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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
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
18
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
54
users have followed this narrative
7 days ago
author updated this narrative
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Ipsen
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025
Key Takeaways Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments. Strategic acquisitions and external innovation plans aim to enhance margins and drive top-line growth through integration of high-performing assets.
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€123.77
FV
14.0% undervalued
intrinsic discount
5.48%
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
6 days ago
author updated this narrative
Isuzu Motors
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
CV Sales Expansion And IFRS Adoption Will Broaden Market Reach
Key Takeaways Isuzu's expansion in CV sales and shift to IFRS may boost domestic sales and investor confidence, enhancing revenue and earnings. Strategic focus on innovation and stock buybacks could improve net margins and earnings per share, supporting long-term growth and investment appeal.
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JP¥2.17k
FV
9.4% undervalued
intrinsic discount
5.24%
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
6 days ago
author updated this narrative
AtkinsRéalis Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisition Of David Evans Enterprises Will Expand US Engineering Footprint
Key Takeaways Strategic sale of Highway 407 interest simplifies operations, reduces debt, and enhances shareholder value through acquisitions and share buybacks. Expansion strategies, including U.S. footprint growth and nuclear investment, align with high-demand market trends, supporting revenue and margin growth.
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CA$94.07
FV
4.5% overvalued
intrinsic discount
7.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
JDE Peet's
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Focusing On Sustainability And Integrating Maratá And Caribou Will Strengthen Future Prospects
Key Takeaways Consumer-led innovations and sustainability efforts are set to bolster revenue growth and align with market trends. Strategic acquisitions and cost efficiencies aim to enhance market presence and boost profitability.
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€21.95
FV
9.0% overvalued
intrinsic discount
4.72%
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
6 days ago
author updated this narrative
Grupo Aeroportuario del Pacífico. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Upcoming Investments Will Expand Capacity And Improve Passenger Services
Key Takeaways Significant CapEx investments and infrastructure projects are expected to increase capacity and enhance passenger services, driving future revenue and profitability. Diversification into non-aeronautical revenues and implementation of new tariff regulations could boost overall net margins and mitigate passenger traffic declines.
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Mex$408.38
FV
4.1% overvalued
intrinsic discount
23.37%
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
Mowi
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Smolt Programs Will Boost Productivity And Operational Efficiency
Key Takeaways Strategic acquisitions and investments are expected to enhance efficiency and margins, significantly boosting profitability. Cost reduction measures and production capacity expansion aim to support growth and improve revenue and earnings.
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NOK 221.92
FV
12.4% undervalued
intrinsic discount
8.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
6 days ago
author updated this narrative
Redeia Corporación
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Interconnection With France And Salto De Chira Investments Will Strengthen Future Operations
Key Takeaways Strategic CapEx increase focuses on key projects, boosting future revenue streams and operational efficiency by streamlining core transmission business. European subsidies and regulatory framework changes enhance investment viability, reducing debt reliance and supporting earnings growth.
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€18.89
FV
5.7% undervalued
intrinsic discount
6.95%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Marks and Spencer Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Investments And Supply Chain Efficiencies Will Improve Future Performance
Key Takeaways Strategic store expansion and digital investment could boost revenue through improved retail presence and increased online sales. Supply chain modernization and cost reduction efforts aim to enhance net margins and overall earnings.
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UK£4.44
FV
20.6% undervalued
intrinsic discount
3.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
6 days ago
author updated this narrative
Nissan Motor
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
e-POWER Technology And Operational Streamlining To Strengthen Future Outlook
Key Takeaways Initiatives to cut costs and streamline operations, including factory closures, aim to enhance profitability and operational efficiency. Strengthened product offerings in new energy and e-POWER technology could drive higher future earnings and new revenue opportunities.
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JP¥388.79
FV
21.8% undervalued
intrinsic discount
1.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
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