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Weekly Picks
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
27.9% 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
21 days ago
author updated this narrative
Planet Labs PBC
AN
andreas_eliades
Community Contributor
Planet Labs: At The Heart Of The Emerging New Space Boom
Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.
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US$11.31
FV
43.8% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
17
users have followed this narrative
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Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Key Assumptions: Successful Guyana and South America Deposits: ExxonMobil’s Stabroek Block in Guyana is assumed to achieve full operational success, contributing significantly to production growth. The block is estimated to hold over 11 billion barrels of recoverable oil, with production scaling rapidly.
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US$189.00
FV
41.0% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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United Utilities Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Implementing Satellite Imaging And AI Will Reduce Costs And Improve Environmental Compliance
Key Takeaways Investment in technology and pollution prevention enhances efficiency, reduces costs, and improves margins by lowering operational expenses and regulatory penalties. Significant capital investment and community engagement projects are expected to drive future growth, boost revenue, and support sustainable long-term dividends.
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UK£12.45
FV
10.8% undervalued
intrinsic discount
10.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Toray Industries
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Key Takeaways Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations. Accelerated capital efficiency efforts and demand recovery in key segments position the company for sustained revenue growth and improved earnings.
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JP¥1.10k
FV
8.5% undervalued
intrinsic discount
4.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
2883
KGI Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Geopolitical Uncertainties And Market Volatility Will Hamper Taiwan's Financial Sector
Key Takeaways KGI Financial Holding's strategic shifts towards diversified investment income and asset management indicate a potential boost in earnings and net margins. Expansion in Hong Kong and focus on high-margin services suggest growth in international revenue and income diversification.
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NT$18.80
FV
19.4% undervalued
intrinsic discount
-48.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Oil India
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New Petrochemical Capacity At NRL Will Expand Future Product Offerings
Key Takeaways Expanded capacity and product diversification at NRL could boost revenue and margins through increased crude processing and higher-value petrochemical products. Enhanced exploration and production efforts, including reducing gas flaring and targeting high-potential areas, could drive earnings and reserve growth.
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₹534.70
FV
20.3% undervalued
intrinsic discount
-7.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
5 days ago
author updated this narrative
Thai Beverage
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
IBIL's Increased Stake In Fraser And Neave Will Expand Future Market Reach
Key Takeaways Improved operational efficiencies and reduced costs in the beer business are expected to enhance profitability and increase net margins. Successful marketing and strategic expansions in nonalcoholic beverages could significantly boost sales volumes and revenue growth.
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S$0.61
FV
23.4% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
Stantec
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Strong Backlog And Upcoming Projects Will Drive Future Opportunities In Water Business
Key Takeaways Record backlog growth in Water business and strong AMP8 program positioning drive future revenue and earnings growth. Robust M&A pipeline and operational efficiency improvements contribute to potential revenue and earnings enhancement.
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CA$158.18
FV
5.7% undervalued
intrinsic discount
10.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
5 days ago
author updated this narrative
Far EasTone Telecommunications
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focus On 5G And AI Will Improve Future Operational Efficiency
Key Takeaways Strategic 5G expansion, merger synergies, and ICT projects boost revenue growth and operational efficiency, enhancing EBITDA and net margins. Diversification into Smart Cities and AI adoption increases revenue opportunities and efficiency, improving long-term growth and financial performance.
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NT$101.67
FV
19.6% undervalued
intrinsic discount
3.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
GMRA
GMR Airports
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Airport Expansions At Hyderabad And Mopa Will Increase Future Passenger Traffic
Key Takeaways Expansion projects and improved tariffs at key airports likely enhance revenue and earnings growth for GMR Airports. Non-aero revenue and reduced debt costs position the company for stronger profitability.
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₹90.00
FV
0.4% undervalued
intrinsic discount
24.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
1050
Banque Saudi Fransi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The 2030 Strategy Will Broaden Retail And Digital Opportunities
Key Takeaways The bank's strategy to enhance retail features and upgrade digital infrastructure aims to boost growth, improve efficiency, and strengthen revenue streams. Diversifying through nontraditional products and maintaining strong risk management practices support earnings stability and profitability.
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ر.س20.05
FV
15.6% undervalued
intrinsic discount
12.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
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