Group 1 - The Friedrich algorithm analyzes companies on global stock markets by focusing on their Main Street operations using established and unique financial ratios developed over 30 years [1][3] - The algorithm provides a decade-long analysis and a Trailing Twelve Month (TTM) analysis, allowing investors to assess the consistency of a company's operations over time [2] - Friedrich is designed to be ultra-conservative, ensuring that only exceptional companies receive an attractive Main Street valuation, identifying potential investment opportunities that may be overlooked by Wall Street [3][4] Group 2 - The algorithm generates a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is crucial for determining a company's attractiveness to potential investors [1] - By analyzing ten years of financial data, Friedrich can quickly produce results, emphasizing the importance of consistent performance for ideal investments [3] - The approach of Friedrich is to first establish a Main Street price per share before comparing it to the market price offered by "Mr. Market," highlighting the distinction between operational value and market perception [4]

Group 1 - The Friedrich algorithm analyzes companies on global stock markets by focusing on their Main Street operations using established and unique financial ratios [1][3] - The algorithm provides a decade-long analysis and a Trailing Twelve Month (TTM) analysis, allowing investors to assess the consistency of a company's operations over time [2] - Friedrich is designed to be ultra-conservative, ensuring that only exceptional companies receive an attractive Main Street valuation, identifying potential investment opportunities that may be overlooked by Wall Street [3][4] Group 2 - The algorithm processes ten years of financial data, including Balance Sheet, Income Statement, and Cash Flow Statement, to generate results quickly and efficiently [3] - By prioritizing the Main Street price per share, Friedrich evaluates the market price offered by "Mr. Market" after establishing a fair valuation based on operational performance [4]

Group 1 - The Friedrich algorithm analyzes companies on global stock markets by focusing on their Main Street operations using established and unique financial ratios [1][3] - The algorithm provides a decade-long analysis and a Trailing Twelve Month (TTM) analysis, allowing investors to assess the consistency of a company's operations over time [2] - Friedrich is designed to be ultra-conservative, ensuring that only exceptional companies receive an attractive Main Street valuation, identifying potential investment opportunities that may be overlooked by Wall Street [3][4] Group 2 - The algorithm processes ten years of financial data, including Balance Sheet, Income Statement, and Cash Flow Statement, to generate results quickly and efficiently [3] - By prioritizing the Main Street price per share, Friedrich evaluates the market price offered by "Mr. Market" after establishing a fair valuation based on operational performance [4]

Group 1: The Trade Desk - The Trade Desk operates the largest independent demand-side platform (DSP) for digital ads, allowing advertisers to purchase ad space across various platforms [3] - Recent growth has been driven by connected TV (CTV) ads on ad-supported streaming platforms, utilizing first-party data and AI-driven tools [4] - Analysts expect revenue to grow at a CAGR of 19% and adjusted EBITDA to rise at a CAGR of 20% from 2024 to 2027, with an enterprise value of $29.9 billion [5] Group 2: Super Micro Computer - Super Micro Computer specializes in servers for enterprise and data center customers, focusing on high-growth AI servers through a partnership with Nvidia [6] - Revenue surged at a CAGR of 61% from fiscal 2021 to fiscal 2024, but faced setbacks including delayed reports and regulatory scrutiny [7][8] - Analysts project revenue and EPS growth at a CAGR of 36% and 18%, respectively, from fiscal 2024 to fiscal 2027, with the stock trading at 11 times next year's earnings [9] Group 3: Palo Alto Networks - Palo Alto Networks is a leading cybersecurity company with three main ecosystems: Strata, Prisma, and Cortex, focusing on next-gen security services [10] - The company's scale and diversification provide a competitive advantage, with revenue expected to grow at a CAGR of 15% from fiscal 2024 to fiscal 2027 [12] - Despite a high valuation at 91 times next year's GAAP EPS, the company is expected to remain a key player in the cybersecurity sector [13]