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MicroStrategy
BL
BlackGoat
Community Contributor
MicroStrategy: Volatile Gamble or Golden Opportunity?
Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.
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US$663.00
FV
36.2% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
15
users have commented on this narrative
164
users have followed this narrative
13 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
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US$40.73
FV
22.0% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$10.00
FV
46.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
5 days ago
author updated this narrative
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EuroSports Global
ON
Ontological
Community Contributor
The Hidden Investment Gem in Singapore?
Catalysts Are there any products or services that could move sales or earnings meaningfully? Entry into the EV market with the Scorpio Electric X1 Are there any industry tailwinds this stock is benefitting or hindered from?
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S$0.72
FV
83.3% undervalued
intrinsic discount
12.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
3
users have followed this narrative
9 months ago
author updated this narrative
Exxon Mobil
RI
Richard_Bowman
Equity Analyst and Writer
ExxonMobil's Focus On Margins Rather Than Growth Will Help It Cash In On Tight Supply
Key Takeaways Oil supply will remain tight leading to a higher and more volatile oil price. Volatility will favor large well capitalized energy companies.
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US$126.39
FV
14.7% undervalued
intrinsic discount
2.94%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
7
users have commented on this narrative
23
users have followed this narrative
9 months ago
author updated this narrative
Synektik Spólka Akcyjna
PH
Phetuvov
Community Contributor
Cardiac marker could be a hit
In 5 years, the company should still be thriving, entering new markets and expanding in existing ones. Positive passage of the third stage of testing of a new cardiac marker could help.
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zł204.19
FV
1.0% overvalued
intrinsic discount
8.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
9 months ago
author updated this narrative
LPP
PH
Phetuvov
Community Contributor
Family-owned company with potential for long-term growth
In 5 years, the company should significantly expand its portfolio of stores in countries other than Poland, open up to new markets, and introduce e-commerce and applications of its brands to new countries. Due to the fact that it has five brands, each targeting a different audience, the company has a wide scope for action and further development, as the brands it has are not in competition with each other, but complement each other perfectly.
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zł15.86k
FV
0.4% undervalued
intrinsic discount
9.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
9 months ago
author updated this narrative
Citizens Financial Group
DA
DailyInvestors
Community Contributor
Tommorow Morning will be a Beat added to their records.
Citizens Financial is currently $43.60. They will be releasing their quarterly report tomorrow morning during Pre-Market.
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US$86.72
FV
44.0% undervalued
intrinsic discount
15.00%
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
9 months ago
author updated this narrative
Hub Power
EV
evd101
Community Contributor
Hub Power: A Compelling Micro Cap Opportunity in Pakistan's Frontier Market
Management Summary / Key Takeaways Hub Power Hub Power (Hubco), Pakistan's largest Independent Power Producer, presents an intriguing investment opportunity in the Frontier Markets space. With a current stock price of PKR 106.90 and a Fair Value Estimate of PKR 165.02, there's potential for significant upside.
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PK₨165.02
FV
10.2% undervalued
intrinsic discount
24.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
17
users have followed this narrative
9 months ago
author updated this narrative
Advanced Micro Devices
RI
Richard_Bowman
Equity Analyst and Writer
Intense Competition Will Force AMD to Sacrifice Margins In Favor of R&D Spend
Key Takeaways Revenue growth will improve and then slow due to cyclical nature of chip demand There will be an inevitable plateau in AI investment Competition between CPU and GPU producers will intensify due massive long term potential This will result in very high R&D spend by all three, particularly AMD AMD’s revenue growth accelerates then falls into single digits by 2028 Catalysts Industry Catalysts CPU Demand Will Accelerate in 2024 and 2025, but Decelerate Again by 2028 CPU sales for the client segment is likely to accelerate rapidly as inventories have fallen and a new replacement cycle is overdue. Within the datacenter segment growth will be more measured.
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US$103.16
FV
52.2% overvalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
2
users have commented on this narrative
16
users have followed this narrative
9 months ago
author updated this narrative
Star Entertainment Group
LE
LeoChivo
Community Contributor
SGR Turn around or take over?
Catalysts: The company will remediate their issues with the government and get their casino licence back, however, this is likely to take many years. An external player makes a take over offer that investors can't refuse.
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AU$0.26
FV
51.9% undervalued
intrinsic discount
0.69%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
9 months ago
author updated this narrative
STXC
Indexco Limited - IndexCo Satrix Capped All Share ETF
ST
StevenRSA
Community Contributor
Time will tell
Valuation Where do you think the business will be in 3, 5 or 10 years time? Depending on the markets I am planning in contributing as much as I can every month.
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R70.00
FV
29.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 months ago
author updated this narrative
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