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FR
FrugalBull
Community Contributor
Enterprise, AI & Cloud Growth Ahead, Waiting For the Right Price 💸
Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.
View narrativeUS$204.74
FV
10.6% overvalued intrinsic discount19.00%
Revenue growth p.a.
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32users have followed this narrative
3 days ago author updated this narrative
TO
Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
View narrativeUS$147.87
FV
26.4% undervalued intrinsic discount18.45%
Revenue growth p.a.
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47users have followed this narrative
3 days ago author updated this narrative
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
View narrativezł100.96
FV
34.2% undervalued intrinsic discount15.00%
Revenue growth p.a.
1users have liked this narrative
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18users have followed this narrative
3 days ago author updated this narrative
TO
Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
View narrativeUS$147.87
FV
26.4% undervalued intrinsic discount18.45%
Revenue growth p.a.
7users have liked this narrative
0users have commented on this narrative
47users have followed this narrative
3 days ago author updated this narrative
UN
Unike
Community Contributor
BMW cruising ahead with new EVs and premium models to boost revenue 5%
Catalysts Most Immediate Catalysts (1–2 Years) Strong EV Expansion: BMW’s iX, i4, and upcoming Neue Klasse EVs are set to drive revenue growth as the EV transition accelerates. Luxury & Premium Market Strength: The high-end market remains resilient, supporting BMW’s strong pricing power and margins.
View narrative€135.07
FV
39.1% undervalued intrinsic discount5.00%
Revenue growth p.a.
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3users have followed this narrative
4 days ago author updated this narrative
UN
Unike
Community Contributor
Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook
Catalysts Most Immediate Catalysts (1–2 Years) Semiconductor Equipment Demand – As AI, cloud computing, and automotive chips grow, chipmakers (TSMC, Intel, Samsung) are increasing fab capacity, boosting demand for AMAT’s semiconductor equipment. AI Boom & High-Performance Computing – AI chips (from Nvidia, AMD, and Intel) require advanced manufacturing tools, where AMAT is a key supplier.
View narrativeUS$194.11
FV
23.2% undervalued intrinsic discount7.00%
Revenue growth p.a.
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4users have followed this narrative
4 days ago author updated this narrative
UN
Unike
Community Contributor
Unleashing Microsoft's Growth with AI and Cloud Computing in the Next 5 Years
Catalysts Most Immediate Catalysts (1–2 Years) AI Growth with Copilot & Azure AI – Microsoft is aggressively integrating AI into Office 365 (Copilot) and Azure AI, driving enterprise adoption and monetizing AI-powered software. Cloud Expansion (Azure) – Azure continues to gain market share, benefiting from enterprise digital transformation and AI workloads.
View narrativeUS$423.14
FV
9.4% undervalued intrinsic discount10.00%
Revenue growth p.a.
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26users have followed this narrative
4 days ago author updated this narrative
SE
Sean876
Community Contributor
Berger Paints Jamaica set to shine with 8.6% annual revenue growth
Overview Berger Paints Jamaica is a dominant player in the Jamaican decorative and industrial coatings market. The updated metrics provided from Simply Wall Street suggest significant growth potential, with the stock currently trading at J$8.35 , which is 73.6% undervalued based on a fair value estimate of J$30.31.
View narrativeJA$30.31
FV
74.4% undervalued intrinsic discount8.60%
Revenue growth p.a.
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4users have followed this narrative
4 days ago author updated this narrative
SE
Sean876
Community Contributor
TransJamaican Highway will capitalize on Jamaica's growing tourism sector for consistent revenue
TransJamaican Highway (TJH US): Infrastructure Investment Analysis – March 9, 2025 Company Overview TransJamaican Highway operates Jamaica's critical 50-kilometer East-West toll road network under a concession agreement extending until 2036. Currently trading at US$0.028, the stock offers a 7.5% dividend yield based on consistently growing toll revenues.
View narrativeUS$0.03
FV
16.3% undervalued intrinsic discount36.00%
Revenue growth p.a.
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3users have followed this narrative
4 days ago author updated this narrative
KA
kapirey
Community Contributor
Grupo Catalana Occidente will expand in 2024 with bold acquisitions in Spain and Portugal
Catalysts GCO has 3 lines of business: Occidente dedicated to traditional life non-life and multi-risk insurance, Atradiu s dedicated to commercial credit and Mémora its funeral business line. Mémora continues with its strategy of inorganic growth through acquisitions of local companies in the Iberian Peninsula.
View narrative€44.88
FV
12.1% undervalued intrinsic discount4.00%
Revenue growth p.a.
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10users have followed this narrative
4 days ago author updated this narrative
BE
Bejgal
Community Contributor
Novo Nordisk will dominate GLP-1 market with Ozempic and Wegovy growth
Catalysts ◦ Strong position in the GLP-1 drug market , leading with Ozempic for diabetes and Wegovy for obesity. These products have driven significant growth.
View narrativeUS$85.93
FV
13.0% undervalued intrinsic discount18.85%
Revenue growth p.a.
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24users have followed this narrative
4 days ago author updated this narrative
UN
Unike
Community Contributor
Expect Avanza's Revenue to Grow 8% as It Expands Services and Market Share
Catalysts Most Immediate Catalyst (1–2 Years) Rising Interest Rates: Higher interest rates boost Avanza’s net interest income from client deposits. User Growth: Strong customer acquisition, driven by increased digital adoption in financial services.
View narrativeSEK 304.47
FV
0.1% overvalued intrinsic discount8.00%
Revenue growth p.a.
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4users have followed this narrative
4 days ago author updated this narrative