July 2025: Valuation Update & Portfolio Insights
Valuation snapshot, Greggs, Booking Holdings and Meta earnings
Before we dive in, here are the reports we released last month in case you missed them:
1. Valuation Snapshot
Welcome to the July 2025 Valuation Update! This month, 4 out of the 9 companies we recently covered are trading at discounts of over 10% to our estimated intrinsic value, with 1 offering a potential upside exceeding 30%.
This report is your concise guide to comparing current stock prices against our intrinsic value estimates for companies covered in the past six months, helping you identify potentially undervalued stocks for further exploration.
