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Alphabet
BL
BlackGoat
Community Contributor
Alphabet: The Under-appreciated Compounder Hiding in Plain Sight
Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.
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US$282.83
FV
30.5% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
42
users have followed this narrative
Updated
narrative
Planet Labs PBC
AN
andreas_eliades
Community Contributor
Planet Labs: At The Heart Of The Emerging New Space Boom
Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.
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US$11.31
FV
45.3% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
1
users have commented on this narrative
48
users have followed this narrative
New
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Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Key Assumptions: Successful Guyana and South America Deposits: ExxonMobil’s Stabroek Block in Guyana is assumed to achieve full operational success, contributing significantly to production growth. The block is estimated to hold over 11 billion barrels of recoverable oil, with production scaling rapidly.
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US$189.00
FV
40.3% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
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AerSale
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AerAware's Flight Vision System Expected To Offer High Margins Upon Market Acceptance
Key Takeaways Expansion of the lease pool and MRO facilities is anticipated to drive stable revenue growth and improved net margins. New product and program monetization, such as 757 P2F and AerAware, are expected to boost earnings and revenue significantly.
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US$6.50
FV
3.4% undervalued
intrinsic discount
9.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Ultra Clean Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sub-fab Expansion And China Localization Will Transform Production Operations
Key Takeaways Strategic investments in operational efficiencies, capacity, and vertical integration aim to enhance profitability and improve net margins as demand recovers. The China for China strategy and lithography portfolio expansion are poised to drive steady revenue growth and increased market share, safeguarding earnings and net margins.
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US$30.75
FV
20.1% undervalued
intrinsic discount
3.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
Jubilant Ingrevia
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And New Vitamin B3 Facility Will Boost Presence In High-Value Products
Key Takeaways Specialty Chemicals and Nutrition & Health segments are poised for growth, boosting revenue and margins through high-margin chemicals and vitamin B3 production. Expanded global presence and cost efficiency initiatives aim to diversify revenue streams and enhance overall financial health.
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₹893.67
FV
9.3% undervalued
intrinsic discount
19.05%
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
7 days ago
author updated this narrative
TBC Bank Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking Expansion Will Unlock Opportunities In Georgia And Uzbekistan
Key Takeaways Strong digital adoption and expansion into underbanked Central Asian markets drive long-term growth, diversified revenues, and higher margins. Macroeconomic stability and product innovation ensure earnings resilience while reducing dependence on traditional interest income and the Georgian market.
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UK£57.27
FV
14.6% undervalued
intrinsic discount
25.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
27
users have followed this narrative
7 days ago
author updated this narrative
Aramex PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Nearshoring Trends And Warehouse Optimization Will Improve Future Supply Chain Resilience
Key Takeaways Nearshoring and warehousing capabilities could boost regional sales, decreasing transit times and enhancing supply chain resilience. Volume growth in Domestic Express and freight optimization may improve profitability through economies of scale and targeting profitable routes.
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د.إ3.01
FV
9.1% undervalued
intrinsic discount
5.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
Just Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In Technology And DB Market Opportunities Will Strengthen Future Prospects
Key Takeaways Strategic focus on Defined Benefit and Defined Contribution markets positions Just Group for revenue growth through new business sales and market capture. Investments in technology and asset origination bolster competitive pricing, aiding in cost control and enhancing profit margins over time.
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UK£1.88
FV
33.0% undervalued
intrinsic discount
50.52%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
Peoplein
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project UNITE And Sector Diversification Will Strengthen Future Prospects
Key Takeaways Strategic client mix shift and cost efficiencies enhance profitability despite fewer billed hours, optimizing revenue growth. Expansion into high-margin permanent recruitment and strategic projects strengthen future revenue growth and diversification.
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AU$1.05
FV
34.5% undervalued
intrinsic discount
1.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
BILL Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI Platform Upgrades And New Products Will Strengthen Fintech's Market Position
Key Takeaways Strategic partnerships and AI-enhanced platforms aim to boost revenue and margins through improved customer acquisition, retention, and core revenue growth. Product launches and mid-market expansion target increased monetization and transaction volume, enhancing revenue and earnings potential.
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US$60.22
FV
25.2% undervalued
intrinsic discount
16.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
EFC (I)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Ventures In Real Estate, Education, And Healthcare Will Mitigate Risks And Improve Stability
Key Takeaways Strategic expansion in leasing and robust project pipelines in design and build promise strong revenue growth and enhanced profitability. Diversification across industries is poised to stabilize revenue streams and mitigate economic risks, bolstering long-term earnings stability.
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₹465.00
FV
26.3% undervalued
intrinsic discount
39.93%
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
7 days ago
author updated this narrative
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