- Entry
- $311.90
- Now
- $297.16 -4.7%
- Target
- —
- Score
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I keep a monthly ranking of companies where I think the market is pricing in too much pessimism relative to the quality of the business. What I’m looking for is a decent chance of outperforming the S&P 500 over 3–5 years, taking valuation, business quality and risk into account. My August Top 10, using 31 August prices: 1. Intuit 2. RELX 3. Adobe 4. Meta 5. Constellation Software 6. Experian 7. Nvidia 8. Autodesk 9. Tencent 10. Microsoft A few …
— ORIGINAL POST ·
Where I think the market is mispricing quality: 10 valuation dislocations for the next 3–5 years
· r/ValueInvesting
· Sep 7, 2026