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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
31.8% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
51
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
44.7% 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
57
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
40.9% 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
11
users have followed this narrative
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Oracle Corporation Japan
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Cloud And AI Collaborations With Toyota Will Offset On-Premise Challenges
Key Takeaways Strong demand for Oracle's cloud services, augmented by major partnerships, could lead to sustained revenue growth and expanded customer base. Investments in generative AI infrastructure may drive future revenue and earnings growth through AI-related services and platforms.
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JP¥17.62k
FV
6.9% undervalued
intrinsic discount
7.28%
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
about 22 hours ago
author updated this narrative
Swire Properties
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Chinese Mainland Expansion And Luxury Partnerships Will Drive Future Performance
Key Takeaways Strategic investment in the Chinese mainland and capital recycling efforts aim to drive significant revenue growth through high-growth markets and profitable capital reallocation. Commitment to shareholder returns and diversified development pipeline are positioned to enhance earnings and drive robust future revenue growth.
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HK$21.48
FV
1.8% undervalued
intrinsic discount
6.90%
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
about 22 hours ago
author updated this narrative
Pandora
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
E-commerce Rollout After Italy And Canada Success Will Expand Digital Engagement In 2025
Key Takeaways Phoenix strategy emphasizes brand elevation, e-commerce enhancements, sustainability, and store expansions to drive organic growth, revenue, and brand value. Effective cost management through price adjustments and efficiencies maintains strong EBIT margins despite commodity price pressures.
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DKK 1.22k
FV
11.3% undervalued
intrinsic discount
6.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 22 hours ago
author updated this narrative
Turkiye Garanti Bankasi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And TL Loans Will Expand Market Presence
Key Takeaways Increased retail deposits and strategic lending focus could lower funding costs, enhancing net interest income and earnings growth. Digital banking expansion and innovation bolster fee income, potentially driving revenue growth despite market volatility.
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₺162.37
FV
12.1% undervalued
intrinsic discount
33.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
about 22 hours ago
author updated this narrative
Nemetschek
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
SaaS Transition And AI Hub Will Expand Global Presence
Key Takeaways The shift to a subscription and SaaS model has established stable revenue growth, supported by increased annual recurring revenue and strategic acquisitions. Expansion into high-growth regions and investment in AI and cloud technologies aim to diversify revenue and strengthen competitive positioning.
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€117.85
FV
11.2% overvalued
intrinsic discount
14.39%
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
about 22 hours ago
author updated this narrative
VACN
VAT Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Advanced Semiconductor Trends Will Unlock Lucrative Market Prospects
Key Takeaways Strong semiconductor demand and expanding chip manufacturing complexity position VAT for above-market growth, with accelerating revenue anticipated as investment cycles recover. Strategic R&D, capacity expansions, and growth in aftermarket services will drive margin improvement, recurring revenue, and enhanced market share.
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CHF 332.20
FV
13.5% undervalued
intrinsic discount
11.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 22 hours ago
author updated this narrative
Hana Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Digital Transformation Will Redefine Asia Financial Landscape
Key Takeaways Digital transformation and diversified non-interest income streams are driving sustainable growth and operational efficiency, strengthening Hana Financial Group's competitive position. Expanding international, corporate, and SME activities, alongside proactive cost control, enhances resilience and enables strategic innovation and shareholder returns.
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₩100.89k
FV
15.4% undervalued
intrinsic discount
1.88%
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
about 22 hours ago
author updated this narrative
JD Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Increasing Overseas Warehouse Capacity Over 100% Will Enhance Global Operations
Key Takeaways JD Logistics is focused on global expansion and efficiency improvements to drive growth and enhance net margins. Strategic collaborations and technology investments aim to uncover new revenue from emerging segments and sustain profit margin expansion.
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HK$17.45
FV
21.7% undervalued
intrinsic discount
9.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 22 hours ago
author updated this narrative
Bank Negara Indonesia (Persero)
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Shift Towards Corporate And Consumer Loans Expected To Improve Future Prospects
Key Takeaways Strategic focus on corporate and consumer loans with digital and branch transformations is expected to improve revenue and net margins. Asset quality improvement and prudent provisioning efforts are likely to stabilize earnings and support sustainable profit growth.
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Rp5.17k
FV
22.5% undervalued
intrinsic discount
19.26%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
about 22 hours ago
author updated this narrative
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