INDIVIDUAL VIEW
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Continue with Google →THE LONG VIEW
The research journal.
Explore dated company research, business fundamentals, quality ratings, and valuation analysis.
PORTFOLIO AT A GLANCEPercentage overview
Hidden overlap.
Company exposure across accounts and funds
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Share of portfolio value by account
Notes from the portfolio.
Signals that deserve a closer look
Sector exposure
All accounts · September reference prices
| Company | Portfolio weight | Average cost / share | Current price | Return on cost | Research zone |
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Ratings, opportunity scores, and fair values are independent research opinions based on stated assumptions—not personalized investment recommendations. Read our Disclaimer.
Search the US ticker directory by company or symbol. Tickers not found require your confirmation before adding.
| Watchlist rank | Company | Research tier | Zone | Price used | Quality | Model opportunity | Return to fair value | Fair value | Actions |
|---|
Watchlist ranks compare displayed Opportunity Scores across the full list. Filters keep those ranks; equal scores share a rank. Opportunity Scores remain research-model snapshots.
The company research library.
Explore full company reports, business fundamentals, and valuation analysis. Search by name, ticker, or tracking tier.
Showing 80 company reports
On the Radar
Apple Inc.
Research: 2026-11-09
Primary Watchlist
Ambarella, Inc.
Research: 2026-10-21
Primary Watchlist
Amazon.com, Inc.
Research: 2026-10-21
Primary Watchlist
AeroVironment, Inc.
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-12)
Primary Watchlist
Alibaba Group Holding Limited
Research: 2026-10-21
Primary Watchlist
BILL Holdings, Inc.
Research: 2026-10-21
On the Radar
Dutch Bros Inc.
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-09)
Primary Watchlist
Boston Scientific Corporation
Research: 2026-11-07
On the Radar
Carlsmed, Inc.
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-17)
On the Radar
Cerebras Systems
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-18)
Primary Watchlist
Celsius Holdings, Inc.
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-04)
Primary Watchlist
ClearPoint Neuro, Inc.
Research: 2026-11-07
On the Radar
Clearwater Paper Corporation
Research: 2026-10-27
Primary Watchlist
Coinbase Global, Inc.
Research: 2026-11-07
On the Radar
CoreWeave, Inc.
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-14)
Primary Watchlist
DLocal Limited
Research: 2026-10-21
On the Radar
Doximity, Inc.
Research: 2026-10-21
Primary Watchlist
Docusign, Inc.
Research: 2026-10-21
On the Radar
DPC Holdings PLC (Doncasters)
Research: 2026-10-21
Primary Watchlist
Evercore Inc.
Research: 2026-10-22
Primary Watchlist
Shift4 Payments, Inc.
Research: 2026-10-21
Primary Watchlist
Global-e Online Ltd.
Research: 2026-10-21
Primary Watchlist
Alphabet Inc.
Research: 2026-10-21
Primary Watchlist
Grab Holdings Limited
Research: 2026-11-04
Primary Watchlist
Guidewire Software, Inc.
Research: 2026-10-21
Primary Watchlist
Inter & Co, Inc.
Research: 2026-11-04
Primary Watchlist
Intuit Inc.
Research: 2026-10-21
Primary Watchlist
Samsara Inc.
Research: 2026-10-21
Primary Watchlist
Karman Holdings Inc.
Research: 2026-10-21
On the Radar
Karat Packaging Inc.
Research: 2026-10-28
Primary Watchlist
Lemonade, Inc.
Research: 2026-10-21
On the Radar
Intuitive Machines, Inc.
Research: 2026-10-22
On the Radar
Mobility Global, Inc.
Research: 2026-10-21
Primary Watchlist
Mobileye Global Inc.
Research: 2026-11-02
On the Radar
Medline Inc.
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-17)
Primary Watchlist
Medtronic plc
Research: 2026-10-21
Untracked
MGM Resorts International
Research: 2026-10-08
Primary Watchlist
Miami International Holdings
Research: 2026-11-05
On the Radar
Microsoft Corporation
Research: 2026-11-08
On the Radar
Nebius Group
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-14)
Primary Watchlist
Cloudflare, Inc.
Research: 2026-10-21
On the Radar
Netflix, Inc.
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-04)
Primary Watchlist
NIO Inc.
Research: 2026-10-21
Primary Watchlist
ServiceNow, Inc.
Research: 2026-10-21
Primary Watchlist
Nu Holdings Ltd.
Research: 2026-11-04 (approved Q2-based fundamental stress test)
Primary Watchlist
Oscar Health, Inc.
Research: 2026-10-21
Primary Watchlist
Owlet, Inc.
Research: 2026-10-21
Primary Watchlist
Paycom Software, Inc.
Research: 2026-10-21
Primary Watchlist
Pfizer Inc.
Research: 2026-10-21
Primary Watchlist
Pinterest, Inc.
Research: 2026-11-07 (Q3 earnings and valuation re-underwriting; earlier reviews preserved below)
Primary Watchlist
Insulet Corporation
Research: 2026-10-21
Primary Watchlist
PROCEPT BioRobotics Corporation
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-20)
On the Radar
Primo Brands Corporation
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-17)
Primary Watchlist
PayPal Holdings, Inc.
Research: 2026-11-08 (Q3 2026 valuation refresh; prior research retained in decision history)
Primary Watchlist
QUALCOMM Incorporated
Research: 2026-10-21
Primary Watchlist
QuantumScape Corporation
Research: 2026-11-08
On the Radar
QXO, Inc.
Research: 2026-10-25
Primary Watchlist
Rubrik, Inc.
Research: 2026-10-21
Primary Watchlist
Reddit, Inc.
Research: 2026-11-02 (Q3 2026 earnings and fundamental review)
On the Radar
Redwire Corporation
Research: 2026-10-22
Primary Watchlist
Rocket Lab Corporation
Research: 2026-10-21
Primary Watchlist
Riskified Ltd.
Research: 2026-10-21
Primary Watchlist
SentinelOne, Inc.
Research: 2026-10-21
Primary Watchlist
Sea Limited
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-20)
Primary Watchlist
Shopify Inc.
Research: 2026-10-21
Primary Watchlist
Similarweb Ltd.
Research: 2026-10-21
Primary Watchlist
SoFi Technologies, Inc.
Research: 2026-10-21
On the Radar
StoneCo Ltd.
Research: 2026-10-21
Primary Watchlist
Stryker Corporation
Research: 2026-10-21
Primary Watchlist
Symbotic Inc.
Research: 2026-10-21
Primary Watchlist
Atlassian Corporation
Research: 2026-10-21
Primary Watchlist
Tempus AI, Inc.
Research: 2026-10-21
Primary Watchlist
TransMedics Group
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-14)
On the Radar
Toast, Inc.
Research: 2026-10-21
Primary Watchlist
Uber Technologies, Inc.
Research: 2026-10-21
On the Radar
Voyager Technologies
Research: 2026-10-21 (comparison refresh; fundamental review preserved from 2026-10-20)
On the Radar
VeriSign, Inc.
Research: 2026-11-09
Primary Watchlist
Wise Group plc
Research: 2026-11-09
Primary Watchlist
Zillow Group, Inc.
Research: 2026-10-21
Primary Watchlist
Zeta Global Holdings Corp.
Research: 2026-10-21
THE RESEARCH FRAMEWORK
Business quality meets price discipline.
Quality is price independent. Opportunity combines that quality with scenario-based upside, bear-case protection, and confidence. Ownership and cost basis do not affect these scores. Watchlist rank compares the scored companies in that Watchlist.
Model scores, valuation estimates, and price zones are based on assumptions, not guarantees of future performance or individualized advice. Read our Disclaimer.
Quality score
25% business durability
25% moat and competitive position
20% growth runway
15% financial quality
15% management and capital allocation
Opportunity score
30% Quality Score
35% normalized probability-weighted upside
20% normalized bear-case return
15% risk and valuation confidence
Reading the zones
Example: P/W fair value $150 · Bear fair value $80Up to $88: min($150 ÷ 1.50, $80 × 1.10). The stricter bear-case condition sets the boundary.
At least 50% upside to P/W fair value, with price no more than 10% above bear-case fair value.
Example: P/W fair value $150 · Bear fair value $80Above $88 through $120: the Buy ceiling is $150 ÷ 1.25.
At least 25% upside to P/W fair value, above the Strong Buy boundary.
Example: P/W fair value $150 · Bear fair value $80Above $120 through approximately $166.67. The upper boundary is $150 ÷ 0.90.
Modeled return from approximately −10% to below +25%.
Example: P/W fair value $150 · Bear fair value $80Above approximately $166.67: price exceeds $150 ÷ 0.90.
More than 10% downside to P/W fair value.
Risk-adjusted view. This framework balances expected upside, downside risk and valuation confidence. Zones may be less reliable for companies priced mainly on future potential rather than current fundamentals.
Research review triggers
- Quarterly resultsEarnings, updated guidance and changes in operating performance.
- Zone crossingPrice moves into a different valuation zone.
- Return changeP/W expected return shifts by at least 10 percentage points.
- Thesis changeMaterial developments in the business, competition, management or capital allocation.
These prompt a review of the research and Opportunity Score. Watchlist ranks are calculated automatically from the scores currently displayed.