Researched Stocks
Each entry is a snapshot: what the five frameworks computed for a company on a specific date, with the reasoning written up alongside. A snapshot is never edited after publication — a fresh look publishes a new one and the old one stays, so the record shows what was actually said at the time.
Figures in every entry are as of its own date and are not live.
DDOG
Datadog, Inc.
Snapshot dated August 27, 2026
Fair value $56.37 · price on the day $243.30 · margin of safety -76.83%
CRM
Salesforce, Inc.
Snapshot dated August 27, 2026
Fair value $280.42 · price on the day $252.19 · margin of safety 11.19%
VRSN
VERISIGN INC/CA
Snapshot dated August 27, 2026
Fair value $252.51 · price on the day $294.53 · margin of safety -14.27%
HUBS
Hubspot Inc
Snapshot dated August 27, 2026
Fair value $302.80 · price on the day $253.31 · margin of safety 19.54%
FIS
Fidelity National Information Services, Inc.
Snapshot dated August 27, 2026
Fair value $39.60 · price on the day $40.69 · margin of safety -2.67%
GDDY
GoDaddy Inc.
Snapshot dated August 27, 2026
Fair value $188.38 · price on the day $96.97 · margin of safety 94.28%
EEFT
Euronet Worldwide, Inc.
Snapshot dated August 27, 2026
Fair value $53.56 · price on the day $68.49 · margin of safety -21.8%
FISV
Fiserv Inc
Snapshot dated August 27, 2026
Fair value $79.97 · price on the day $52.66 · margin of safety 51.85%
CPAY
Corpay, Inc.
Snapshot dated August 27, 2026
Fair value $275.95 · price on the day $407.55 · margin of safety -32.29%
GEN
Gen Digital Inc.
Snapshot dated August 27, 2026
Fair value $27.17 · price on the day $30.26 · margin of safety -10.21%
FFIV
F5, Inc.
Snapshot dated August 27, 2026
Fair value $251.68 · price on the day $408.54 · margin of safety -38.4%
PCTY
Paylocity Holding Corp
Snapshot dated August 27, 2026
Fair value $169.70 · price on the day $157.69 · margin of safety 7.62%
EVTC
EVERTEC, Inc.
Snapshot dated August 20, 2026
Fair value $37.04 · price on the day $29.83 · margin of safety 24.17%