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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
172
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
8 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
8 days ago
author updated this narrative
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Power Grid Corporation of India
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
India's Urbanization And Renewables Will Reshape National Transmission Networks
Key Takeaways Innovative project management and digital capabilities position the company for sustained growth, margin expansion, and operational efficiency beyond analysts' current expectations. International initiatives and strategic advantages create new, high-value revenue streams and market leadership, supporting long-term earnings growth and competitive resilience.
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₹375.00
FV
20.6% undervalued
intrinsic discount
2.11%
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
9 days ago
author updated this narrative
ASSA ABLOY
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urban Growth And Smart Buildings Will Expand Security Demand
Key Takeaways Secular demand shifts and regulatory trends are fueling robust growth and premium pricing power, with digital innovation driving recurring revenues and sustained margin expansion. Successful acquisitions and strategic localization position the company for significant market share gains and earnings outperformance, especially in emerging and recovering residential markets.
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SEK 410.00
FV
22.2% undervalued
intrinsic discount
7.88%
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
9 days ago
author updated this narrative
Partners Group Holding
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Aging Populations Will Drive Private Markets
Key Takeaways Structural AUM and inflow growth, driven by strong investor demand and U.S. evergreen expansion, is set to compound fee revenues and margins above expectations. Technology investment, operational efficiencies, and strategic M&A will enhance scalability, margins, and long-term market position.
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CHF 1.44k
FV
21.9% undervalued
intrinsic discount
20.45%
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
9 days ago
author updated this narrative
Tata Motors
AN
AnalystHighTarget
Consensus Narrative from 28 Analysts
Expanding EV Adoption And Urbanization Will Reshape Global Mobility
Key Takeaways Broad product launches and strong distribution enable Tata Motors to capture high-growth auto segments and drive sustained revenue and market share gains. Aggressive deleveraging, operational efficiency, and leadership in affordable EVs enhance profitability, resilience, and capacity for high-margin recurring revenue streams.
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₹1.04k
FV
35.4% undervalued
intrinsic discount
10.16%
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
9 days ago
author updated this narrative
UCB
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Health And Biologics Will Serve Aging Populations
Key Takeaways Blockbuster biologics launches and strong pipeline performance position revenue and margin growth to outpace expectations, benefiting from rapid geographic expansion and operational leverage. Strategic reinvestment, portfolio optimization, and advanced digital health integration bolster flexibility, innovation, and sustained profitability above consensus forecasts.
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€250.00
FV
30.7% undervalued
intrinsic discount
17.72%
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
9 days ago
author updated this narrative
Mitsubishi Electric
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Industrial Digitalization And Urbanization Will Fuel Enduring Opportunity
Key Takeaways Sustained investments in urbanization, energy efficiency, and automation are likely to drive stronger long-term growth and margin expansion than analysts currently forecast. Increased focus on high-margin projects, digital services, and business reforms positions Mitsubishi Electric for more stable profits and greater recurring revenue.
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JP¥3.80k
FV
15.4% undervalued
intrinsic discount
4.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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9 days ago
author updated this narrative
Quanta Computer
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Rising AI And Cloud Trends Will Expand Global Demand
Key Takeaways Accelerated growth in AI server sales, advanced R&D, and global supply chain flexibility position Quanta to outpace competitors and deliver superior margins. Expanding adoption of AI, cloud, and sustainable manufacturing strengthens Quanta's customer base, recurring revenues, and long-term earnings stability.
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NT$420.00
FV
37.5% undervalued
intrinsic discount
39.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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9 days ago
author updated this narrative
Hyundai Motor
AN
AnalystHighTarget
Consensus Narrative from 28 Analysts
Ulsan EV Plant And Connected Technology Will Meet Rising Demand In Emerging Markets
Key Takeaways Rapid gains in hybrid and electric vehicle sales, plus aggressive localization, could enable Hyundai to outperform revenue and margin expectations in electrified markets. Expansion into smart technologies and strategic alliances positions Hyundai for increased recurring revenue, stronger operating margins, and enhanced long-term growth potential.
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₩361.76k
FV
42.9% undervalued
intrinsic discount
7.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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9 days ago
author updated this narrative
Kuwait Finance House K.S.C.P
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Islamic Finance Adoption And Digital Banking Will Open Global Opportunities
Key Takeaways Advanced digital capabilities and international expansion uniquely position KFH to outperform in Sharia-compliant products, driving faster and more sustainable growth than market expectations. The market underestimates KFH's ability to unlock profit and efficiency gains from cross-border integration, new funding sources, and unrecognized opportunities in emerging lending segments.
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د.ك0.80
FV
0.7% overvalued
intrinsic discount
6.66%
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
9 days ago
author updated this narrative
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