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Valuation & Buy Levels 16/9/2024

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Panic Drop - Timothy Assi
Sep 16, 2024
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Welcome to the second edition of the "Top 10 Stocks to Hold" series, exclusively for paid subscribers.

In this series, I’ll be sharing what I consider the must-have stocks for any well-rounded portfolio. These companies have what’s known as a wide moat, meaning they have a strong competitive edge in their industries. They’re stable, reliable businesses with enough growth potential to make them great long-term investments—think of them as companies you can invest in and feel confident holding for decades.

Why am I confident in these picks? I’ve done a thorough analysis of each one, digging into their growth drivers, financial health, competitive landscape, risk factors, and more. I use a proven deep-dive method, and if you’re interested, I provide a glimpse into that process here:

Google Deep Dive

ASML Deep Dive

This top 10 list doesn’t change frequently, but what does shift is their valuation. As new earnings reports come out, I’ll update the buy levels, with at least four key entry points for each stock.

Before diving in, make sure to check out the FAQ section at the end of the blog to better understand the goals of this series. If you have any questions, feel free to drop them in the comments—I’ll either respond directly or include them in the next FAQ update.

Keep an eye on the chat! I’ll notify whenever I buy a stock or spot a good opportunity to add stocks.

View All Top 10 Stocks

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