50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
META Meta Platforms US$578.02n/aintrinsic discount 5.1%7D -3.7%3M The author hasn't set a fair value for META | ||||||
PLTR Palantir Technologies US$186.29n/aintrinsic discount 3.5%7D 16.0%3M The author hasn't set a fair value for PLTR | ||||||
SPCX Space Exploration Technologies US$141.50n/aintrinsic discount 3.3%7D n/a3M The author hasn't set a fair value for SPCX | ||||||
DELL Dell Technologies US$456.24n/aintrinsic discount 3.2%7D -2.1%3M The author hasn't set a fair value for DELL | ||||||
BRK.A Berkshire Hathaway US$757,985.01n/aintrinsic discount 1.9%7D 7.5%3M The author hasn't set a fair value for BRK.A | ||||||
JPM JPMorgan Chase US$357.62n/aintrinsic discount 1.7%7D 20.6%3M The author hasn't set a fair value for JPM | ||||||
BAC Bank of America US$62.32n/aintrinsic discount 1.0%7D 21.0%3M The author hasn't set a fair value for BAC | ||||||
UNH UnitedHealth Group US$392.95n/aintrinsic discount 0.7%7D 3.4%3M The author hasn't set a fair value for UNH | ||||||
HSBA HSBC Holdings UK£15.28n/aintrinsic discount 0.7%7D 10.5%3M The author hasn't set a fair value for HSBA | ||||||
GOOGL Alphabet US$346.59n/aintrinsic discount 0.5%7D -7.9%3M The author hasn't set a fair value for GOOGL | ||||||
2330 Taiwan Semiconductor Manufacturing NT$2,420.00n/aintrinsic discount 0.4%7D 2.8%3M The author hasn't set a fair value for 2330 | ||||||
AVGO Broadcom US$368.79n/aintrinsic discount 0.09%7D -19.8%3M The author hasn't set a fair value for AVGO | ||||||
COST Costco Wholesale US$945.47n/aintrinsic discount -0.2%7D -0.07%3M The author hasn't set a fair value for COST | ||||||
700 Tencent Holdings HK$455.20n/aintrinsic discount -0.4%7D 6.6%3M The author hasn't set a fair value for 700 | ||||||
1398 Industrial and Commercial Bank of China HK$7.45n/aintrinsic discount -0.4%7D 12.1%3M The author hasn't set a fair value for 1398 | ||||||
GS Goldman Sachs Group US$1,033.99n/aintrinsic discount -0.5%7D -1.4%3M The author hasn't set a fair value for GS | ||||||
PG Procter & Gamble US$143.78n/aintrinsic discount -0.6%7D 2.5%3M The author hasn't set a fair value for PG | ||||||
ASML ASML Holding €1,494.40n/aintrinsic discount -0.8%7D 7.2%3M The author hasn't set a fair value for ASML | ||||||
JNJ Johnson & Johnson US$268.04n/aintrinsic discount -0.8%7D 19.9%3M The author hasn't set a fair value for JNJ | ||||||
CSCO Cisco Systems US$109.93n/aintrinsic discount -1.0%7D -9.4%3M The author hasn't set a fair value for CSCO | ||||||
AMD Advanced Micro Devices US$465.58n/aintrinsic discount -1.6%7D -8.7%3M The author hasn't set a fair value for AMD | ||||||
GE General Electric US$342.58n/aintrinsic discount -1.7%7D 5.5%3M The author hasn't set a fair value for GE | ||||||
CAT Caterpillar US$800.25n/aintrinsic discount -3.3%7D -7.5%3M The author hasn't set a fair value for CAT | ||||||
MU Micron Technology US$932.86n/aintrinsic discount -3.5%7D -9.9%3M The author hasn't set a fair value for MU | ||||||
LRCX Lam Research US$301.90n/aintrinsic discount -3.9%7D -4.8%3M The author hasn't set a fair value for LRCX | ||||||
A000660 SK hynix ₩1,653,000.00n/aintrinsic discount -4.5%7D -29.1%3M The author hasn't set a fair value for A000660 | ||||||
ROP Roche Holding CHF 358.70n/aintrinsic discount -4.5%7D 13.0%3M The author hasn't set a fair value for ROP | ||||||
XOM ExxonMobil Holdings US$156.71n/aintrinsic discount -5.1%7D 4.9%3M The author hasn't set a fair value for XOM | ||||||
AMAT Applied Materials US$461.67n/aintrinsic discount -6.2%7D 0.8%3M The author hasn't set a fair value for AMAT | ||||||
A005930 Samsung Electronics ₩257,000.00n/aintrinsic discount -8.7%7D -18.9%3M The author hasn't set a fair value for A005930 |
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MSFT Microsoft 6.3%7D 11.5%3M | US$513.53 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 28.5x | E 14.1% | US$569.45 | |
META Meta Platforms 5.1%7D -3.7%3M | US$578.02 n/aintrinsic discount | The author hasn't set a fair value for META | PE 21.6x | E 14.4% | US$754.77 | |
PLTR Palantir Technologies 3.5%7D 16.0%3M | US$186.29 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 148.4x | E 32.9% | US$191.68 | |
AAPL Apple 3.3%7D 4.4%3M | US$319.70 n/aintrinsic discount | The author hasn't set a fair value for AAPL | PE 36.2x | E 7.7% | US$324.45 | |
SPCX Space Exploration Technologies 3.3%7D n/a3M | US$141.50 n/aintrinsic discount | The author hasn't set a fair value for SPCX | PB 15.1x | E 56.7% | US$219.22 | |
DELL Dell Technologies 3.2%7D -2.1%3M | US$456.24 n/aintrinsic discount | The author hasn't set a fair value for DELL | PE 35.1x | E 17.3% | US$510.26 | |
AMZN Amazon.com 3.0%7D 2.0%3M | US$266.43 n/aintrinsic discount | The author hasn't set a fair value for AMZN | PE 21.2x | E 6.4% | US$327.67 | |
DLTA Delta 3.0%7D 9.3%3M | 31.89 n/aintrinsic discount | The author hasn't set a fair value for DLTA | PB 831.5x | S -97.3% | 0.22 | |
ORCL Oracle 3.0%7D -39.2%3M | US$150.85 n/aintrinsic discount | The author hasn't set a fair value for ORCL | PE 25.6x | E 24.4% | US$244.12 | |
V Visa 2.8%7D 18.2%3M | US$381.60 n/aintrinsic discount | The author hasn't set a fair value for V | PE 31.3x | E 11.9% | US$417.90 | |
NFLX Netflix 2.7%7D -4.8%3M | US$81.72 n/aintrinsic discount | The author hasn't set a fair value for NFLX | PE 24.9x | E 11.4% | US$93.66 | |
MA Mastercard 2.5%7D 20.2%3M | US$595.30 n/aintrinsic discount | The author hasn't set a fair value for MA | PE 32.1x | E 11.2% | US$669.46 | |
BRK.A Berkshire Hathaway 1.9%7D 7.5%3M | US$757,985.01 n/aintrinsic discount | The author hasn't set a fair value for BRK.A | PE 12.6x | E -7.2% | US$799,502.75 | |
JPM JPMorgan Chase 1.7%7D 20.6%3M | US$357.62 n/aintrinsic discount | The author hasn't set a fair value for JPM | PE 14.9x | E 1.8% | US$374.57 | |
NVDA NVIDIA 1.3%7D -3.0%3M | US$217.55 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 27.2x | E 24.9% | US$323.42 | |
688825 CXMT 1.0%7D n/a3M | CN¥58.60 n/aintrinsic discount | The author hasn't set a fair value for 688825 | PE 139x | E 34.8% | CN¥77.69 | |
BAC Bank of America 1.0%7D 21.0%3M | US$62.32 n/aintrinsic discount | The author hasn't set a fair value for BAC | PE 13.6x | E 5.6% | US$68.77 | |
UNH UnitedHealth Group 0.7%7D 3.4%3M | US$392.95 n/aintrinsic discount | The author hasn't set a fair value for UNH | PE 25x | E 14.5% | US$475.23 | |
HSBA HSBC Holdings 0.7%7D 10.5%3M | UK£15.28 n/aintrinsic discount | The author hasn't set a fair value for HSBA | PE 16.8x | E 12.0% | UK£14.83 | |
GOOGL Alphabet 0.5%7D -7.9%3M | US$346.59 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.4x | E -0.8% | US$428.07 | |
2330 Taiwan Semiconductor Manufacturing 0.4%7D 2.8%3M | NT$2,420.00 n/aintrinsic discount | The author hasn't set a fair value for 2330 | PE 28.3x | E 21.8% | NT$3,229.33 | |
MS Morgan Stanley 0.3%7D 1.8%3M | US$214.77 n/aintrinsic discount | The author hasn't set a fair value for MS | PE 17.3x | E 2.6% | US$236.62 | |
AVGO Broadcom 0.09%7D -19.8%3M | US$368.79 n/aintrinsic discount | The author hasn't set a fair value for AVGO | PE 59.8x | E 33.7% | US$525.97 | |
COST Costco Wholesale -0.2%7D -0.07%3M | US$945.47 n/aintrinsic discount | The author hasn't set a fair value for COST | PE 47.4x | E 8.8% | US$1,077.31 | |
700 Tencent Holdings -0.4%7D 6.6%3M | HK$455.20 n/aintrinsic discount | The author hasn't set a fair value for 700 | PE 14.9x | E 6.5% | HK$664.70 | |
1398 Industrial and Commercial Bank of China -0.4%7D 12.1%3M | HK$7.45 n/aintrinsic discount | The author hasn't set a fair value for 1398 | PE 6.3x | E 5.4% | HK$8.38 | |
GS Goldman Sachs Group -0.5%7D -1.4%3M | US$1,033.99 n/aintrinsic discount | The author hasn't set a fair value for GS | PE 15.7x | E 3.0% | US$1,141.65 | |
WMT Walmart -0.6%7D -10.0%3M | US$103.09 n/aintrinsic discount | The author hasn't set a fair value for WMT | PE 37.2x | E 9.2% | US$127.73 | |
PG Procter & Gamble -0.6%7D 2.5%3M | US$143.78 n/aintrinsic discount | The author hasn't set a fair value for PG | PE 21.2x | E 3.9% | US$160.61 | |
INTC Intel -0.7%7D -18.2%3M | US$89.47 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 8.2x | E 58.6% | US$114.88 | |
ASML ASML Holding -0.8%7D 7.2%3M | €1,494.40 n/aintrinsic discount | The author hasn't set a fair value for ASML | PE 53.9x | E 21.2% | €2,020.64 | |
JNJ Johnson & Johnson -0.8%7D 19.9%3M | US$268.04 n/aintrinsic discount | The author hasn't set a fair value for JNJ | PE 30.7x | S 8.1% | US$272.50 | |
CSCO Cisco Systems -1.0%7D -9.4%3M | US$109.93 n/aintrinsic discount | The author hasn't set a fair value for CSCO | PE 32.7x | E 13.2% | US$137.74 | |
KO Coca-Cola -1.6%7D 14.0%3M | US$89.66 n/aintrinsic discount | The author hasn't set a fair value for KO | PE 26.9x | E 5.4% | US$94.70 | |
HD Home Depot -1.6%7D 6.3%3M | US$330.19 n/aintrinsic discount | The author hasn't set a fair value for HD | PE 23.2x | E 7.0% | US$377.50 | |
AMD Advanced Micro Devices -1.6%7D -8.7%3M | US$465.58 n/aintrinsic discount | The author hasn't set a fair value for AMD | PE 117.5x | E 38.0% | US$613.84 | |
CVX Chevron -1.7%7D 8.6%3M | US$201.86 n/aintrinsic discount | The author hasn't set a fair value for CVX | PE 19.2x | E 2.1% | US$218.29 | |
GE General Electric -1.7%7D 5.5%3M | US$342.58 n/aintrinsic discount | The author hasn't set a fair value for GE | PE 39.7x | E 9.6% | US$404.90 | |
MRK Merck -2.8%7D 28.8%3M | US$148.35 n/aintrinsic discount | The author hasn't set a fair value for MRK | PE 115.3x | E 31.9% | US$148.73 | |
CAT Caterpillar -3.3%7D -7.5%3M | US$800.25 n/aintrinsic discount | The author hasn't set a fair value for CAT | PE 33.9x | E 16.0% | US$975.61 | |
MU Micron Technology -3.5%7D -9.9%3M | US$932.86 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 20.9x | E 34.1% | US$1,513.41 | |
ABBV AbbVie -3.6%7D 20.0%3M | US$255.48 n/aintrinsic discount | The author hasn't set a fair value for ABBV | PE 72x | E 23.4% | US$276.59 | |
LRCX Lam Research -3.9%7D -4.8%3M | US$301.90 n/aintrinsic discount | The author hasn't set a fair value for LRCX | PE 52x | E 20.4% | US$371.19 | |
TSLA Tesla -3.9%7D -16.1%3M | US$348.75 n/aintrinsic discount | The author hasn't set a fair value for TSLA | PS 13.3x | E 34.2% | US$390.09 | |
A000660 SK hynix -4.5%7D -29.1%3M | ₩1,653,000.00 n/aintrinsic discount | The author hasn't set a fair value for A000660 | PE 7.4x | E 26.3% | ₩3,216,024.76 | |
ROP Roche Holding -4.5%7D 13.0%3M | CHF 358.70 n/aintrinsic discount | The author hasn't set a fair value for ROP | PE 23.2x | E 10.3% | CHF 370.31 | |
XOM ExxonMobil Holdings -5.1%7D 4.9%3M | US$156.71 n/aintrinsic discount | The author hasn't set a fair value for XOM | PE 19.7x | E 5.5% | US$169.68 | |
AMAT Applied Materials -6.2%7D 0.8%3M | US$461.67 n/aintrinsic discount | The author hasn't set a fair value for AMAT | PE 39.5x | E 23.8% | US$640.31 | |
LLY Eli Lilly -6.4%7D 8.5%3M | US$1,174.61 n/aintrinsic discount | The author hasn't set a fair value for LLY | PE 39.2x | E 16.6% | US$1,315.04 | |
A005930 Samsung Electronics -8.7%7D -18.9%3M | ₩257,000.00 n/aintrinsic discount | The author hasn't set a fair value for A005930 | PE 11.3x | E 31.7% | ₩470,155.64 |