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Knightscope
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content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
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US$12.00
FV
51.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 38.04
FV
24.6% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
29
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
53.6% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
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Essity
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Aging Populations And Digitalization Will Expand Hygiene Demand Globally
Key Takeaways Premium product trade-up and demographic shifts will drive sustained net margin expansion and higher operating leverage as age-related demand accelerates. Innovation, digitalization, and targeted brand strategies will boost topline growth and pricing power, expanding earnings beyond consensus expectations.
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SEK 330.00
FV
23.1% undervalued
intrinsic discount
2.02%
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
6 days ago
author updated this narrative
Clean Science and Technology
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Green Chemistry Demand Will Expand Global Specialty Markets
Key Takeaways Rapid adoption of advanced products and expansion into new geographies could drive sharper revenue and margin growth than anticipated, aided by limited competition locally. Focus on sustainability, operational efficiencies, and portfolio diversification positions Clean Science for premium pricing and resilient earnings, limiting industry cycle exposure.
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₹1.78k
FV
36.3% undervalued
intrinsic discount
31.66%
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
6 days ago
author updated this narrative
Banco Latinoamericano de Comercio Exterior S. A
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Latin American Trade Barriers Will Undermine Traditional Banking Models
Key Takeaways Reliance on Latin American trade and traditional banking exposes the company to risks from political volatility, protectionism, and accelerating digital disruption. ESG mandates and regulatory pressures threaten future loan growth, profitability, and revenue diversification, particularly in key sectors like energy.
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US$37.00
FV
24.7% overvalued
intrinsic discount
8.50%
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
6 days ago
author updated this narrative
Omega Healthcare Investors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
US And UK Senior Care Demand Will Sustain Future Expansion
Key Takeaways Demographic trends and recent legislation are driving demand and stability for Omega's skilled nursing and senior care operations, boosting occupancy and earnings predictability. Prudent balance sheet management and strategic acquisitions enhance portfolio diversification, supporting long-term revenue growth and reducing financial risk.
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US$41.79
FV
0.5% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
7 days ago
author updated this narrative
Truworths International
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
African Youth And Digital Trends Will Expand Retail Despite Setbacks
Key Takeaways Aggressive international expansion and integration of retail methodologies position Truworths for outperformance in earnings, margins, and market share versus current expectations. Strong youth engagement, advanced analytics, and robust capital allocation build durable competitive advantages and enable transformative growth opportunities in multiple regions.
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R107.00
FV
40.2% undervalued
intrinsic discount
7.34%
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
6 days ago
author updated this narrative
monday.com
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Margin And SaaS Rivalry Will Constrain Value Yet Uncover Upside
Key Takeaways Strong demand and innovation support growth, but extended sales cycles and heavy investment may hinder profitability in a competitive SaaS market. Rising competition, pricing pressures, and regulatory costs threaten revenue, customer retention, and expansion into new markets and industries.
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US$215.00
FV
18.2% undervalued
intrinsic discount
20.61%
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
6 days ago
author updated this narrative
Meta Platforms
AN
AnalystConsensusTarget
Consensus Narrative from 61 Analysts
AI Advancements And Expanding Digital Commerce Will Redefine Advertising
Key Takeaways AI-driven personalization and new ad formats are boosting ad performance, user engagement, and creating diversified revenue streams across Meta's platforms. Platform ecosystem advantages support durable revenue growth, competitive strength, and expanded monetization as digital commerce and advertising shift online.
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US$861.06
FV
12.4% undervalued
intrinsic discount
15.51%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
699
users have followed this narrative
7 days ago
author updated this narrative
Royalty Pharma
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Royalty Revenue Will Contract Amid Strict Pricing And Debt Pressures
Key Takeaways Political and regulatory pressures on drug pricing, along with weaker intellectual property protections, threaten future royalty streams and earnings stability. Rising interest rates and intensified competition for assets risk shrinking margins, slowing acquisitions, and eroding the company's historical returns.
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US$32.19
FV
11.8% overvalued
intrinsic discount
15.17%
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
6 days ago
author updated this narrative
Snap-on
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digitalization And Skilled Trades Will Fuel Lasting Automotive Repair Demand
Key Takeaways Emphasis on advanced diagnostics, direct distribution, and product innovation strengthens high-margin revenue and operational resilience amid vehicle digitalization and economic fluctuations. Structural trends in vehicle maintenance and the growth of skilled trades support steady demand, expanding the customer base and enhancing long-term revenue prospects.
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US$337.88
FV
2.4% undervalued
intrinsic discount
0.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
7 days ago
author updated this narrative
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