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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
44.0% overvalued intrinsic discount15.93%
Revenue growth p.a.
29users have liked this narrative
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49users have followed this narrative
10 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
61.9% undervalued intrinsic discount25.46%
Revenue growth p.a.
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39users have followed this narrative
4 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.
30users have liked this narrative
0users have commented on this narrative
46users have followed this narrative
1 day ago author updated this narrative
WA
Consensus Narrative from 12 Analysts
Vision 2035 Will Advance Banking With Gen AI And Fintech Alliances
Key Takeaways ADIB's Vision 2035 strategy focuses on leveraging technology and innovation to drive growth and profitability improvements. Customer base expansion and improved cost-to-income ratio highlight potential for sustained revenue growth and better margins.
View narrativeد.إ16.07
FV
1.2% overvalued intrinsic discount6.61%
Revenue growth p.a.
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3users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 32 Analysts
Home Loan And SME Expansion Into New Geographies Will Improve Earnings Stability And Reduce Cyclicality
Key Takeaways Strategic expansion into non-South markets and staff increase could boost revenue and improve net margins. Portfolio diversification aims to reduce earnings cyclicality, supporting stable growth and potential stock revaluation.
View narrative₹1.51k
FV
8.5% undervalued intrinsic discount30.86%
Revenue growth p.a.
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2users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 18 Analysts
5G Network And AI Expansion Will Strengthen Future Competitiveness
Key Takeaways True Corporation's network modernization and strategic digital expansion drive revenue growth and improve profitability with sustainable EBITDA growth. ESG initiatives and focus on high-value customers enhance investor confidence and long-term financial stability.
View narrative฿13.76
FV
12.1% undervalued intrinsic discount-4.04%
Revenue growth p.a.
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0users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 39 Analysts
Investments In Biosimilars And NRT Will Expand Market Reach, Yet Regulatory Hurdles May Persist
Key Takeaways Strategic expansion in biosimilars and key product markets could drive revenue and improve margins. Increased investment in R&D for complex generics and GLP-1 assets aims to boost high-margin, innovative product offerings.
View narrative₹1.35k
FV
7.9% undervalued intrinsic discount5.92%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
Collaboration With Mercedes-Benz On Sustainable Development Will Drive Future Success
Key Takeaways Execution of renewable projects and recycling focus positions Hydro for revenue growth by diversifying energy sources and capturing premium markets. Cost savings from fuel switches and operational improvements bolster net margins, enhancing earnings even during market downturns.
View narrativeNOK 80.67
FV
16.0% undervalued intrinsic discount4.32%
Revenue growth p.a.
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2users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 33 Analysts
Women's Health Plan And Tech Investments Will Drive Future Success
Key Takeaways Product innovation and niche market targeting could drive future revenue growth and cater to unmet customer needs. Focus on high-margin segments and efficient distribution strategies aims to improve profitability and enhance overall earnings.
View narrative₹739.48
FV
18.9% undervalued intrinsic discount-7.61%
Revenue growth p.a.
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2users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 19 Analysts
GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement
Key Takeaways Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention. Strategic expansion and disciplined cost control are driving revenue growth and enhancing operating margins, supporting long-term earnings and shareholder value.
View narrativeUK£13.20
FV
0.1% undervalued intrinsic discount9.16%
Revenue growth p.a.
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1users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 22 Analysts
Planned Expansion Of Pingo Doce And Ara Stores Will Boost Consumer Experience
Key Takeaways Strategic investments in store infrastructure and value propositions may enhance consumer experience and drive revenue growth. Efforts on cost management and a favorable margin mix could stabilize net margins and boost future earnings.
View narrative€21.54
FV
9.1% undervalued intrinsic discount6.33%
Revenue growth p.a.
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5users have followed this narrative
9 days ago author updated this narrative
WA
Consensus Narrative from 14 Analysts
Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions
Key Takeaways AI-driven efficiencies and international expansion are expected to boost revenue and competitive advantages through improved margins and personalized customer retention. Strategic partnerships and advanced technologies promise significant earnings growth in telecommunications and cloud solutions.
View narrativeJP¥963.23
FV
2.8% overvalued intrinsic discount8.27%
Revenue growth p.a.
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9 days ago author updated this narrative