To The Moon

MY TOP 10 STOCKS FOR 2025🧵

Since my post these stocks are up 43% on average YTD vs 13% of S&P500 🤯

1) $Alibaba(BABA)$

The biggest ecommerce in the world and the leading cloud services provider in China.

Natan's fair value: ~$172 (+0%)

2) $TransMedics Group, Inc.(TMDX)$

Stock is up 70% YTD but remains extremely cheap vs peers.

The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.

Natan's fair value: ~$174 (+53%)

3) $Meta Platforms, Inc.(META)$

Meta is my favorite big tech at current prices trading at 26x Fwd PE.

The social networks giant is spending billion of $ in Capex to build their AI data centers.

In my opinion Meta will emerge as an AI leader.

Natan's fair value: ~$926 (+24%)

4) $Moderna, Inc.(MRNA)$

They developed a platform to manufacturing mRNA vaccines, the pipeline includes 38 drugs (4 approved, 7 P3, 16 P2) in 4 therapeutic areas.

I think that market is too focused on the short term prospects of this company.

Natan's fair value: ~$60 (+145%)

5) $PayPal(PYPL)$

The most known payment company in the world.

The sector is very competitive but PayPal is catching up with innovation under the new CEO.

At 12X Fwd PE it is extremely attractive.

Natan's fair value: ~$107 (+60%)

6) $PDD Holdings Inc(PDD)$

One of the fastest growing ecommerces in the world trading at 13x Fwd PE.

Management proved many times its ability to deliver impressive growth and profitability in one of the most competitive market in the world.

Natan's fair value: ~$176 (+35%)

7) $Vertex Pharmaceuticals(VRTX)$

This is my favorite biotech.

The $100B Boston giant dominates the monopoly in CF drugs and patent of Trikafta expires in 2037 only.

Perfect balance sheet and expected double digit EPS growth going forward.

Natan's fair value: ~$475 (+23%)

8) $CRISPR Therapeutics AG(CRSP)$

They developed the first FDA approved CRISPR therapy (Casgevy) partnering with Vertex.

1.5B of net cash is a solid amount of money to keep building an innovative pipeline in different therapeutic areas.

Natan's fair value: ~$75 (+21%)

9) $Tempus AI(TEM)$

A very interesting 2024 IPO, Tempus operates next generation genomic sequencing and many AI software tools for diagnostic, patient overview and clinical trials.

Stock is up 130% YTD and is currently very expensive imo.

Natan's fair value: ~$55 (-30%)

10) $B2Gold(BTG)$

One of the most successful gold miner priced at only 6x Fwd PE.

In my vision market is overestimating by far the risks of this stock and the boom of profitability in 2026/2027 could be a good catalyst for multiple expansion.

Natan's fair value: ~$7 (+68%)

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