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Weekly Picks
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$268.43
FV
27.9% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
21 days ago
author updated this 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
43.8% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
17
users have followed this narrative
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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
41.0% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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UPDC
WA
WaneInvestmentHouse
Community Contributor
UPDC Plc Q1 2025 – Hidden Real Estate Value Unlocking Behind 713% Profit Surge
UPDC Nigeria Plc has released its Q1 2025 earnings, reinforcing its steady turnaround with a blend of financial growth and asset-backed strength. Despite delivering a sharp improvement in revenue and profitability, UPDC’s market valuation remains meaningfully below intrinsic value, presenting a notable opportunity for contrarian, value-focused investors.
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₦4.36
FV
19.3% overvalued
intrinsic discount
10.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
7
users have followed this narrative
12 days ago
author updated this narrative
Renault
PI
PittTheYounger
Community Contributor
Anticipated Future PE Boosts Renault's Market Appeal
Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.
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€48.78
FV
30.4% undervalued
intrinsic discount
1.50%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
13 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
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US$40.73
FV
23.9% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
14 days ago
author updated this narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$10.00
FV
9.8% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
14 days ago
author updated this narrative
Geregu Power
WA
WaneInvestmentHouse
Community Contributor
Geregu Power Plc Q2 - Delivers Strong Revenue Growth Amid Mounting Cost Pressures
Geregu Power Plc reported a notable 85% year-on-year revenue growth for the three months ended 30 June 2025, reaching ₦55.87 billion compared to ₦30.25 billion in Q2 2024. This reflects increased generation output and higher dispatch levels, underscoring the company’s operational leverage in Nigeria’s power generation space.
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₦871.70
FV
31.0% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
15 days ago
author updated this narrative
ZCCM Investments Holdings
BE
Bernd
Community Contributor
ZCCM-IH: Undervalued African Investment Holding
ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.
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€2.60
FV
23.5% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
17 days ago
author updated this narrative
Himax Technologies
WA
WaneInvestmentHouse
Community Contributor
Q1 Result short note
Himax Technologies’ first quarter was met with a positive market reaction, as the company outperformed Wall Street’s revenue and profit expectations despite typical seasonality. Management attributed the results to ongoing momentum in automotive display ICs, with CEO Jordan Wu highlighting nearly 20% year-over-year automotive IC sales growth and robust design-win pipelines.
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US$9.88
FV
4.5% undervalued
intrinsic discount
6.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
19 days ago
author updated this narrative
Saul Centers
WA
WaneInvestmentHouse
Community Contributor
Saul Centers' Q1 2025: Twinbrook Phase I Weighs on Earnings Despite Core Strength
Saul Centers, Inc. (NYSE: BFS) reported mixed results for Q1 2025, highlighting a strategic inflection point as the company absorbs near-term headwinds tied to the initial operations of its Twinbrook Quarter Phase I development.
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US$36.04
FV
9.4% undervalued
intrinsic discount
-4.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
19 days ago
author updated this narrative
Merck
WA
WaneInvestmentHouse
Community Contributor
Acqusition and awaiting analysis
Merck & Co., Inc. (NYSE:MRK) shares have moved higher as investors cheered a key FDA filing and strategic acquisition, while digesting trimmed earnings forecasts.
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US$74.00
FV
13.6% overvalued
intrinsic discount
2.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
19 days ago
author updated this narrative
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