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FR
FrugalBull
Community Contributor
Enterprise, AI & Cloud Growth Ahead, Waiting For the Right Price 💸
Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.
View narrativeUS$204.74
FV
10.6% overvalued intrinsic discount19.00%
Revenue growth p.a.
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28users have followed this narrative
2 days ago author updated this narrative
TO
Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
View narrativeUS$147.87
FV
26.4% undervalued intrinsic discount18.45%
Revenue growth p.a.
6users have liked this narrative
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44users have followed this narrative
3 days ago author updated this narrative
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
View narrativezł100.96
FV
35.4% undervalued intrinsic discount15.00%
Revenue growth p.a.
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13users have followed this narrative
2 days ago author updated this narrative
CH
Chester
Community Contributor
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.
View narrativeUS$253.14
FV
4.5% undervalued intrinsic discount15.00%
Revenue growth p.a.
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1users have followed this narrative
2 months ago author updated this narrative
JO
Johndoe
Community Contributor
Karoooo biast prediction
Karooooo is continuing to expand in Southeast Asia, leveraging favorable market conditions and an underpenetrated market. The Southeast Asian telematics market is projected to grow at a CAGR of 11.53% from 2024 to 2029, adding c3.4m IoT devices.
View narrativeR1.40k
FV
44.0% undervalued intrinsic discount18.00%
Revenue growth p.a.
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1users have followed this narrative
2 months ago author updated this narrative
NA
NateF
Community Contributor
SMCI Market Outlook
Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.
View narrativeUS$49.35
FV
13.9% undervalued intrinsic discount31.29%
Revenue growth p.a.
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37users have followed this narrative
2 months ago author updated this narrative
EV
evgenispap
Community Contributor
Bonava will at least triple its market value when the housing market recovers
If earnings hit half of what they were when the company founded in 2016, which was a reasonable housing market period, the company will profit around half a billion SEK. With a P/E multiple of 14, that is around 7 billion sek, which is 3 times the current market value.
View narrativeSEK 49.02
FV
80.4% undervalued intrinsic discount2.00%
Revenue growth p.a.
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9users have followed this narrative
2 months ago author updated this narrative
ST
StickmanCyborg
Community Contributor
HF Sinclair Corp: A Nuanced Investment Case
HF Sinclair Corporation represents an intricate investment proposition in the ever-shifting dynamics of the energy sector. Against the background of recent underperformance, a combination of factors suggests probable undervaluation, for which a closer look might be warranted.
View narrativeUS$98.48
FV
68.4% undervalued intrinsic discount5.00%
Revenue growth p.a.
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8users have followed this narrative
2 months ago author updated this narrative
NA
NateF
Community Contributor
Q3/4 Price Decline, 2025 Projections
Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.
View narrativeUS$193.68
FV
48.0% undervalued intrinsic discount18.84%
Revenue growth p.a.
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23users have followed this narrative
2 months ago author updated this narrative
NA
NateF
Community Contributor
ELV Market Outlook
Elevance Health, Inc. (NYSE: ELV) is a prominent player in the health benefits industry, offering a range of services including medical, pharmaceutical, dental, and behavioral health plans.
View narrativeUS$390.54
FV
5.2% overvalued intrinsic discount6.79%
Revenue growth p.a.
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6users have followed this narrative
2 months ago author updated this narrative
PA
PapaDanico001
Community Contributor
Diamond Trust Bank Kenya will see revenue grow by 36% in the next 3 years
Diamond Trust Bank (DTB) Kenya presents compelling investment potential on the NSE. * **Strong Market Presence:** DTB is a leading commercial bank in Kenya with a wide branch network and a strong customer base across various segments.
View narrativeKSh83.45
FV
4.7% undervalued intrinsic discount36.00%
Revenue growth p.a.
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5users have followed this narrative
2 months ago author updated this narrative
NA
NateF
Community Contributor
SRTS Market Outlook
Sensus Healthcare, Inc. (NASDAQ: SRTS) specializes in non-invasive treatments for skin conditions, notably through its Superficial Radiation Therapy (SRT) technology.
View narrativeUS$13.42
FV
65.9% undervalued intrinsic discount20.39%
Revenue growth p.a.
6users have liked this narrative
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42users have followed this narrative
2 months ago author updated this narrative