---|---|---|---|---|---|---|---|
TOST | Toast Inc | 2024-04-20 | $21.62 | $23.91 | 10.59% | 7.95% | $29.50 | -18.95% |
CPNG | Coupang, Inc | 2024-02-07 | $14.04 | $22.91 | 63.18% | 60.29% | $21.00 | 9.10% |
MNDY | monday.com Ltd. | 2023-10-22 | $132.01 | $190.40 | 44.23% | 23.56% | $177.00 | 7.57% |
ZS | Zscaler, Inc | 2023-04-27 | $93.07 | $177.05 | 90.23% | 64.54% | $159.00 | 11.35% |
V | Visa Inc | 2023-02-26 | $219.55 | $274.52 | 25.04% | -3.19% | $327.00 | -16.05% |
ADSK | Autodesk, Inc | 2023-01-02 | $186.87 | $217.93 | 16.62% | -16.28% | $284.00 | -23.26% |
NOW | ServiceNow, Inc | 2022-12-24 | $381.86 | $723.55 | 89.48% | 56.74% | $696.00 | 3.96% |
ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $164.23 | 73.42% | 44.19% | $175.00 | -6.15% |
TEAM | Atlassian Corp | 2022-11-18 | $118.76 | $179.45 | 51.10% | 22.76% | $181.00 | -0.86% |
ADBE | Adobe Inc | 2022-11-18 | $330.86 | $477.56 | 44.34% | 16.00% | $595.00 | -19.74% |
CRWD | CrowdStrike Holdings, Inc | 2022-11-18 | $138.99 | $304.07 | 118.77% | 90.43% | $249.00 | 22.12% |
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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