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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
47.3% overvalued intrinsic discount15.93%
Revenue growth p.a.
38users have liked this narrative
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66users have followed this narrative
14 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
61.1% undervalued intrinsic discount25.46%
Revenue growth p.a.
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46users have followed this narrative
8 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
70.4% undervalued intrinsic discount9.30%
Revenue growth p.a.
42users have liked this narrative
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58users have followed this narrative
6 days ago author updated this narrative
WA
Consensus Narrative from 9 Analysts
Booming South American Mining And Data Center Demand Propel Growth And Profits
Key Takeaways Continued demand in South America's mining sector and investments in capacity are expected to enhance revenue, margins, and earnings growth. Operational restructuring and cost reduction efforts are anticipated to lower expenses and improve net margins, boosting earnings per share.
View narrativeCA$47.44
FV
8.3% undervalued intrinsic discount-1.93%
Revenue growth p.a.
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1users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
New Crude Oil And Natural Gas Products Will Drive Future Success
Key Takeaways Strong growth in average daily turnover and launching new products are expected to positively impact future revenues. Focus on operational excellence and product expansion is anticipated to boost efficiency, profitability, and trading volumes.
View narrative₹6.31k
FV
12.9% undervalued intrinsic discount20.02%
Revenue growth p.a.
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1users have followed this narrative
13 days ago author updated this 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
27.1% undervalued intrinsic discount9.48%
Revenue growth p.a.
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13 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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13 days ago author updated this narrative
WA
Consensus Narrative from 26 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
20.8% undervalued intrinsic discount10.30%
Revenue growth p.a.
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1users have followed this narrative
13 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
10.9% undervalued intrinsic discount7.01%
Revenue growth p.a.
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13 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
5.6% overvalued intrinsic discount14.12%
Revenue growth p.a.
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13 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
4.4% undervalued intrinsic discount11.87%
Revenue growth p.a.
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13 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
8.4% undervalued intrinsic discount11.69%
Revenue growth p.a.
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11users have followed this narrative
13 days ago author updated this narrative