I'm looking at a few names tha-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Bradley Anthony

I'm looking at a few names that are starting to screen as potential long-term accumulation setups, based on valuation compression and forward earnings power.

$Microsoft(MSFT)$ — trading at around 19x forward earnings; it's a quality compounder, and I think the market still underappreciates its AI and cloud optionality.

$Salesforce.com(CRM)$ — sub-10x forward earnings; sentiment is low, but the long-term enterprise software consolidation story remains intact.

$ServiceNow(NOW)$ — around 19x earnings with a sub-1 PEG; it's a rare combination of growth and multiple compression.

$Novo-Nordisk A/S(NVO)$ — around 10x P/E; it has a defensive growth profile in healthcare with a structural demand tailwind.

$Adobe(ADBE)$ — around 7x forward earnings, sub-0.5 PEG; that's a deeply compressed multiple for a dominant software platform.

The common thread here isn't hype—it's a valuation reset on durable cash-flow generators.

I'm not calling bottoms, just noting where long-duration capital tends to start scaling in.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":577751636861992,"tweetId":"577751636861992","gmtCreate":1782073638000,"gmtModify":1782113650090,"author":{"id":10000000000011014,"idStr":"10000000000011014","authorId":10000000000011014,"authorIdStr":"10000000000011014","name":"Bradley Anthony","avatar":"https://static.tigerbbs.com/ba8aa4cb116251d941ecb460f20f465b","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>I'm looking at a few names that are starting to screen as potential long-term accumulation setups, based on valuation compression and forward earnings power.</p>\n<p><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> — trading at around 19x forward earnings; it's a quality compounder, and I think the market still underappreciates its AI and cloud optionality.</p>\n<p><a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a> — sub-10x forward earnings; sentiment is low, but the long-term enterprise software consolidation story remains intact.</p>\n<p><a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$&nbsp;</a> — around 19x earnings with a sub-1 PEG; it's a rare combination of growth and multiple compression.</p>\n<p><a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a> — around 10x P/E; it has a defensive growth profile in healthcare with a structural demand tailwind.</p>\n<p><a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$&nbsp;</a> — around 7x forward earnings, sub-0.5 PEG; that's a deeply compressed multiple for a dominant software platform.</p>\n<p>The common thread here isn't hype—it's a valuation reset on durable cash-flow generators.</p>\n<p>I'm not calling bottoms, just noting where long-duration capital tends to start scaling in.</p></body></html>","htmlText":"<html><head></head><body><p>I'm looking at a few names that are starting to screen as potential long-term accumulation setups, based on valuation compression and forward earnings power.</p>\n<p><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> — trading at around 19x forward earnings; it's a quality compounder, and I think the market still underappreciates its AI and cloud optionality.</p>\n<p><a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a> — sub-10x forward earnings; sentiment is low, but the long-term enterprise software consolidation story remains intact.</p>\n<p><a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$&nbsp;</a> — around 19x earnings with a sub-1 PEG; it's a rare combination of growth and multiple compression.</p>\n<p><a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a> — around 10x P/E; it has a defensive growth profile in healthcare with a structural demand tailwind.</p>\n<p><a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$&nbsp;</a> — around 7x forward earnings, sub-0.5 PEG; that's a deeply compressed multiple for a dominant software platform.</p>\n<p>The common thread here isn't hype—it's a valuation reset on durable cash-flow generators.</p>\n<p>I'm not calling bottoms, just noting where long-duration capital tends to start scaling in.</p></body></html>","text":"I'm looking at a few names that are starting to screen as potential long-term accumulation setups, based on valuation compression and forward earnings power. $Microsoft(MSFT)$ — trading at around 19x forward earnings; it's a quality compounder, and I think the market still underappreciates its AI and cloud optionality. $Salesforce.com(CRM)$ — sub-10x forward earnings; sentiment is low, but the long-term enterprise software consolidation story remains intact. $ServiceNow(NOW)$ — around 19x earnings with a sub-1 PEG; it's a rare combination of growth and multiple compression. $Novo-Nordisk A/S(NVO)$ — around 10x P/E; it has a defensive growth profile in healthcare with a structural demand tailwind. $Adobe(ADBE)$ — around 7x forward earnings, sub-0.5 PEG; that's a deeply compressed multiple for a dominant software platform. The common thread here isn't hype—it's a valuation reset on durable cash-flow generators. I'm not calling bottoms, just noting where long-duration capital tends to start scaling in.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/577751636861992","repostId":0,"isVote":1,"tweetType":1,"viewCount":406,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ADBE","NOW","CRM","MSFT","NVO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":868,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/577751636861992"}