Selective Holdings
The information provided on “Selective Holdings Portfolio” is not intended as financial advice, but solely as educational research to help individuals expand their understanding of financial concepts and markets.
June 20, 2025
Buy Long - UBER 83.75
Uber is the leading company in the ridesharing industry, operating in over 70 countries and 10,000+ cities worldwide. Uber’s technological innovation and worldwide growth have nurtured Uber’s dominance in their respective industry. The team at Altitude Equity valued Uber at $126.1, indicating a strong buy due to their glowing financials and promise of new technology for the months and years to come.
June 20, 2025
Buy Long - DASH @220.58
Doordash is the leader in the food delivery industry, connecting people and food in over 30 countries worldwide. DASH’s expansion and reach are driving factors in its success, along with strong financials, so the team at Altitude Equity is listing DASH as a buy.
June 20, 2025
Buy Long - ARM @145.25
Arm Holdings is a British Semiconducter company that has been crushing its market for the past few years, along with the tech titan Nvidia. ARM has shipped more than 310 billion ARM-based chips and impact every single person connecting with others online. Their reach in the tech industry is truly global and will continue to expand their chips’ capabilities in the future, making ARM a buy.
June 20, 2025
Buy Long - NFLX @1232.12
Netflix is the apex predator of the streaming service industry, boasting a market capitalization of around 562 Billion dollars according to Yahoo Finance as of June 28th, 2025. NFLX will continue to host more streaming options in the sports world and expand its clientele into more companies in the years to come. The team at Altitude Equity is optimistic about Netflix and see tremendous growth potential, even at its current listing price. NFLX is a buy.
June 20, 2025
Buy Long - META @682.49
Meta Platforms is a tech giant and a leader in the market of AI innovation. META has consistently outperformed its competitors in recent history and present no signals of slowing down. Assuming its position as one of the “Maginificent Seven,” Meta Platforms displays a market capitalization greater than 1.45 Trillion dollars, as of its first quarter earnings in the fiscal year 2025. Our team at Altitude Equity analyze META as a buy in Selective Holdings.
June 20, 2025
Buy Long - OPFI @12.56
Oppfi deals with private credit in the financial sector of the market, offering a digital finance platform. OPFI has seen encouraging momentum in the trailing months due to its strong quarterly reports, strengthening the stock’s shareholder value. Oppfi should continue to see growth from its OppLoans platform and their consumer base in the months and years to come. Opfi is a buy.
June 20, 2025
Buy Long - EVR @244.71
Evercore is a private Investment Banking Firm, operating out of New York City. Their stock price is currently undervalued in the market, providing solid upside for potential investors. Although Evercore’s work environment is rumored to be poor for many investment bankers, Altitude Equity is listing EVR as a buy due to their undervaluation and rapid growth.