August 2025: Valuation Update & Portfolio Insights
Valuation snapshot, Crox, Adyen and Autodesk earnings
Before we dive in, here’s a recap of the reports we released last month in case you missed them. Just a heads-up: our ASML deep dive will be published in the next few days.
1. Valuation Snapshot
Welcome to the August 2025 Valuation Update! This month, 4 out of the 10 companies we covered are trading at discounts of over 10% to our estimated intrinsic value, with 1 offering a potential upside exceeding 30%.
This report compares current stock prices to our intrinsic value estimates for companies covered in the past six months and includes links to the relevant articles for further exploration.
