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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
170
users have followed this narrative
15 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
19
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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MGIC Investment
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Share Repurchases And Steady 85% Persistency Will Drive Resilient Performance
Key Takeaways MGIC's strong capital returns and disciplined risk management signal stable earnings growth and net margin maintenance despite economic fluctuations. Legislative changes and reinsurance strategies could boost MGIC's demand and cost efficiency, positively impacting revenue and operational flexibility.
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US$26.86
FV
5.1% undervalued
intrinsic discount
2.58%
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
6 days ago
author updated this narrative
Flowserve
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Record Aftermarket Bookings And Nuclear Orders Will Shape Future Markets
Key Takeaways Strategic focuses, including the 80/20 program and strong aftermarket activity, are set to enhance gross margins and boost operational efficiency. Effective tariff mitigation and a robust project pipeline in key markets support strong revenue growth despite external pressures.
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US$60.73
FV
11.9% undervalued
intrinsic discount
3.72%
Revenue growth p.a.
Set Fair Value
0
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
Synovus Financial
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Loan Production And Fee Momentum Will Drive Future Opportunity
Key Takeaways Strong loan production and strategic hiring are poised to boost revenue, market share, and future growth in key sectors. Proactive balance sheet management and disciplined expense control aim to improve margins and support sustainable earnings growth.
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US$53.83
FV
3.2% overvalued
intrinsic discount
12.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Robert Half
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Cost Savings And Technology Will Open Future International Opportunities
Key Takeaways Restructuring and technological advancements are set to enhance profitability, improve margins, and increase revenue productivity for Robert Half. Protiviti's robust pipeline and European growth prospects indicate strong potential for future revenue expansion amid economic stabilization.
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US$45.44
FV
8.0% undervalued
intrinsic discount
1.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
Starwood Property Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Investing In Energy Infrastructure And Multifamily Real Estate Will Shape Future Prospects
Key Takeaways Increased lending plans and exiting nonaccrual assets are expected to drive revenue growth, boost future earnings, and optimize capital use. Strategic focus on energy infrastructure lending and expanding real estate investments aligns with market trends, enhancing returns and net operating income.
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US$22.50
FV
12.4% undervalued
intrinsic discount
76.09%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
6 days ago
author updated this narrative
AXIS Capital Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Premium Lines And Cyber Partnership Will Shape Future Underwriting Excellence
Key Takeaways Strategic focus on premium short tail lines and cyber insurance aims to drive profitable revenue growth and enhance underwriting income. Operational efficiency and AI investments target improved margins through cost optimization and better claims capabilities.
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US$112.40
FV
14.5% undervalued
intrinsic discount
4.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
6 days ago
author updated this narrative
Reynolds Consumer Products
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Spring Resets And New Product Launches Will Improve Operational Efficiency
Key Takeaways Price increases and innovative products are being used to strengthen brands, expand distribution, and drive revenue growth. Investments in supply chain optimization and automation aim to enhance efficiency, reduce costs, and improve margins.
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US$26.14
FV
17.6% undervalued
intrinsic discount
0.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Lear
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
E-Systems And Seating Expansion Will Secure Future Success
Key Takeaways Strategic expansion and product innovations in E-Systems and global Seating enhance margins and revenue growth. Operational improvements and disciplined capital allocation strengthen liquidity and position Lear for future earnings growth.
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US$105.53
FV
0.02% undervalued
intrinsic discount
1.85%
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
6 days ago
author updated this narrative
Darling Ingredients
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Renewable Diesel And Collagen Peptides Will Secure Future Opportunities
Key Takeaways Transition to renewable fuels and tax incentives expected to enhance margins and future earnings across segments. Debt reduction efforts and favorable pricing in feedstock and new products aim to boost revenue and net margins.
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US$47.03
FV
23.6% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
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