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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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Seagate Technology Holdings
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Mass Data And AI Expansion Will Fuel Advanced Storage Solutions
Key Takeaways Accelerated cloud and AI adoption, regulatory trends, and decentralized data hubs are set to expand Seagate's addressable market and drive lasting revenue stability. Industry consolidation and technological leadership position Seagate for sustained margin growth and substantial outperformance in long-term earnings and cash flow.
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US$198.15
FV
24.5% undervalued
intrinsic discount
15.23%
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
6 days ago
author updated this narrative
Ball
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Rising Sustainability Trends And Expanded Capacity Will Boost Aluminum Demand
Key Takeaways Shifting from plastics to aluminum and investing in production expansion are driving strong, sustainable growth and improved margins globally. Focusing on specialty cans and divesting aerospace boosts premium pricing, enhances business mix, and enables ongoing capital returns.
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US$75.54
FV
23.2% undervalued
intrinsic discount
3.61%
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
Principal Financial Group
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Digital Advances And Demographic Shifts Will Expand Retirement Solutions
Key Takeaways Rising demand for retirement and wealth solutions, especially in emerging markets, positions the company for sustained asset and revenue growth. Investments in digital innovation and a focus on fee-based, high-margin businesses support improved efficiency, profitability, and stable long-term earnings.
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US$99.00
FV
20.5% undervalued
intrinsic discount
4.85%
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
Eversource Energy
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Grid Modernization And Offshore Wind Will Advance Decarbonization Efforts
Key Takeaways Strategic investments in grid modernization and clean energy projects position Eversource for regulated revenue growth, benefiting from governments’ decarbonization and electrification mandates. Efficient capital allocation and constructive regulatory frameworks enhance margins, strengthen its financial position, and support reinvestment for sustained earnings growth.
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US$85.00
FV
22.9% undervalued
intrinsic discount
8.13%
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
Akamai Technologies
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Cloud And Cybersecurity Transformation Will Open New Horizons
Key Takeaways Akamai's transformation to focus on cybersecurity and cloud computing is driving potential revenue growth and competitiveness in emerging tech markets. Strategic investments in AI and edge computing enhance scalability and profitability, with an emphasis on specialized sales to boost customer acquisition.
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US$136.32
FV
42.3% undervalued
intrinsic discount
7.74%
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
Western Digital
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
AI, Cloud And IoT Trends Will Expand Storage Markets
Key Takeaways Accelerated adoption of advanced storage technologies and strong leadership are set to drive substantial margin expansion, market share gains, and product differentiation. Supply-demand discipline, long-term customer agreements, and operational agility position Western Digital for sustained pricing power, volume growth, and improved earnings quality.
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US$85.00
FV
19.1% undervalued
intrinsic discount
-9.54%
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
6 days ago
author updated this narrative
Walgreens Boots Alliance
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Digital Health And An Aging Population Will Expand Retail Care
Key Takeaways Store optimization, automation, and digital health investments are driving stronger margins, higher operating leverage, and long-term earnings growth through increased prescription volumes and cost efficiencies. Expansion into health services, own brands, and integrated care uniquely positions the company to boost customer loyalty, revenue diversity, and structural margin improvement.
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US$14.10
FV
18.3% undervalued
intrinsic discount
4.43%
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
Clorox
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Heightened Hygiene And Sustainability Will Unlock Market Opportunities
Key Takeaways Sustained margin growth, productivity initiatives, and digital transformation position Clorox for significant long-term earnings and profitability gains beyond industry expectations. Diverse innovation, focus on health and sustainability, and strong channel agility give Clorox a competitive edge in capturing demand shifts and driving recurring revenue.
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US$183.98
FV
31.2% undervalued
intrinsic discount
3.35%
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
Baxter International
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Aging And Digital Health Will Expand Advanced Hospital Care
Key Takeaways Targeted portfolio optimization and operational efficiency initiatives are driving higher margins, profitability, and sustained growth in core business areas. Strong innovation in digital health and competitive new product launches position Baxter to benefit from global demand for advanced, outcome-based healthcare solutions.
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US$52.63
FV
48.0% undervalued
intrinsic discount
5.23%
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
6 days ago
author updated this narrative
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