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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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Gulf Oil Lubricants India
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Partnerships With Nayara And Piaggio Will Expand Future Market Reach
Key Takeaways Strategic partnerships and premium product focus are poised to boost distribution, brand engagement, and revenue growth positively. Diversification into EV fast chargers and AdBlue signals potential revenue boosts and earnings support beyond traditional lubricants.
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₹1.67k
FV
26.0% undervalued
intrinsic discount
8.56%
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
Pursuit Attractions and Hospitality
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Refresh, Build, Buy Strategy Will Drive New Opportunities Despite Impairment Charges
Key Takeaways The sale of GES strengthens Pursuit's finances, enabling investments in the Refresh, Build, Buy strategy for future revenue and EBITDA growth. Strategic acquisitions and expansion projects at iconic locations bolster growth through operational synergies and higher visitor capacity, supporting increased earnings.
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US$54.07
FV
43.3% undervalued
intrinsic discount
8.83%
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
Hochschild Mining
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Transition To Full Production At Mara Rosa Mine Will Increase Output
Key Takeaways Expanding resources through exploration and transitioning to full Mara Rosa production could enhance revenue, profitability, and long-term stability. Cost optimization, new projects, and a new dividend policy are poised to strengthen financial health and investor confidence.
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UK£3.31
FV
18.4% undervalued
intrinsic discount
8.82%
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
6 days ago
author updated this narrative
MJ Gleeson
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion And Operational Improvements Will Increase Future Housing Deliveries
Key Takeaways Gleeson's expansion in site openings and improved operational efficiencies are set to boost future revenue and net margins. Strategic land sales, planning consents, and project partnerships are expected to drive revenue growth and profitability.
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UK£6.59
FV
44.8% undervalued
intrinsic discount
15.22%
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
Taseko Mines
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Florence Start-Up And Gibraltar Upgrades Are Set To Improve Future Production
Key Takeaways The advancement of projects and operational improvements are set to boost Taseko Mines' revenue growth and enhance its production capabilities. Strategic initiatives, including leveraging high molybdenum prices, are aimed at reducing costs and improving operating margins.
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CA$4.41
FV
6.3% overvalued
intrinsic discount
21.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
JinkoSolar Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness
Key Takeaways Focused cost reduction and efficiency drive profitability, with net margins expected to improve through supply chain optimization and regional shipment strategies. Strategic expansion in energy storage and high-efficiency products drives revenue, supported by R&D advancements and market adaptability.
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US$33.53
FV
26.1% undervalued
intrinsic discount
14.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
43
users have followed this narrative
6 days ago
author updated this narrative
Mohawk Industries
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Renewed Housing Demand And Manufacturing Scale Will Fuel Industry Success
Key Takeaways Improving housing demand, favorable tariffs, and a focus on premium products are boosting Mohawk’s pricing power and potential for higher profitability as conditions recover. Strategic investments in automation, cost reduction, and geographic expansion are diversifying revenue streams and supporting long-term earnings stability.
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US$127.84
FV
10.0% undervalued
intrinsic discount
2.32%
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
AVI
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Automation And Hedging Will Strengthen Future Position In FMCG Sector
Key Takeaways Automation and operational leverage boost gross profit margins, promising improved future earnings and robust financial health for AVI. Strategic capital expenditure and effective hedging aim to enhance revenue and protect net margins in volatile environments.
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R107.40
FV
12.3% undervalued
intrinsic discount
5.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Jyothy Labs
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Product Launches In Fabric And Personal Care Segments Will Drive Future Success
Key Takeaways Focus on expanding Fabric and Personal Care with new products and marketing could drive revenue growth. Leveraging manufacturing and distribution strengths could enhance margins and operational efficiencies.
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₹460.80
FV
26.3% undervalued
intrinsic discount
8.79%
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
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