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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
163
users have followed this narrative
12 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
14
users have followed this narrative
5 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
48
users have followed this narrative
5 days ago
author updated this narrative
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Persistent Systems
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Generative AI Integration Will Strengthen SASVA Core Offerings
Key Takeaways Integrating generative AI into offerings and focusing on strategic partnerships aims to drive revenue growth and improve net margins through innovation and efficiencies. Targeting long-term growth via enhanced customer relationships and geographic expansion could boost revenue diversification and earnings sustainability.
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₹5.33k
FV
4.1% overvalued
intrinsic discount
17.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
3 days ago
author updated this narrative
Alstom
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
High-Quality Orders And Restructuring Will Improve Future Prospects
Key Takeaways Focus on high-quality, margin-accretive orders in Services and Signaling is expected to boost revenue growth and future margins. Industrial restructuring and supply chain management improve operational efficiency, enhancing net margins and financial performance.
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€17.63
FV
18.1% overvalued
intrinsic discount
5.04%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
3 days ago
author updated this narrative
Singapore Exchange
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanded Platforms And Offerings Will Attract More Clients In Future
Key Takeaways Expansion of SGX's OTC FX platform and modern trading initiatives are set to boost revenue growth and diversify income streams. Growth in cash equities, IPOs, and derivatives trading is expected to drive increased revenues amid favorable conditions and strategic expansions.
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S$13.25
FV
19.2% overvalued
intrinsic discount
5.95%
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
3 days ago
author updated this narrative
Ford Otomotiv Sanayi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
1-Ton Launch, Electrification, And Craiova Upgrades Will Transform Exports
Key Takeaways Increased export volumes and new vehicle launches are set to boost revenues and enhance net margins through economies of scale. Cost management and capacity utilization improvements are projected to enhance profitability and earnings efficiency amid competitive pressures.
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₺144.79
FV
36.5% undervalued
intrinsic discount
25.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
115
users have followed this narrative
3 days ago
author updated this narrative
Pearson
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Integration And AWS Partnership Will Transform Future Of Education
Key Takeaways Partnership with AWS and AI integration will enhance learning experiences, operational efficiency, and support revenue and margin growth. Expansion into international markets and virtual learning improvements are key drivers for capturing growth in fast-growing education segments.
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UK£13.41
FV
21.8% undervalued
intrinsic discount
4.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Reece
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquiring Shadowboxer And Opening New Branches Will Improve Customer Experience
Key Takeaways Strategic acquisitions and network expansion are key to enhancing customer experience and driving long-term revenue growth. Employee engagement initiatives and core capability investments are expected to improve operational performance and net margins.
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AU$17.87
FV
26.0% undervalued
intrinsic discount
4.82%
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
3 days ago
author updated this narrative
Ooredoo Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Partnerships And 5G Initiatives Will Expand Digital Services In High-Growth Markets
Key Takeaways Strategic partnerships and increasing data center capacity are set to accelerate growth in digital infrastructure and future revenue. Investment in 5G and fintech expansion in high-growth markets could drive top-line growth and improve earnings through diversification and operational efficiency.
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ر.ق14.20
FV
10.9% undervalued
intrinsic discount
1.69%
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
3 days ago
author updated this narrative
Severn Trent
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Infrastructure Investments Will Reduce Spills And Improve Efficiency
Key Takeaways Severn Trent's infrastructure investments and strategy focus on reducing spills and operational efficiency, aiming to elevate net margins and enhance performance rewards. Proactive increases in enhancement totex and insourcing design signal a strategic approach to statutory requirements, potentially boosting revenue and RCV growth.
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UK£28.18
FV
4.9% undervalued
intrinsic discount
9.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Dixon Technologies (India)
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Venturing Into Component Manufacturing And Partnerships With Motorola And Xiaomi Will Strengthen Competitiveness
Key Takeaways Dixon's diversification into component manufacturing and display production aims to improve cost efficiency, margins, and competitiveness. Expansion in mobile manufacturing and global partnerships, including IT hardware, positions Dixon for significant revenue growth across markets.
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₹22.02k
FV
27.5% undervalued
intrinsic discount
40.24%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
3 days ago
author updated this narrative
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