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Fast Five (ISRG, MEDP, NFLX, SAP, SPCX)
Fast Five is a weekly snapshot, not a deep dive.
Since publication +0.2% α −0.5 pp vs S&P 500 · USD
Europe · 5 entries · 4 publications
SAP
SAP
- Entries
- 5
- Bullish
- 2
- Bearish
- 0
- First
- Jun 26, 2026
- Latest
- Oct 23, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on SAP at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 1 entry
- September 2026 1 entry
Substack · The Global Gambit's Substack · The Global Gambit
Initiating Coverage on Saputo Inc. (TSE: SAP): A Cash-Flow Compounder Undergoing a Structural Overhaul
The global dairy giant's statutory earnings are currently masked by strategic divestitures and optimization costs, but the underlying family-aligned capital allocation engine remains intact.
Since publication +14.0% α +14.1 pp vs S&P 500 · USD
- July 2026 2 entries
Substack · WinterGems: Industry Research · @Govro12 WinterGems Stocks
A Lolopolooza lineup of quality GARP stocks trading at a PE of 12 to 19
Ranking Intuit, Eurokai, SAP, Okano Valve, Perrier, Thermador, Kimura Kohki, Teikoku, Sony, Fukui Computer, Robertet and Takeuchi.
Since publication SAP +54.1% α +52.3 pp vs S&P 500 · USD
Substack · Hated Moats · Hated Moats Investors
Hated Moats Brief: SAP in 10 Minutes
Skipped the 35-minute Deep Dive? Here is the moat, 5 key numbers, AI debate, valuation and final verdict in one focused read.
Since publication +46.6% α +44.3 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · Hated Moats · Hated Moats Investors
SAP: DCF Valuation
Is SAP one of the market’s most deeply undervalued software giants? - DCFriday #018
Since publication +53.8% α +49.4 pp vs S&P 500 · USD
There are 2 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.