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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
167
users have followed this narrative
14 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
16
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
54
users have followed this narrative
6 days ago
author updated this narrative
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DraftKings
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
Legalizations And Acquisitions Will Expand Online Gaming Markets
Key Takeaways Legalization of online gaming in more U.S. states could significantly expand DraftKings' market reach and customer base. Strategic acquisitions and focus on live betting aim to boost customer engagement, retention, and market share expansion.
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US$70.34
FV
37.8% undervalued
intrinsic discount
25.22%
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
5 days ago
author updated this narrative
Darden Restaurants
AN
AnalystHighTarget
Consensus Narrative from 28 Analysts
Digital Adoption And International Franchising Will Redefine Dining Landscape
Key Takeaways Rapid expansion of off-premise and digital strategies is transforming sales mix and driving sustainable revenue growth and margin expansion across brands. International franchising and industry consolidation are positioning Darden for long-term, high-margin earnings growth and durable competitive advantages.
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US$255.00
FV
17.8% undervalued
intrinsic discount
6.41%
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
5 days ago
author updated this narrative
Sirius XM Holdings
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Connected Cars And Exclusive Content Will Drive Secular Shift
Key Takeaways Broader offerings and tech integration with automakers are expanding the subscriber base and stabilizing revenues through diversified pricing and partnerships. Exclusive content, innovation in AI, and strong customer loyalty are driving differentiation, reducing churn, and supporting sustainable revenue and margin growth.
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US$30.00
FV
21.5% undervalued
intrinsic discount
0.20%
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
5 days ago
author updated this narrative
Hewlett Packard Enterprise
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
AI And Juniper Integration Will Transform Operations
Key Takeaways Growth in AI systems and GreenLake Cloud platform promises substantial long-term revenue gains and margin improvement through elevated recurring services. Strategic acquisitions and cost reductions could enhance operating profits and net margins, strengthening market competitiveness and aligning with the business strategy.
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US$26.00
FV
18.8% undervalued
intrinsic discount
6.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 days ago
author updated this narrative
Iron Mountain
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Exponential Data Creation Will Fuel Digital Transformation
Key Takeaways Strong demand for digital transformation and data storage, along with integrated service offerings, is driving recurring revenue growth and improved earnings visibility. Strategic data center expansion and operational efficiencies are supporting higher margins and greater long-term profitability.
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US$140.00
FV
28.8% undervalued
intrinsic discount
9.12%
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
5 days ago
author updated this narrative
Poste Italiane
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Cost Discipline And E-Commerce Growth Will Strengthen Future Market Position
Key Takeaways Strong growth in parcel revenues and Postepay Services, driven by e-commerce, enhances future revenue and market share for Poste Italiane. Effective cost management and workforce optimization improve net margins and support sustainable profitability amidst rising volumes and inflation.
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€16.82
FV
6.4% overvalued
intrinsic discount
0.39%
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
5 days ago
author updated this narrative
VeriSign
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Global Internet Expansion Will Fuel Growing Demand For Domains
Key Takeaways Exclusive control of core domain registries and strong market demand ensure durable high-margin recurring revenues and pricing power. Strategic investments, market expansion, and potential.
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US$294.00
FV
3.6% undervalued
intrinsic discount
5.06%
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
5 days ago
author updated this narrative
Coca-Cola FEMSA. de
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Latin American Urbanization And Digital Channels Will Expand Beverage Demand
Key Takeaways Strategic focus on digital initiatives, product diversification, and operational efficiency strengthens market position, expands revenue streams, and reduces earnings volatility. Emphasis on sustainability and ESG leadership boosts brand value, stakeholder trust, and long-term pricing power.
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US$160.27
FV
43.6% undervalued
intrinsic discount
8.51%
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
5 days ago
author updated this narrative
ABB India
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Expanding Into India's Smaller Cities Will Open New Opportunities In The Future
Key Takeaways Expansion into emerging markets and localization efforts are expected to drive future revenue growth in India. Focus on sustainability and ESG leadership could enhance brand value and boost earnings.
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₹6.11k
FV
4.4% undervalued
intrinsic discount
12.89%
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
5 days ago
author updated this narrative
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