TIKR @theTIKR

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TIKR @theTIKR

23 hours ago

HubSpot could deliver a crazy 25% IRR from here if growth holds and AI expands monetization $HUBS

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TIKR @theTIKR

2 days ago

ServiceNow could compound at 19% annually based on analysts' estimates $NOW

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TIKR @theTIKR

3 days ago

Legitimate potential for 15% IRR for Microsoft over the next 4 years $MSFT

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TIKR @theTIKR

4 days ago

Adobe could be worth ~$602 by 2029 vs $363 today. That’s +66% upside or 12.6% annual returns if the mid-case scenario plays out. $ADBE

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TIKR @theTIKR

7 days ago

Health insurers are looking cheap today. Based on moderate revenue growth and a reasonable P/E multiple, Elevance Health could see +45% upside by 2027, implying 16.9% annualized returns. $ELV

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Animal health leader Zoetis is down from highs but still looks like a long term compounder. At $156 today, $ZTS could climb to $208 by the end of 2027 based on analysts' growth estimates and a conservative P/E multiple. This would be 33% upside and 12.7% annualized returns.

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Sahil Khetpal @skhetpal

a week ago

Nelson Peltz went from a delivery truck driver to one of the most successful activist investors on Wall Street. By taking a “constructive activist” approach, he has helped turn around huge brands like P&G and Heinz. Let’s dive in!

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TIKR @theTIKR

a week ago

Deckers has been a standout in footwear with HOKA and UGG fueling growth. Still, the stock is down nearly 50% YTD on tariff pressures, slowing Hoka sales, and management pulling guidance. It's possible $DECK could have 41% upside over the next 2.5ish years if the business sees…

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TIKR @theTIKR

a week ago

Salesforce has pulled back as growth slowed from its hypergrowth years, leaving the stock trading cheaper despite improving profitability. At its current price of $248, $CRM could potentially gain 34% in the next 2ish years, which would be ~12.7% annualized returns if margins…

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TIKR @theTIKR

2 weeks ago

FICO now trades near its 52-week low after the FHFA approved VantageScore 4.0 for Fannie/Freddie mortgages. The move threatens FICO’s dominance and puts pressure on its scoring revenue. At today’s price, $FICO could have 36% upside by 2027, implying ~15.6% annualized returns…

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Sahil Khetpal @skhetpal

2 weeks ago

Duan Yongping built an $11.5 billion stock portfolio with one stock making up 60% of his fund! Duan is a little-known Chinese entrepreneur-turned investor who was an early investor in NTES, AAPL, and PDD. Let’s dive into his investment strategy and stock portfolio today:

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TIKR @theTIKR

2 weeks ago

UnitedHealth ($UNH) was one of the most purchased stocks by hedge funds last quarter, with Buffett, Tepper, and Burry all adding. Based on consensus analyst estimates, the stock could have ~36% upside by the end of 2027, which would imply ~14% annualized returns.

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TIKR @theTIKR

2 weeks ago

Novo Nordisk went from market darling to a deep pullback due to normalizing growth, US pricing risks, and competition from Eli Lilly. After peaking above $140/share in 2023–24 on GLP-1 hype, the stock is down ~65% to $50. Based on analysts' consensus estimates & a reasonable…

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TIKR @theTIKR

2 weeks ago

UPS is down nearly 30% YTD, but the selloff may have gone too far. Based on analysts' consensus estimates & a reasonable P/E, $UPS could have 40% upside by the end of 2027, which would imply 15.2% annualized returns.

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TIKR @theTIKR

2 weeks ago

Warren Buffett’s Berkshire Hathaway made headlines when it was revealed he bought $1.5 billion of UnitedHealth last quarter. Here are some other funds that added to $UNH: • Michael Burry’s Scion Asset Management (call options) • David Tepper’s Appaloosa Management •…

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TIKR @theTIKR

2 weeks ago

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TIKR @theTIKR

3 weeks ago

Activist hedge fund Starboard Value just boosted its stake in Salesforce by 47% last quarter. Salesforce remains one of the most dominant enterprise SaaS platforms in the world, with recurring revenue, sticky customers, and expanding margins. $CRM

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Sahil Khetpal @skhetpal

3 weeks ago

Mark Massey at AltaRock Partners has quietly built one of the most impressive investing track records with 14% annualized returns over 20+ years vs. the S&P 500’s 8.9%. He has 90% of the portfolio in just 5 stocks! Let’s dive into his investing strategy and top stocks today:

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TIKR @theTIKR

3 weeks ago

Adobe is a leader in creative and digital media software, with a wide moat built on its subscription model and ecosystem. It’s potentially 32% undervalued, with upside tied to steady growth in Creative Cloud, Document Cloud, and AI-driven features. $ADBE

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TIKR @theTIKR

3 weeks ago

Analysts think these 3 tech stocks have strong upside today: • $MSFT: +45% Growth driven by cloud, AI, and enterprise software dominance • $AMZN: +39% E-commerce scale & AWS cloud growth powering growth • $ADBE: +32% Creative & Document Cloud expansion with AI-driven features…