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Reddit
GO
Goran_Damchevski
Equity Analyst
Advertising, Data Licensing and User Economy Could Be Enough to Drive Revenue Growth, If Successful
US$38.00
FV
75.1% overvalued
intrinsic discount
21.00%
Revenue growth p.a.
3
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Palantir Technologies
GO
Goran_Damchevski
Equity Analyst
AIP Drives Network Effects And Strong Revenue Growth
US$20.60
FV
80.1% overvalued
intrinsic discount
29.00%
Revenue growth p.a.
21
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative
Pinterest
GO
Goran_Damchevski
Equity Analyst
Leading Idea Discovery Makes Pinterest A Durable Software Business
US$30.00
FV
9.1% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 months ago
author updated this narrative
NIKE
GO
Goran_Damchevski
Equity Analyst
Global Direct-To-Consumer Growth May Reduce Nike’s Premium
US$81.00
FV
10.4% overvalued
intrinsic discount
6.10%
Revenue growth p.a.
12
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 months ago
author updated this narrative
Microsoft
GO
Goran_Damchevski
Equity Analyst
Productivity Suite, Cloud and AI to Continue Growing, Pushing Up Net Margins
US$310.00
FV
39.1% overvalued
intrinsic discount
11.60%
Revenue growth p.a.
63
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 months ago
author updated this narrative
Alphabet
GO
Goran_Damchevski
Equity Analyst
A Fracturing Search Market and Lack of Monetization Will Slow Revenue Growth
US$145.00
FV
12.2% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
49
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 months ago
author updated this narrative
Enphase Energy
GO
Goran_Damchevski
Equity Analyst
Market Leadership Amidst Increasing Competition Won't Hurt Solid Revenue Growth
US$96.00
FV
18.3% overvalued
intrinsic discount
21.00%
Revenue growth p.a.
4
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Walt Disney
GO
Goran_Damchevski
Equity Analyst
Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins
US$100.00
FV
4.8% undervalued
intrinsic discount
4.30%
Revenue growth p.a.
6
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 months ago
author updated this narrative
Salesforce
GO
Goran_Damchevski
Equity Analyst
Salesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High
US$181.00
FV
52.4% overvalued
intrinsic discount
13.00%
Revenue growth p.a.
7
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative