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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
30.8% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
3
users have commented on this narrative
63
users have followed this narrative
Updated
narrative
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
42.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
1
users have commented on this narrative
68
users have followed this narrative
New
narrative
Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.
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US$174.00
FV
38.3% undervalued
intrinsic discount
12.97%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
18
users have followed this narrative
Updated
narrative
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Kirloskar Ferrous Industries
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Ford Contract And Cost Reductions Will Boost Future Casting And Steel Production
Key Takeaways Enhanced operational efficiencies and revenue growth are expected through increased capacity utilization, cost reductions, and new product development. Investment in renewable energy, ERP systems, and internal resource utilization may lead to stabilized costs and improved net margins.
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₹625.50
FV
11.8% undervalued
intrinsic discount
12.62%
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
5 days ago
author updated this narrative
Granules India
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Genome Valley Facility Will Increase Production Capacity To 10 Billion Doses
Key Takeaways Strategic focus on expanding high-growth segments is expected to drive future revenue and enhance earnings stability through improved product approvals. Increased production capacity and quality improvements are set to enhance operational efficiency, supporting sustainable growth and better net margins.
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₹613.29
FV
25.9% undervalued
intrinsic discount
14.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
5 days ago
author updated this narrative
Champion Iron
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Completion Of Flotation Plant By 2025 Will Enable Production Of Higher-Grade Material
Key Takeaways Strategic partnerships and logistics improvements position Champion Iron for increased revenue, higher net margins, and new growth opportunities. Anticipated demand for higher-grade material and DRI feedstock aligns with emerging green steel markets, boosting future earnings potential.
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AU$5.85
FV
29.5% undervalued
intrinsic discount
7.21%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
5 days ago
author updated this narrative
EcoRodovias Infraestrutura e Logística
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Road Capacity And Toll Automation Will Offer Mixed Results
Key Takeaways Strategic investments and new toll collection initiatives could significantly boost revenue growth and enhance earnings stability. Automation and strategic cost management can improve operational efficiency, potentially enhancing net margins and overall earnings.
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R$9.34
FV
26.2% undervalued
intrinsic discount
-8.31%
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
5 days ago
author updated this narrative
Signify
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Smart City Solutions And Connected Lighting Will Expand Opportunities
Key Takeaways Growing demand for connected, sustainable lighting solutions and urban upgrades is expanding Signify's market, supporting revenue growth and improving margins. Strategic investments, cost discipline, and a shift to higher-margin services drive earnings resilience, cash flow strength, and long-term shareholder value.
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€24.78
FV
15.2% undervalued
intrinsic discount
-0.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
5 days ago
author updated this narrative
Tongdao Liepin Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Recruitment Efficiency Will Lower Costs And Expand Market Coverage
Key Takeaways Integration of AI technologies enhances efficiency, reduces costs, diversifies revenue, and drives growth across recruitment and various sectors. Financial strategies to improve investor confidence aim for better earnings, stock appreciation, and stable profit margins amidst market uncertainties.
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HK$6.43
FV
38.7% undervalued
intrinsic discount
4.63%
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
5 days ago
author updated this narrative
Eureka Forbes
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Rising Urbanization And Health Focus Will Expand Home Markets
Key Takeaways Strong focus on innovation, premiumization, and digital transformation is driving margin expansion and recurring revenue growth in health-focused consumer appliances. Sustained cost optimization and operating leverage enable continued growth investments without compromising profit margins, supporting robust future earnings trajectory.
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₹686.33
FV
16.6% undervalued
intrinsic discount
14.43%
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
5 days ago
author updated this narrative
Aya Gold & Silver
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Zgounder Expansion And Open-Pit Operations Will Redefine Silver Production
Key Takeaways The Zgounder expansion and transition to open-pit mining are expected to boost production and reduce costs, enhancing revenue and net margins. Enhanced mill recoveries and focus on silver ingot production could improve earnings and overall profitability.
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CA$19.67
FV
38.7% undervalued
intrinsic discount
57.35%
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
5 days ago
author updated this narrative
Mastek
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
UK Government And NHS Spending Will Unlock Enduring Opportunities
Key Takeaways Strong positioning in digital transformation and AI, with expanding contract wins in public and non-public sectors, is driving multi-year growth and improving margins. Investments in talent, proprietary platforms, and geographic diversification are enhancing operating leverage, reducing risk, and supporting consistent revenue and earnings expansion.
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₹3.07k
FV
17.9% undervalued
intrinsic discount
11.40%
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
5 days ago
author updated this narrative
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