Predictions
Twitter Inc.
Start price
Target price
Perf. (%)
€44.42
30.12.20
30.12.20
-
30.12.21
30.12.21
5.99%
30.04.21
30.04.21
Revenue growth >5% per year expected
Stable Large shareholder and/or long term investor
Very low/no dividend yield expected
Overstock.com
Start price
Target price
Perf. (%)
€42.70
30.12.20
30.12.20
-
30.12.21
30.12.21
63.65%
31.05.21
31.05.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Normal challenges to pay loans and raise capital
Higher risks for its business
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€178.40
28.12.20
28.12.20
€270.00
28.12.21
28.12.21
-22.70%
31.08.21
31.08.21
Could be very worthwhile Investment >20% year
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€185.00
28.12.20
28.12.20
€210.00
28.12.21
28.12.21
30.73%
31.08.21
31.08.21
Could be very worthwhile Investment >20% year
IVU Traffic Technologies AG
Start price
Target price
Perf. (%)
€18.95
25.12.20
25.12.20
€20.00
25.12.21
25.12.21
10.29%
26.12.21
26.12.21
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€184.58
25.12.20
25.12.20
-
25.12.21
25.12.21
5.89%
20.03.21
20.03.21
Revenue growth >5% per year expected
Market Leader or Top 3
Small cyclical dependencies
EBIT growth >5% per year expected
Autodesk Inc.
Start price
Target price
Perf. (%)
€246.00
21.12.20
21.12.20
-
21.12.21
21.12.21
-5.57%
28.02.21
28.02.21
Revenue growth >5% per year expected
EBIT growth > 30% per year expected
Valuable balance sheet
Standard Investments for future growth
Splunk Inc.
Start price
Target price
Perf. (%)
€132.26
21.12.20
21.12.20
€109.00
21.12.21
21.12.21
-26.25%
20.12.21
20.12.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Adobe Inc.
Start price
Target price
Perf. (%)
€411.70
20.12.20
20.12.20
€600.00
20.12.21
20.12.21
19.97%
21.12.21
21.12.21
Well known brand
Very Future proof/growth oriented business model
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Delivery Hero SE
Start price
Target price
Perf. (%)
€119.40
18.12.20
18.12.20
€50.00
18.12.22
18.12.22
-66.20%
18.12.22
18.12.22
Market Leader or Top 3
Sustainability is little important
Little innovation
Very high cyclical dependencies
Box Inc. A
Start price
Target price
Perf. (%)
€15.47
18.12.20
18.12.20
€30.00
18.12.21
18.12.21
47.86%
19.12.21
19.12.21
Could be very worthwhile Investment >20% year
Fair valuation
Very capable Management
Delivery Hero SE
Start price
Target price
Perf. (%)
€115.95
16.12.20
16.12.20
€120.00
2.29%
17.12.20
17.12.20
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Verisign Inc.
Start price
Target price
Perf. (%)
€176.52
16.12.20
16.12.20
-
16.12.21
16.12.21
-5.69%
16.02.21
16.02.21
Probably not worthwhile Investment
Revenue decline/stagnation expected
Very low/no dividend yield expected
Mercadolibre Inc
Start price
Target price
Perf. (%)
€1,335.8
12.12.20
12.12.20
-
12.12.21
12.12.21
6.06%
09.01.21
09.01.21
Could be worthwhile Investment >10% per year
Some uniques
Medium risks for its business
Top 10 in its market
Overstock.com
Start price
Target price
Perf. (%)
€45.56
12.12.20
12.12.20
-
12.12.21
12.12.21
74.51%
08.02.21
08.02.21
Stable Large shareholder and/or long term investor
EBIT decline/stagnation expected
Few uniques
Sustainability is little important
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€226.65
11.12.20
11.12.20
€200.00
0.29%
14.12.20
14.12.20
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Splunk Inc.
Start price
Target price
Perf. (%)
€125.96
10.12.20
10.12.20
€119.00
10.12.21
10.12.21
5.00%
21.12.20
21.12.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Salesforce.com
Start price
Target price
Perf. (%)
€193.98
02.12.20
02.12.20
-
02.12.21
02.12.21
6.12%
17.02.21
17.02.21
Could be worthwhile Investment >10% per year
Very capable Management
Market Leader or Top 3
Very Future proof/growth oriented business model