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 |
|---|---|---|---|---|---|---|
| 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No fixed validity — superseded by my next valuation of this company.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No fixed validity — superseded by my next valuation of this company.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No fixed validity — superseded by my next valuation of this company.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 |