The Buy List

"Big opportunities come infrequently. When it’s raining gold, reach for a bucket, not a thimble" - Warren Buffett

The Buy List

A definitive, focused Buy List of investment ideas. Each investment idea is backed by a clear, concise, and digestible Thesis. Each Thesis is backed by a Detailed Write-Up and a Detailed Valuation.

Here is a brief explanation of the table below. Please read The Fine Print. Invest responsibly.

  • All 57
  • Buy 26
  • Hold 10
  • Watch 21
  • Theme
Investments
Upside Left Expected Time Horizon: 2 years.
Current Rating Thesis
Investments
Upside Left Expected Time Horizon: 2 years.
Current Rating Thesis
Disney 36%
Buy
Netflix -12%
Watch
Berkshire Hathaway 17%
Buy
Spotify -29%
Hold 05/21/2020
Intel 41%
Watch 07/06/2020
Paypal -38%
Hold 03/23/2020
KLA Corp. 9%
Buy
ICICI Bank 82%
Buy
Twitter -9%
Hold 02/04/2020
Lyft 52%
Buy 03/10/2020
Uber -57%
Watch
VMWare 0%
Hold 07/07/2020
SiemensGamesa -7%
Watch
Canadian Solar 31%
Watch 08/20/2019
Cisco 52%
Buy
Ciena -26%
Watch 11/05/2019
Tesla Inc. -86%
Watch
Electronic Arts -16%
Hold 05/06/2020
Terraform -2%
Watch 02/04/2020
FLIR Systems 38%
Buy 07/01/2020
Sony 28%
Buy 08/15/2020
Lumentum -21%
Watch 01/07/2020
Palo Alto Networks -5%
Buy 06/18/2019
S&P Global Inc. -37%
Watch
Ericsson -11%
Buy 11/19/2019
Adobe -67%
Watch
NXP 6%
Watch 01/08/2020
Nvidia -58%
Hold 04/04/2019
Sensata 47%
Watch 02/22/2019
ASML -1%
Buy
TSMC (Taiwan Semi.) 35%
Hold 01/07/2020
Xylem 37%
Buy
Eaton 22%
Watch 02/05/2020
Caterpillar 23%
Watch 08/15/2020
Apple -40%
Hold 01/07/2020
HDFC Bank 8%
Buy 03/23/2020
Xilinx -11%
Watch 01/24/2019
Micron 94%
Buy
Microsoft -39%
Hold 03/19/2019
Amazon -80%
Watch
Volvo AB (Trucks) 37%
Watch 03/23/2020
Ford Motor 153%
Watch 03/23/2020
Interdigital 137%
Buy
IBM 73%
Buy
General Electric 114%
Watch
ABB Ltd. 25%
Watch 03/23/2020
Vestas Wind Systems -19%
Hold 06/03/2020
Netflix 0%
Buy
Activision 0%
Buy
Pinterest 0%
Buy
AirBnB 0%
Buy
DoorDash 0%
Buy
Qualcomm 0%
Buy
Adobe 0%
Buy
AMD 0%
Buy
Airbnb-2 0%
Buy
Etsy 0%
Buy

Results

A collection of our research work done in the past. Not dead. Just dormant.


Results

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