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 14 stocks in the watch list.
| Ticker | Company | Price | Fair Value | vs FV | Last Updated |
|---|---|---|---|---|---|
| CRWD | CrowdStrike Holdings, Inc | $480.62 | $225.00 | 113.61% | 2025-06-04 |
| NTNX | Nutanix, Inc | $72.13 | $50.00 | 44.26% | 2025-06-04 |
| VEEV | Veeva Systems, Inc | $282.55 | $248.00 | 13.93% | 2025-05-31 |
| SNOW | Snowflake, Inc | $208.18 | $138.00 | 50.86% | 2025-05-22 |
| WDAY | Workday, Inc | $244.54 | $270.00 | -9.43% | 2025-05-22 |
| ENLT | Enlight Renewable Energy Ltd | $18.73 | $21.00 | -10.81% | 2025-05-20 |
| WEAV | Weave Communications, Inc | $8.53 | $11.75 | -27.40% | 2025-05-18 |
| SE | Sea Limited | $154.38 | $113.00 | 36.62% | 2025-05-14 |
| SPSC | SPS Commerce, Inc | $134.80 | $120.00 | 12.33% | 2025-05-06 |
| RDDT | Reddit, Inc | $118.18 | $103.00 | 14.74% | 2025-05-02 |
| APPF | AppFolio, Inc | $225.57 | $198.00 | 13.92% | 2025-04-25 |
| CMG | Chipotle Mexican Grill, Inc | $50.24 | $36.00 | 39.56% | 2025-04-24 |
| INTU | Intuit Inc | $753.98 | $522.00 | 44.44% | 2025-04-15 |
| PSTG | Pure Storage Inc | $51.65 | $46.00 | 12.28% | 2025-04-15 |
Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.
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