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BE
Bejgal
Community Contributor
Fiverr aims for greater revenue with expansive enterprise solutions and AI
Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.
View narrativeUS$105.21
FV
73.5% undervalued intrinsic discount12.30%
Revenue growth p.a.
10users have liked this narrative
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50users have followed this narrative
7 days ago author updated this narrative
ST
Equity Analyst and Writer
SoundHound’s Moat And Diversified Revenue Strategy Make It A Voice AI Leader
Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.
View narrativeUS$28.58
FV
61.8% undervalued intrinsic discount139.00%
Revenue growth p.a.
56users have liked this narrative
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115users have followed this narrative
Updated narrative
EV
Evangelos
Community Contributor
Medtronic Stock: A Compelling Buy for Value and Income Investors as Robotics, Innovation Catalysts Ignite Upside to $105+
Strengths and Competitive Advantages: Diverse Product Portfolio: Medtronic operates across four key segments—Cardiovascular, Medical-Surgical, Neuroscience, and Diabetes—providing revenue stability and reducing dependency on any single product line. This diversification surpasses more specialized competitors like Boston Scientific (focused on cardiovascular) or Intuitive Surgical (robotics).
View narrativeUS$95.00
FV
7.4% undervalued intrinsic discount5.15%
Revenue growth p.a.
8users have liked this narrative
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14users have followed this narrative
4 days ago author updated this narrative
CH
Chester
Community Contributor
SAP's Revenue Will Soar by Over 10% as Profit Margins Improve
Catalysts AI functionality is a new world Assumptions Strong brand can deliver higher revenue growth in heated/inflationary climate While AI investment will be expensive, there will be reasonable increased profit growth with productivity and functionality benefits. Risks Global economic and political climate, along with investment risk in AI, necessitates higher risk level for discount calc.
View narrativeUS$263.71
FV
9.2% overvalued intrinsic discount15.00%
Revenue growth p.a.
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10users have followed this narrative
about 1 month ago author updated this narrative
CH
Chester
Community Contributor
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.
View narrativeUS$253.14
FV
3.4% overvalued intrinsic discount15.00%
Revenue growth p.a.
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1users have followed this narrative
about 1 month ago author updated this narrative
KA
kapirey
Community Contributor
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.
View narrativeHK$516.54
FV
0.09% overvalued intrinsic discount14.00%
Revenue growth p.a.
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13users have followed this narrative
about 1 month ago author updated this narrative
JO
Johndoe
Community Contributor
Karoooo biast prediction
Karooooo is continuing to expand in Southeast Asia, leveraging favorable market conditions and an underpenetrated market. The Southeast Asian telematics market is projected to grow at a CAGR of 11.53% from 2024 to 2029, adding c3.4m IoT devices.
View narrativeR1.40k
FV
36.5% undervalued intrinsic discount18.00%
Revenue growth p.a.
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about 1 month ago author updated this narrative
NA
NateF
Community Contributor
SMCI Market Outlook
Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.
View narrativeUS$49.35
FV
20.1% overvalued intrinsic discount31.29%
Revenue growth p.a.
4users have liked this narrative
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37users have followed this narrative
about 1 month ago author updated this narrative
EV
evgenispap
Community Contributor
Bonava will at least triple its market value when the housing market recovers
If earnings hit half of what they were when the company founded in 2016, which was a reasonable housing market period, the company will profit around half a billion SEK. With a P/E multiple of 14, that is around 7 billion sek, which is 3 times the current market value.
View narrativeSEK 49.02
FV
78.3% undervalued intrinsic discount2.00%
Revenue growth p.a.
2users have liked this narrative
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8users have followed this narrative
about 1 month ago author updated this narrative
ST
StickmanCyborg
Community Contributor
HF Sinclair Corp: A Nuanced Investment Case
HF Sinclair Corporation represents an intricate investment proposition in the ever-shifting dynamics of the energy sector. Against the background of recent underperformance, a combination of factors suggests probable undervaluation, for which a closer look might be warranted.
View narrativeUS$98.48
FV
62.0% undervalued intrinsic discount5.00%
Revenue growth p.a.
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8users have followed this narrative
about 1 month ago author updated this narrative
NA
NateF
Community Contributor
Q3/4 Price Decline, 2025 Projections
Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.
View narrativeUS$193.68
FV
41.1% undervalued intrinsic discount18.84%
Revenue growth p.a.
4users have liked this narrative
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21users have followed this narrative
about 1 month ago author updated this narrative
NA
NateF
Community Contributor
ELV Market Outlook
Elevance Health, Inc. (NYSE: ELV) is a prominent player in the health benefits industry, offering a range of services including medical, pharmaceutical, dental, and behavioral health plans.
View narrativeUS$390.54
FV
0.01% undervalued intrinsic discount6.79%
Revenue growth p.a.
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6users have followed this narrative
about 1 month ago author updated this narrative