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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
18
users have liked this narrative
2
users have commented on this narrative
42
users have followed this narrative
Updated
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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
17
users have liked this narrative
1
users have commented on this narrative
48
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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DMCI Holdings
MA
MaVinzky
Community Contributor
DMCI Holdings will shine with a projected fair value of 68.43 in the next 5 years
DMCI Holdings, Inc. is a diversified engineering conglomerate in the Philippines, engaged in construction, real estate, energy, mining, and water services.
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₱68.43
FV
84.9% undervalued
intrinsic discount
62.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
5 months ago
author updated this narrative
Tesla
GR
grew
Community Contributor
Tesla's Future Valuation Soars with 35x PE by 2030?
Tesla’s Future Valuation: A Deep Dive into 2030 Predictions 1. Introduction: Why This Matters Tesla is no longer just an automaker—it’s evolving into a technology powerhouse with AI, robotics, energy, and software.
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US$2.71k
FV
88.1% undervalued
intrinsic discount
77.00%
Revenue growth p.a.
Set Fair Value
46
users have liked this narrative
26
users have commented on this narrative
105
users have followed this narrative
5 months ago
author updated this narrative
Veefin Solutions
TH
thepacific
Community Contributor
Undervalued, Underestimated
Veefin is a prominent fintech company specializing in working capital financing solutions, catering to banks, financial institutions, and corporations. The company's software-as-a-service (SaaS) platform streamlines various aspects of working capital finance, such as supply chain financing and invoice discounting.
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₹1.30k
FV
71.9% undervalued
intrinsic discount
37.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
6
users have followed this narrative
5 months ago
author updated this narrative
Medtronic
EV
Evangelos
Community Contributor
Medtronic Stock: A Compelling Buy for Value and Income Investors as Robotics, Innovation Catalysts Ignite Upside to $105+
Strengths and Competitive Advantages: Diverse Product Portfolio: Medtronic operates across four key segments—Cardiovascular, Medical-Surgical, Neuroscience, and Diabetes—providing revenue stability and reducing dependency on any single product line. This diversification surpasses more specialized competitors like Boston Scientific (focused on cardiovascular) or Intuitive Surgical (robotics).
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US$95.00
FV
2.7% undervalued
intrinsic discount
5.15%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
5
users have commented on this narrative
21
users have followed this narrative
5 months ago
author updated this narrative
Holmen
MA
Mandelman
Community Contributor
Holmen will see earnings surprise if energy prices recover in Sweden
Summary Holmen is trading at a premium (P/E ~23) amid cyclical weakness in sawmill products and lower energy income. A more reasonable multiple on “normalized” earnings is likely ~10–15× over a longer cycle, suggesting possible overvaluation if 2025 earnings do not rebound.
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SEK 267.87
FV
37.4% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 months ago
author updated this narrative
STMicroelectronics
CJ
cjimi
Community Contributor
STMicroelectronics will thrive with AI and EV demand driving steady revenue growth
Catalysts EV and renewable energy demand (SiC chips) Growth in AI, IoT, and automation Government incentives for chip production Assumptions Revenue Projection (5 Years) Estimate: ~$22-25 billion by 2029 Reasoning: Current revenue : ~$17 billion Annual growth rate : ~5-6% CAGR (historical + industry trend) Growth drivers : Electric Vehicles (EVs) → SiC demand surging IoT & AI expansion → Increased adoption in smart devices Automotive & industrial electronics → Rising semiconductor integration China market expansion → Key growth opportunity Where do you think earnings will be in 5 years time? and why?
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€34.65
FV
33.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 months ago
author updated this narrative
Rivian Automotive
MC
McLarenFund
Community Contributor
Priming up for what was promised!
Gen2 R1T and R1S, refinement from feedback and lower cost building R2, R3 and R3X lower cost options for different audience. JV with VW and the ripple effects for Software and Electrical Architecture deals through not just VW but also others.
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US$25.41
FV
48.6% undervalued
intrinsic discount
48.00%
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
5 months ago
author updated this narrative
EssilorLuxottica Société anonyme
LO
London_Investment_Analysts
Community Contributor
EssilorLuxottica: Pioneering the Future of Eyewear through Innovation and Strategic Expansion
EssilorLuxottica, a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses, continues to redefine the eyewear industry through technological innovation and strategic acquisitions. With a diverse portfolio that includes iconic brands like Oakley and the recent addition of Supreme, the company is poised to enhance its market presence and consumer engagement.
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€400.08
FV
35.4% undervalued
intrinsic discount
13.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 months ago
author updated this narrative
Tesla
_S
_simply_complex
Community Contributor
So undervalued it boggles the mind
EVs with industry leading FSD, Battery Storage, Autonomous Vehicles and associated infrastructure, potential ongoing subscription services for many products, not to mention being able to borrow from the R&D of sister companies and potentially leverage income (SpaceX, Starlink, NeuraLink) sees this company positioned to be the largest company in the world by the turn of the next decade. People say we always over-estimate the amount of change over a short timeframe and under-estimate the amount of change over a long period of time.
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US$599.96
FV
46.5% undervalued
intrinsic discount
19.89%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
8
users have commented on this narrative
29
users have followed this narrative
5 months ago
author updated this narrative
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