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TO
Community Contributor
From Battle Field to Robotic Surgery
Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.
View narrativeUS$400.91
FV
23.8% overvalued intrinsic discount12.02%
Revenue growth p.a.
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3 days ago author updated this narrative
ST
Equity Analyst and Writer
Quality Assets, Cautious Expansion and Commodity Super-cycle To Deliver Steady Revenue Growth
Key Takeaways A strong presence in stable regions puts Barrick Gold in a good position to benefit from the next commodity super-cycle. Barrick's investment in human capital should ensure qualified personnel are available for developing markets.
View narrativeUS$20.44
FV
3.8% undervalued intrinsic discount4.50%
Revenue growth p.a.
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Updated narrative
OI
Community Contributor
Tullow Oil's Share Price Could Soar Up to 135% if Oil Holds at $70
To estimate the potential upside for Tullow Oil's share price if the oil price remains at $70 per barrel, we need to consider several factors, including the company's current financial performance, its sensitivity to oil prices, analyst projections, and market conditions. As of March 29, 2025, I can provide a reasoned analysis based on available trends and data, aligning with the tools at my disposal.
View narrativeUK£0.45
FV
64.0% undervalued intrinsic discount74.52%
Revenue growth p.a.
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2 days ago author updated this narrative
Community Investing Ideas
AN
Consensus Narrative from 14 Analysts
Expansion In Poultry And Dairy Categories Will Strengthen Future Market Position
Key Takeaways Almarai's strategic investments in poultry production and Long Life Dairy market share may drive long-term revenue growth, despite temporary declines. Stabilized commodity costs and geographic expansion, especially in Egypt and Qatar, enhance margins and earnings potential, supported by significant capital investments.
View narrativeر.س66.49
FV
16.4% undervalued intrinsic discount7.34%
Revenue growth p.a.
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6 days ago author updated this narrative
AN
Consensus Narrative from 17 Analysts
New Acquisitions In Health Care And Safety Will Expand Market Presence In 2024
Key Takeaways Active acquisition strategy across diverse sectors and digital transformation initiatives boost operational efficiency, revenue, and profit margins while expanding market reach. Share buybacks and focus on growing sectors like safety and health care enhance shareholder returns and support future organic growth.
View narrativeUK£35.20
FV
16.5% undervalued intrinsic discount2.61%
Revenue growth p.a.
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10users have followed this narrative
6 days ago author updated this narrative
AN
Consensus Narrative from 13 Analysts
Focusing On Pure-Play Insurance May Boost Efficiency, But Inflation And Competition Could Challenge Profitability
Key Takeaways Transition to a pure-play insurer is expected to streamline operations and improve efficiency, possibly leading to higher net margins. Strong capital position after divestitures allows for substantial capital returns and EPS growth, supporting financial stability and shareholder value.
View narrativeAU$21.99
FV
11.4% undervalued intrinsic discount2.41%
Revenue growth p.a.
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25users have followed this narrative
6 days ago author updated this narrative
AN
Consensus Narrative from 28 Analysts
Cloudboom Max, Zendaya Collaborations, And Global Expansion Will Drive Future Success
Key Takeaways Strong brand positioning, D2C expansion, and geographic growth in Asia Pacific and other regions are expected to increase revenue and market share. Innovations in product lines and operational improvements are likely to drive profitability and enhance supply chain efficiency.
View narrativeUS$65.30
FV
34.6% undervalued intrinsic discount25.52%
Revenue growth p.a.
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6 days ago author updated this narrative
AN
Consensus Narrative from 13 Analysts
Investments In Fiber And 5G Will Drive Future Connectivity Expansion
Key Takeaways Expansion into postpaid, fiber, and B2B digital services, plus prepaid migration, hints at revenue growth by targeting higher-value customers and digital services uptake. Migrating to fiber and expanding 5G networks could reduce costs and enable growth, enhancing net margins and capitalizing on connectivity demands.
View narrativeR$58.54
FV
10.7% undervalued intrinsic discount4.81%
Revenue growth p.a.
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6 days ago author updated this narrative
AN
Consensus Narrative from 22 Analysts
Acquisition Of Atsumitec And New Capacity Will Expand Footprint In Emerging Markets
Key Takeaways The acquisition of Atsumitec and new market expansions are expected to unlock synergies and drive growth in both automotive and non-automotive segments. Operational improvements and capacity expansions, including new projects, are anticipated to boost earnings by enhancing scale, efficiency, and operating margins.
View narrative₹164.64
FV
20.4% undervalued intrinsic discount8.83%
Revenue growth p.a.
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6 days ago author updated this narrative
AN
Consensus Narrative from 23 Analysts
Europe's First Biomethanol Plant And Global Projects Will Shape Future Operations By 2028
Key Takeaways Repsol's high-grading of its upstream portfolio and strategic divestments may enhance cash flows and earnings while boosting revenue with new project developments. Significant low carbon investments and expansion in the Customer division aim to increase net margins and improve revenue through growth in mobility and retail clients.
View narrative€14.33
FV
13.8% undervalued intrinsic discount1.49%
Revenue growth p.a.
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6 days ago author updated this narrative
AN
Consensus Narrative from 16 Analysts
AI Features And US Expansion Will Improve User Satisfaction And Retention
Key Takeaways Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention. Disciplined capital allocation and U.S. payroll expansion could improve efficiency and earnings growth.
View narrativeAU$186.71
FV
16.6% undervalued intrinsic discount15.40%
Revenue growth p.a.
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56users have followed this narrative
6 days ago author updated this narrative
AN
Consensus Narrative from 19 Analysts
Automation And Overseas Growth Will Drive Future Success In Multiline Retail
Key Takeaways Growth in overseas business and focus on wholly-owned brands present opportunities for higher profitability and enhanced margins internationally. Automation and strategic investments are poised to improve operating margins, reliability, and return on investments.
View narrativeUK£107.32
FV
3.5% overvalued intrinsic discount4.76%
Revenue growth p.a.
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6 days ago author updated this narrative