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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
35.7% 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
170
users have followed this narrative
15 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
20.5% 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
19
users have followed this narrative
7 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
25.2% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
7 days ago
author updated this narrative
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Spotify Technology
MI
MichaelP
Content Lead
Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows
Key Takeaways Spotify is wisely focusing on long-term objectives over short-term profitability. Leverage will shift from labels (suppliers) to Spotify (the aggregator) as scale continues to grow.
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US$646.23
FV
9.4% overvalued
intrinsic discount
18.80%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
5
users have commented on this narrative
24
users have followed this narrative
6 months ago
author updated this narrative
Proximus
AX
Axano
Community Contributor
Proximus, transferring money from the impatient to the patient investor
Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.
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€16.62
FV
51.2% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
2
users have commented on this narrative
46
users have followed this narrative
6 months ago
author updated this narrative
Acrow
DR
DrBioHacker
Community Contributor
Undervalued Growth Stock with 6% Yield and Expansion Potential
1. Business Overview and Market Scope What the Business Does: Acrow is a Sydney-based provider of support services for the construction industry.
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AU$1.24
FV
16.9% undervalued
intrinsic discount
9.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
6 months ago
author updated this narrative
Clear Secure
BR
Brogers
Community Contributor
Strong potential through partnerships, international expansion and wider application of biometrics
Key Takeaways Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports. The company’s success hinges on its ability to scale internationally, as its current US-centric focus limits its addressable market.
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US$46.66
FV
36.7% undervalued
intrinsic discount
12.58%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 months ago
author updated this narrative
Olvi Oyj
SI
SIR
Community Contributor
Olvi Oyj: A Brewed Opportunity
The Brew: Olvi's success hinges on its ability to: Capitalize on the Finnish Market: As a leading player in Finland's mature beer market, Olvi benefits from strong brand loyalty and a well-established distribution network. Expand Internationally: Olvi's strategic acquisitions and partnerships have opened doors to new markets, particularly in Eastern Europe, where it has seen significant growth.
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€59.40
FV
42.9% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 months ago
author updated this narrative
Roche Holding
BA
bazza
Community Contributor
Roche Holding will see a 4.2576% revenue growth shaking the market
Valuation ### **Analyse der Roche Jahreszahlen 2024: Wachstum setzt sich fort, Herausforderungen bleiben_20250130 #### Zusammenfassung der Ergebnisse Roche hat für das Jahr 2024 ein solides Wachstum von 7 % auf 60,5 Mrd. CHF erzielt, was die Erwartungen leicht übertroffen hat.
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CHF 302.06
FV
15.4% undervalued
intrinsic discount
5.07%
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
6 months ago
author updated this narrative
NVIDIA
WA
Wallstreetaholic
Community Contributor
NVIDIA will dominate AI with its strong GPU market leadership
Positives 1. Market Leadership in GPUs and AI Acceleration: NVIDIA dominates the discrete GPU market, particularly for high-performance gaming and data center AI workloads.
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US$117.69
FV
45.6% overvalued
intrinsic discount
5.26%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
6 months ago
author updated this narrative
PGE Polska Grupa Energetyczna
JO
Jonataninho
Community Contributor
PGE: Overlooked Polish Powerhouse
PGE Polska Grupa Energetyczna S.A. Is Poland’s largest power producer, however, historically reliant on coal-based energy. In recent years, PGE has embarked on a significant transformation towards renewable energy, aiming for climate neutrality by 2050.
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zł32.54
FV
62.6% undervalued
intrinsic discount
15.00%
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
6 months ago
author updated this narrative
Indoco Remedies
TH
ThewealthyinvestorbyDSAB
Community Contributor
Indoco Remedies Will Benefit from India's Healthcare Growth
Indoco Remedies presents a compelling investment opportunity due to its balanced business model, focusing on both domestic strength and international expansion. The company is well-positioned to benefit from: India’s growing healthcare ecosystem , driven by higher spending, population growth, and rising disease burden.
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₹380.00
FV
18.2% undervalued
intrinsic discount
-6.53%
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
6 months ago
author updated this narrative
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