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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
30.5% 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
42
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
45.3% 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
48
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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
40.3% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
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Supreme Industries
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Rising Environmental Rules And Cost Risks Will Derail Outlook
Key Takeaways Reliance on traditional plastics and slow innovation expose Supreme to shrinking demand, regulatory pressures, and disruption from competitors offering sustainable alternatives. Volatile input costs, rising compliance expenses, and limited diversification threaten profitability and long-term growth as industry shifts toward sustainability.
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₹3.19k
FV
34.1% overvalued
intrinsic discount
12.53%
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
7 days ago
author updated this narrative
Teck Resources
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Global Industrial Trends And Copper Projects Will Strengthen Future Outlook
Key Takeaways Demand for copper and zinc, driven by global industrial policies and electrification investments, is expected to increase Teck's metal sales revenue. Project expansions and efficient cost management, including reduced copper production costs, are set to boost Teck's margins and profitability.
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CA$62.99
FV
27.7% undervalued
intrinsic discount
5.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
5871
Chailease Holding
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Digital Disruption And Rising Costs Will Erode Margins
Key Takeaways Rising fintech competition and evolving consumer trends threaten core lending and leasing revenues, challenging Chailease's established market position and long-term growth prospects. Increased geographic, regulatory, and ESG risks could raise costs, pressure margins, and amplify earnings volatility, undermining future profitability and operational resilience.
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NT$106.00
FV
11.3% overvalued
intrinsic discount
31.60%
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
7 days ago
author updated this narrative
Woolworths Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Retailer Aims For $400 Million Savings Through Business Simplification By 2025
Key Takeaways Operational streamlining and supply chain optimization are set to enhance cost efficiency and service levels, potentially boosting net margins and earnings. Enhanced digital initiatives and expanding the Own Brand portfolio are poised to drive revenue and market share growth through improved customer engagement.
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AU$32.72
FV
3.9% undervalued
intrinsic discount
3.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this narrative
Manappuram Finance
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
India's Digital Revolution And Rising Gold Will Boost Lending
Key Takeaways Aggressive digital expansion and strong rural penetration position Manappuram for sustained revenue growth, margin resilience, and industry-leading cost efficiencies. Bain Capital's investment and expertise are set to accelerate operational leverage, business transformation, and expansion beyond current market expectations.
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₹300.00
FV
14.6% undervalued
intrinsic discount
13.76%
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
7 days ago
author updated this narrative
Grifols
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Donor Shortages And Competitive Pressures Will Erode Plasma Demand
Key Takeaways Advances in gene therapies, regulatory tightening, and new competitors threaten Grifols's plasma-derived business, increasing risks to revenue, margins, and market share. Heavy reliance on US plasma collection, persistent donor shortages, and high leverage present ongoing operational, financial, and reputational challenges.
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€9.00
FV
50.2% overvalued
intrinsic discount
4.98%
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
7 days ago
author updated this narrative
Komatsu
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Advanced PC200i-12 Excavator And Global Expansion Will Drive Future Success
Key Takeaways Strategic expansion into high-growth regions and new technology investments are expected to drive growth, revenue, and market share gains. Operational improvements through currency advantages and share buybacks are likely to increase international sales, margins, and shareholder value.
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JP¥4.87k
FV
1.6% undervalued
intrinsic discount
1.40%
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
7 days ago
author updated this narrative
eMemory Technology
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Quantum Risks Will Erode Prospects While Edge Demand Will Rise
Key Takeaways Reliance on a narrow product suite and exposure to supply chain risks may limit sustainable growth as competitive and technological pressures intensify. Shifts in customer in-sourcing, rapid technology change, and emerging computing paradigms could threaten long-term relevance, pricing power, and earnings momentum.
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NT$3.00k
FV
32.3% undervalued
intrinsic discount
31.59%
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
7 days ago
author updated this narrative
Sampo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Topdanmark Integration And Digital Investments May Strengthen Future Earnings
Key Takeaways Strategic investments in digital and pricing advances support premium growth in Nordics and U.K., boosting revenue streams. Commitment to capital returns, through dividends and buybacks, signals confidence in profitability and shareholder value.
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€9.78
FV
3.8% undervalued
intrinsic discount
2.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
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