Where are the actual discounts? When looking at discounts these are the six things I could factor in

1. Market cap, the bigger the market cap the bigger the discount,

2. The PE ratio

3. Already Compounding

4. No execution risk

5. No displacement risk

6. No oil price risk

So looking at these four Microsoft Meta Google seem like the best discount.

Palentir has reached a six month low and is hot right now considering what’s happening but is it really a discount at 200 plus pe ratio?

Tradedesk has fallen a lot and its coming down to the 20s, but at a pe ratio of 30 it wasnt really a discount. Might start looking at a discount, but will never reach its all time high again

Paypal not a discount displacement disruption

Amazon not a discount, oil price, low margins

Unity not a discount displacement and execution risk

Adobe might finally be looking like a discount but growth is a problem and upside could be capped

Unity is not really at a discount considering execution risk, you could buy for upside, but its far from a compounding business model

In terms of buying something that already works with massive upside

Duolingo, Reddit

Highest value plays with upside

Upwork Pinterest

Plays with the highest upside

Nebius Rezolve and Datavault have all significantly derisked in the last two months yet stock price is the same