Everything published in the last 12 months
Every valuation I published in the last 12 months, whether it worked out or not. "Direction" describes how my estimate compared with the market price on the day — it is not advice to buy or sell. What I Own shows what I actually own; this page shows what I published.
| Date | Company | Estimated value | Price | Direction | Validity | Position |
|---|---|---|---|---|---|---|
| 2 Nov 2026 | Spotify SPOT · NYSE | EUR 502.33 | EUR 521.63 as at 26 Oct 2026 | Value < price |
No fixed validity — superseded by my next valuation of this company. Horizon: at least one year, typically 5–10. |
Not owned |
| 18 Oct 2026 | Pop Mart 9992 · HKEX | CNY 182.28 | CNY 124.04 as at 15 Oct 2026 | Value > price |
No fixed validity — superseded by my next valuation of this company. Horizon: at least one year, typically 5–10. |
Not owned |
| 4 Oct 2026 | Nike NKE · NYSE | USD 23.14 | USD 35.15 as at 1 Oct 2026 | Value < price |
No fixed validity — superseded by my next valuation of this company. Horizon: at least one year, typically 5–10. |
Owned |
| 29 Sep 2026 | Netflix NFLX · NASDAQ | USD 58.43 | USD 71.79 as at 21 Sep 2026 | Value < price |
No fixed validity — superseded by my next valuation of this company. Horizon: at least one year, typically 5–10. |
Not owned |
| 7 Sep 2026 | Microsoft MSFT · NASDAQ | USD 439.18 | USD 501.02 as at 1 Sep 2026 | Value < price |
No fixed validity — superseded by my next valuation of this company. Horizon: at least one year, typically 5–10. |
Not owned |
| 27 Aug 2026 | LVMH MC · Euronext Paris | EUR 474.48 | EUR 459.35 as at 24 Aug 2026 | Value > price |
No fixed validity — superseded by my next valuation of this company. Horizon: at least one year, typically 5–10. |
Not owned |
| 7 Aug 2026 | Adobe ADBE · NASDAQ | USD 270.69 | USD 219.80 as at 4 Jul 2026 | Value > price |
No fixed validity — superseded by my next valuation of this company. Horizon: At least 1 year |
Not owned |