Performances of all my stocks YTD at the end of H1 2025 :NATAN'S PORTFOLIO: +31.8%S&P500: +5.5% $Robinhood(HOOD)$ +151% $TransMedics Group, Inc.(TMDX)$ +115% $B2Gold(BTG)$ +48% $Alibaba(BABA)$ +34% $Meta Platforms, Inc.(META)$ +26% $Advanced Micro Devices(AMD)$ +17% (sold at +56%) $PDD Holdings Inc(PDD)$ +8% $Edwards Lifesciences(EW)$ +6% $PayPal(PYPL)$ -13% $Regeneron

1) $Alibaba(BABA)$ The biggest ecommerce in the world with >$1T GMV and the leading cloud services provider in the accelerating China market at 14x Fwd PE. Natan's fair value: ~$162 (+32%)2) $TransMedics Group, Inc.(TMDX)$ Stock is down 15% from recent high and remains very undervalued. The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$174 (+45%)3) $PDD Holdings Inc(PDD)$ One of the fastest growing ecommerces in the world trading at 8X EV/FCF.Management proved many times its ability to deliver impressive growth and profitability in one of the most competitive market in the world.Natan's fair

These stocks are up +32.4% on average YTD vs +3.0% of S&P500 🤯1) $Alibaba(BABA)$ The biggest ecommerce in the world with >$1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: ~$162 (+34%)Image2) $TransMedics Group, Inc.(TMDX)$ Stock is up 2X YTD after the unjustified hard sell-off.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$162 (+13%)Image3) $Meta Platforms, Inc.(META)$ Meta is my favorite big tech at current prices trading at 27X Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Me

IS UP 10% IN JUST 5 DAYS AND STILL LOOKS RIDICULOUSLY UNDERVALUED.PRICE TARGET: $118POTENTIAL UPSIDE: +57% ✅ASSUMPTIONS:LTM Revenue: $32.292B5Y Revenue CAGR: 7%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 0.977BShares reduction: 5%/yearVALUATION:Q2 2030 PYPL SHARE PRICE =32.292 * (1.07)^5 * 0.16 * 18 /[0.977 * (0.95)^5] = 173$You can now choose the discount rate that you prefer, for PayPal I want to use 10%. ACTUAL PRICE: $75 FAIR VALUE: $107PRICE TARGET: $118POTENTIAL UPSIDE: +57%EXPECTED RETURNS: 18.2%/yearDIVIDEND YIELD: - What do you think about $PayPal(PYPL)$ ? Stock price chart for PayPal Holdings Inc ticker PYPL on NASDAQ displaying price movements from February 2025 to October 2025. Current price shown as 74.61 USD with 8.07

$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +8% ✅"Alibaba remains a decent opportunity considering the accelerating growth of Cloud business but part of the upside is clearly gone" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $177FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 8%EXPECTED RETURNS: 11.4%/yearDIVIDEND YIELD: 0.6%Are you selling your BABA shares? An orange background with a white stylized "a" logo featuring

$PayPal(PYPL)$ IS EXTREMELY UNDERVALUED!PRICE TARGET: $118POTENTIAL UPSIDE: +74% ✅"In my view, PayPal remains very undervalued, also supported by the aggressive buyback program. Margins are improving and revenue acceleration is expected in 2026" ASSUMPTIONS:LTM Revenue: $32.292B5Y Revenue CAGR: 7%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 0.977BShares reduction: 5%/yearVALUATION:Q2 2030 $PYPL SHARE PRICE =32.292 * (1.07)^5 * 0.16 * 18 /[0.977 * (0.95)^5] = 173$You can now choose the discount rate that you prefer, for PayPal I want to use a 10%ACTUAL PRICE: $68FAIR VALUE: $107PRICE TARGET: $118POTENTIAL UPSIDE: +66%EXPECTED RETURNS: 20.5%/yearDIVIDEND YIELD: - A stock chart for PayPal Holdings Inc, ticker NASDAQ: PYPL. The chart sh

𝙈𝙔 $Regeneron Pharmaceuticals(REGN)$ 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇1Y TARGET: $865 --> $930POTENTIAL UPSIDE: +43% ✅"Regeneron remains my favorite large Cap biotech, Dupixent alone justify almost totally current valuation" ASSUMPTIONS:LTM Revenue: $14.248B5Y Revenue CAGR: 8%2030 Profit Margin: 35%2030 PE Ratio: 17 --> 18Shares outstanding: 107.2MShares reduction: 2%/yearVALUATION:Q3 2030 $REGN SHARE PRICE =14.248 * (1.08)^5 * 0.35 * 18 /[0.1072 * (0.98^5)] = $1361You can now choose the discount rate that you prefer, for Regeneron I want to use 10%. ACTUAL PRICE: $650FAIR VALUE: $845PRICE TARGET (1Y): $930POTENTIAL UPSIDE: +43%EXPECTED RETURNS: 15.9%/yearDIVIDEND YIELD: 0.5%Do you own REGN shares? Stock chart for Regeneron Pharmaceuticals Inc NASDAQ REGN dis

MY 5 FAVORITE STOCK OPPORTUNITIES🧵(No one is paying attention to n°5) 1) $TransMedics Group, Inc.(TMDX)$ Revolutionizing organ transplants, founder-led, stellar track record, and still cheap for its growth.Natan's fair value: $174 (+48%)Stock chart for Transmedics ($TMDX) displaying current price of 117.63 USD with 104.38 or 87.77 percent gain over past five years closed at 17 October 19:42 GMT after hours at 117.50 down 0.13 or 0.11 percent line graph showing price trend from 2023 to 2025 with time periods 1D 5D 1M 6M YTD 5Y and price scale from 0 to 200 disclaimer noted.2) $Regeneron Pharmaceuticals(REGN)$ One of the best biotechs ever.The company reinvests 40% of revenue in R&D, and excluding that,

Some insights on $TransMedics Group, Inc.(TMDX)$ Italy announcement 🇮🇹🫀The chart shows the current Italian organ transplant market:4700 Transplants in 2024 growing 5% y/y, growth was totally driven by DCD (up 40% y/y). Total transplants by organ:• Kidney 2300• Liver 1700• Heart 400• Lung 200Assuming:• TMDX can capture 50% of the market by 2032• 3% growth rate for next 8 yearsThey could achieve ~3000 transplants, at $50-70K/transplant the revenue opportunity could be in the 150-200M range.A chart displaying organ transplantation activities in Italy for 2024. Bar graphs show deceased donor and living donor transplants, with totals of 4,700 transplants, including 2,300 kidney, 1,700 liver, 400 heart, and 200 lung transplants. A map of Italy highlight

BEST MEDTECH BUSINESS $Intuitive Surgical(ISRG)$ IS FINALLY AT MY FAIR VALUE! 👇 PRICE TARGET: $495POTENTIAL UPSIDE: +13% ASSUMPTIONS:LTM Revenue: $9.145B5Y Revenue CAGR: 15%2030 Profit Margin: 33%2030 PE Ratio: 42Shares outstanding: 0.364BShares reduction: 0%/year VALUATION:Q2 2030 $ISRG Share Price =9.145 * (1.15)^5 * 0.33 * 42 /[0.364 * (1.00)^5] = 700$You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 9%. ACTUAL PRICE: $440FAIR VALUE: $4551Y PRICE TARGET: $495POTENTIAL UPSIDE: +13%EXPECTED RETURNS: 9.7%/yearDIVIDEND YIELD: - ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well