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Weekly Picks
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
32.8% 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
57
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
45.4% 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
61
users have followed this narrative
New
narrative
Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.
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US$174.00
FV
37.0% undervalued
intrinsic discount
12.97%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
15
users have followed this narrative
Updated
narrative
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EverGen Infrastructure
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
RNG Production And Renewables Projects Will Exceed Capacity In 2025
Key Takeaways Increasing RNG production and major project advancements could significantly boost revenue and earnings as capacity and investments scale up. Declining operating expenses and insurance premiums may enhance net margins and bolster net earnings due to cost optimizations.
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CA$1.48
FV
70.9% undervalued
intrinsic discount
12.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
24 days ago
author updated this narrative
Akoya Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Reagent Offerings And Diagnostics Will Widen Platform Adoption
Key Takeaways Expansion of reagent offerings and diagnostics partnerships aim to boost revenue growth and improve margins significantly. Operational efficiencies and strategic collaborations enhance platform utilization, positioning Akoya for sustainable growth and profitability.
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US$2.58
FV
50.0% undervalued
intrinsic discount
9.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
24 days ago
author updated this narrative
DouYu International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Monetization And Mobile Entertainment Will Unlock Value
Key Takeaways Diversification into innovative segments and digital monetization is strengthening revenue streams and reducing reliance on declining areas. Operational cost optimization and AI-driven efficiency initiatives are supporting margin improvement and earnings resilience.
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US$7.35
FV
6.9% overvalued
intrinsic discount
-4.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
24 days ago
author updated this narrative
Douglas Emmett
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Redevelopment And New Ventures Expected To Improve Occupancy And Earnings Stability
Key Takeaways Redevelopment and acquisitions at key locations are anticipated to enhance occupancy and revenue growth, improving net margins and income stability. Joint ventures and strategic debt management could stabilize financial performance, positively impacting earnings and free cash flow.
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US$21.66
FV
31.2% undervalued
intrinsic discount
1.12%
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
24 days ago
author updated this narrative
Insmed
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Key Takeaways Anticipated U.S. and international launches of brensocatib are key catalysts for significant revenue growth and new market penetration. Strategic investment in market access and R&D aims to sustain long-term profitability and support efficient product launches.
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US$68.64
FV
58.3% overvalued
intrinsic discount
72.03%
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
24 days ago
author updated this narrative
DIP
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Spot Baitoru And AI Will Transform Part-Time Hiring
Key Takeaways Strategic investments in Spot Baitoru and brand partnerships are designed to enhance market share and revenue via increased brand recognition and customer base. AI integration and operational restructuring aim to improve hiring efficiency and sales productivity, potentially boosting profit margins and reducing employee turnover.
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JP¥2.26k
FV
8.9% overvalued
intrinsic discount
5.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
24 days ago
author updated this narrative
Total Energy Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisition Of Saxon And Upgraded Rigs Will Improve Future Operations In Canada And Australia
Key Takeaways The acquisition and equipment upgrades hint at bolstered revenue and improved margins, especially in Canadian and Australian markets. Increased dividends and strong free cash flow underscore a disciplined capital strategy, enhancing earnings and potential shareholder returns.
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CA$18.13
FV
35.8% undervalued
intrinsic discount
4.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
24 days ago
author updated this narrative
Kolibri Global Energy
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Longer Lateral Wells And Expanding Reserves Will Fuel 2025 Performance
Key Takeaways Drilling longer lateral wells and expanding crude reserves are expected to enhance production efficiency, supporting future revenue and production growth. Effective cost management and the share buyback program are set to improve net margins and increase earnings per share, benefiting investors.
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CA$16.22
FV
49.7% undervalued
intrinsic discount
27.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
24 days ago
author updated this narrative
Fiera Milano
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Brazil And Saudi Arabia Will Capture New Audiences In 2025
Key Takeaways Strategic expansion into new markets and successful event launches are expected to drive significant revenue and earnings growth. Focus on sustainability and ESG improvements may enhance market position and attract environmentally-conscious clients and investors.
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€6.03
FV
7.8% overvalued
intrinsic discount
12.83%
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
24 days ago
author updated this narrative
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