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Watching
40
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
DDOG Datadog US$205.3113.1% overvalued intrinsic discount 42.9%7D 62.8%3M | ||||||
PANW Palo Alto Networks US$227.799.7% overvalued intrinsic discount 24.0%7D 39.9%3M | ||||||
CRWD CrowdStrike Holdings US$562.5714.8% overvalued intrinsic discount 20.2%7D 36.7%3M | ||||||
HARVIA Harvia Oyj €39.0017.9% undervalued intrinsic discount 8.9%7D 9.9%3M | ||||||
TSLA Tesla US$445.277.2% overvalued intrinsic discount 8.1%7D 6.7%3M | ||||||
MEKKO Marimekko Oyj €10.7415.2% undervalued intrinsic discount 7.9%7D -3.8%3M | ||||||
BABA Alibaba Group Holding US$145.8122.9% undervalued intrinsic discount 3.1%7D -8.1%3M | ||||||
GOOGL Alphabet US$402.625.9% undervalued intrinsic discount 1.2%7D 30.3%3M | ||||||
OKTA Okta US$78.2021.8% undervalued intrinsic discount 1.0%7D -7.9%3M | ||||||
META Meta Platforms US$616.6316.7% undervalued intrinsic discount 0.6%7D -5.1%3M | ||||||
V Visa US$320.3119.1% undervalued intrinsic discount 0.5%7D -1.2%3M | ||||||
LMND Lemonade US$52.8718.8% undervalued intrinsic discount -0.2%7D -14.7%3M | ||||||
MA Mastercard US$490.6424.9% undervalued intrinsic discount -0.3%7D -7.0%3M | ||||||
SBUX Starbucks US$105.956.0% overvalued intrinsic discount -0.5%7D 9.5%3M | ||||||
NFLX Netflix US$87.5622.6% undervalued intrinsic discount -0.8%7D 15.4%3M | ||||||
AMZN Amazon.com US$270.1312.2% undervalued intrinsic discount -1.8%7D 35.3%3M | ||||||
FIG Figma US$18.9471.0% undervalued intrinsic discount -1.8%7D -14.0%3M | ||||||
MSFT Microsoft US$405.2127.9% undervalued intrinsic discount -2.1%7D 0.8%3M | ||||||
NOW ServiceNow US$87.0551.4% undervalued intrinsic discount -2.2%7D -15.7%3M | ||||||
PYPL PayPal Holdings US$45.2314.7% undervalued intrinsic discount -2.2%7D 15.7%3M | ||||||
BN Brookfield CA$61.9436.3% undervalued intrinsic discount -2.3%7D -4.4%3M | ||||||
PLTR Palantir Technologies US$130.0530.0% undervalued intrinsic discount -2.8%7D 0.7%3M | ||||||
HOOD Robinhood Markets US$76.7552.7% undervalued intrinsic discount -2.9%7D 7.9%3M | ||||||
NKE NIKE US$42.3443.5% undervalued intrinsic discount -3.5%7D -30.7%3M | ||||||
ISRG Intuitive Surgical US$432.2729.3% undervalued intrinsic discount -4.3%7D -9.7%3M | ||||||
IOT Samsara US$27.5237.7% undervalued intrinsic discount -4.8%7D 3.2%3M | ||||||
ADBE Adobe US$236.0728.8% undervalued intrinsic discount -5.6%7D -10.1%3M | ||||||
UBER Uber Technologies US$74.7028.9% undervalued intrinsic discount -5.6%7D 4.9%3M | ||||||
7974 Nintendo JP¥7,141.006.2% undervalued intrinsic discount -6.0%7D -17.3%3M | ||||||
SOFI SoFi Technologies US$15.3142.8% undervalued intrinsic discount -6.1%7D -20.7%3M | ||||||
SRAD Sportradar Group US$12.4541.8% undervalued intrinsic discount -6.8%7D -23.9%3M | ||||||
LULU lululemon athletica US$121.2144.9% undervalued intrinsic discount -8.2%7D -28.5%3M | ||||||
MNDY monday.com US$67.7045.7% undervalued intrinsic discount -8.5%7D -8.1%3M | ||||||
GTLB GitLab US$22.0528.4% undervalued intrinsic discount -9.2%7D -25.5%3M | ||||||
SHOP Shopify US$95.4046.8% undervalued intrinsic discount -9.5%7D -13.8%3M | ||||||
CPNG Coupang US$15.9641.4% undervalued intrinsic discount -10.8%7D -6.8%3M | ||||||
VFC V.F US$17.1317.2% undervalued intrinsic discount -11.7%7D -15.1%3M | ||||||
KTB Kontoor Brands US$65.2329.6% undervalued intrinsic discount -13.0%7D -3.0%3M | ||||||
MELI MercadoLibre US$1,562.0036.0% undervalued intrinsic discount -15.2%7D -22.2%3M | ||||||
TOST Toast US$22.3338.6% undervalued intrinsic discount -21.1%7D -14.6%3M |
Watching
40
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
DDOG Datadog 42.9%7D 62.8%3M | US$205.31 13.1% overvalued intrinsic discount | PS 19.9x | E 32.0% | US$221.64 | ||
PANW Palo Alto Networks 24.0%7D 39.9%3M | US$227.79 9.7% overvalued intrinsic discount | PE 144.1x | E 21.3% | US$207.56 | ||
CRWD CrowdStrike Holdings 20.2%7D 36.7%3M | US$562.57 14.8% overvalued intrinsic discount | PS 29.8x | E 43.9% | US$493.19 | ||
HARVIA Harvia Oyj 8.9%7D 9.9%3M | €39.00 17.9% undervalued intrinsic discount | PE 26.6x | E 17.7% | €47.50 | ||
TSLA Tesla 8.1%7D 6.7%3M | US$445.27 7.2% overvalued intrinsic discount | PS 17.1x | E 35.6% | US$412.25 | ||
MEKKO Marimekko Oyj 7.9%7D -3.8%3M | €10.74 15.2% undervalued intrinsic discount | PE 17.8x | E 8.4% | €12.50 | ||
BABA Alibaba Group Holding 3.1%7D -8.1%3M | US$145.81 22.9% undervalued intrinsic discount | PE 24.4x | E 14.6% | US$189.20 | ||
GOOGL Alphabet 1.2%7D 30.3%3M | US$402.62 5.9% undervalued intrinsic discount | PE 30.4x | E 11.3% | US$427.89 | ||
OKTA Okta 1.0%7D -7.9%3M | US$78.20 21.8% undervalued intrinsic discount | PE 58.9x | E 19.1% | US$99.95 | ||
META Meta Platforms 0.6%7D -5.1%3M | US$616.63 16.7% undervalued intrinsic discount | PE 22.2x | E 13.7% | US$826.69 | ||
V Visa 0.5%7D -1.2%3M | US$320.31 19.1% undervalued intrinsic discount | PE 27.4x | E 10.7% | US$398.60 | ||
LMND Lemonade -0.2%7D -14.7%3M | US$52.87 18.8% undervalued intrinsic discount | PS 4.8x | E 59.3% | US$60.11 | ||
MA Mastercard -0.3%7D -7.0%3M | US$490.64 24.9% undervalued intrinsic discount | PE 27.8x | E 10.9% | US$647.81 | ||
SBUX Starbucks -0.5%7D 9.5%3M | US$105.95 6.0% overvalued intrinsic discount | PE 80.7x | E 26.3% | US$105.68 | ||
NFLX Netflix -0.8%7D 15.4%3M | US$87.56 22.6% undervalued intrinsic discount | PE 27.6x | E 12.0% | US$114.56 | ||
AMZN Amazon.com -1.8%7D 35.3%3M | US$270.13 12.2% undervalued intrinsic discount | PE 32x | E 16.2% | US$311.55 | ||
FIG Figma -1.8%7D -14.0%3M | US$18.94 71.0% undervalued intrinsic discount | PS 9.5x | E 49.0% | US$40.25 | ||
MSFT Microsoft -2.1%7D 0.8%3M | US$405.21 27.9% undervalued intrinsic discount | PE 24x | E 13.4% | US$561.56 | ||
NOW ServiceNow -2.2%7D -15.7%3M | US$87.05 51.4% undervalued intrinsic discount | PE 51.1x | E 22.4% | US$145.27 | ||
PYPL PayPal Holdings -2.2%7D 15.7%3M | US$45.23 14.7% undervalued intrinsic discount | PE 7.9x | E -1.4% | US$52.53 | ||
BN Brookfield -2.3%7D -4.4%3M | CA$61.94 36.3% undervalued intrinsic discount | PE 88.7x | S -87.0% | CA$72.95 | ||
PLTR Palantir Technologies -2.8%7D 0.7%3M | US$130.05 30.0% undervalued intrinsic discount | PE 136.6x | E 30.3% | US$183.73 | ||
HOOD Robinhood Markets -2.9%7D 7.9%3M | US$76.75 52.7% undervalued intrinsic discount | PE 36.4x | E 12.7% | US$98.44 | ||
NKE NIKE -3.5%7D -30.7%3M | US$42.34 43.5% undervalued intrinsic discount | PE 27.9x | E 18.0% | US$60.78 | ||
ISRG Intuitive Surgical -4.3%7D -9.7%3M | US$432.27 29.3% undervalued intrinsic discount | PE 51.4x | E 12.9% | US$576.91 | ||
IOT Samsara -4.8%7D 3.2%3M | US$27.52 37.7% undervalued intrinsic discount | PS 9.9x | E 73.9% | US$44.17 | ||
ADBE Adobe -5.6%7D -10.1%3M | US$236.07 28.8% undervalued intrinsic discount | PE 13.2x | E 7.3% | US$327.28 | ||
UBER Uber Technologies -5.6%7D 4.9%3M | US$74.70 28.9% undervalued intrinsic discount | PE 17.8x | E 12.8% | US$105.01 | ||
7974 Nintendo -6.0%7D -17.3%3M | JP¥7,141.00 6.2% undervalued intrinsic discount | PE 19.4x | E 7.1% | JP¥10,937.23 | ||
SOFI SoFi Technologies -6.1%7D -20.7%3M | US$15.31 42.8% undervalued intrinsic discount | PE 34x | E 24.0% | US$21.10 | ||
SRAD Sportradar Group -6.8%7D -23.9%3M | US$12.45 41.8% undervalued intrinsic discount | PE 47.5x | E 31.1% | US$21.38 | ||
LULU lululemon athletica -8.2%7D -28.5%3M | US$121.21 44.9% undervalued intrinsic discount | PE 8.8x | E 3.0% | US$179.36 | ||
MNDY monday.com -8.5%7D -8.1%3M | US$67.70 45.7% undervalued intrinsic discount | PE 28.8x | E -8.4% | US$119.36 | ||
GTLB GitLab -9.2%7D -25.5%3M | US$22.05 28.4% undervalued intrinsic discount | PS 3.9x | E -4.2% | US$30.30 | ||
SHOP Shopify -9.5%7D -13.8%3M | US$95.40 46.8% undervalued intrinsic discount | PE 92.9x | E 28.1% | US$152.76 | ||
CPNG Coupang -10.8%7D -6.8%3M | US$15.96 41.4% undervalued intrinsic discount | PS 0.8x | E 51.1% | US$27.12 | ||
VFC V.F -11.7%7D -15.1%3M | US$17.13 17.2% undervalued intrinsic discount | PE 29.9x | E 24.6% | US$20.76 | ||
KTB Kontoor Brands -13.0%7D -3.0%3M | US$65.23 29.6% undervalued intrinsic discount | PE 13x | E 6.6% | US$92.67 | ||
MELI MercadoLibre -15.2%7D -22.2%3M | US$1,562.00 36.0% undervalued intrinsic discount | PE 41.2x | E 27.1% | US$2,252.28 | ||
TOST Toast -21.1%7D -14.6%3M | US$22.33 38.6% undervalued intrinsic discount | PE 31.4x | E 25.2% | US$33.96 |