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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
32.8% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
57
users have followed this narrative
Updated
narrative
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
45.4% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
1
users have commented on this narrative
61
users have followed this narrative
New
narrative
Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.
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US$174.00
FV
37.0% undervalued
intrinsic discount
12.97%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
15
users have followed this narrative
Updated
narrative
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British American Tobacco
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Glo Hyper Pro And Velo+ Will Strengthen Future Portfolio
Key Takeaways New Categories expansion and investments in innovation aim to drive future revenue growth and diversify the company's portfolio. Operational efficiency initiatives and U.S. market focus are expected to enhance margins and drive revenue despite economic challenges.
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UK£38.50
FV
7.3% overvalued
intrinsic discount
1.31%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
153
users have followed this narrative
3 days ago
author updated this narrative
Atlas Copco
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Automation And Digitalization Will Power Global Industrial Markets
Key Takeaways Ongoing innovation, digitalization, and expansion in services strengthen Atlas Copco's pricing power, recurring revenue, and margin stability despite temporary order slowdowns. Global infrastructure growth and optimization efforts position the company for profitability and sustained demand recovery as macro uncertainties ease.
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SEK 172.33
FV
15.8% undervalued
intrinsic discount
4.72%
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
3 days ago
author updated this narrative
Chugai Pharmaceutical
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Roche Collaboration And Biologics Pipeline Will Expand Healthcare Reach
Key Takeaways Focus on biologics, personalized medicine, and R&D productivity positions Chugai well for future growth and expansion of high-value therapies. Strategic partnerships, supply chain investments, and innovation improve global reach, production efficiency, and profit potential.
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JP¥8.27k
FV
11.3% undervalued
intrinsic discount
4.98%
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
3 days ago
author updated this narrative
China Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
AI And Quantum Advancements Will Drive Cloud And IoT Expansion
Key Takeaways Strategic investments in AI, Quantum tech, and cloud services are set to improve margins and significantly boost revenue and earnings. International expansion and focus on digital innovation are diversifying income sources, enhancing market value and financial standing.
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HK$7.07
FV
13.5% undervalued
intrinsic discount
3.57%
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
3 days ago
author updated this narrative
Enel
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Renewed Concessions In Italy And Brazil Will Support Future Energy Investments
Key Takeaways Renewed regulatory support and capital optimization strategies could boost investment in energy transition projects and enhance asset-based profitability. Strategic focus on brownfield opportunities and stable renewables may lead to predictable revenue growth and improved shareholder value.
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€8.45
FV
9.0% undervalued
intrinsic discount
2.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
82
users have followed this narrative
3 days ago
author updated this narrative
AXA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Price Discipline In Retail P&C Will Increase Market Share In Germany And UK
Key Takeaways AXA anticipates growth in midmarket commercial insurance, enhancing revenues and margins in the U.S., Italy, and the U.K. and Ireland. Strategic AI investments and cost moderation are expected to boost earnings and shareholder returns through efficient operations and improved margins.
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€44.15
FV
10.9% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
63
users have followed this narrative
3 days ago
author updated this narrative
Intesa Sanpaolo
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
The Bank Will Drive Future Efficiency Through Tech Investments And Wealth Management Expansion
Key Takeaways Technology investments in cloud and digital banking are enhancing efficiency, reducing expenses, and improving margins. The focus on wealth management and hiring initiatives aims to boost commissions and drive revenue growth further.
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€5.46
FV
8.3% undervalued
intrinsic discount
3.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
3 days ago
author updated this narrative
NTT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Health, Data Centers And AI Will Drive Future Success
Key Takeaways Strategic shift toward B2B tech solutions, data center expansion, and digital services is diversifying revenue streams and improving profit margins. Demographic trends and digital transformation in Japan boost demand for smart infrastructure, while operational reforms enhance efficiency and capital returns.
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JP¥175.57
FV
11.2% undervalued
intrinsic discount
3.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Petróleo Brasileiro - Petrobras
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Advancing FPSO Almirante Tamandare And Maria Quiteria Projects Will Increase Future Oil Production
Key Takeaways Strategic investments in deepwater fields and productive assets aim to improve margins and reduce operational costs. Restructuring and low debt maintenance bolster financial stability, supporting growth opportunities and potential future EPS increases.
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R$41.35
FV
22.1% undervalued
intrinsic discount
-0.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
77
users have followed this narrative
3 days ago
author updated this narrative
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