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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
30.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
48
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
44.5% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
1
users have commented on this narrative
54
users have followed this narrative
New
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Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Key Assumptions: Successful Guyana and South America Deposits: ExxonMobil’s Stabroek Block in Guyana is assumed to achieve full operational success, contributing significantly to production growth. The block is estimated to hold over 11 billion barrels of recoverable oil, with production scaling rapidly.
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US$189.00
FV
40.8% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
2
users have commented on this narrative
10
users have followed this narrative
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Nine Entertainment Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Olympics Will Increase Stan's Subscriber Base And Engagement
Key Takeaways Strategic investment in digital revenue streams and data enhancements positions Nine Entertainment for growth despite declining traditional media revenues. Leveraging major events and synergies with Domain are key strategies to boost engagement, subscriptions, and advertising revenue.
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AU$1.91
FV
11.1% undervalued
intrinsic discount
2.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 2 hours ago
author updated this narrative
Godrej Agrovet
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
CDMO Expansion And Branded Poultry Products Will Boost Future Potential
Key Takeaways Strong pricing and operational improvements in the Animal Feed and Vegetable Oil segments are poised to enhance future earnings and revenue growth. Strategic shifts in Poultry and Dairy segments aim to improve profitability and stabilize margins through focus on branded products and value-added offerings.
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₹862.83
FV
2.8% undervalued
intrinsic discount
10.23%
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
about 2 hours ago
author updated this narrative
Ecora Resources
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Voisey's Bay, Mimbula And Mantos Blancos Will Empower Base Metals
Key Takeaways Expected volume growth from key assets will substantially boost future revenue, supported by low operating costs and production expansions. Shifting revenue from Kestrel to lower-tax jurisdictions in the base metals portfolio is anticipated to increase net margins due to a lower effective tax rate.
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UK£1.20
FV
41.1% undervalued
intrinsic discount
-3.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 2 hours ago
author updated this narrative
Springfield Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Reduction And Durieshill Village Project Will Strengthen Future Prospects
Key Takeaways Decreased debt enhances net margins and profitability, while profitable land sales boost liquidity and financial leverage. Strategic partnerships and infrastructure investments position the company for long-term revenue growth and market expansion in Northern Scotland.
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UK£1.43
FV
30.5% undervalued
intrinsic discount
-1.62%
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
about 2 hours ago
author updated this narrative
Lojas Quero-Quero
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ongoing Store Expansion In Mato Grosso Do Sul And Paraná Will Broaden Market Presence
Key Takeaways Strong same-store sales growth and expansion in key regions indicate potential for revenue and market presence improvement. Conservative credit strategies enhance financial stability, while tax credits improve cash flow and net margins.
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R$4.24
FV
40.8% undervalued
intrinsic discount
9.78%
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
about 2 hours ago
author updated this narrative
Dunelm Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture
Key Takeaways Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector. Investments in automation and vertical integration aim to enhance operational efficiency and net margins through better cost and supply chain management.
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UK£12.83
FV
6.4% undervalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
about 2 hours ago
author updated this narrative
Rubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Renewable Energy Projects And African Expansion Will Support Future Operations
Key Takeaways Rubis' expansion in Africa and investments in low-carbon energy, particularly solar, highlight potential for revenue and earnings growth. Strong performance in the Caribbean, alongside operational efficiencies, supports steady revenue expansion and sustained profitability.
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€34.89
FV
19.9% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
about 2 hours ago
author updated this narrative
Sword Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ambitious 2029 Vision Will Drive Expansion Into AI, Cybersecurity, And Data Management
Key Takeaways Sword Group's focus on high-growth areas like AI and cybersecurity, along with strategic acquisitions, drives significant revenue and enhances market position. Ambitious growth plans via organic and acquisition strategies in distinct geographic regions bolster earnings and enterprise value.
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€43.00
FV
14.8% undervalued
intrinsic discount
11.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 2 hours ago
author updated this narrative
Perseus Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Tier One Projects Will Expand Future Gold Production
Key Takeaways Major new asset developments, robust cost discipline, and financial strength are set to drive long-term growth, resilient margins, and flexibility for strategic projects. Emphasis on ethical practices and community engagement positions the company for increased investor appeal and higher valuation in a supportive gold price environment.
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AU$3.97
FV
15.2% undervalued
intrinsic discount
15.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
about 2 hours ago
author updated this narrative
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