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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
16
users have liked this narrative
2
users have commented on this narrative
40
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
16
users have liked this narrative
1
users have commented on this narrative
45
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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Asseco Poland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Overvaluation Risk Will Remain As European And US Markets Expand
Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.
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zł105.46
FV
94.8% overvalued
intrinsic discount
5.81%
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
7 days ago
author updated this narrative
TAURON Polska Energia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Coal Normalization And Renewable Investments Will Redefine Energy Dynamics
Key Takeaways Current profitability is unsustainable as coal-fired generation benefits and regulatory incentives are likely to fade, putting future margins and returns under pressure. Structural challenges in scaling renewables, increased competition, and stricter decarbonization mandates threaten long-term growth and could erode traditional revenue streams.
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zł6.65
FV
27.0% overvalued
intrinsic discount
-4.45%
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
Genscript Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Demand Rebound Will Drive Life Sciences And CDMO Expansion
Key Takeaways Expansion in global markets, technology upgrades, and industry partnerships are set to drive stronger growth, improved margins, and long-term earnings stability. Increased outsourcing trends and customer diversification protect against risk and create reliable revenue streams for future financial performance.
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HK$21.61
FV
19.0% 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
0
users have followed this narrative
7 days ago
author updated this narrative
Hanwha Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
US Manufacturing And Renewables Will Redefine The Future
Key Takeaways U.S. manufacturing expansion and policy support position Hanwha Solutions to gain market share and improve margins as local content becomes more valuable. Integrated solar solutions and ESG trends create recurring, high-margin revenue streams and enhance access to funding, supporting long-term financial growth.
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₩37.45k
FV
13.6% undervalued
intrinsic discount
9.50%
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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7 days ago
author updated this narrative
B2Gold
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Goose And Fekola Regional Will Expand Gold Production
Key Takeaways Successful new project ramp-ups and operational efficiency measures position the company for increased production, revenue, and margin stability despite industry cost pressures. Strong balance sheet and permitting expertise enable sustained internal growth, exploration, and resilience amid macroeconomic uncertainty and challenging regulatory environments.
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CA$6.86
FV
30.9% undervalued
intrinsic discount
19.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
7 days ago
author updated this narrative
Motiva Infraestrutura de Mobilidade
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Urbanization Will Advance Brazil Transportation Infrastructure Development
Key Takeaways Growth is driven by urbanization, portfolio optimization, and cost-saving initiatives like automation and generative AI, supporting expanding margins and long-term earnings. Strategic asset selection, new concessions, ESG projects, and potential airport portfolio changes enable recurring revenues, capital reallocation, and improved shareholder value.
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R$16.22
FV
23.8% undervalued
intrinsic discount
-3.97%
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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7 days ago
author updated this narrative
Marzetti
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Licensed Brand Distribution And Atlanta Facility Investment Will Transform Market
Key Takeaways Expansion of premium licensed brands and entry into high-growth categories leverages brand strength to drive revenue and long-term earnings growth. Supply chain optimization, facility investments, and disciplined promotional spending improve operational efficiency, margins, and financial resilience.
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US$194.90
FV
5.6% undervalued
intrinsic discount
2.53%
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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7 days ago
author updated this narrative
United Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
5G And Fiber Rollouts Will Expand Digital Markets
Key Takeaways Heavy investment in networks and successful customer migration aim to boost future margins, reduce reliance on partners, and improve cost structure and earnings stability. Strong performance in cloud, hosting, and business applications segments supports a larger, more stable revenue base and opportunities for value creation through portfolio optimization.
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€28.20
FV
10.1% undervalued
intrinsic discount
3.20%
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
CSW Industrials
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
HVAC Expansion And Acquisitions Will Drive Future Sustainable Building Trends
Key Takeaways Strategic acquisitions and innovation in energy-efficient HVAC and building solutions strengthen market position and drive long-term growth and pricing power. Supply chain optimization, margin protection measures, and robust M&A pipeline support stable earnings and diversified revenue streams.
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US$334.67
FV
17.0% undervalued
intrinsic discount
11.46%
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
7 days ago
author updated this narrative
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