May. 15 at 7:55 PM
3 names I’m stalking for long-term compounding — not hype, just FCF math + cycle positioning.
$CRM trading ~174 → modelled intrinsic ~332 (~+91%)
$NOW trading ~95 → intrinsic ~234 (~+146%)
$MSFT trading ~424 → intrinsic ~610 (~+44%)
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Based on 5Y free cash flow growth + conservative exit multiples + normalized buyback/dilution assumptions.
What matters here: market is pricing near-term slowdown, while FCF trajectories still look compounding-capable.
If rates stay stable and AI/enterprise spend holds, re-rating isn’t a question of “if” — it’s “when.”