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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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Just Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In Technology And DB Market Opportunities Will Strengthen Future Prospects
Key Takeaways Strategic focus on Defined Benefit and Defined Contribution markets positions Just Group for revenue growth through new business sales and market capture. Investments in technology and asset origination bolster competitive pricing, aiding in cost control and enhancing profit margins over time.
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UK£1.89
FV
30.8% undervalued
intrinsic discount
49.75%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Peoplein
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project UNITE And Sector Diversification Will Strengthen Future Prospects
Key Takeaways Strategic client mix shift and cost efficiencies enhance profitability despite fewer billed hours, optimizing revenue growth. Expansion into high-margin permanent recruitment and strategic projects strengthen future revenue growth and diversification.
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AU$1.05
FV
33.6% undervalued
intrinsic discount
1.48%
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
3 days ago
author updated this narrative
BILL Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
AI Platform Upgrades And New Products Will Strengthen Fintech's Market Position
Key Takeaways Strategic partnerships and AI-enhanced platforms aim to boost revenue and margins through improved customer acquisition, retention, and core revenue growth. Product launches and mid-market expansion target increased monetization and transaction volume, enhancing revenue and earnings potential.
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US$75.20
FV
39.0% undervalued
intrinsic discount
16.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
EFC (I)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Ventures In Real Estate, Education, And Healthcare Will Mitigate Risks And Improve Stability
Key Takeaways Strategic expansion in leasing and robust project pipelines in design and build promise strong revenue growth and enhanced profitability. Diversification across industries is poised to stabilize revenue streams and mitigate economic risks, bolstering long-term earnings stability.
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₹465.00
FV
26.1% undervalued
intrinsic discount
39.93%
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
3 days ago
author updated this narrative
Alumasc Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Sustainability Focus And Overseas Expansion Will Drive Future Success
Key Takeaways Focus on sustainability and eco-friendly products aligns with environmental growth drivers, expected to boost future revenue. Cost savings from facility relocation and strong overseas sales growth potential enhance margins and drive revenue growth.
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UK£3.69
FV
4.5% undervalued
intrinsic discount
3.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
Shaily Engineering Plastics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Healthcare Contracts Will Boost Future Value But Earnings Impact May Be Delayed
Key Takeaways Relying on new contracts in Healthcare may not yield immediate revenue due to regulatory approvals and market readiness, risking stock overvaluation. Expansion efforts face delays in profitability and revenue growth due to low current machine utilization, geopolitical risks, and dependency on future market acceptance.
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₹1.48k
FV
10.9% overvalued
intrinsic discount
23.61%
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
Camil Alimentos
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Capacity Expansion And International Markets Will Unlock Potential
Key Takeaways Strategic focus on value-added and premium products, combined with operational efficiency and brand investments, is expected to boost margins and consumer loyalty. International expansion and increased capacity utilization reduce reliance on Brazil, supporting growth while aligning with evolving consumer preferences for healthier options.
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R$7.97
FV
37.5% undervalued
intrinsic discount
1.60%
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
3 days ago
author updated this narrative
HORNBACH Holding KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Expansion And Online Investments Will Strengthen Future Prospects Despite Margin Challenges
Key Takeaways Organic growth in Europe with investments in online-offline integration aims to enhance customer experience and boost profitability. New store openings and process efficiencies target increased sales and maintained high margins, supporting revenue and earnings growth despite economic challenges.
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€97.29
FV
10.6% overvalued
intrinsic discount
2.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Locaweb Serviços de Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Authorization From Brazilian Central Bank Will Unlock New Financial Opportunities
Key Takeaways Strategic focus on leveraging existing assets like embedded finance and ERP systems to boost revenue and market share. Share buyback program and focus on operational efficiency to increase shareholder value and profitability.
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R$6.27
FV
37.8% undervalued
intrinsic discount
10.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
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