Lucian Mesaroș

I estimate what companies are worth, and publish it

One company at a time: read the filings, build a discounted cash flow model, publish the estimate against the price — and say whether I own the shares. The estimate, the assumptions and the short video are free, for every company. Subscribers get the reasoning, the full video and the model itself.

Latest valuations

Spotify SPOT · 2 Nov 2026 Estimate EUR 502.33 · Price EUR 521.63 −3.7%
Pop Mart 9992 · 18 Oct 2026 Estimate CNY 182.28 · Price CNY 124.04 +47.0%
Nike NKE · 4 Oct 2026 Estimate USD 23.14 · Price USD 35.15 −34.2%
Netflix NFLX · 29 Sep 2026 Estimate USD 58.43 · Price USD 71.79 −18.6%
Microsoft MSFT · 7 Sep 2026 Estimate USD 439.18 · Price USD 501.02 −12.3%