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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
51
users have followed this narrative
6 days ago
author updated this narrative
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WIN Semiconductors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Wi-Fi 7 And AI Will Drive Semiconductor Advances
Key Takeaways Growing Wi-Fi 7 adoption and AI-driven applications are key growth drivers in the Wi-Fi PA and infrastructure segments, boosting revenue and earnings. Operational flexibility and customer communication amid tariff uncertainties are crucial for risk mitigation and maintaining net margins.
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NT$107.46
FV
18.0% undervalued
intrinsic discount
7.41%
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
IVE Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lasoo Platform Expected To Reach Profitability By FY '28 As Traction Increases
Key Takeaways Expansion in packaging and Third Party Logistics is expected to drive significant revenue growth and enhance earnings. Integration and consolidation efforts aim to improve service offerings and efficiency, positively impacting operating costs and future earnings.
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AU$3.07
FV
2.3% overvalued
intrinsic discount
1.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
American Airlines Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Fleet Renewal And Cost Savings Will Drive Future Efficiency
Key Takeaways Fleet renewal and strategic debt management enhance financial flexibility, positively impacting earnings and capital expenditures. Cost management, revenue growth from loyalty programs, and strong international travel demand improve margins and boost revenue.
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US$13.35
FV
6.3% undervalued
intrinsic discount
4.37%
Revenue growth p.a.
Set Fair Value
0
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
NCC
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Indian Government's 164% Capital Expenditure Increase Will Drive Future Opportunities
Key Takeaways NCC's strong project pipeline and large order book provide a solid foundation for substantial future revenue growth. Stabilization of government activity and billing cycles could improve cash flows, enhancing margins and boosting profitability.
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₹291.48
FV
21.9% undervalued
intrinsic discount
5.38%
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
Capri Global Capital
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Launching Micro LAP And Rooftop Solar Loans Will Diversify Future Offerings
Key Takeaways Expansion into MSME and gold loans could boost revenue growth due to untapped market potential. Digital-first strategy and co-lending growth with bank partnerships may improve profitability and enhance net margins.
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₹273.34
FV
32.8% undervalued
intrinsic discount
32.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
discoverIE Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Strong Orders In Sensing & Connectivity Will Boost Future Prospects
Key Takeaways Strong growth in Sensing & Connectivity and successful acquisitions are set to drive future revenue and earnings growth. Cost efficiencies and improved pricing ensure higher net margins, while expected lower finance costs support EPS growth.
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UK£8.00
FV
9.8% undervalued
intrinsic discount
3.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Apcotex Industries
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rebound In Nitrile Latex Demand And New Leadership Will Boost Future Profitability
Key Takeaways Increased capacity utilization and raw material price rebound could enhance profitability and future earnings. Strategic geographic expansion and favorable U.S. tariffs are expected to boost revenue and operational efficiency.
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₹398.83
FV
1.3% undervalued
intrinsic discount
13.67%
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
4 days ago
author updated this narrative
Blau Farmacêutica
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Latin America Expansion And R&D Will Unlock New Markets
Key Takeaways Strategic LatAm expansion and international partnerships are set to boost revenue and expand market share across multiple countries. Investment in high-value biotechnological products and operational efficiencies are key to increasing profit margins and financial strength.
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R$16.59
FV
26.6% undervalued
intrinsic discount
11.34%
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
Grenke
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Excellence And Leasing Expansion Will Strengthen Future Prospects
Key Takeaways Strategic focus on leasing and cost management initiatives aims to enhance revenue, profit growth, and net margins through improved efficiencies. Divestment from factoring to focus on leasing strengthens operations, while stable loss rates and funding support future earnings and EPS growth.
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€21.98
FV
19.0% undervalued
intrinsic discount
9.01%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
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