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Watching
31
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
TEAM Atlassian US$190.42n/aintrinsic discount 10.8%7D 64.2%3M The author hasn't set a fair value for TEAM | ||||||
PATH UiPath US$18.1515.7% undervalued intrinsic discount 10.7%7D 38.5%3M | ||||||
META Meta Platforms US$578.0216.4% overvalued intrinsic discount 5.1%7D -3.7%3M | ||||||
PLTR Palantir Technologies US$186.29n/aintrinsic discount 3.5%7D 16.0%3M The author hasn't set a fair value for PLTR | ||||||
AAPL Apple US$319.700.2% overvalued intrinsic discount 3.3%7D 4.4%3M | ||||||
SPCX Space Exploration Technologies US$141.504.8% overvalued intrinsic discount 3.3%7D n/a3M | ||||||
SPOT Spotify Technology US$547.51n/aintrinsic discount 2.6%7D 7.8%3M The author hasn't set a fair value for SPOT | ||||||
CNSW.F Constellation Software US$2,278.90n/aintrinsic discount 2.4%7D 6.3%3M The author hasn't set a fair value for CNSW.F | ||||||
MTCH Match Group US$41.58n/aintrinsic discount 1.7%7D 13.1%3M The author hasn't set a fair value for MTCH | ||||||
NVDA NVIDIA US$217.5539.4% undervalued intrinsic discount 1.3%7D -3.0%3M | ||||||
GOOGL Alphabet US$346.59n/aintrinsic discount 0.5%7D -8.9%3M The author hasn't set a fair value for GOOGL | ||||||
DIS Walt Disney US$108.1017.8% undervalued intrinsic discount 0.3%7D 5.1%3M | ||||||
TSM Taiwan Semiconductor Manufacturing US$417.52n/aintrinsic discount -0.3%7D -4.2%3M The author hasn't set a fair value for TSM | ||||||
ROK Rockwell Automation US$430.86n/aintrinsic discount -1.4%7D -5.7%3M The author hasn't set a fair value for ROK | ||||||
VRT Vertiv Holdings Co US$257.08n/aintrinsic discount -1.9%7D -20.5%3M The author hasn't set a fair value for VRT | ||||||
COIN Coinbase Global US$178.6427.8% undervalued intrinsic discount -4.2%7D -2.2%3M | ||||||
ZM Zoom Communications US$98.43n/aintrinsic discount -8.4%7D -11.8%3M The author hasn't set a fair value for ZM | ||||||
PYPL PayPal Holdings US$53.66n/aintrinsic discount -12.8%7D 18.7%3M The author hasn't set a fair value for PYPL |
Watching
31
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CRM Salesforce 22.4%7D 22.1%3M | US$256.00 n/aintrinsic discount | The author hasn't set a fair value for CRM | PE 21.8x | E 2.9% | US$262.54 | |
TEAM Atlassian 10.8%7D 64.2%3M | US$190.42 n/aintrinsic discount | The author hasn't set a fair value for TEAM | PS 7.3x | E 42.6% | US$189.61 | |
PATH UiPath 10.7%7D 38.5%3M | US$18.15 15.7% undervalued intrinsic discount | PE 28.7x | E 2.0% | US$13.44 | ||
MSFT Microsoft 6.3%7D 14.1%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 | |
ADBE Adobe 5.9%7D 6.4%3M | US$291.52 n/aintrinsic discount | The author hasn't set a fair value for ADBE | PE 16x | E 9.3% | US$270.61 | |
META Meta Platforms 5.1%7D -3.7%3M | US$578.02 16.4% overvalued intrinsic discount | 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 0.2% overvalued intrinsic discount | PE 36.2x | E 7.7% | US$324.45 | ||
SPCX Space Exploration Technologies 3.3%7D n/a3M | US$141.50 4.8% overvalued intrinsic discount | PB 15.1x | E 56.7% | US$219.22 | ||
ADSK Autodesk 2.7%7D 5.0%3M | US$260.66 n/aintrinsic discount | The author hasn't set a fair value for ADSK | PE 33.5x | E 13.6% | US$315.57 | |
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 | |
SPOT Spotify Technology 2.6%7D 7.8%3M | US$547.51 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 29.1x | E 10.6% | US$615.27 | |
CNSW.F Constellation Software 2.4%7D 6.3%3M | US$2,278.90 n/aintrinsic discount | The author hasn't set a fair value for CNSW.F | PE 50.2x | E 14.9% | US$2,841.24 | |
MTCH Match Group 1.7%7D 13.1%3M | US$41.58 n/aintrinsic discount | The author hasn't set a fair value for MTCH | PE 13.5x | E 7.6% | US$41.88 | |
XYZ Block 1.7%7D 9.8%3M | US$83.57 n/aintrinsic discount | The author hasn't set a fair value for XYZ | PE 140.6x | E 46.8% | US$98.35 | |
NVDA NVIDIA 1.3%7D -3.0%3M | US$217.55 39.4% undervalued intrinsic discount | PE 27.2x | E 24.9% | US$323.42 | ||
ABNB Airbnb 1.1%7D 37.4%3M | US$189.43 n/aintrinsic discount | The author hasn't set a fair value for ABNB | PE 41.5x | E 15.4% | US$176.76 | |
SBUX Starbucks 0.7%7D 11.8%3M | US$107.85 n/aintrinsic discount | The author hasn't set a fair value for SBUX | PE 62x | E 22.6% | US$112.23 | |
GOOGL Alphabet 0.5%7D -8.9%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 | |
DIS Walt Disney 0.3%7D 5.1%3M | US$108.10 17.8% undervalued intrinsic discount | PE 21.7x | E 12.4% | US$127.84 | ||
CROX Crocs 0.1%7D 2.5%3M | US$122.23 n/aintrinsic discount | The author hasn't set a fair value for CROX | PE 9.9x | E 6.3% | US$138.25 | |
TSM Taiwan Semiconductor Manufacturing -0.3%7D -4.2%3M | US$417.52 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 28.3x | E 21.8% | US$557.15 | |
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 | |
ROK Rockwell Automation -1.4%7D -5.7%3M | US$430.86 n/aintrinsic discount | The author hasn't set a fair value for ROK | PE 39.9x | E 11.6% | US$477.79 | |
VRT Vertiv Holdings Co -1.9%7D -20.5%3M | US$257.08 n/aintrinsic discount | The author hasn't set a fair value for VRT | PE 57.1x | E 24.2% | US$338.15 | |
GM General Motors -1.9%7D 4.3%3M | US$86.27 n/aintrinsic discount | The author hasn't set a fair value for GM | PE 40.8x | E 26.9% | US$101.19 | |
NKE NIKE -2.8%7D -13.8%3M | US$39.60 n/aintrinsic discount | The author hasn't set a fair value for NKE | PE 18.9x | E 8.8% | US$50.52 | |
COIN Coinbase Global -4.2%7D -2.2%3M | US$178.64 27.8% undervalued intrinsic discount | PS 7.8x | E 70.1% | US$197.59 | ||
U Unity Software -7.7%7D 34.6%3M | US$43.31 n/aintrinsic discount | The author hasn't set a fair value for U | PS 9.4x | E 79.4% | US$49.10 | |
ZM Zoom Communications -8.4%7D -11.8%3M | US$98.43 n/aintrinsic discount | The author hasn't set a fair value for ZM | PE 8.8x | E -34.9% | US$118.24 | |
PYPL PayPal Holdings -12.8%7D 18.7%3M | US$53.66 n/aintrinsic discount | The author hasn't set a fair value for PYPL | PE 9.4x | E -0.4% | US$59.66 |