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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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36users 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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45users have followed this narrative
Updated narrative
WA
Consensus Narrative from 3 Analysts
Major Scripted Releases And Gaming Success To Propel Revenue Growth And Boost Profit Margins
Key Takeaways New show releases and collaboration with global streamers could boost revenue and market share despite challenging conditions. Strong online sports betting performance and strategic acquisitions may enhance profitability and revenue diversification.
View narrative€10.97
FV
27.5% undervalued intrinsic discount9.48%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
Los Condores Project And Renewable Expansion May Boost Growth But Regulatory And Climate Risks Persist
Key Takeaways Completion of the Los Condores project and regulatory improvements could boost Enel Chile's revenue and cash flow through increased hydroelectric generation and reduced liabilities. Expansion of renewable energy capacity and favorable hydrological conditions may enhance Enel Chile's revenue and margins with a more efficient generation mix.
View narrativeCL$67.71
FV
7.1% undervalued intrinsic discount0.69%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 27 Analysts
Clean Energy Commitment And Aggressive CNG Expansion Will Drive Earnings And Enhance Net Margins
Key Takeaways Strategic expansion in infrastructure and geographical coverage is expected to boost earnings and profitability for Gujarat Gas. CNG network growth and digitization efforts enhance net margins through improved efficiency and reduced operating costs.
View narrative₹531.74
FV
11.6% undervalued intrinsic discount10.30%
Revenue growth p.a.
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1users have followed this narrative
8 days ago author updated this narrative
WA
Consensus Narrative from 12 Analysts
Renewable Energy Investments And New Contract Wins Will Drive Earnings Growth
Key Takeaways New customer conversions and large contract negotiations could strongly enhance future revenue and earnings once realized. Planned investments in renewable energy and capacity expansion aim to drive future earnings growth, leveraging a strong cash position.
View narrative₹3.98k
FV
7.2% undervalued intrinsic discount7.01%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 8 Analysts
Deposit Return Schemes And Autosort PULSE Innovations Poised To Propel Growth And Boost Profitability
Key Takeaways Restructuring in the Food division and strong backlog orders are set to enhance profitability, drive growth, and increase future revenue. Expansion into new deposit return markets and innovative product launches are expected to boost Collection revenues and market growth.
View narrativeNOK 157.13
FV
6.8% overvalued intrinsic discount14.12%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 22 Analysts
Investments In Saifco And Orissa Plants Will Strengthen Future Prospects
Key Takeaways Strategic expansions and capacity increases are set to enhance revenue, profitability, and margins in key regions like J&K and Orissa. Focus on premium products and efficiency improvements aims to boost margins and future earnings significantly.
View narrative₹5.05k
FV
2.9% undervalued intrinsic discount11.87%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Investments In eKYC, eDIS, And eMargin Pledge Will Improve Operational Efficiencies In India's Securities Market
Key Takeaways Strong demat account growth and technological investments indicate CDSL's potential for revenue expansion and improved operational efficiencies. Strategic positioning in Indian capital markets and focus on security bolster CDSL's sustainable revenue growth and market trust.
View narrative₹1.35k
FV
1.9% undervalued intrinsic discount11.69%
Revenue growth p.a.
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11users have followed this narrative
8 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Eastern Europe Expansion And Netstal Integration To Boost Profit Margins And Revenue Growth
Key Takeaways Strong growth in Eastern Europe and Central Asia, and secure capacity utilization, suggest potential revenue growth and stable profit margins. Expansion in service and successful integration of Netstal expected to boost recurring revenue and improve efficiency and profitability.
View narrative€151.70
FV
15.6% undervalued intrinsic discount7.67%
Revenue growth p.a.
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8 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
GeNiE's Money Lamp And Overseas Expansion Will Power Future Profitability
Key Takeaways Strong loan and credit demand and strategic international growth could significantly boost Acom's future revenues and earnings. Effective financial strategies, including cost management and innovative services, are expected to support profit growth and net margin stability.
View narrativeJP¥406.67
FV
3.1% undervalued intrinsic discount5.28%
Revenue growth p.a.
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8 days ago author updated this narrative