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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
166
users have followed this narrative
13 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
15
users have followed this narrative
6 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
51
users have followed this narrative
6 days ago
author updated this narrative
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Bodycote
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investments In Specialist Technologies Will Support Expansion In Aerospace And Energy Sectors
Key Takeaways Strategic focus on efficiency and growth, along with exiting noncore activities, is expected to drive margin improvements and enhance profitability. Investment in Specialist Technologies and targeted M&A strategy aims to support revenue growth and diversify revenue streams in key markets.
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UK£7.34
FV
18.1% undervalued
intrinsic discount
0.054%
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
4 days ago
author updated this narrative
Genuit Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisitions In Underfloor Heating And Stormwater Management Will Fuel Future Growth
Key Takeaways Strategic acquisitions in growing markets and successful implementation of the Genuit Business System position the company for future margin and earnings growth. Favorable regulatory conditions and increased spending on stormwater management support potential revenue and demand increases for Genuit Group's products.
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UK£4.73
FV
15.4% undervalued
intrinsic discount
4.47%
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
4 days ago
author updated this narrative
Usha Martin
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion At Ranchi And Thailand Plants Will Improve Market Position And Margins
Key Takeaways Centralizing procurement and logistics through One Usha Martin is expected to unlock cost savings and improve net margins. Expansion projects and digitalization initiatives are anticipated to enhance market position and revenue growth.
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₹552.59
FV
31.0% undervalued
intrinsic discount
13.68%
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
4 days ago
author updated this narrative
Etteplan Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI Integration And Automotive Electrification Will Improve Customer Value And Operational Efficiency
Key Takeaways Integration of AI and technology-enhanced services is expected to improve competitive offerings, drive growth, and enhance profitability through operational efficiencies. Geographic diversification and strategic investments in electrification projects are poised to bolster revenue growth and stabilize earnings in emerging markets.
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€11.48
FV
5.1% undervalued
intrinsic discount
4.67%
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
4 days ago
author updated this narrative
NFON
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI And Technology Appointments Will Improve Operational Scalability In 2025
Key Takeaways NFON's strengthened leadership and AI-driven initiatives are anticipated to enhance innovation, sales strategies, and profitability. Strategic acquisitions and operational focus are expected to improve efficiencies, margins, and revenue growth in core markets and customer segments.
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€7.09
FV
2.0% undervalued
intrinsic discount
9.94%
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
4 days ago
author updated this narrative
DNO
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Othello Discovery And Trym Restart Will Expand North Sea Operations
Key Takeaways Strategic focus on North Sea operations and gas resources positions DNO to capitalize on high market prices and grow future earnings. Reopening of strategic pipelines and a strong financial position enable further acquisitions, driving long-term revenue and margin improvements.
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NOK 16.55
FV
13.9% undervalued
intrinsic discount
9.31%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Boozt
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding European Reach And AI Adoption Will Drive Success
Key Takeaways Geographic expansion and strategic multi-category diversification on Boozt.com and Booztlet suggest potential long-term revenue growth and market resilience. Efficiency improvements through AI and cost reduction strategies are expected to enhance profitability and support margin expansion.
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SEK 132.92
FV
36.2% undervalued
intrinsic discount
7.50%
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
4 days ago
author updated this narrative
Super Retail Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investment In Rebel Active Loyalty Program And Digital Transformation Will Boost Customer Engagement
Key Takeaways Loyalty programs and digital transformations aim to enhance customer engagement and boost future revenue and net margins through improved customer loyalty. Expansion and operational strategies, including new stores and automation, focus on improving sales capacity and logistics for increased revenue and efficiency.
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AU$14.35
FV
4.0% overvalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
4 days ago
author updated this narrative
Conduit Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Strong Solvency And Proactive Rate Adjustments Will Support Future Profitability Despite Challenges
Key Takeaways Strong solvency ratio and efficient cost management position Conduit Holdings for growth and improved profitability. Strategic premium growth and responsive rate adjustments enhance revenue potential amid challenging industry conditions.
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UK£5.68
FV
31.2% undervalued
intrinsic discount
8.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
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