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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$268.43
FV
27.9% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
21 days ago
author updated this 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
43.8% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
17
users have followed this narrative
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Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Key Assumptions: Successful Guyana and South America Deposits: ExxonMobil’s Stabroek Block in Guyana is assumed to achieve full operational success, contributing significantly to production growth. The block is estimated to hold over 11 billion barrels of recoverable oil, with production scaling rapidly.
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US$189.00
FV
41.0% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Tongdao Liepin Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Recruitment Efficiency Will Lower Costs And Expand Market Coverage
Key Takeaways Integration of AI technologies enhances efficiency, reduces costs, diversifies revenue, and drives growth across recruitment and various sectors. Financial strategies to improve investor confidence aim for better earnings, stock appreciation, and stable profit margins amidst market uncertainties.
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HK$6.43
FV
33.8% undervalued
intrinsic discount
4.63%
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
5 days ago
author updated this narrative
Eureka Forbes
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Rising Urbanization And Health Focus Will Expand Home Markets
Key Takeaways Strong focus on innovation, premiumization, and digital transformation is driving margin expansion and recurring revenue growth in health-focused consumer appliances. Sustained cost optimization and operating leverage enable continued growth investments without compromising profit margins, supporting robust future earnings trajectory.
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₹686.33
FV
19.3% undervalued
intrinsic discount
14.43%
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
5 days ago
author updated this narrative
Aya Gold & Silver
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Zgounder Expansion And Open-Pit Operations Will Redefine Silver Production
Key Takeaways The Zgounder expansion and transition to open-pit mining are expected to boost production and reduce costs, enhancing revenue and net margins. Enhanced mill recoveries and focus on silver ingot production could improve earnings and overall profitability.
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CA$19.44
FV
32.8% undervalued
intrinsic discount
56.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
5 days ago
author updated this narrative
Mastek
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
UK Government And NHS Spending Will Unlock Enduring Opportunities
Key Takeaways Strong positioning in digital transformation and AI, with expanding contract wins in public and non-public sectors, is driving multi-year growth and improving margins. Investments in talent, proprietary platforms, and geographic diversification are enhancing operating leverage, reducing risk, and supporting consistent revenue and earnings expansion.
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₹3.06k
FV
19.9% undervalued
intrinsic discount
11.32%
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
5 days ago
author updated this narrative
D. B
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Digital Engagement And New Market Entries Will Strengthen Future Market Position
Key Takeaways Strategic digital investments and market expansion efforts may enhance future revenue streams and market penetration. Effective cost controls and stable costs have led to significant margin improvements, suggesting potential earnings growth.
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₹300.00
FV
10.0% undervalued
intrinsic discount
8.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
Nine Entertainment Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Olympics Will Increase Stan's Subscriber Base And Engagement
Key Takeaways Strategic investment in digital revenue streams and data enhancements positions Nine Entertainment for growth despite declining traditional media revenues. Leveraging major events and synergies with Domain are key strategies to boost engagement, subscriptions, and advertising revenue.
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AU$1.91
FV
11.4% undervalued
intrinsic discount
2.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
5 days ago
author updated this narrative
Godrej Agrovet
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
CDMO Expansion And Branded Poultry Products Will Boost Future Potential
Key Takeaways Strong pricing and operational improvements in the Animal Feed and Vegetable Oil segments are poised to enhance future earnings and revenue growth. Strategic shifts in Poultry and Dairy segments aim to improve profitability and stabilize margins through focus on branded products and value-added offerings.
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₹852.83
FV
1.1% undervalued
intrinsic discount
10.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 days ago
author updated this narrative
Ecora Resources
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Voisey's Bay, Mimbula And Mantos Blancos Will Empower Base Metals
Key Takeaways Expected volume growth from key assets will substantially boost future revenue, supported by low operating costs and production expansions. Shifting revenue from Kestrel to lower-tax jurisdictions in the base metals portfolio is anticipated to increase net margins due to a lower effective tax rate.
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UK£1.20
FV
38.8% undervalued
intrinsic discount
-3.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Springfield Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Reduction And Durieshill Village Project Will Strengthen Future Prospects
Key Takeaways Decreased debt enhances net margins and profitability, while profitable land sales boost liquidity and financial leverage. Strategic partnerships and infrastructure investments position the company for long-term revenue growth and market expansion in Northern Scotland.
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UK£1.43
FV
29.1% undervalued
intrinsic discount
-1.62%
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
6 days ago
author updated this narrative
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