🎯 Best Buys - August 2025
Our 3 best buys this month — check them out now!
Every month, we search for great companies trading at a fair price and highlight three stocks that we believe are particularly interesting based on our analysis.
Since December, we’ve highlighted 16 Best Buys — and the results have been exceptional!🔥
Our Best Buy picks delivered an average return of 16.1% and our top performer has already gained an impressive +76% 🚀 in just a few months!
In our selection process, we focus on both strong fundamentals and attractive valuations. However, we firmly believe that it’s better to own a wonderful company at a fair price than a fair company at a wonderful price. That’s why fundamentals carry more weight in our assessment than valuation alone.
Here are our Top 3 Best Buys for this month — especially #1 looks like an absolute steal right now! 🤑
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice. Please consult the general disclaimer for more details.
#3: ASML (NASDAQ: ASML)
ASML isn’t just another chip stock — it’s the beating heart of the global AI revolution. Without ASML’s machines, TSMC can’t produce chips — and Nvidia doesn’t have any to sell. No ASML means no advanced semiconductors, and no AI boom.
ASML holds a global monopoly in EUV lithography, a technology that’s essential for producing the world’s most advanced chips. Its machines are used by every major chipmaker — from Intel to Samsung to TSMC — And with AI and cloud computing surging, the need for ASML’s machines is only increasing.
We highlighted ASML as a Best Buy back in June — and since then, the stock has dropped further, despite beating expectations on every Q2 earnings metric: revenue, EPS, gross margin, and bookings all came in ahead of forecasts. So why the selloff?
A single line from ASML’s CEO triggered it:
“Although we still expect growth in 2026, we can’t guarantee it at this point.”
That cautious tone — paired with macro uncertainties like rising import tariffs — spooked investors. But we believe the market overreacted. ASML isn’t forecasting a decline; it’s simply being conservative in its outlook. And with U.S. chipmakers like Intel and TSMC investing billions into domestic fabs, demand for ASML’s machines isn’t going away, even if trade policies get tougher.
ASML still expects revenue to grow to €44–60B by 2030, up from €30B today, with margins climbing toward 60%. It’s also accelerating share buybacks, having already surpassed 2024 totals in just the first half of 2025! That’s a clear sign of management’s confidence.
Today, ASML trades at a forward P/E of 25.1 — a discount to its 10-year average of 35 (source: GuruFocus). For a company with this kind of monopoly, pricing power, and exposure to long-term AI and datacenter growth, the stock looks attractively valued.
We’re not ignoring the risks, but we see them as short-term. ASML’s moat is intact, its machines are essential, and its long-term growth potential remains strong. For investors seeking quality, strong leadership, and exposure to the most crucial link in the AI revolution, ASML remains one of our highest-conviction investments!
The Future Investors (Vincent & Stefan) currently hold a position in ASML.
Fundamental score: 79 🟢 → Quality
Current stock price: $689.82
The next two? They’re world-class businesses and trading at attractive valuations.
🔋 One is electrifying the future — with an edge no rival can match.
🤫 The other is a world-class company priced at its lowest valuation in over a decade!
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