Predictions
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€158.50
29.07.22
29.07.22
€199.00
29.07.23
29.07.23
26.28%
18.04.23
18.04.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Small cyclical dependencies
Twitter Inc.
Start price
Target price
Perf. (%)
€44.50
15.04.22
15.04.22
-
15.04.23
15.04.23
21.21%
16.04.23
16.04.23
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€235.20
13.06.22
13.06.22
€320.00
13.06.23
13.06.23
10.14%
12.04.23
12.04.23
Could be worthwhile Investment >10% per year
Fair valuation
Standard Investments for future growth
Valuable balance sheet
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€72.70
13.06.22
13.06.22
€127.00
13.06.23
13.06.23
-7.19%
12.04.23
12.04.23
Could be worthwhile Investment >10% per year
Fair valuation
Standard Investments for future growth
Valuable balance sheet
Alteryx Inc
Start price
Target price
Perf. (%)
€65.85
11.04.22
11.04.22
€56.00
11.04.23
11.04.23
-26.12%
12.04.23
12.04.23
Stable Large shareholder and/or long term investor
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Risky balance sheet
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€55.26
11.04.23
11.04.23
-
-
11.04.23
11.04.23
Could be worthwhile Investment >10% per year
Square Inc.
Start price
Target price
Perf. (%)
€122.28
02.04.22
02.04.22
€120.00
02.04.23
02.04.23
-49.49%
03.04.23
03.04.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
ROE higher than 10% per year
Very good company culture
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€106.58
02.04.22
02.04.22
€100.00
02.04.23
02.04.23
-34.48%
03.04.23
03.04.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Standard Investments for future growth
Higher EBIT margin than peer group
Microsoft Corp.
Start price
Target price
Perf. (%)
€239.65
24.02.23
24.02.23
-
24.03.23
24.03.23
9.39%
25.03.23
25.03.23
Could be worthwhile Investment >10% per year
Netflix Inc.
Start price
Target price
Perf. (%)
€337.50
21.03.22
21.03.22
€310.00
21.03.23
21.03.23
-15.48%
21.03.23
21.03.23
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€249.65
13.02.23
13.02.23
-
13.02.24
13.02.24
6.58%
17.03.23
17.03.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Netflix Inc.
Start price
Target price
Perf. (%)
€300.70
15.03.22
15.03.22
€250.00
15.03.23
15.03.23
-8.06%
15.03.23
15.03.23
No uniques
Risky Investment
EBIT decline/stagnation expected
Revenue decline/stagnation expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€168.84
15.03.22
15.03.22
€100.00
15.03.23
15.03.23
6.31%
15.03.23
15.03.23
Risky Investment
Very little Investments for future growth
overvalued
Bad culture
Zynga Inc.
Start price
Target price
Perf. (%)
€8.02
14.03.22
14.03.22
€8.00
14.03.23
14.03.23
-3.14%
15.03.23
15.03.23
Capable Management
Very low/no dividend yield expected
Risky balance sheet
Few uniques
Microstrateg.a New
Start price
Target price
Perf. (%)
€260.00
21.02.23
21.02.23
€500.00
21.02.24
21.02.24
-11.33%
06.03.23
06.03.23
Could be very worthwhile Investment >20% year
Microstrateg.a New
Start price
Target price
Perf. (%)
€266.75
19.02.23
19.02.23
-
19.02.24
19.02.24
-11.38%
04.03.23
04.03.23
Probably not worthwhile Investment
Higher risks for its business
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€182.24
19.02.22
19.02.22
€200.00
19.02.23
19.02.23
-9.80%
20.02.23
20.02.23
Could be worthwhile Investment >10% per year
Rising EBIT margin expected
Valuable balance sheet
Stable Large shareholder and/or long term investor
Microsoft Corp.
Start price
Target price
Perf. (%)
€251.95
08.02.23
08.02.23
€255.00
08.02.24
08.02.24
-1.07%
13.02.23
13.02.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Netflix Inc.
Start price
Target price
Perf. (%)
€332.00
10.02.23
10.02.23
€355.00
10.02.24
10.02.24
-1.55%
13.02.23
13.02.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Netflix Inc.
Start price
Target price
Perf. (%)
€178.00
22.05.22
22.05.22
€150.00
22.05.23
22.05.23
82.08%
11.02.23
11.02.23
Medium risks for its business
Could be worthwhile Investment >10% per year
Netflix Inc.
Start price
Target price
Perf. (%)
€345.10
09.02.23
09.02.23
€355.00
09.02.24
09.02.24
-3.80%
10.02.23
10.02.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€211.50
09.01.23
09.01.23
-
09.02.23
09.02.23
15.86%
10.02.23
10.02.23
Could be very worthwhile Investment >20% year