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Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
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US$12.00
FV
51.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
New
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Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 38.04
FV
24.6% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
51.4% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
5
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Seplat Energy
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Decarbonization And EV Trends Will Undermine Nigerian Oil Demand
Key Takeaways Global decarbonization and rising ESG scrutiny threaten Seplat's revenue streams, access to capital, and earnings prospects, especially due to reliance on oil over gas. Security and fiscal instability in the Niger Delta, coupled with limited asset diversification, heighten operational risks and expose the company to unpredictable regulatory changes.
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UK£1.94
FV
27.6% overvalued
intrinsic discount
9.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
HusCompagniet
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Costs Will Strain Housing But Efficiency Will Emerge
Key Takeaways Persistently high costs, demographic risks, and limited geographic diversification threaten HusCompagniet's revenue growth and long-term earnings stability. Efficiency initiatives may be offset by rising regulatory, energy, and labor costs, challenging margin expansion and homebuyer affordability.
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DKK 54.00
FV
14.6% undervalued
intrinsic discount
20.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Shelf Drilling
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Global Decarbonization And Oversupplied Rigs Will Erode Margins
Key Takeaways Decarbonization trends and alternative energy uptake threaten Shelf Drilling's market outlook, contract visibility, and revenue growth in the face of shrinking offshore demand. Operational risks from market concentration, an aging fleet, and industry overcapacity undermine profitability, heightening margin and earnings volatility.
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NOK 8.32
FV
66.0% overvalued
intrinsic discount
-5.92%
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
6 days ago
author updated this narrative
Netmarble
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Tougher Regulation Will Drag Gaming Revenue But Resilience Will Arise
Key Takeaways Reliance on a small number of hit game launches and costly development strategies increases revenue volatility and puts pressure on margins if titles underperform. Regulatory, demographic, and competitive headwinds threaten long-term user engagement, revenue growth, and sustainability in core and expanding markets.
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₩34.06k
FV
82.6% overvalued
intrinsic discount
-1.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
CAB Payments Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Digital Currencies Will Intensify Fee Compression Amid Rising Compliance Costs
Key Takeaways Rising digital currency adoption and payments technology advances threaten CAB Payments' business model and long-term profitability. Heavy client concentration, regulation, and strong fintech competition heighten earnings volatility and challenge revenue and margin stability.
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UK£0.45
FV
20.7% overvalued
intrinsic discount
15.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Aditya Birla Fashion and Retail
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Omni-channel Expansion And Ethnic Fashion Will Transform India's Retail Market
Key Takeaways Expansion in ethnic wear and digital-first brands is increasing market share, with premiumization and new consumer segments fueling sustained revenue and margin growth. Investments in omnichannel capabilities, operational efficiencies, and geographic expansion are enhancing store productivity and positioning for greater penetration in organized retail.
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₹84.88
FV
2.7% undervalued
intrinsic discount
16.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Carel Industries
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Energy Regulations And Fierce Rivals Will Compress Margins
Key Takeaways Regulatory changes and shifting customer preferences threaten legacy products, requiring continual innovation and pressuring both revenue growth and profitability. Intensifying competition, supply chain volatility, and pricing pressures may hurt margins, especially given reliance on specific high-growth market segments.
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€16.90
FV
44.1% overvalued
intrinsic discount
8.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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6 days ago
author updated this narrative
Navigator Global Investments
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Secular Trends Will Fuel Alternative Investments Despite Regulatory Risks
Key Takeaways Sustained asset and revenue growth expected from strong demand for high-fee products, new partnerships, and increasing institutional allocations to alternatives. Operational leverage, risk controls, and active M&A pipeline position Navigator for structurally higher margins and earnings growth beyond current market expectations.
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AU$3.20
FV
28.7% undervalued
intrinsic discount
18.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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6 days ago
author updated this narrative
Nuix
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Explosion In Global Data Will Expand Cloud Analytics Markets
Key Takeaways Nuix Neo's rapid enterprise adoption, advanced AI capabilities, and industry positioning are set to drive stronger revenue, margin growth, and long-term customer value. Operational restructuring and flexible deployment options boost innovation, efficiency, and new market penetration, supporting sustained margin expansion and higher customer retention.
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AU$6.09
FV
60.4% undervalued
intrinsic discount
23.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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6 days ago
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