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ChadWisperer
Community Contributor
Priced for AI perfection - cracks are emerging
Update 27th Jan 2025 My original narrative was primarily based on Aswath Damodaran's Nvidia narrative and valuation. The recent news from DeepSeek further supports this narrative.
View narrativeUS$90.15
FV
31.6% overvalued intrinsic discount15.93%
Revenue growth p.a.
21users have liked this narrative
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34users have followed this narrative
8 days ago author updated this narrative
NA
NateF
Community Contributor
NVDA Market Outlook
NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.
View narrativeUS$341.12
FV
65.2% undervalued intrinsic discount25.46%
Revenue growth p.a.
2users have liked this narrative
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16users have followed this narrative
2 days ago author updated this narrative
ST
StockMan
Community Contributor
Karoon Energy (ASX:KAR) - Buy Baby Buy 🚀
Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.
View narrativeAU$5.91
FV
72.8% undervalued intrinsic discount5.03%
Revenue growth p.a.
11users have liked this narrative
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20users have followed this narrative
2 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Transition To SaaS Will Increase Recurring Revenue Stability
Key Takeaways Transition to SaaS and disciplined AI integration enhance revenue predictability and operational efficiencies, boosting net margins and earnings. Strong cash reserves and no debt position Enghouse for strategic acquisitions and reorganization into streamlined global units, driving future earnings growth.
View narrativeCA$32.25
FV
14.6% undervalued intrinsic discount6.09%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Expansion Into APAC And Eastern Europe With UNIFY And XRY Will Strengthen Future Market Position
Key Takeaways Strategic software shift promises higher margins, boosting net income and competitive positioning amid product innovations like UNIFY. Geographic expansion and upcoming projects in APAC and the U.S. signal potential revenue growth and federal market engagement.
View narrativeSEK 79.00
FV
27.6% undervalued intrinsic discount10.29%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Expansion To 1 Million Tonnes DI Pipe Capacity Will Be Completed By March 2025 Amid Strong Demand
Key Takeaways Brownfield expansion aims to enhance production and revenue, while efficient operations and stable credit rating boost financial performance. Strong DI pipe demand from government initiatives and market diversification improves export prospects and future growth.
View narrative₹158.00
FV
21.8% undervalued intrinsic discount5.36%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Rollout Of Breezeline Mobile Will Expand Future Service Offerings
Key Takeaways Network expansion and structured transformation initiatives in Canada and the U.S. aim to boost revenue and operational efficiency. Launching Breezeline Mobile and marketing Canadian wireless services focus on cross-selling higher-margin products and improving EBITDA.
View narrativeCA$78.95
FV
20.8% undervalued intrinsic discount0.21%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
New Plant Launches And Certifications Set To Drive Future Operational Efficiency And Revenue Potential
Key Takeaways New plant expansions and strategic focus on high-margin products promise revenue growth and improved net margins through enhanced efficiency and diversification. BIS certification for morpholine and solar power initiatives support premium pricing, competitive advantage, and sustainable earnings growth.
View narrative₹2.33k
FV
25.4% undervalued intrinsic discount18.91%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 32 Analysts
Securing New Henry Hub-Linked Gas Contracts Will Strengthen Future Prospects
Key Takeaways Successful gas contracts and increased supply enhance sales volumes and revenue growth, supporting improved net margins. Strategic expansion and diversification, including geographic growth and joint ventures, foster long-term revenue growth and enhance profit margins.
View narrative₹224.75
FV
8.9% undervalued intrinsic discount8.80%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
US Expansion And Digital Initiatives Set To Boost Future Prospects
Key Takeaways The U.S. acquisition and Receivable Purchase Program are expected to drive loan growth, higher net margins, and improved earnings. Favorable regulatory conditions may allow VersaBank's DRT Cyber to leverage digital currency opportunities for potential revenue increases.
View narrativeCA$28.42
FV
27.7% undervalued intrinsic discount32.90%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
Technology Adoption And Diversification Will Drive Future Revenue Opportunities
Key Takeaways Prudent's technology adoption enhances client management and revenue, with robust AUM growth indicating strong future revenue potential and investor sentiment. Diversification into PMS and AIF segments, along with a substantial treasury for strategic acquisitions, suggests additional revenue growth opportunities.
View narrative₹2.63k
FV
10.2% undervalued intrinsic discount18.05%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
Patented Bioenergy Technologies And BPCL Partnership Will Drive Future Expansion
Key Takeaways Significant growth in international orders and strategic ventures positions Praj Industries for strong future revenue and earnings. Development of patented technologies and regulatory support bolsters Praj's bioenergy market prospects and potential margin enhancement.
View narrative₹856.00
FV
27.0% undervalued intrinsic discount24.02%
Revenue growth p.a.
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3 days ago author updated this narrative