Covered Companies

Dan
Nov 12, 2024
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Page updated: Nov 30, 2024.
The companies below are sorted by the nearest earnings date report.
Not updated valuations (🟡): ULTA, LVMH, VEEV, CRM, and SBUX.

🟡 Salesforce (CRM)

Analysis: https://longtermpick.com/p/salesforce-analysis
Updated valuation: -
Fair Price: -
Next earnings report: Nov 27, 2024
Economic Moat: ✅ Wide

🟡 Veeva Systems (VEEV)

Analysis: https://longtermpick.com/p/veeva-analysis
Updated valuation: -
Fair Price: $181.36
Next earnings report: Dec 4, 2024
Economic Moat: ✅ Wide

🟡 Ulta Beauty (ULTA)

Analysis: https://longtermpick.com/p/ulta-analysis
Updated valuation: -
Fair Price: $436.95
Next earnings report: Dec 5, 2024
Economic Moat: ✅🟨 Narrow

Lam Research (LRCX)

Analysis: https://longtermpick.com/p/lam-research-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24
Fair Price: $102.71
Next earnings report: Jan 22, 2025
Economic Moat: ✅ Wide

Visa (V)

Analysis: https://longtermpick.com/p/visa-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24
Fair Price: $320.28
Next earnings report: Jan 23, 2025
Economic Moat: ✅ Wide

🟡 LVMH (LVMH)

Analysis: https://longtermpick.com/p/lvmh-analysis
Updated valuation: -
Fair Price: $113.31
Next earnings report: Jan 23, 2025
Economic Moat: ✅ Wide

Alphabet (GOOGL)

Analysis: https://longtermpick.com/p/googl-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24
Fair Price: $242.08
Next earnings report: Jan 28, 2025
Economic Moat: ✅ Wide

Microsoft (MSFT)

Fair Price: $404.24
Next earnings report: Jan 28, 2025
Economic Moat: ✅ Wide

🟡 Starbucks (SBUX)

Analysis: https://longtermpick.com/p/sbux-analysis
Updated valuation: -
Fair Price: -
Next earnings report: Jan 28, 2025
Economic Moat: ✅ Wide

ASML Holding (ASML)

Analysis: https://longtermpick.com/p/asml-analysis
Fair Price: $844.71
Next earnings report: Jan 29, 2025
Economic Moat: ✅ Wide

MarketAxess (MKTX)

Analysis: https://longtermpick.com/p/marketaxess-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24-2
Fair Price: $200.68
Next earnings report: Feb 3, 2025
Economic Moat: ✅ Wide

Merck & Co. (MRK)

Analysis: https://longtermpick.com/p/merck-analysis
Fair Price: $148.54
Next earnings report: Feb 4, 2025
Economic Moat: ✅ Wide

Molina Healthcare (MOH)

Analysis: https://longtermpick.com/p/molina-analysis
Fair Price: $386.90
Next earnings report: Feb 5, 2025
Economic Moat: ✅🟨 Narrow

Novo Nordisk (NVO)

Analysis: https://longtermpick.com/p/molina-analysis
Fair Price: $124.92
Next earnings report: Feb 5, 2025
Economic Moat: ✅Wide

Pinterest (PINS)

Analysis: https://longtermpick.com/p/pins-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24-2
Fair Price: $42.92
Next earnings report: Feb 6, 2025
Economic Moat: ✅🟨 Narrow

IDEXX (IDXX)

Analysis: https://longtermpick.com/p/idexx-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24-2
Fair Price: $401.45
Next earnings report: Feb 7, 2025
Economic Moat: ✅ Wide

Fortinet (FTNT)

Analysis: https://longtermpick.com/p/fortinet-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24-2
Fair Price: $94.88
Next earnings report: Feb 10, 2025
Economic Moat: ✅Wide

Medpace (MEDP)

Analysis: https://longtermpick.com/p/medpace-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24
Fair Price: $380.92
Next earnings report: Feb 10, 2025
Economic Moat: ✅🟨 Narrow

First Solar (FSLR)

Analysis: https://longtermpick.com/p/first-solar-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24
Fair Price: $373.60
Next earnings report: Feb 25, 2025
Economic Moat: ❌

Block (SQ)

Analysis: https://longtermpick.com/p/block-analysis
Updated valuation: https://longtermpick.com/p/updated-valuations-nov-24-2
Fair Price: $99.97
Next earnings report: Feb 27, 2025
Economic Moat: ✅🟨 Narrow

This is not a financial or investing recommendation. It is solely for educational purposes.

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