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MicroStrategy
BL
BlackGoat
Community Contributor
MicroStrategy: Volatile Gamble or Golden Opportunity?
Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.
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US$663.00
FV
35.7% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
15
users have commented on this narrative
170
users have followed this narrative
15 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
20.5% 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
7 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
25.2% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
7 days ago
author updated this narrative
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Steelcase
CO
codabat
Community Contributor
Steelcase's Potential 30% Upside in a Volatile Market
STEELCASE FAIR VALUE ANALYSIS Target Price: $15.60 Valuation Methodology Based on sector-relative P/E analysis , Steelcase appears moderately undervalued. Using TTM EPS of $1.04 and applying the furniture industry average P/E multiple of 15x, the intrinsic fair value equals $15.60 per share.
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US$15.60
FV
34.1% undervalued
intrinsic discount
20.25%
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
14 days ago
author updated this narrative
Atlas Pearls
RO
Robbo
Community Contributor
Atlas Pearls will shine brightly with profits set to surge over 69%.
Atlas Pearls is an Australian-listed company operating eight pearl farms across the Indonesian archipelago. It has established itself as one of the world’s leading producers of high-quality white and silver South Sea pearls—a niche luxury product with strong global appeal, particularly in Asia.
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AU$0.45
FV
65.6% undervalued
intrinsic discount
44.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
14 days ago
author updated this narrative
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
28.8% 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
14 days ago
author updated this narrative
MicroStrategy
BL
BlackGoat
Community Contributor
MicroStrategy: Volatile Gamble or Golden Opportunity?
Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.
View narrative
US$663.00
FV
35.7% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
15
users have commented on this narrative
170
users have followed this narrative
15 days ago
author updated this narrative
Aehr Test Systems
ZW
Zwfis
Community Contributor
Aehr Test Systems will leverage AI for significant growth potential
There are a couple of reasons that I like this stock, but I still need to look more into it, however I do currently own some shares. As of right now AEHR is in a good position with AI about to explode in the near future if they can make sure to best utilize their products so they can be most efficient in bringing in revenue.
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US$37.42
FV
56.0% undervalued
intrinsic discount
26.99%
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
15 days ago
author updated this narrative
Pro Medicus
RO
Robbo
Community Contributor
Great Company.... but so expensive!
Pro Medicus (ASX: PME) is an Australian company that develops medical imaging software under its Visage product range. Leading medical institutions including NYU Langone, UCSF, and Mass General Brigham have publicly or semi-publicly praised the platform—often via PME-issued press releases or interviews.
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AU$133.68
FV
145.6% overvalued
intrinsic discount
-9.04%
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
17 days ago
author updated this narrative
ALPH
Alpha Dhabi Holding PJSC
AL
ALPHA_AD1
Community Contributor
Alpha Dhabi Holding PJSC is poised to Expand in Healthcare and Utilities for the Next 5 Years
Where will the business be in 3, 5, or 10 years? 3-Year Outlook (2025–2027): Alpha Dhabi is likely to consolidate its regional expansion in healthcare, construction, and utilities.
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د.إ29.15
FV
59.2% undervalued
intrinsic discount
46.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
18 days ago
author updated this narrative
Saudi Telecom
JU
JuniorC
Community Contributor
Saudi Telecom set to evolve into a digital powerhouse with strong government backing
In the next 5 years , STC (Saudi Telecom Company) is likely to evolve into a leading regional digital powerhouse with a strong presence in telecommunications, technology, and digital services. Here’s why: 1.
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ر.س23.86
FV
74.6% overvalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
18 days ago
author updated this narrative
Tantalizers
WA
WaneInvestmentHouse
Community Contributor
Tantalizers Plc Battles Headwinds Amid Revenue Slump and Deepening Losses in Q1 2025
Tantalizers Plc's Q1 2025 unaudited financials paint a concerning picture, with the food services company grappling with declining revenues , mounting losses , and rising operational inefficiencies , despite maintaining a solid asset base. Key Highlights – Q1 2025 vs FY 2024 (Trailing) Financial Metric Q1 2025 (₦) FY 2024 (₦) Trend System Revenue 708.08M 2.90B ▼ Net Revenue 314.70M 1.20B ▼ Cost of Sales (207.70M) (773.33M) ▼ Gross Profit 107.00M 425.16M ▼ Operating Loss (189.13M) (189.93M) ↔ Loss Before Tax (20.05M) (265.59M) ▲ Loss After Tax (20.05M) (265.59M) ▲ EPS (Basic/Diluted) (5) Kobo (5) Kobo = Operational Struggles Intensify Despite a slight uptick in cash flows from operating activities (₦46.1M), the business continues to hemorrhage due to: Elevated administrative expenses (₦189.13M in Q1) Distribution costs and finance charges Weakening gross margins , indicating either inefficient sourcing or pricing pressures.
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₦2.50
FV
8.0% overvalued
intrinsic discount
99.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
8
users have followed this narrative
18 days ago
author updated this narrative
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