What are the companies in your watchlist you are itching to add to your portfolio (+pitch and entry target price)
Just curious, also to see if we have common companies we aim for similar price ranges and so on (also, of course, very open to discovering new companies). Many are very close to my entry price point.
So, here are mine
**.Adyen** (aimed entry price under 845e): The foundation is Adyen's single global tech stack combined with its own banking licences. Most payment processors rely on third-party acquirers, processors, and banking partners, creating cost layers, points of failure, and limited data visibility. Adyen owns the whole chain. Also, there is still room to grow (they continue to expand)
**.Wärtsilä** (under 26e): see my earlier DD [https://www.reddit.com/r/ValueInvesting/comments/1vya7f4/anyone\_following\_w%C3%A4rtsil%C3%A4\_an\_important\_player\_in/](https://www.reddit.com/r/ValueInvesting/comments/1vya7f4/anyone_following_w%C3%A4rtsil%C3%A4_an_important_player_in/)
**.Hexagon AB** (under 85 SEK): Renowned and respected Swedish tech company specialised in precision measurement, geospatial tools, and autonomous solutions for industries like manufacturing, construction, and aerospace. I waited to see if they spin off their software Octave, to get more clarity.
**.Cintas** (under 150$): This is an oddball that I grew to appreciate. They provide uniforms, mats, mops, cleaning and restroom supplies, first aid and safety products, fire extinguishers and testing, and safety courses to businesses. What drew me to that company was the management and the corporation's discipline and culture.
**Linde PLC** (under 380): Another mission-critical company with a huge global footprint. They provide industrial + medical gases and equipment, speciality gases, refrigerants, and engineering services for air separation plants and large-scale gas processing facilities. They benefit and will for a longterm benefit from several tailwinds, be it AI infrastructure or Clean energy transition and healthcare in an ageing population.
And I have several others in my top-tier list, such as
**Sika AG** (also a chemical company more suited for bonding, sealing, damping, reinforcing, and protecting in the building and motor vehicle industries),
**Canadian Pacific Kansas City** (a unique infrastructure - no explosive growth but extremely robus), **Intuitive Surgical** (or Boston Scientific, but slightly less bullish on the latter) and **MSCI**.
What about you? Please try to not only share a name but also, as I did, a summary and your price target :)