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HA
HarishPK
Emerging Author
HarishPK
Member since 2026
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14.5k Total number of views
Fair Values Set
188 Total number of fair values set
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11 Total number of comments
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26 Total number of followers

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EVER logo
EverQuote
34.9% undervalued intrinsic discount

EverQuote and an Asymmetric Investment Opportunity

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HA
HarishPK
Emerging Author
HarishPK
Published 20 Aug
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ZTS logo
Zoetis
20.2% undervalued intrinsic discount

Decision Making Under Ambiguity – A Case Study on Expectations Investing

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HA
HarishPK
Emerging Author
HarishPK
Published 30 Aug
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LULU logo
lululemon athletica
40.1% undervalued intrinsic discount

Quantifying the Transition: Why Lululemon’s Moat Remains Intact

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HA
HarishPK
Emerging Author
HarishPK
Published 10 Jun
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DOX logo
Amdocs
26.5% undervalued intrinsic discount

Why Amdocs is a high conviction Buy for me?

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HA
HarishPK
Emerging Author
HarishPK
Published 23 Jun
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ADBE logo
Adobe
22.2% undervalued intrinsic discount

Adobe: A Probabilistic Case for Undervaluation

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HA
HarishPK
Emerging Author
HarishPK
Updated 12 Jun
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LULU logo
lululemon athletica
30.3% undervalued intrinsic discount

Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point

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TR
tripledub
Recommended Voice
tripledub
Updated 4 Sep
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TSLA logo
Tesla
1.1k% overvalued intrinsic discount

The academically fascinating Tesla

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RO
Robbo
Emerging Author
Robbo
Published 28 Mar
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MSFT logo
Microsoft
23.9% overvalued intrinsic discount

Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.

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TR
tripledub
Recommended Voice
tripledub
Updated 1 Aug
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NOVO B logo
Novo Nordisk
Fairly Valued intrinsic discount

Why did Novo Nordisk flop?

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CT
ctmlin910
Published 23 Feb
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