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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
32.8% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
57
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
45.4% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
1
users have commented on this narrative
61
users have followed this narrative
New
narrative
Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.
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US$174.00
FV
37.0% undervalued
intrinsic discount
12.97%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
15
users have followed this narrative
Updated
narrative
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Kirloskar Pneumatic
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Emerging Markets And Industrial Automation Will Unlock Future Potential
Key Takeaways New product lines and localization efforts position the company to benefit from industrial automation, energy efficiency, and growing infrastructure investments. Backward integration and reduced import dependence drive operational efficiency, improved margins, and greater earnings stability.
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₹1.64k
FV
19.9% undervalued
intrinsic discount
19.58%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
2 days ago
author updated this narrative
Oxford Instruments
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Operational Improvements And US Market Focus Will Strengthen Future Margins
Key Takeaways Strategic regional rebalancing and leadership changes in North America could foster expansion into new markets and drive revenue growth. Operational improvements and transformation programs aim to enhance efficiencies, reduce costs, and bolster operating margins across divisions.
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UK£23.89
FV
25.1% undervalued
intrinsic discount
-0.99%
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
2 days ago
author updated this narrative
Zen Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Government Orders And AI Integration Will Redefine Defense Capabilities
Key Takeaways Defense spending trends and military modernization are driving strong demand for Zen's advanced simulation and AI-enabled products, supporting sustained revenue and margin growth. Proven domestic track record, R&D investments, and growing exports create a strong moat, ensuring long-term pricing power and diversified earnings.
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₹1.72k
FV
10.6% undervalued
intrinsic discount
32.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
2 days ago
author updated this narrative
Eurocell
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Alunet Acquisition And ERP Upgrade Will Improve Operations
Key Takeaways The acquisition of Alunet and strategic expansion aim to enhance product offerings and drive revenue growth by broadening market share. Operational efficiencies and capital allocation focus signal confidence in long-term earnings, potentially boosting investor perception and share valuation.
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UK£2.55
FV
42.4% undervalued
intrinsic discount
9.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
2 days ago
author updated this narrative
Huhtamaki India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Sustainable Packaging Adoption Will Expand Future Market Reach
Key Takeaways Strategic emphasis on sustainable packaging and high-growth product categories enhances margins, future growth potential, and earnings resilience amidst evolving regulatory and market trends. Investments in operational efficiencies and premium product mix drive ongoing profitability gains and improve revenue quality as demand normalizes.
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₹348.00
FV
37.2% undervalued
intrinsic discount
8.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
2 days ago
author updated this narrative
Cebu Air
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Air Travel Network Will Boost 25% Seat Capacity
Key Takeaways Strategic expansion and operational enhancements may drive revenue growth and improve net margins through increased customer satisfaction and efficiency. Declining fuel costs and a strong peso may lower operating expenses, boosting net income margins due to currency exchange benefits.
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₱52.50
FV
33.0% undervalued
intrinsic discount
11.08%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
2 days ago
author updated this narrative
Arvind Fashions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Retail And Digital Expansion Will Capture Urban Trends
Key Takeaways Retail and omnichannel expansion, coupled with digital investments and premiumization, are driving revenue growth, market share gains, and improved margins. Operational efficiency and leadership changes are supporting higher profitability, stronger cash flows, and accelerated reinvestment for future growth.
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₹710.25
FV
21.1% undervalued
intrinsic discount
12.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
2 days ago
author updated this narrative
Capstone Copper
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Operational Efficiencies And Project Expansions Will Boost Future Copper Production
Key Takeaways Enhanced operational efficiency and project ramp-ups at Mantoverde and Mantos Blancos could boost revenue and improve cost structures. Strong cash flow and debt reduction position the company for future growth and increased shareholder value through expansion projects like Santo Domingo.
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CA$11.05
FV
26.0% undervalued
intrinsic discount
18.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
2 days ago
author updated this narrative
Impax Asset Management Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In AI And New Products May Broaden Revenue Streams, But Reliance On BNP Paribas Will Remain A Concern
Key Takeaways Expanding product range and strategic acquisitions aim to drive revenue growth and strengthen capabilities in new market segments. Investments in efficiency, AI, and private markets are likely to enhance margins and diversify revenue streams significantly.
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UK£2.90
FV
33.1% undervalued
intrinsic discount
-1.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
2 days ago
author updated this narrative
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