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Weekly Picks

Investor

Investingwilly

Community Contributor

The "Boring" Money Printer

Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.

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SEK 350.00

19.4% undervalued

10.79%

Revenue growth p.a.

16 days ago

Bayerische Motoren Werke

Unike

Community Contributor

BMW cruising ahead with new EVs and premium models to boost revenue 5%

Catalysts Most Immediate Catalysts (1–2 Years) Strong EV Expansion: BMW’s iX, i4, and upcoming Neue Klasse EVs are set to drive revenue growth as the EV transition accelerates. Luxury & Premium Market Strength: The high-end market remains resilient, supporting BMW’s strong pricing power and margins.

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€135.07

43.3% undervalued

5.00%

Revenue growth p.a.

about 1 month ago

Novo Nordisk

Tokyo

Community Contributor

EU#2 - From Humble Beginnings to Global Powerhouse

Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.

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DKK 851.04

50.1% undervalued

14.00%

Revenue growth p.a.

12 days ago

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Palantir Technologies

Goran_Damchevski

Equity Analyst

AIP Drives Network Effects And Strong Revenue Growth

Key Takeaways While government contracts were historically Palantir's primary revenue source, commercial adoption driven by AIP workshops is set to overtake revenue growth and become the largest segment. Palantir’s value-based pricing model allows the company to generate high margins and reinvest in product development.

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US$19.79

486.6% overvalued

29.00%

Revenue growth p.a.

10 months ago

Goran_Damchevski

Equity Analyst

Leading Idea Discovery Makes Pinterest A Durable Software Business

Key Takeaways Pinterest has a differentiated and growing discovery business, catering to young shoppers. The project-driven platform attracts close to 500M high-intent MAUs. The company is shifting focus to profitability with its lower-funnel tools.

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US$30.00

12.4% undervalued

15.00%

Revenue growth p.a.

10 months ago

Walt Disney

Goran_Damchevski

Equity Analyst

Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins

Key Takeaways Disney will transform to a tourism-centered company focusing on parks and resorts, a space lacking any serious competition. I expect sales to grow 4.3% over the next 5 years, primarily driven by Parks.

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US$112.22

18.8% undervalued

4.30%

Revenue growth p.a.

10 months ago

BitFuFu

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

Owning Data Centers And Power Assets Will Cut Hosting Costs

Key Takeaways Transition to owning data center assets and low-cost power facilities aims to enhance operational efficiency and lower Bitcoin mining costs, boosting profitability. Expansion in power capacity and adjacent services should diversify revenue streams and strengthen growth through increased self-mining, hosting, and cloud platform engagement.

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US$8.64

59.6% undervalued

22.68%

Revenue growth p.a.

New

Aurelia Metals

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

Federation And Great Cobar Projects Will Define Future Production

Key Takeaways Ramp-up of the Federation Mine and upcoming Great Cobar project are set to boost both production and future revenue streams. Cost reduction initiatives and increased trucking capacity are expected to enhance net margins and short-term base metal production.

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AU$0.35

15.7% undervalued

14.65%

Revenue growth p.a.

New

Johnson Outdoors

AnalystConsensusTarget

Consensus Narrative from 1 Analyst

Humminbird Technology And SCUBAPRO Integration Will Secure Future Efficiency

Key Takeaways Strengthening innovation, particularly in the Humminbird brand, is expected to drive future revenue growth through new technology and product sales. Strategic supplier acquisition and focus on operational efficiencies aim to enhance profitability, stabilize costs, and protect margins amid trade uncertainties.

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US$50.00

52.9% undervalued

8.33%

Revenue growth p.a.

New

Beam Global

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

I Believe Global Expansion And Efficiency Will Build Future Promise

Key Takeaways Geographic expansion and new business models stabilize revenue by reducing U.S. government dependency and introducing stable streams like sponsorship programs. Cost reductions and product diversification are expected to improve margins and capture broader customer demand, boosting sales and earnings.

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US$5.50

73.1% undervalued

8.43%

Revenue growth p.a.

New

Protalix BioTherapeutics

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

PRX-115 Trials And Elfabrio Launch Will Open Future Markets

Key Takeaways Successful Phase II trials and Chiesi's involvement with Elfabrio could drive growth through new marketable products and increased market adoption. Strengthened balance sheet from debt repayment and cash increase supports growth initiatives and boosts long-term earnings potential.

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US$14.50

79.6% undervalued

54.71%

Revenue growth p.a.

New

SurgePays

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

MVNE And LinkUp Mobile Expansion Will Drive Sustainable Cash Flow

Key Takeaways Transitioning to an MVNE model and agreements with major networks are set to boost cash flow and profitability. Nationwide expansion and point-of-sale software growth will drive subscriber and revenue increases in wireless services.

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US$6.88

58.0% undervalued

89.47%

Revenue growth p.a.

New

Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

AIP Drives Network Effects And Strong Revenue Growth

Leading Idea Discovery Makes Pinterest A Durable Software Business

Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins

Owning Data Centers And Power Assets Will Cut Hosting Costs

Federation And Great Cobar Projects Will Define Future Production

Humminbird Technology And SCUBAPRO Integration Will Secure Future Efficiency

I Believe Global Expansion And Efficiency Will Build Future Promise

PRX-115 Trials And Elfabrio Launch Will Open Future Markets

MVNE And LinkUp Mobile Expansion Will Drive Sustainable Cash Flow

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Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Community Investing Ideas

AIP Drives Network Effects And Strong Revenue Growth

Leading Idea Discovery Makes Pinterest A Durable Software Business

Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins

Owning Data Centers And Power Assets Will Cut Hosting Costs

Federation And Great Cobar Projects Will Define Future Production

Humminbird Technology And SCUBAPRO Integration Will Secure Future Efficiency

I Believe Global Expansion And Efficiency Will Build Future Promise

PRX-115 Trials And Elfabrio Launch Will Open Future Markets

MVNE And LinkUp Mobile Expansion Will Drive Sustainable Cash Flow

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