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MicroStrategy
BL
BlackGoat
Community Contributor
MicroStrategy: Volatile Gamble or Golden Opportunity?
Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.
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US$663.00
FV
36.2% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
15
users have commented on this narrative
166
users have followed this narrative
13 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
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US$40.73
FV
22.0% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$10.00
FV
46.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
6 days ago
author updated this narrative
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Lojas Quero-Quero
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ongoing Store Expansion In Mato Grosso Do Sul And Paraná Will Broaden Market Presence
Key Takeaways Strong same-store sales growth and expansion in key regions indicate potential for revenue and market presence improvement. Conservative credit strategies enhance financial stability, while tax credits improve cash flow and net margins.
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R$3.48
FV
31.9% undervalued
intrinsic discount
12.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
Dunelm Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture
Key Takeaways Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector. Investments in automation and vertical integration aim to enhance operational efficiency and net margins through better cost and supply chain management.
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UK£12.10
FV
0.5% undervalued
intrinsic discount
4.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
4 days ago
author updated this narrative
Rubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Renewable Energy Projects And African Expansion Will Support Future Operations
Key Takeaways Rubis' expansion in Africa and investments in low-carbon energy, particularly solar, highlight potential for revenue and earnings growth. Strong performance in the Caribbean, alongside operational efficiencies, supports steady revenue expansion and sustained profitability.
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€33.12
FV
14.8% undervalued
intrinsic discount
3.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
4 days ago
author updated this narrative
Sword Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ambitious 2029 Vision Will Drive Expansion Into AI, Cybersecurity, And Data Management
Key Takeaways Sword Group's focus on high-growth areas like AI and cybersecurity, along with strategic acquisitions, drives significant revenue and enhances market position. Ambitious growth plans via organic and acquisition strategies in distinct geographic regions bolster earnings and enterprise value.
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€41.50
FV
8.8% undervalued
intrinsic discount
10.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Perseus Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Yaoure And Nyanzaga Projects Will Evolve Operations Despite Challenges
Key Takeaways Focused growth initiatives, fully funded by cash reserves, aim to increase production, revenue, and earnings through major projects and strategic expansions. Financial strategies like margin expansion and share buybacks aim to enhance cash flow, earnings per share, and shareholder value amidst gold price volatility.
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AU$3.78
FV
4.8% undervalued
intrinsic discount
8.51%
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
4 days ago
author updated this narrative
Milbon
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Expansion And Global Reach Will Define Future Leadership
Key Takeaways Expansion in global markets and emphasis on premium, innovative beauty products are accelerating revenue growth and strengthening brand differentiation. Investments in digital platforms, salon training, and sustainable product development are boosting customer retention, margins, and long-term earnings potential.
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JP¥2.95k
FV
18.2% undervalued
intrinsic discount
5.66%
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
4 days ago
author updated this narrative
CI&T
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI And Global Expansion Will Drive Future Success
Key Takeaways Strategic focus on AI and global expansion strengthens market position, driving sustained client engagement and potential revenue growth. Efficient cost management and AI-driven initiatives enhance profitability and financial stability amidst legislative changes and market challenges.
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US$8.18
FV
32.0% undervalued
intrinsic discount
12.01%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
TeamLease Services
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Ikigai Partnership And HR Tech Acquisitions Poised To Expand Market Presence In Singapore And Middle East
Key Takeaways New client acquisitions and geographic expansion, especially in consumer and manufacturing, could drive future revenue growth and market diversification. Specialized staffing and strategic acquisitions in HR Tech are poised to improve net margins and profitability through higher-margin, non-tech, and tech solutions.
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₹2.97k
FV
34.1% undervalued
intrinsic discount
14.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Santos
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Key Takeaways Santos's production is set to increase significantly with new projects, boosting revenue and lowering costs. Long-term LNG agreements and strategic reserves position Santos for strong cash flow, supporting growth and shareholder returns.
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AU$7.59
FV
2.7% overvalued
intrinsic discount
7.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
4 days ago
author updated this narrative
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