8 Active Pitches
+18.5% Avg. Upside
75% Success Rate
ACTIVE

Johnson & Johnson

JNJ Healthcare
October 2024

Investment Thesis

Undervalued healthcare conglomerate with strong pharmaceutical pipeline and consistent dividend growth profile following consumer health spinoff.

Current Price $157.00
Target Price $185.00
Upside +17.8%
MONITORING

Alphabet Inc.

GOOGL Technology
September 2024

Investment Thesis

Dominant search moat with emerging AI leadership position, trading at attractive valuation despite regulatory overhang concerns.

Current Price $172.00
Target Price $200.00
Upside +16.3%
CLOSED +22%

Microsoft Corporation

MSFT Technology
March 2024

Investment Thesis

Cloud transformation accelerating with Azure gaining market share and Office 365 providing recurring revenue base with pricing power.

Entry Price $365.00
Exit Price $445.00
Return +21.9%
ACTIVE

Visa Inc.

V Financials
August 2024

Investment Thesis

Global payments duopoly with structural growth drivers from cash-to-card conversion and cross-border transaction recovery.

Current Price $285.00
Target Price $320.00
Upside +12.3%
WATCHLIST

Tesla Inc.

TSLA Consumer Discretionary
July 2024

Investment Thesis

EV market leadership with autonomous driving optionality, but valuation requires significant execution on FSD and robotaxi initiatives.

Current Price $248.00
Fair Value $200.00
Discount -19.4%

Investment Pitch Framework

1

Business Analysis

Comprehensive evaluation of business model, competitive position, and management quality.

2

Financial Modeling

Detailed DCF analysis with multiple scenarios and sensitivity testing across key assumptions.

3

Risk Assessment

Thorough risk analysis including industry, company-specific, and macroeconomic factors.

4

Catalyst Identification

Clear timeline of expected catalysts that should drive price appreciation toward target.