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Watching
40
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
KTB Kontoor Brands US$85.78n/aintrinsic discount 2.9%7D 19.1%3M The author hasn't set a fair value for KTB | ||||||
HARVIA Harvia Oyj €42.20n/aintrinsic discount 2.3%7D 18.9%3M The author hasn't set a fair value for HARVIA | ||||||
7974 Nintendo JP¥7,431.00n/aintrinsic discount 1.9%7D -6.2%3M The author hasn't set a fair value for 7974 | ||||||
ISRG Intuitive Surgical US$356.83n/aintrinsic discount 1.0%7D -23.5%3M The author hasn't set a fair value for ISRG | ||||||
LULU lululemon athletica US$117.83n/aintrinsic discount 1.0%7D -17.2%3M The author hasn't set a fair value for LULU | ||||||
MEKKO Marimekko Oyj €10.40n/aintrinsic discount 0.8%7D 5.1%3M The author hasn't set a fair value for MEKKO | ||||||
MELI MercadoLibre US$1,819.74n/aintrinsic discount -0.7%7D 1.5%3M The author hasn't set a fair value for MELI | ||||||
SOFI SoFi Technologies US$16.88n/aintrinsic discount -0.8%7D -8.1%3M The author hasn't set a fair value for SOFI | ||||||
PYPL PayPal Holdings US$56.07n/aintrinsic discount -1.3%7D 13.0%3M The author hasn't set a fair value for PYPL | ||||||
SRAD Sportradar Group US$14.6831.3% undervalued intrinsic discount -1.5%7D 18.9%3M | ||||||
PLTR Palantir Technologies US$131.53n/aintrinsic discount -2.5%7D -6.8%3M The author hasn't set a fair value for PLTR | ||||||
MSFT Microsoft US$389.10n/aintrinsic discount -3.3%7D -9.4%3M The author hasn't set a fair value for MSFT | ||||||
HOOD Robinhood Markets US$95.65n/aintrinsic discount -3.7%7D 16.5%3M The author hasn't set a fair value for HOOD | ||||||
BABA Alibaba Group Holding US$115.00n/aintrinsic discount -4.4%7D -12.1%3M The author hasn't set a fair value for BABA | ||||||
UBER Uber Technologies US$68.18n/aintrinsic discount -5.5%7D -8.0%3M The author hasn't set a fair value for UBER | ||||||
GOOGL Alphabet US$326.56n/aintrinsic discount -7.2%7D -6.6%3M The author hasn't set a fair value for GOOGL | ||||||
AMZN Amazon.com US$231.39n/aintrinsic discount -7.4%7D -10.9%3M The author hasn't set a fair value for AMZN | ||||||
META Meta Platforms US$593.87n/aintrinsic discount -8.0%7D -11.5%3M The author hasn't set a fair value for META | ||||||
PANW Palo Alto Networks US$317.32n/aintrinsic discount -9.0%7D 75.3%3M The author hasn't set a fair value for PANW | ||||||
CRWD CrowdStrike Holdings US$180.11n/aintrinsic discount -9.3%7D 58.3%3M The author hasn't set a fair value for CRWD | ||||||
Watching
40
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MNDY monday.com 7.0%7D 22.1%3M | US$82.10 n/aintrinsic discount | The author hasn't set a fair value for MNDY | PE 29.5x | E -5.3% | US$108.54 | |
NFLX Netflix 4.1%7D -23.7%3M | US$70.40 n/aintrinsic discount | The author hasn't set a fair value for NFLX | PE 21.5x | E 11.4% | US$94.84 | |
KTB Kontoor Brands 2.9%7D 19.1%3M | US$85.78 n/aintrinsic discount | The author hasn't set a fair value for KTB | PE 17x | E 9.3% | US$93.10 | |
HARVIA Harvia Oyj 2.3%7D 18.9%3M | €42.20 n/aintrinsic discount | The author hasn't set a fair value for HARVIA | PE 28.7x | E 15.8% | €47.25 | |
SHOP Shopify 1.9%7D 4.0%3M | US$126.88 n/aintrinsic discount | The author hasn't set a fair value for SHOP | PE 123.9x | E 28.9% | US$148.39 | |
7974 Nintendo 1.9%7D -6.2%3M | JP¥7,431.00 n/aintrinsic discount | The author hasn't set a fair value for 7974 | PE 20.2x | E 5.5% | JP¥10,137.88 | |
VFC V.F 1.4%7D -8.5%3M | US$17.12 n/aintrinsic discount | The author hasn't set a fair value for VFC | PE 26.3x | E 24.0% | US$20.21 | |
ADBE Adobe 1.3%7D -2.2%3M | US$237.75 n/aintrinsic discount | The author hasn't set a fair value for ADBE | PE 13.1x | E 9.3% | US$269.61 | |
ISRG Intuitive Surgical 1.0%7D -23.5%3M | US$356.83 n/aintrinsic discount | The author hasn't set a fair value for ISRG | PE 40.2x | E 12.7% | US$486.32 | |
LULU lululemon athletica 1.0%7D -17.2%3M | US$117.83 n/aintrinsic discount | The author hasn't set a fair value for LULU | PE 9.2x | E 2.1% | US$127.73 | |
NOW ServiceNow 0.8%7D 16.7%3M | US$105.56 n/aintrinsic discount | The author hasn't set a fair value for NOW | PE 65.3x | E 25.9% | US$140.25 | |
MA Mastercard 0.8%7D 8.7%3M | US$551.71 n/aintrinsic discount | The author hasn't set a fair value for MA | PE 31.3x | E 11.2% | US$644.05 | |
MEKKO Marimekko Oyj 0.8%7D 5.1%3M | €10.40 n/aintrinsic discount | The author hasn't set a fair value for MEKKO | PE 16.7x | E 8.4% | €12.50 | |
V Visa 0.5%7D 17.2%3M | US$362.53 n/aintrinsic discount | The author hasn't set a fair value for V | PE 31x | E 11.1% | US$403.26 | |
TOST Toast -0.03%7D 6.4%3M | US$30.84 n/aintrinsic discount | The author hasn't set a fair value for TOST | PE 43.4x | E 24.7% | US$34.65 | |
BN Brookfield -0.3%7D -1.7%3M | CA$59.41 n/aintrinsic discount | The author hasn't set a fair value for BN | PE 82.5x | S -89.9% | CA$78.61 | |
MELI MercadoLibre -0.7%7D 1.5%3M | US$1,819.74 n/aintrinsic discount | The author hasn't set a fair value for MELI | PE 48x | E 26.7% | US$2,214.88 | |
SOFI SoFi Technologies -0.8%7D -8.1%3M | US$16.88 n/aintrinsic discount | The author hasn't set a fair value for SOFI | PE 37.5x | E 25.1% | US$20.63 | |
SBUX Starbucks -1.1%7D 6.5%3M | US$103.65 n/aintrinsic discount | The author hasn't set a fair value for SBUX | PE 79x | E 26.0% | US$106.45 | |
PYPL PayPal Holdings -1.3%7D 13.0%3M | US$56.07 n/aintrinsic discount | The author hasn't set a fair value for PYPL | PE 9.8x | E -1.6% | US$53.07 | |
SRAD Sportradar Group -1.5%7D 18.9%3M | US$14.68 31.3% undervalued intrinsic discount | PE 57.6x | E 30.6% | US$21.16 | ||
PLTR Palantir Technologies -2.5%7D -6.8%3M | US$131.53 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 138.2x | E 31.9% | US$182.20 | |
NKE NIKE -3.1%7D -6.4%3M | US$42.14 n/aintrinsic discount | The author hasn't set a fair value for NKE | PE 20.1x | E 8.9% | US$51.12 | |
CPNG Coupang -3.1%7D -21.7%3M | US$15.93 n/aintrinsic discount | The author hasn't set a fair value for CPNG | PS 0.8x | E 53.4% | US$25.89 | |
MSFT Microsoft -3.3%7D -9.4%3M | US$389.10 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 23.1x | E 13.7% | US$557.25 | |
GTLB GitLab -3.5%7D 46.5%3M | US$32.88 n/aintrinsic discount | The author hasn't set a fair value for GTLB | PS 5.5x | E 3.0% | US$34.13 | |
HOOD Robinhood Markets -3.7%7D 16.5%3M | US$95.65 n/aintrinsic discount | The author hasn't set a fair value for HOOD | PE 45.4x | E 15.5% | US$121.78 | |
DDOG Datadog -4.3%7D 91.5%3M | US$251.86 n/aintrinsic discount | The author hasn't set a fair value for DDOG | PS 24.4x | E 33.0% | US$265.53 | |
BABA Alibaba Group Holding -4.4%7D -12.1%3M | US$115.00 n/aintrinsic discount | The author hasn't set a fair value for BABA | PE 16.8x | E 15.5% | US$189.45 | |
FIG Figma -4.5%7D 33.5%3M | US$22.94 n/aintrinsic discount | The author hasn't set a fair value for FIG | PS 10.4x | E 29.9% | US$30.40 | |
UBER Uber Technologies -5.5%7D -8.0%3M | US$68.18 n/aintrinsic discount | The author hasn't set a fair value for UBER | PE 16.3x | E 13.2% | US$103.91 | |
GOOGL Alphabet -7.2%7D -6.6%3M | US$326.56 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 16.4x | E -0.4% | US$427.26 | |
OKTA Okta -7.4%7D 80.4%3M | US$137.43 n/aintrinsic discount | The author hasn't set a fair value for OKTA | PE 96.7x | E 19.7% | US$126.88 | |
AMZN Amazon.com -7.4%7D -10.9%3M | US$231.39 n/aintrinsic discount | The author hasn't set a fair value for AMZN | PE 27.4x | E 16.4% | US$313.53 | |
META Meta Platforms -8.0%7D -11.5%3M | US$593.87 n/aintrinsic discount | The author hasn't set a fair value for META | PE 21.4x | E 14.0% | US$824.68 | |
LMND Lemonade -8.1%7D -5.7%3M | US$61.99 n/aintrinsic discount | The author hasn't set a fair value for LMND | PS 5.6x | E 62.8% | US$64.22 | |
IOT Samsara -8.3%7D 20.5%3M | US$35.34 n/aintrinsic discount | The author hasn't set a fair value for IOT | PS 11.9x | E 52.8% | US$44.31 | |
PANW Palo Alto Networks -9.0%7D 75.3%3M | US$317.32 n/aintrinsic discount | The author hasn't set a fair value for PANW | PS 24.4x | E 26.5% | US$336.70 | |
CRWD CrowdStrike Holdings -9.3%7D 58.3%3M | US$180.11 n/aintrinsic discount | The author hasn't set a fair value for CRWD | PS 36x | E 44.8% | US$192.38 | |
TSLA Tesla -18.4%7D -17.1%3M | US$309.22 n/aintrinsic discount | The author hasn't set a fair value for TSLA | PS 11.8x | E 34.9% | US$399.95 |