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NVIDIA
GO
Goran_Damchevski
Equity Analyst
An Oversupply Of Compute Power Will See Margins Recede
US$57.00
FV
117.6% overvalued
intrinsic discount
38.24%
Revenue growth p.a.
76
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
16 days ago
author updated this narrative
Vita Coco Company
WA
WallStreetWontons
Community Contributor
Vita Coco Company: Strong Growth Trajectory Driven by Coconut Water Success
US$29.10
FV
0.1% overvalued
intrinsic discount
11.74%
Revenue growth p.a.
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
17 days ago
author updated this narrative
Embracer Group
BO
Bonywall
Community Contributor
Restructuring, Selective M&A and New Releases Should Help Restart Revenue Growth
SEK 32.22
FV
18.1% undervalued
intrinsic discount
10.31%
Revenue growth p.a.
10
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
20 days ago
author updated this narrative
Caterpillar
GO
Goran_Damchevski
Equity Analyst
Infrastructure Programs and Industry Growth Will Push Earnings Higher
US$306.38
FV
27.6% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
7
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
21 days ago
author updated this narrative
Ford Motor
BA
Bailey
Equity Analyst
Rising Labor Costs, Tight Competition And Stricter Credit Conditions Put Pressure On EBIT
US$7.83
FV
36.4% overvalued
intrinsic discount
0.08%
Revenue growth p.a.
5
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
23 days ago
author updated this narrative
Caterpillar
BA
Bailey
Equity Analyst
Slow Innovation Will Hurt Revenue Growth in Global Markets
US$312.23
FV
25.2% overvalued
intrinsic discount
6.09%
Revenue growth p.a.
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
23 days ago
author updated this narrative
Alphabet
RY
rynetmaxwell
Community Contributor
Google Search Continues to Dominate + Google Cloud Grows
US$183.95
FV
11.5% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
5
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
25 days ago
author updated this narrative
WNS (Holdings)
RY
rynetmaxwell
Community Contributor
WNS's Margins Improve w/ Automation and Outcome-Based Pricing
US$89.56
FV
41.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
2
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
27 days ago
author updated this narrative
Paycom Software
RY
rynetmaxwell
Community Contributor
Paycom's Recurring Revenue Reaccelerates as Beti Implementation Finalizes
US$260.61
FV
35.7% undervalued
intrinsic discount
16.00%
Revenue growth p.a.
3
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
27 days ago
author updated this narrative