Watch List
Our due diligence found these to be outstanding companies with strong organic revenue growth, recurring sales, durable competitive advantages, and outstanding management teams.
If and when one falls to at least 25% under fair value, it will be considered for the Buy List.
Columns are sortable. Click to read review. Currently 13 stocks in the watch list.
| Ticker | Company | Price | Fair Value | vs FV | Last Updated |
|---|---|---|---|---|---|
| SMAR | Smartsheet Inc | $36.80 | $46.00 | -20.00% | 2024-04-15 |
| ENLT | Enlight Renewable Energy Ltd | $16.42 | $15.50 | 5.94% | 2024-04-11 |
| SNPS | Synopsys, Inc | $510.71 | $328.00 | 55.70% | 2024-03-21 |
| SPT | Sprout Social, Inc | $50.98 | $36.00 | 41.61% | 2024-03-20 |
| TOST | Toast Inc | $21.62 | $29.50 | -26.71% | 2024-03-17 |
| CMG | Chipotle Mexican Grill, Inc | $2,869.11 | $1,598.00 | 79.54% | 2024-03-14 |
| CELH | Celsius Holdings, Inc | $68.84 | $81.00 | -15.01% | 2024-03-13 |
| PINS | Pinterest Inc | $32.40 | $23.00 | 40.87% | 2024-03-12 |
| SNOW | Snowflake, Inc | $145.45 | $140.00 | 3.89% | 2024-03-08 |
| WDAY | Workday, Inc | $252.22 | $233.00 | 8.25% | 2024-03-03 |
| GOOG | Alphabet, Inc | $155.72 | $118.00 | 31.97% | 2024-02-23 |
| MA | Mastercard Inc | $455.39 | $459.00 | -0.79% | 2024-02-06 |
| MSFT | Microsoft Corp | $399.12 | $449.00 | -11.11% | 2024-02-01 |
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Watch List
| SMAR | -20.00% |
| ENLT | 5.94% |
| SNPS | 55.70% |
| SPT | 41.61% |
| TOST | -26.71% |
| CMG | 79.54% |
| CELH | -15.01% |
| PINS | 40.87% |
| SNOW | 3.89% |
| WDAY | 8.25% |
| GOOG | 31.97% |
| MA | -0.79% |
| MSFT | -11.11% |
vs. Fair Value Estimates
Buy List
| HIMS | -30.00% |
| PAYC | -35.93% |
| HRMY | -51.00% |
| GLBE | -26.67% |
| YOU | -59.59% |
| MELI | -31.63% |
| FTNT | -29.56% |
vs. Fair Value Estimates
Hold List
| CPNG | 4.81% |
| MNDY | 0.60% |
| ZS | 6.42% |
| V | -16.48% |
| ADSK | -23.77% |
| NOW | 15.33% |
| ABNB | -11.42% |
| TEAM | 5.83% |
| ADBE | -21.85% |
| CRWD | 13.51% |
vs. Fair Value Estimates