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 11 stocks in the watch list.
| Ticker | Company | Price | Fair Value | vs FV | Last Updated |
|---|---|---|---|---|---|
| APPF | AppFolio, Inc | $206.52 | $198.00 | 4.30% | 2025-04-25 |
| CMG | Chipotle Mexican Grill, Inc | $50.52 | $36.00 | 40.33% | 2025-04-24 |
| PSTG | Pure Storage Inc | $45.36 | $46.00 | -1.39% | 2025-04-15 |
| WDAY | Workday, Inc | $245.00 | $259.00 | -5.41% | 2025-04-15 |
| VEEV | Veeva Systems, Inc | $233.69 | $196.00 | 19.23% | 2025-04-15 |
| INTU | Intuit Inc | $627.47 | $522.00 | 20.20% | 2025-04-15 |
| RDDT | Reddit, Inc | $116.57 | $100.00 | 16.57% | 2025-03-16 |
| NTNX | Nutanix, Inc | $68.70 | $54.00 | 27.22% | 2025-03-08 |
| CRWD | CrowdStrike Holdings, Inc | $428.87 | $219.00 | 95.83% | 2025-03-08 |
| SE | Sea Limited | $134.05 | $101.00 | 32.72% | 2025-03-07 |
| SNOW | Snowflake, Inc | $159.49 | $140.00 | 13.92% | 2025-03-04 |
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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