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Alphabet
BL
BlackGoat
Community Contributor
Alphabet: The Under-appreciated Compounder Hiding in Plain Sight
Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.
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US$282.83
FV
30.5% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
2
users have commented on this narrative
41
users have followed this narrative
Updated
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Planet Labs PBC
AN
andreas_eliades
Community Contributor
Planet Labs: At The Heart Of The Emerging New Space Boom
Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.
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US$11.31
FV
45.3% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
1
users have commented on this narrative
47
users have followed this narrative
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Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Key Assumptions: Successful Guyana and South America Deposits: ExxonMobil’s Stabroek Block in Guyana is assumed to achieve full operational success, contributing significantly to production growth. The block is estimated to hold over 11 billion barrels of recoverable oil, with production scaling rapidly.
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US$189.00
FV
40.3% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
9
users have followed 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$27.00
FV
4.9% undervalued
intrinsic discount
2.39%
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
7 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$64.70
FV
13.1% undervalued
intrinsic discount
4.71%
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
7 days ago
author updated this narrative
Avalon Technologies
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Escalating Protectionism And Rising Costs Will Erode Future Margins
Key Takeaways Rising protectionism and shifting supply chains jeopardize Avalon's revenue by pushing clients toward local alternatives and threatening its market position. Margin compression, financial strain, and commoditization risk challenge long-term growth as competition intensifies, costs rise, and technological demands increase.
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₹485.00
FV
69.9% overvalued
intrinsic discount
22.78%
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
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AES
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Decarbonization And Electrification Will Expand Renewable Opportunities
Key Takeaways Strong renewables growth, long-term contracts, and robust supply chain strategy drive stable revenues, resilient margins, and minimize policy and tariff risks. Leading access to low-cost, ESG-focused capital and a high proportion of contracted cash flows enable self-funded growth and improved long-term financial stability.
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US$21.56
FV
37.7% undervalued
intrinsic discount
9.84%
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
7 days ago
author updated this narrative
CNH Industrial
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Rising Global Food Demand And Digitalization Will Reshape Precision Farming
Key Takeaways Adoption of advanced farming and construction technologies, plus sustainability focus, drives recurring revenues and opens new markets for growth and margin improvement. Streamlined cost base and global diversification position the company for resilient earnings and outsized profit growth as end markets recover.
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US$19.51
FV
34.3% undervalued
intrinsic discount
1.12%
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
7 days ago
author updated this narrative
CarMax
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Digital Transformation And E-Commerce Will Empower Used Car Buying
Key Takeaways Investments in digital retailing, data-driven inventory management, and logistics optimization are improving operational efficiency, customer acquisition, and expanding profit margins. CarMax’s strong brand, national presence, and diverse inventory position it to benefit from increasing consumer demand for used cars and to gain market share.
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US$120.23
FV
50.9% undervalued
intrinsic discount
3.91%
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
7 days ago
author updated this narrative
Synovus Financial
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Sun Belt Expansion And Digital Banking Will Shape Future Prospects
Key Takeaways Expansion in fast-growing Sun Belt markets and enhanced digital banking capabilities are driving customer acquisition, operational efficiency, and higher fee-based income. Focused business banking growth, strong credit quality, and advanced analytics adoption support sustained revenue, profitability, and client retention.
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US$62.82
FV
21.8% undervalued
intrinsic discount
6.97%
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
7 days ago
author updated this narrative
RenaissanceRe Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Emerging Markets And Climate Trends Will Expand Reinsurance Appeal
Key Takeaways Rising global catastrophe risks and a hardening reinsurance market are driving strong premium growth and higher-margin opportunities for RenaissanceRe. Disciplined underwriting, diversification, and higher investment yields are supporting resilient profits and improved returns even amid increased catastrophe volatility. Intensifying catastrophe risks, pricing pressures, concentration exposure, reserving uncertainty, and increasing regulatory and technological challenges threaten earnings stability and competitive strength.
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US$377.48
FV
35.3% undervalued
intrinsic discount
0.43%
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
7 days ago
author updated this narrative
Flex
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
IoT And Electrification Trends Will Reshape Outsourced Manufacturing
Key Takeaways Unique integration, global expansion, and operational efficiency position Flex for sustained segment growth, robust margins, and outperformance versus market expectations. Strategic regionalization, supply chain agility, and expanding digital service offerings drive structural revenue upside, durable customer relationships, and enhanced profitability.
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US$64.00
FV
19.1% undervalued
intrinsic discount
4.83%
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
7 days ago
author updated this narrative
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