EXPERIAN PLC ORD USD0.10
Wide-moat credit bureau at decade-low 17x P/E, 8% organic growth, AI tailwind, insiders buying. Reverse DCF prices 5% growth vs 8% actual.
19.98 €
7.99 €
-60%
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S&P Global Inc.
Toll-road moat in credit ratings (duopoly) and index licensing (S&P 500 benchmark). Wide moat, AI-resistant in core businesses. Wait for pullback to $400 where implied growth provides margin of safety.
32.48 €
12.99 €
-60%
Palantir Technologies Inc.
Exceptional business (56% growth, 32% op margin, $10B Army contract) but 80x fwd P/E prices in perfection. Bull case fair value $128 is BELOW current price $148. CEO selling $2B+. Revisit at $60-70.
24.98 €
9.99 €
-60%