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U.S. Investing Ideas
Capstone Holding
Sponsored
CM
CMCVentures
Community Contributor
Scaling up in building materials with smart M&A and growing profitability
Key Takeaways Capstone is building a scalable platform in specialty construction materials, focusing on thin veneer masonry in the U.S. Midwest and Northeast. With a strategy of tuck-in acquisitions, innovative proprietary products, and regional growth, revenue could triple by 2030.
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US$2.77
FV
36.5% undervalued
intrinsic discount
21.60%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
1 day ago
author updated this narrative
RenovoRx
Sponsored
ST
Stock_Research_Today
Community Contributor
Revolutionizing Cancer Treatment
A Precision Approach to Hard-to-Treat Cancers RenovoRx, Inc. (Nasdaq: RNXT), based in Mountain View, California, is a clinical-stage biopharma company taking a new approach to cancer treatment.
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US$4.20
FV
77.1% undervalued
intrinsic discount
371.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
Silo Pharma
Sponsored
CM
CMCVentures
Community Contributor
Groundbreaking therapies that could change the treatment landscape for PTSD, fibromyalgia, MS & Alzheimer’s
Key Takeaways Silo Pharma is advancing a diversified pipeline of innovative therapies aimed at major health challenges in Central Nervous System (CNS) disorders like PTSD, fibromyalgia, Alzheimer’s, and multiple sclerosis (MS). The company’s unique approach of combining traditional drugs with psychedelic-inspired therapies positions it to address significant gaps in the treatment landscape.
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US$6.20
FV
87.9% undervalued
intrinsic discount
234.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
1 day ago
author updated this narrative
NVIDIA
IN
Investingwilly
Community Contributor
Nvidia: A Powerhouse in AI and Semiconductor Innovation
Introduction Nvidia (NASDAQ: NVDA) has long been at the forefront of technological innovation, establishing itself as a dominant player in the semiconductor industry. From its groundbreaking contributions to the gaming world to its central role in artificial intelligence (AI) and high-performance computing, Nvidia’s influence is undeniable.
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US$152.62
FV
28.6% undervalued
intrinsic discount
34.85%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
2 days ago
author updated this narrative
Twilio
WB
WBIN
Community Contributor
Overvalued
Warren Buffett would likely not invest in Twilio Inc. at its current stage.
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US$68.00
FV
42.2% overvalued
intrinsic discount
24.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
5 days ago
author updated this narrative
Alphabet
UN
Unike
Community Contributor
I estimate GOOGL revenue to grow by 10.0% p.a. over the next 5 years resulting in a fair value of $268.59
Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.
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US$171.36
FV
7.3% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
6 days ago
author updated this narrative
Barrick Gold
WA
WaneInvestmentHouse
Community Contributor
Amid Trade War/Tariff – Positioned for Long-Term Upside Amid Strong Fundamentals, Reserve Growth, and Operational Resilience
Barrick Gold Corporation (NYSE: GOLD) presents a compelling investment thesis backed by robust catalysts, thoughtful management execution, and a deeply derisked reserve base that aligns with the evolving dynamics in the gold and copper markets. Catalysts: Reserve Expansion, Strategic Projects & Commodity Tailwinds The key catalyst driving Barrick’s upside is the significant growth in gold and copper reserves , underscoring its exploration success and long-term sustainability.
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US$20.00
FV
4.8% undervalued
intrinsic discount
20.19%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
7 days ago
author updated this narrative
LifeMD
MA
MathieuMRoy
Community Contributor
LifeMD is a diamond in the making
Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.
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US$30.30
FV
75.7% undervalued
intrinsic discount
21.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
10 days ago
author updated this narrative
Apple
M_
M_Kabesh
Community Contributor
Navigating Tariff Turbulence with Resilience and AI-Driven Growth
As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.
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US$275.00
FV
22.7% undervalued
intrinsic discount
12.78%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
10 days ago
author updated this narrative
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