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Based on analyst forecasts until 2027 and a discount rate of 15%. Terminal PE of 35.

Note: Wrong Valuation Joby Aviation has demonstrated continued operational momentum, surpassing flight testing mileage benchmarks across international testing environments. The company has achieved a significant milestone, exceeding 40,000 flight miles across its test fleet.

Summary Table after asset infusion Method Estimated Fair Value (₱/share) 1. Dividend Discount Model ₱5.56 2.

Good: Recent sell-off made it reasonably priced Has decent returns (24% ROE, 11% ROIC) Good and stable shareholder yield (dividend 2.1% yield with 10+% growth + buybacks) Very stable and decent past growth both top and bottom line Has a wide moat STR BUY forecast Bad: Really really bad PR Threat of high fines Low margins - highly affected by med costs raising Current/Quick ratios below 1 (around 0.85)

here we go try again

Sleep Cycle AB — Investment Narrative, Update Q1 2025 Executive Summary Sleep Cycle AB (Nasdaq Stockholm: SLEEP) is the category-leading sleep-tracking app with ~904 000 paying subscribers and a decade-long proprietary data set exceeding three billion recorded nights. The asset-light subscription model generates robust profitability (average EBIT margin ≈ 26 % over 2022-2024) while free cash flow and a net-cash balance (≈ 157 m) support an ordinary plus special dividend.

RZTR11 currently presents an attractive entry point at R$85.00, trading at a significant 12.3% discount to its NAV of R$96.93. At this price, investors can achieve a compelling yield on cost of 16.2% (based on the current monthly distribution of R$1.15).

It was an innovator, but not is is mostly hype, with stagnating car sales.

Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?