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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$282.83
FV
30.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
48
users have followed this narrative
Updated
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
44.5% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
1
users have commented on this narrative
55
users have followed this narrative
New
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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
40.8% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
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Betsson
IN
Investingwilly
Community Contributor
Leading the Game with Growth, Innovation, and Exceptional Returns
Betsson AB is a standout performer in the online gaming and betting industry, renowned for its financial strength, resilience, and strategic adaptability. Combining steady growth with shareholder-focused capital allocation, Betsson has positioned itself as one of the most attractive investments in the sector.
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SEK 300.00
FV
44.5% undervalued
intrinsic discount
32.58%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
10
users have commented on this narrative
77
users have followed this narrative
3 months ago
author updated this narrative
Evolution
IN
Investingwilly
Community Contributor
A Compounding Machine
Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.
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SEK 876.22
FV
0.4% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
43
users have commented on this narrative
100
users have followed this narrative
3 months ago
author updated this narrative
Livingtrust Mortgage Bank
WA
WaneInvestmentHouse
Community Contributor
LivingTrust Mortgage Bank PLC Delivers Record Profit Amidst Challenging Economic Environment
LivingTrust Mortgage Bank PLC has achieved a remarkable Profit Before Tax (PBT) of ₦981.2 million for the year ended December 31, 2024, marking one of the highest profits in the bank’s history despite operating in a tough macroeconomic landscape. The results are a testament to the bank’s ability to adapt and thrive, even in the face of inflationary pressures, exchange rate volatility, and stricter regulatory frameworks.
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₦4.00
FV
64.8% overvalued
intrinsic discount
32.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Zenith Bank
WA
WaneInvestmentHouse
Community Contributor
Zenith Bank Delivers Solid Q1 2025 Earnings on Higher Interest Income and Cost Efficiency
Zenith Bank Plc reported a robust 21% year-on-year growth in profit after tax to ₦311.83 billion in Q1 2025, reflecting a resilient financial performance driven by the high-interest rate environment and disciplined cost management. The bank’s gross earnings surged 22% to ₦950 billion , up from ₦781 billion in Q1 2024, marking continued momentum in core banking operations.
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₦52.91
FV
41.8% overvalued
intrinsic discount
9.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
4
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Fidelity Bank
WA
WaneInvestmentHouse
Community Contributor
Fidelity Bank Delivers Triple-Digit Profit Growth in Q1 2025 as Interest Income and Credit Quality Improve
Fidelity Bank Plc delivered a robust performance in the first quarter of 2025, with pre-tax profit soaring 167.79% year-on-year to ₦107.77 billion , reflecting a strong start to the year fueled by improved interest margins, credit quality, and solid balance sheet expansion. Key Financial Highlights (Q1 2025 vs.
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₦18.76
FV
11.9% overvalued
intrinsic discount
63.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
AB Volvo
IN
Investingwilly
Community Contributor
Volvo: A Reliable Dividend Stock with Promising Growth Ahead
Intro Volvo AB (VOLV-B) has long been a staple in the global automotive industry, and despite the volatility that has affected markets in recent years, Volvo’s stock remains a promising investment. With a fair value estimate of 270 SEK, and the current price hovering around 250 SEK, Volvo appears to be undervalued, presenting an opportunity for investors looking to add a solid performer to their portfolio.
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SEK 270.00
FV
5.0% overvalued
intrinsic discount
8.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 months ago
author updated this narrative
Subsea 7
MR
MrMoneyMan
Community Contributor
Subsea 7 Set for a Strong Q2 with Promising Upside in June
Q1 knappast någon viktig katalysator Orderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljoner dollar). Gällande intjäningen är Q1 alltid ett svagt kvartal på grund av säsongseffekter (låg aktivitetsnivå i Nordsjön).
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NOK 290.00
FV
31.2% undervalued
intrinsic discount
31.58%
Revenue growth p.a.
Set Fair Value
0
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
Stellantis
WO
woodworthfund
Community Contributor
BETTING AGAINST MATH? PERFECT. I’LL BE BUYING MORE STELLANTIS (STLA)
Stellantis is an underappreciated gem in an out-of-favor market. Recent layoffs at their Michigan plant unrelated to tariffs have only compounded the malaise brought on by recent whiplash trade policy changes.
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US$30.00
FV
70.0% undervalued
intrinsic discount
50.20%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
3
users have commented on this narrative
12
users have followed this narrative
3 months ago
author updated this narrative
Moderna
WO
woodworthfund
Community Contributor
MODERNA (MRNA): WALLSTREET THREW IT OUT - I’LL PICK IT UP AND CASH THE CHECK
Despite the defunding of US governmental research and health services, Moderna remains in a commanding fundamental position. The company that made its name during the COVID-19 pandemic developing and manufacturing vaccines for the disease at breakneck pace also happened to have bagged a historic windfall in exchange for its performance.
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US$175.00
FV
81.6% undervalued
intrinsic discount
48.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative
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