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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
35.7% 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
168
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
20.5% 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
17
users have followed this narrative
7 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
25.2% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
7 days ago
author updated this narrative
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NVIDIA
US
User
Community Contributor
NVDIA, AI and Semiconductor Industry
NVDIA are currently the leading producer of data center processor hardware and systems. Their big selling point is the compute requirement to power AI.
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US$226.89
FV
24.5% undervalued
intrinsic discount
23.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
10 months ago
author updated this narrative
Intel
KA
kapirey
Community Contributor
Made in America is safer and better
La meva anterior narrativa es basava en: Intel va perdre la possibilitat de dissenyar el xip de la futura PlayStation 6. L'empresa ha diversificat el seu negoci i la seva estratègia des de fa uns anys, però recentment va perdre aquesta oportunitat clau.
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US$22.32
FV
4.2% overvalued
intrinsic discount
2.00%
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
10 months ago
author updated this narrative
American Express
WA
WallStreetWontons
Community Contributor
AXP: Key Acquisitions and Enhanced Membership Models Sustains an Incredible Moat
Catalysts New Products or Services Impacting Sales or Earnings American Express has been actively enhancing its product offerings and making strategic acquisitions to drive sales and earnings growth. Here are some key points from recent earnings calls and reports: Product Innovations and Refreshes : American Express is on track to refresh approximately 40 products globally by the end of the year, including a refreshed US consumer gold card [source].
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US$308.19
FV
1.7% undervalued
intrinsic discount
10.81%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
10 months ago
author updated this narrative
Adobe
WA
WallStreetWontons
Community Contributor
Adobe’s Canvas of Creativity: Monetizing Imagination with AI in its suite
Catalysts Products and Services Impacting Sales and Earnings : Adobe has a diverse portfolio of products and services that contribute to its revenue growth. Here are some key highlights: Creative Cloud : Adobe’s Creative Cloud suite includes popular software like Photoshop, Illustrator, and Premiere Pro.
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US$898.28
FV
59.1% undervalued
intrinsic discount
16.66%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
10 months ago
author updated this narrative
Airbnb
WA
WallStreetWontons
Community Contributor
ABNB: Steady Ascent and Prudent Projections
Catalysts Millennial and Gen Z Preferences : The growing preferences of Millennial and Gen Z travelers favor Airbnb over traditional hotels. Airbnb’s unique listings appeal to these demographics’ desires for authentic, local stays and memorable experiences.
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US$127.49
FV
8.3% overvalued
intrinsic discount
10.74%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
10 months ago
author updated this narrative
CrowdStrike Holdings
WA
WallStreetWontons
Community Contributor
CRWD: Safeguarding the Digital Frontier with Cloud-Native Security and AI
Catalysts Products and Services Impacting Sales and Earnings : CrowdStrike offers cybersecurity solutions, with its flagship product being the Falcon platform. This cloud-native platform provides endpoint protection, threat intelligence, and incident response capabilities.
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US$324.30
FV
48.5% overvalued
intrinsic discount
25.01%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
10 months ago
author updated this narrative
PDD
PDD Holdings
WA
WallStreetWontons
Community Contributor
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.
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US$163.07
FV
31.5% undervalued
intrinsic discount
-10.27%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
5
users have commented on this narrative
18
users have followed this narrative
10 months ago
author updated this narrative
Taiwan Semiconductor Manufacturing
WA
WallStreetWontons
Community Contributor
Semiconductor Demand will likely persist from the likes of AI, IoT, and 5G
Catalysts AI Chip Boom : TSMC’s quarterly revenue surged at its fastest pace in over a year, thanks to the global boom in AI development. The demand for high-end chips and servers, particularly those used in AI applications, has been a major driver of TSMC’s sales growth.
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US$629.70
FV
62.1% undervalued
intrinsic discount
26.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
19
users have followed this narrative
10 months ago
author updated this narrative
Vita Coco Company
WA
WallStreetWontons
Community Contributor
Vita Coco Company: Strong Growth Trajectory Driven by Coconut Water Success
Catalysts New product innovation: The beverage market is competitive and constantly evolving. Vita Coco could develop new and innovative beverage products that appeal to consumer trends.
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US$29.10
FV
34.1% overvalued
intrinsic discount
11.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
11 months ago
author updated this narrative
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