Covered Companies
Page updated: Mar 07, 2024.
The companies below are sorted by the nearest earnings date report.
The companies, available for patrons only, are marked with ⭐
Veeva Systems (VEEV)
Analysis: https://longtermpick.com/p/veeva-analysis
Fair Price: $273
Next earnings report: Mar 05, 2024 (confirmed)
Economic Moat: ✅ Wide
Changelog:
Dec 10, 2024: Updated fair price valuation: $273.
Adobe (ADBE)
Analysis: https://longtermpick.com/p/adobe-analysis
Fair Price: $752
Next earnings report: Mar 12, 2024 (estimated)
Economic Moat: ✅ Wide
Ulta Beauty (ULTA)
Analysis: https://longtermpick.com/p/ulta-analysis
Fair Price: $412
Next earnings report: Mar 13, 2024 (confirmed)
Economic Moat: ✅🟨 Narrow
Changelog:
Dec 10, 2024: Updated fair price valuation: $412.
⭐ InPost (INPOY)
Analysis: https://www.patreon.com/posts/inpost-highly-in-120960332
Fair Price: Available for patrons only
Next earnings report: Mar 28, 2025 (confirmed)
Economic Moat: Available for patrons only
LVMH (EPA: MC)
Analysis: https://longtermpick.com/p/lvmh-analysis
Fair Price: €798
Next earnings report: Apr 11, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Jan 31, 2025: Updated fair price valuation: €798.
Jan 14, 2025: Overview: Sale of Off-White Brand, Investment in Db Bags, 10-Year Partnership with Formula 1, Launch of the 2025 LVMH Prize, Acquisition of Stake in Moncler, Focus on Sustainability, and Expansion Plans.
Dec 10, 2024: Updated fair price valuation: €551.
TSMC (TSM)
Analysis: https://longtermpick.com/p/tsmc-analysis
Fair Price: $228
Next earnings report: Apr 17, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Jan 31, 2025: Updated fair price valuation: $288.
Jan 14, 2025: Overview: Investment in Innolux Factory, Expansion of 2nm Plants, Collaboration with Amkor Technology, Doubling CoWoS Capacity, Sustainability Initiatives, and Impact of U.S.-China Trade Policies.
ASML Holding (ASML)
Analysis: https://longtermpick.com/p/asml-analysis
Fair Price: $1,053
Next earnings report: Apr 17, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Jan 31, 2025: Updated fair price valuation: $1,053.
Jan 14, 2025: Overview: Revenue Growth Target for FY25, Securities Class Action Lawsuit, Increased R&D Spending, and Challenges from Geopolitical Tensions.
Lam Research (LRCX)
Analysis: https://longtermpick.com/p/lam-research-analysis
Fair Price: $88
Next earnings report: Apr 21, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Jan 31, 2025: Updated fair price valuation: $88.
Jan 14, 2025: Overview: Share Repurchase Program, Management Changes, Challenges from Key Customers, Positive Market Outlook, and Increased Focus on AI Demand.
Nov 01, 2024: Updated fair price valuation: $102.71.
Medpace (MEDP)
Analysis: https://longtermpick.com/p/medpace-analysis
Fair Price: $370
Next earnings report: Apr 22, 2025 (estimated)
Economic Moat: ✅🟨 Narrow
Changelog:
Feb 12, 2025: Updated fair price valuation: $370.
Jan 27, 2025: Overview: Investigation into financial performance.
Nov 01, 2024: Updated fair price valuation: $381.
ResMed (RMD)
Analysis: https://longtermpick.com/p/resmed-analysis
Fair Price: Available for patrons only
Next earnings report: Apr 25, 2025 (estimated)
Economic Moat: ✅🟨 Narrow
Visa (V)
Analysis: https://longtermpick.com/p/visa-analysis
Fair Price: $356
Next earnings report: Apr 25, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Jan 31, 2025: Updated fair price valuation: $356.
Jan 14, 2025: Overview: New Cyber Protection Charge, Expansion of Value-Added Services, Partnership with Pismo, Regulatory Challenges, and Strategic Focus on AI and Innovation.
Nov 01, 2024: Updated fair price valuation: $320.
MarketAxess (MKTX)
Analysis: https://longtermpick.com/p/marketaxess-analysis
Next earnings report: Apr 23, 2025 (estimated)
Fair Price: $191
Economic Moat: ✅ Wide
Changelog:
Feb 12, 2025: Updated fair price valuation: $191.
Jan 27, 2025: Overview: Management change, New share repurchase program, Expansion of AI technology, Increased trading volume, and Integration of acquisitions.
Nov 19, 2024: Updated fair price valuation: $200.
⭐ Microsoft (MSFT)
Analysis: https://www.patreon.com/posts/microsoft-strong-121417275
Fair Price: Available for patrons only
Next earnings report: Apr 24, 2025 (estimated)
Economic Moat: Available for patrons only
Merck & Co. (MRK)
Analysis: https://longtermpick.com/p/merck-analysis
Fair Price: $188
Next earnings report: Apr 24, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Feb 8, 2025: Updated fair price valuation: $188.
Jan 24, 2025: Overview: FDA Acceptance for Clesrovimab, Strategic Focus on Oncology, Pipeline Developments, and Focus on Global Markets.
⭐ Fortnox AB (STO: FNOX)
Analysis: https://www.patreon.com/posts/leading-software-115432349
Fair Price: Available for patrons only
Next earnings report: Apr 25, 2025 (estimated)
Economic Moat: Available for patrons only
First Solar (FSLR)
Analysis: https://longtermpick.com/p/first-solar-analysis
Fair Price: $447
Next earnings report: Apr 25, 2025 (estimated)
Economic Moat: ❌
Changelog:
Feb 28, 2025: Updated fair price valuation: $447.
Jan 27, 2025: Overview: First Solar endows Missouri S&T professorship, Solar manufacturing facility in Lawrence County, and New industry benchmarks.
Nov 01, 2024: Updated fair price valuation: $380.
⭐ Uber Technologies (UBER)
Analysis: https://www.patreon.com/posts/118211760
Fair Price: Available for patrons only
Next earnings report: Apr 29, 2025 (estimated)
Economic Moat: Available for patrons only
Molina Healthcare (MOH)
Analysis: https://longtermpick.com/p/molina-analysis
Fair Price: $378
Next earnings report: Apr 30, 2025 (estimated)
Economic Moat: ✅🟨 Narrow
Changelog:
Feb 8, 2025: Updated fair price valuation: $378.
Jan 24, 2025: Overview: New Florida Medicaid Contract, Wisconsin Contract Award, Expansion into Dual-Eligible Market, Quality Improvement Initiative, and Senior Notes Offering.
Alphabet (GOOGL)
Analysis: https://longtermpick.com/p/googl-analysis
Fair Price: $218
Next earnings report: May 01, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Feb 8, 2025: Updated fair price valuation: $218.
Jan 27, 2025: Overview: Renovation of AI portfolio, Record performance in Google Cloud, Failed acquisitions of Wiz and HubSpot, Major data center investments, Ongoing antitrust challenges, YouTube monetization updates, and Focus on sustainability.
Nov 01, 2024: Updated fair price valuation: $242.
Block (XYZ)
Analysis: https://longtermpick.com/p/block-analysis
Fair Price: $126
Next earnings report: May 01, 2025 (confirmed)
Economic Moat: ✅🟨 Narrow
Changelog:
Feb 28, 2025: Updated fair price valuation: $126.
Jan 27, 2025: Overview: Ticker change, $80M fine to state financial regulators, Partnership with food-service distributor Sysco, Bitcoin reached $100K+, Cash App + Lyft partnership, Launch of Orders Platform, and TIDAL’s songwriter tools.
Nov 19, 2024: Updated fair price valuation: $100.
Monolithic Power Systems (MPWR)
Analysis: https://longtermpick.com/p/mps-analysis
Fair Price: $855
Next earnings report: May 02, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Feb 12, 2025: Updated fair price valuation: $855.
IDEXX (IDXX)
Analysis: https://longtermpick.com/p/idexx-analysis
Fair Price: $487
Next earnings report: May 02, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Feb 8, 2025: Updated fair price valuation: $487.
Jan 24, 2025: Overview: Share Repurchase Program, CFO Transition, Expansion of Diagnostic Test Menu, Launch of Innovative Software Solution, Expansion of Fecal Dx Testing Platform, and New Slide-Free Cellular Analyzer Launch.
Nov 19, 2024: Updated fair price valuation: $401.45.
Novo Nordisk (NVO)
Analysis: https://longtermpick.com/p/novo-nordisk-analysis
Fair Price: $132
Next earnings report: May 07, 2025 (confirmed)
Economic Moat: ✅Wide
Changelog:
Feb 8, 2025: Updated fair price valuation: $132.
Jan 24, 2025: Overview: FDA Price Negotiations for GLP-1 Drugs, Semaglutide 7.2 mg Trial Success, Collaboration with Valo Health, Acquisition of Manufacturing Sites, Share Repurchase Program, Disappointing CagriSema Trial Results, UBS Stock Upgrade, and Market Leadership in Weight-Loss Drugs.
Pinterest (PINS)
Analysis: https://longtermpick.com/p/pins-analysis
Fair Price: $52
Next earnings report: May 08, 2025 (estimated)
Economic Moat: ✅🟨 Narrow
Changelog:
Feb 12, 2025: Updated fair price valuation: $52.
Jan 24, 2025: Overview: Trend Predictions for 2025.
Nov 19, 2024: Updated fair price valuation: $43.
Fortinet (FTNT)
Analysis: https://longtermpick.com/p/fortinet-analysis
Fair Price: $78
Next earnings report: May 08, 2025 (estimated)
Economic Moat: ✅Wide
Changelog:
Feb 12, 2025: Updated fair price valuation: $78.
Jan 24, 2025: Overview: Share Repurchase Program, Acquisition of Perception Point, FortiGate Rugged 70G, Key Growth Areas, Partnership With Google Cloud, Launch of FortiAppSec Cloud, and Latest Version of FortiOS.
Nov 19, 2024: Updated fair price valuation: $95.
⭐ Yeti Holdings (YETI)
Analysis: https://www.patreon.com/posts/yeti-undervalued-120046639
Fair Price: Available for patrons only
Next earnings report: May 08, 2025 (estimated)
Economic Moat: Available for patrons only
⭐ NICE Ltd. (NICE)
Analysis: https://www.patreon.com/posts/ccaas-provider-117281795
Fair Price: Available for patrons only
Next earnings report: May 14, 2025 (estimated)
Economic Moat: Available for patrons only
Changelog:
Feb 26, 2025: Updated fair price valuation.
⭐ Paxman AB (STO: PAX)
Analysis: https://www.patreon.com/posts/innovative-to-115479986
Fair Price: Available for patrons only
Next earnings report: May 16, 2025 (confirmed)
Economic Moat: Available for patrons only
Changelog:
Feb 26, 2025: Updated fair price valuation.
Applied Materials (AMAT)
Analysis: https://longtermpick.com/p/applied-materials-analysis
Fair Price: $187
Next earnings report: May 16, 2025 (estimated)
Economic Moat: ✅ Wide
Changelog:
Feb 28: Updated fair price valuation: $187.
NVIDIA (NVDA)
Analysis: https://longtermpick.com/p/nvidia-analysis
Fair Price: $187
Next earnings report: May 23, 2024 (estimated)
Economic Moat: ✅ Wide
Changelog:
Feb 28, 2025: Updated fair price valuation: $187.
Salesforce (CRM)
Analysis: https://longtermpick.com/p/salesforce-analysis
Fair Price: $446
Next earnings report: May 28, 2024 (estimated)
Economic Moat: ✅ Wide
Changelog:
Feb 28, 2025: Updated fair price valuation: $446.
Dec 10, 2024: Updated fair price valuation: $426.
Synopsys (SNPS)
Analysis: https://longtermpick.com/p/synopsys-analysis
Fair Price: $456
Next earnings report: May 28, 2024 (estimated)
Economic Moat: ✅ Wide
This is not a financial or investing recommendation. It is solely for educational purposes.