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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
38.7% overvalued intrinsic discount15.93%
Revenue growth p.a.
22users have liked this narrative
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35users 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
63.4% undervalued intrinsic discount25.46%
Revenue growth p.a.
3users have liked this narrative
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17users 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.
14users have liked this narrative
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22users have followed this narrative
2 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
A New Greenfield Project At Kharkhoda Will Expand Capacity To Meet Future Demand From FY '26 Onwards
Key Takeaways Subros aims to boost truck segment revenues through mandatory AC regulations and explore growth in railway projects and services. Ongoing localization and a new greenfield project aim to cut costs and expand capacity for future revenue growth.
View narrative₹831.67
FV
19.6% undervalued intrinsic discount11.82%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Expansion In C-EPS And CVJ Will Strengthen Future Product Portfolio
Key Takeaways Favorable policy and infrastructure developments forecast positive revenue impact, supported by localization and new export opportunities. Expansion plans and advanced product improvements aim at increased capacity and profitability through higher technological value and cost efficiency.
View narrative₹180.00
FV
18.1% undervalued intrinsic discount8.98%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 12 Analysts
Operational Changes And New Projects Will Secure Future Success
Key Takeaways Strong initial sales in new projects and an extensive, diversified landbank support future revenue growth and stable project pipeline. Strategic operational improvements and cost savings indicate potential net margin enhancements and robust future earnings.
View narrativeR$16.40
FV
23.4% undervalued intrinsic discount8.19%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Acquisition Of Hyva Group Will Strengthen Portfolio And Expand Market Reach In Asia
Key Takeaways The acquisition of Hyva Group and expansion in Brazil strengthen JOST Werke's market position and drive revenue growth in new regions. Strategic investments in R&D and operational efficiencies improve profitability and support sustained growth with strong free cash flow.
View narrative€60.94
FV
21.6% undervalued intrinsic discount18.02%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Upcoming Commercial Supply Of Tranexamic Acid And UDCA Will Tap New Markets
Key Takeaways Shilpa Medicare's oncology and non-oncology segments are poised for revenue growth through new product launches and market expansions. Diversification in CDMO and promising developments in biologics could provide stable revenue streams and enhance market share.
View narrative₹1.21k
FV
38.7% undervalued intrinsic discount32.54%
Revenue growth p.a.
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1users have followed this narrative
7 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Batangas Plant Normalization To Improve Operations And Export Capacity
Key Takeaways The Batangas plant's increased capacity and focus on high-margin products are expected to boost profitability and margins. Export and interest rate trends, combined with strategic investments, position D&L for future revenue and earnings growth.
View narrative₱7.60
FV
21.2% undervalued intrinsic discount12.01%
Revenue growth p.a.
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5users have followed this narrative
7 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
New Expansions In CPVC And ECH Will Diversify Revenue Streams And Strengthen Market Position
Key Takeaways Expansion projects and new value chains are likely to boost revenue and earnings, enhancing diversity and capacity utilization by the end of FY '27. Focusing on domestic demand and international markets, Epigral aims to improve net margins through value-added import substitutes and integrated CapEx investments.
View narrative₹2.30k
FV
11.9% undervalued intrinsic discount21.01%
Revenue growth p.a.
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7 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
New Medical Devices And AI Integration Will Fuel Future Success In Medical Markets
Key Takeaways Expansion into the Chinese market and successful product launches are set to drive significant future revenue growth across diverse markets. AI integration through Thirona Retina acquisition suggests enhancements in product offerings, operational efficiency, and net margins.
View narrative€31.80
FV
5.0% undervalued intrinsic discount13.43%
Revenue growth p.a.
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2users have followed this narrative
7 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Global Restructuring And High-Margin Product Expansion Will Drive Future Operational Efficiency
Key Takeaways Strategic expansion into high-margin products and international markets positions Suprajit for revenue growth and improved net margins. Restructuring and acquisition efforts aim to boost operational efficiency and profitability, enhancing earnings potential globally.
View narrative₹490.20
FV
15.5% undervalued intrinsic discount14.95%
Revenue growth p.a.
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7 days ago author updated this narrative