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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
36.2% 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
166
users have followed this narrative
13 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
22.0% 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
15
users have followed this narrative
6 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
46.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
6 days ago
author updated this narrative
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Swiss Re
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments
Key Takeaways Strong pricing environment and disciplined underwriting in P&C Re segment drive revenue growth, despite volatility in markets. Strategic cost reduction initiatives and robust dividend growth signal confidence in enhancing shareholder value and future profitability.
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CHF 136.83
FV
5.3% overvalued
intrinsic discount
6.55%
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
4 days ago
author updated this narrative
Compass Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies
Key Takeaways Strategic focus on core markets and digital initiatives is expected to enhance organic revenue growth and improve future net margins. Acquisitions and expansion in underpenetrated regions provide long-term growth opportunities, supporting earnings and shareholder returns.
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UK£28.53
FV
11.9% undervalued
intrinsic discount
8.57%
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
4 days ago
author updated this narrative
KRUK Spólka Akcyjna
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Upgrades And PLN 25 Billion Investment Will Transform Operations
Key Takeaways Continued strong recoveries in Poland and Romania signal robust revenue growth from these key markets, supporting overall company performance. Digital transformation and synergy gains from Wonga are enhancing efficiencies and profitability, while ongoing investments are set to expand KRUK's asset base.
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zł506.68
FV
20.4% undervalued
intrinsic discount
16.82%
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
4 days ago
author updated this narrative
Prataap Snacks
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Exports And Quick Commerce Will Boost Future Prospects
Key Takeaways Strategic focus on premiumization, exports, and quick commerce channels aims to boost revenue and diversify growth avenues. Cost-reduction and operational efficiency measures target margin stabilization and earnings improvement.
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₹1.01k
FV
5.0% overvalued
intrinsic discount
12.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Lundin Gold
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Plant Expansion Will Increase Throughput To 5,000 Tonnes Per Day, Improving Future Production
Key Takeaways Plant expansion and exploration efforts could boost revenue, profit margins, and production consistency, signaling robust growth potential. Dividend increases and strategic investments in self-generation reveal strong cash flow expectations, enhancing shareholder value and operational efficiency.
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CA$56.15
FV
14.1% overvalued
intrinsic discount
5.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
4 days ago
author updated this narrative
Minda
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EV Partnership And Localization Will Transform India's Auto Components Sector
Key Takeaways Strategic partnerships and premiumization in EV components are key to driving revenue growth and improving margins. Localization and increased R&D investment enhance operational efficiency and innovation, supporting sustainable long-term financial growth.
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₹650.84
FV
18.6% undervalued
intrinsic discount
14.07%
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
4 days ago
author updated this narrative
Vulcan Steel
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Efficiencies And Aluminum Expansion Will Strengthen Future Resilience
Key Takeaways Disciplined cash flow and debt reduction initiatives are set to improve revenue resilience and potentially expand margins despite inflationary pressures. Geographic expansion and rollout of hybrid sites, alongside targeted product diversification, offer significant future revenue growth opportunities and improved net margins.
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AU$7.19
FV
8.8% 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
3
users have followed this narrative
4 days ago
author updated this narrative
Thomas Cook (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Leisure Expansion And Digital Growth In Financial Services Will Boost Future Prospects
Key Takeaways Consolidating the Nature Trails brand could boost domestic revenue through Thomas Cook's strong distribution network. Growth in financial services and leisure expansion through an asset-light model may enhance revenue and improve earnings.
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₹234.17
FV
23.7% undervalued
intrinsic discount
12.58%
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
4 days ago
author updated this narrative
Boreo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisitions And Operational Improvements Will Secure Estonia And Finland Markets
Key Takeaways Acquisitions and market penetration strategies are expected to boost revenue and earnings in Estonia and Finland. Operational efficiencies and strategic growth plans enhance profitability, ensuring stable margins and long-term potential amidst economic uncertainties.
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€11.24
FV
39.7% overvalued
intrinsic discount
7.46%
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
4 days ago
author updated this narrative
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