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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
42.7% overvalued intrinsic discount15.93%
Revenue growth p.a.
28users have liked this narrative
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44users have followed this narrative
9 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
62.3% undervalued intrinsic discount25.46%
Revenue growth p.a.
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35users have followed this narrative
3 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$5.10
FV
70.3% undervalued intrinsic discount9.30%
Revenue growth p.a.
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44users have followed this narrative
Updated narrative
WA
Consensus Narrative from 1 Analyst
European Expansion And Apple Pay Integration Will Improve Future Prospects
Key Takeaways Strategic focus on payments and divesting loans enhances operational efficiency and potential for improved net margins through market demand capitalization. Investments in geographical expansion and technology aim to boost revenues and margins, leveraging increased conversions and merchant partnerships for sustainable growth.
View narrativeSEK 29.00
FV
16.2% undervalued intrinsic discount24.67%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Upgrades At Beta Hunt And Bluebird Mines Set To Improve Future Operational Efficiency
Key Takeaways Post-merger operational optimization and infrastructure upgrades are expected to lower costs, boost efficiency, and support revenue growth through increased production scale. Exploration and expansion efforts, including increased drill activity, aim to enhance resource reserves and drive future gold output and shareholder value.
View narrativeAU$3.98
FV
38.2% undervalued intrinsic discount33.70%
Revenue growth p.a.
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1users have followed this narrative
8 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Greenfield Manufacturing Facility Will Expand Chemical And Pharmaceutical Production
Key Takeaways Expansion in manufacturing and increased export focus, particularly in non-ibuprofen products, indicates potential for substantial revenue and market growth. Investment in infrastructure and technology aims to enhance operational efficiency and margins, supporting long-term earnings improvements.
View narrative₹434.00
FV
11.7% undervalued intrinsic discount11.70%
Revenue growth p.a.
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1users have followed this narrative
8 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
New Developments At Ying And El Domo Projects To Increase Future Production
Key Takeaways Increased production capacity at Ying is expected to enhance revenue and profitability through higher production volumes and reduced operational constraints. Development activities at the El Domo project and Kuanping satellite deposits could drive future revenue growth and bolster long-term earnings.
View narrativeCA$7.49
FV
36.8% undervalued intrinsic discount30.03%
Revenue growth p.a.
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4users have followed this narrative
8 days ago author updated this narrative
WA
Consensus Narrative from 22 Analysts
Expansion And Partnerships Will Unlock Future Opportunities In Sunrise Chemical Sectors
Key Takeaways Expansion in chemical chains and strategic alliances are enhancing production efficiency and opening new revenue streams for long-term growth. Cost optimization and geographical diversification are expected to improve margins and revenue stability through expanded global market presence.
View narrative₹511.57
FV
8.2% undervalued intrinsic discount12.14%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Investments In AI And Genomics Will Improve Patient Outcomes
Key Takeaways Digital initiatives and strategic acquisitions are key to revenue growth, focusing on increasing digital channel revenue and expanding patient capacity. Investments in technology and partnerships aim to improve patient outcomes in oncology, enhancing market share and operational efficiency.
View narrative₹506.00
FV
6.1% overvalued intrinsic discount15.69%
Revenue growth p.a.
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1users have followed this narrative
8 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Branding And Market Stabilization In Waste-to-Energy EPC Will Foster Future Efficiency And Profitability
Key Takeaways Kanadevia's rebranding and strategic expansion via M&A activities anticipate increased market presence and potential revenue growth. Enhancements in environmental segments and market stabilization indicate promising improvements in operational efficiency and secure long-term earnings.
View narrativeJP¥1.12k
FV
14.5% undervalued intrinsic discount3.71%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Veris Health's NIH Grant May Boost Future Revenue, But Financing Uncertainty Could Persist
Key Takeaways Strategic restructuring and subsidiary deconsolidation aim to strengthen the financial structure and improve net margins. Growth initiatives through partnerships and funding pursuits could enhance revenue and financial flexibility.
View narrativeUS$9.00
FV
93.2% undervalued intrinsic discount214.82%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
New Rail Services In Faridabad And Expanded Presence In Ludhiana Will Improve Future Revenue Potential
Key Takeaways Infrastructure enhancements are poised to reduce costs and improve turnaround, potentially increasing revenue and net margins. Strategic expansion and diversification efforts may boost revenue streams and overall profitability, enhancing the company's financial stability.
View narrative₹108.60
FV
29.8% undervalued intrinsic discount9.81%
Revenue growth p.a.
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1users have followed this narrative
8 days ago author updated this narrative