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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML Holding | 2025-04-17 | $634.93 | $666.11 | 4.91% | -0.54% | $878.00 | -24.13% |
| VTEX | VTEX, Inc | 2025-03-04 | $4.33 | $5.38 | 24.25% | 28.16% | $6.25 | -13.92% |
| CELH | Celsius Holdings, Inc | 2024-06-12 | $61.69 | $35.46 | -42.52% | -44.91% | $25.00 | 41.84% |
| TOST | Toast Inc | 2024-04-20 | $21.62 | $36.21 | 67.48% | 55.54% | $30.00 | 20.70% |
| CPNG | Coupang, Inc | 2024-02-07 | $14.04 | $23.55 | 67.74% | 55.52% | $26.50 | -11.13% |
| HIMS | Hims & Hers Health | 2023-11-24 | $8.09 | $35.04 | 333.13% | 311.30% | $35.00 | 0.11% |
| PAYC | Paycom Software, Inc | 2023-11-01 | $153.07 | $228.56 | 49.32% | 17.74% | $278.00 | -17.78% |
| MNDY | monday.com Ltd. | 2023-10-22 | $132.01 | $276.30 | 109.30% | 77.69% | $231.00 | 19.61% |
| GLBE | Global-e Online Ltd | 2023-05-03 | $26.46 | $35.80 | 35.30% | 0.37% | $46.00 | -22.17% |
| ZS | Zscaler, Inc | 2023-04-27 | $93.07 | $223.85 | 140.52% | 103.43% | $163.00 | 37.33% |
| V | Visa Inc | 2023-02-26 | $219.55 | $341.52 | 55.55% | 15.71% | $361.00 | -5.40% |
| ADSK | Autodesk, Inc | 2023-01-02 | $186.87 | $272.89 | 46.03% | 1.09% | $270.00 | 1.07% |
| NOW | ServiceNow, Inc | 2022-12-24 | $381.86 | $942.86 | 146.91% | 102.15% | $828.00 | 13.87% |
| MELI | MercadoLibre, Inc | 2022-12-10 | $896.48 | $2,280.86 | 154.42% | 113.48% | $2,902.00 | -21.40% |
| FTNT | Fortinet, Inc | 2022-11-25 | $52.91 | $104.21 | 96.96% | 59.18% | $102.00 | 2.17% |
| TEAM | Atlassian Corp | 2022-11-18 | $118.76 | $228.49 | 92.40% | 52.43% | $228.00 | 0.21% |
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Watch List
| APPF | 2.89% |
| CMG | 40.69% |
| VEEV | 18.18% |
| INTU | 19.38% |
| WDAY | -6.03% |
| PSTG | -0.91% |
| RDDT | 22.14% |
| NTNX | 26.89% |
| CRWD | 96.80% |
| SE | 32.59% |
| SNOW | 14.54% |
vs. Fair Value Estimates
Buy List
| PINS | -35.90% |
| SEMR | -33.42% |
| TSM | -41.05% |
| ZETA | -25.28% |
| GOOG | -49.98% |
| NYAX | -29.85% |
| MSFT | -28.23% |
| ODD | -25.19% |
| ASR | -25.06% |
| FLYW | -40.00% |
| HRMY | -59.67% |
| YOU | -38.27% |
| ABNB | -29.50% |
| ADBE | -42.30% |
vs. Fair Value Estimates
Hold List
| ASML | -24.13% |
| VTEX | -13.92% |
| CELH | 41.84% |
| TOST | 20.70% |
| CPNG | -11.13% |
| HIMS | 0.11% |
| PAYC | -17.78% |
| MNDY | 19.61% |
| GLBE | -22.17% |
| ZS | 37.33% |
| V | -5.40% |
| ADSK | 1.07% |
| NOW | 13.87% |
| MELI | -21.40% |
| FTNT | 2.17% |
| TEAM | 0.21% |
vs. Fair Value Estimates