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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
35.7% 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
172
users have followed this narrative
15 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
18.7% 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
19
users have followed this narrative
8 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
38.0% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
8 days ago
author updated this narrative
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Avino Silver & Gold Mines
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
La Preciosa Development Will Boost Future Production
Key Takeaways Underground development at La Preciosa and increased mill throughput are set to drive production growth, boosting future revenue and earnings. Strong metal prices, efficient cost reductions, and a robust balance sheet support improved profitability and financial flexibility for strategic growth.
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CA$4.38
FV
9.8% overvalued
intrinsic discount
10.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Texmaco Rail & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Upcoming Mergers And Capacity Expansion Will Streamline Operations And Meet Rising Demand
Key Takeaways Mergers and strategic realignment initiatives aim to enhance operational efficiency and drive revenue growth through better business structure and focused segment growth. Capacity expansion and improved supply chain logistics underscore efforts to meet growing demand, enhancing production capabilities and potentially boosting revenue and margins.
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₹223.32
FV
28.7% undervalued
intrinsic discount
1.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Driven Brands Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Take 5 Oil Change Expansion Will Drive Future Success
Key Takeaways Strategic resegmentation and focus on high-growth Take 5 Oil Change could drive substantial revenue and EBITDA growth through store expansion and same-store sales. Auto Glass Now's momentum in insurance and commercial sectors positions it as a significant future growth lever enhancing profitability.
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US$20.31
FV
15.0% undervalued
intrinsic discount
6.11%
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
6 days ago
author updated this narrative
Prince Pipes and Fittings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
I Anticipate That Leveraging Demand Forecasting And Expanding Operations Will Improve Future Margins
Key Takeaways Expansion of the Bathware segment and new manufacturing facilities drive revenue growth and improve margins through optimized operations and increased demand. Government initiatives and strong brand recognition enhance volume growth, attract talent, and strengthen brand loyalty, boosting revenue and margins.
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₹395.75
FV
12.7% undervalued
intrinsic discount
12.45%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
Alten
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Anticipated Project Reinitiations In Europe And US Automotive And Aerospace Sectors Will Improve Future Prospects
Key Takeaways Anticipated project reinitiations and sector rebounds in automotive and aerospace may boost revenue growth and future top-line stability. Successful acquisitions and offshore project accelerations could enhance cost control, operational efficiency, and long-term profitability.
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€91.07
FV
14.6% undervalued
intrinsic discount
2.23%
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
6 days ago
author updated this narrative
NORMA Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Divesting Water Management And ERP Upgrade Will Spark Success
Key Takeaways Divesting the Water Management business to refocus strategy may enhance profitability and positively affect adjusted EBIT margins. Investments in automation and a new ERP system could improve operational efficiency, boosting future earnings and productivity.
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€17.41
FV
13.2% undervalued
intrinsic discount
2.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Cipher Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Out-Licensing In Eight Territories Will Expand Natroba's Global Footprint
Key Takeaways Strategic integration and commercialization in the U.S. will boost sales and margins, enhancing future revenue and earnings. International market expansion and strategic in-licensing aim to drive growth and improve financial performance.
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CA$18.04
FV
31.5% undervalued
intrinsic discount
19.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
UBS Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Credit Suisse Integration And AI Will Improve Efficiency
Key Takeaways Integration of Credit Suisse is expected to enhance efficiency and profitability, boosting net margins and earnings. Robust inflows in Wealth and Asset Management signal future revenue growth, with strategic technology optimizations improving profitability.
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CHF 27.92
FV
4.4% overvalued
intrinsic discount
2.46%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
6 days ago
author updated this narrative
Altus Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Asset-based Pricing For ARGUS Intelligence Will Expand Client Base
Key Takeaways The restructuring program post-property tax sale aims to enhance profitability and EBITDA margins, while strategic liquidity use targets increased EPS and EBITDA. Focus on high-margin recurring revenue and asset-based pricing for ARGUS Intelligence is intended to boost overall revenue and cash flow conversion.
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CA$60.40
FV
9.5% undervalued
intrinsic discount
7.37%
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
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