Stocks to buy at a discount?

Microsoft Dominance, Pricing power, and considering the scale of company discount is meaningful. Oracle: oracle has fallen more than microsoft but considering oracles pe and that growth at oracle is capped ; microsoft has the better discount. Service now, has fallen 40 peecent this year but its not a true discount because valuation still rich with a high pe Cloudflare is always expensive. The 30% drop just makes it "less expensive" It’s an asymmetric play on the future ; connection, streaming in ap apps. Not much of a discount considering its previous run up, and profit? Unity : Deep discount for a growth company that has lots of options! But does not have discipline, overpaid for acquisitions, overpaid employees, at the expense of shareholders and customers. Snowflake: substantial discount ,could definitely drop more, worth buying at lower levels. Endava: Tam overestimated ,now tam underestimated. Inotiv :absolutely massive discount, from its high its 96 percent down, 96 percent off for a company that sells services to half the pharma companies. But current environment does not favor it. Adobe Has fallen over thirty percent, loved by value investors. Could fall another ten percent but a new product in the future may suprise investors. But at this point in time growth is an issue. I think figma is a stronger growth stock. Tradesk Fallen seventy percent, but still overpriced, no real discount. Toast, one year low. Expanding Tam and upsell potential, but competition means margins may be squeezed. Cover / Lightspeed Commerce / oracle could put pressure on toast. Amplitude - minus 20 this month: Amplitude is a clear winner in analytics, its analytics are used by everyone in an organization but low pricing power with too many competitors Similarweb unbelievable discount of 70 percent for an analytics company about to turn profitable,May be bought over by hyperscalers who want their analytics , but hyperscalers might deepen their own analytic capabilities especially since they have the data ,alternatively hyperscalers might buy a smaller analytics company. Reddit reached a three month low, falling by 16 percent , which isnt much considering how much the company is up. But if you really wanted to invest in reddit you can buy on dips strategy( each time it hits a three month low). Could go mich lower could go much higher so the discount isnt something you would use-to determine whether to buy Etsy ‘ minus ten percent- not really a significant drop for a midsize company already priced high. But etsy has high margins and is heavily underestimated on growth. Pinterest, year low, uncertainty, more flimsy compared to amazon tik tok meta, but growth potential is massive.Already transitioning to growth company. Root down 36 percent this year Could potentially beat traditional insurers but even if it proves its AI works a lot better, telematics is not a monopoly anymore. If every insurer adds telematics hard to see roots advantage. Rezolve, 2.60 from its height of 6. The only stock here that could tenx, Rezolve is moving from r and d gear and now going into full force sales gear . Figma, although its been around a long time still a very young company and business model will change over the next two years. This one might be worth investing once we have a clearer idea of business model and products. When they were publishing their ipo and sec it hinted there were going to move beyond credit pricing to outcome prising. Wait for proof then buy! Upwork, this is my favorite for value. Pe under ten. Ai teams , Ai matching and many users mean a strong moat.Margins are improving as well Small caps Rime, another one of my favourites , it fixes three things, empty miles, failed logistic model, and indian messy logistics. Is it priced in? Well that depends on what you think Rimes true TAM is? Do you think its all logistics, or only niche logistics. On one hand youve got many competitors, on the other hand Rime can work with competitors. Worksport down 80 percent selling a product that hasnt been sold before so no way to say this is a buy. But the science works, and they sell an incredibly useful product, truck covers that can solar charge. Arrive Ai Another logistics company (drones plus boxnow) Arrive AI is used for high value, delicate deliveries such as medicine that needs to be kept at a certain temperature but integration with legacy systems is no easy task Duolingo Massive discount, for great quality companany Ui path minus twenty percent in a month. Ui path: best in class ai integration , but very expensive especially for a smaller company upgrading to the pro plan Railvision Train safety and predictive insights into infrastructure but regulatory hurdles, and long upgrade cycles Diginex (DGNX)- massive discount 98 percent Regulatory ESG makes sure some customers will buy. But who will customers buy from currently diginex Esg is competitors have the advantage with scale, credibility, Jet Ai - massive discount 98 Percent in the last two months AI optimization improves fleet utilization, however has no real moat, no pricing power, costs are high, sensitive to customer spend. Growth buys: Pininterest, Rezolve Toast Strong buys: Microsoft Upwork Buys: Adobe , Figma ( between the two figma has more upside unlesss adobe suprises us) Buy later: Snowflake, Reddit . Endeva