RACE

Now, guys, this list may surprise some of you. Here are the 15 stocks that are getting close to my intrinsic value based on my assumptions. What that means is, remember here, we had a current price return of low side 12.8, high side 24. This one was between These next 15 are between 6% and 9%. So, they're getting close to that intrinsic value. Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS Ferrari Starbucks Google O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon. When we have a correction, these stocks will fall with the rest of the market and I'll give them a deeper look as the price falls and gets closer to intrinsic value and even further down.

or you know, a high quality company like Ferrari. Like, you know that for years traded at 25 times EBITDA is now trading at 17 times EBITDA.

high quality company that's down double digits this year. They had a misstep, I think, with the EV. Uh, but they're going to do really well going forward

some investors are deciding to sell out of the stock.