Jul. 7 at 9:58 AM
$MORN $NRDS $SALM.OL
$MNTN - 4 names my re-rating model flags as "strong," yet I'm genuinely unsure. Curious what the community thinks.
$MORN: data/AI infrastructure for asset & wealth management; model MoS +83%. High score - too good to be true?
$NRDS (NerdWallet): independent financial comparison platform; model MoS +100%. Advice-market fragmentation as driver.
$SALM.OL (SalMar): salmon aquaculture, structural protein demand - but MoS slightly NEGATIVE (-4%), so fairly valued, not cheap.
$MNTN: Connected-TV becoming a must-have performance-marketing layer; MoS +46%. But Google/TTD competitive risk is real.
No positions yet - so I'm asking: which deserve a deeper look, which to ignore?
Not financial advice. No solicitation or offer. Algorithmically generated watchlist; verify independently. You bear all risk of loss.