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TO
Community Contributor
From Battle Field to Robotic Surgery
Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.
View narrativeUS$400.91
FV
26.5% overvalued intrinsic discount12.02%
Revenue growth p.a.
7users have liked this narrative
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22users have followed this narrative
5 days ago author updated this narrative
ST
Equity Analyst and Writer
Quality Assets, Cautious Expansion and Commodity Super-cycle To Deliver Steady Revenue Growth
Key Takeaways A strong presence in stable regions puts Barrick Gold in a good position to benefit from the next commodity super-cycle. Barrick's investment in human capital should ensure qualified personnel are available for developing markets.
View narrativeUS$20.44
FV
5.0% undervalued intrinsic discount4.50%
Revenue growth p.a.
4users have liked this narrative
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25users have followed this narrative
2 days ago author updated this narrative
OI
Community Contributor
Tullow Oil's Share Price Could Soar Up to 135% if Oil Holds at $70
To estimate the potential upside for Tullow Oil's share price if the oil price remains at $70 per barrel, we need to consider several factors, including the company's current financial performance, its sensitivity to oil prices, analyst projections, and market conditions. As of March 29, 2025, I can provide a reasoned analysis based on available trends and data, aligning with the tools at my disposal.
View narrativeUK£0.45
FV
64.0% undervalued intrinsic discount74.52%
Revenue growth p.a.
3users have liked this narrative
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11users have followed this narrative
4 days ago author updated this narrative
Community Investing Ideas
WA
Community Contributor
SMCI: an "AI winner" with servers housing AI chips
Catalysts Robust Revenue Growth : In the third quarter of 2024, SMCI reported impressive revenue growth. Their revenue reached $3.85 billion, which represents a remarkable 200% year-on-year increase .
View narrativeUS$145.34
FV
75.9% undervalued intrinsic discount15.00%
Revenue growth p.a.
3users have liked this narrative
0users have commented on this narrative
49users have followed this narrative
6 months ago author updated this narrative
BU
Community Contributor
Merck & Co.: Navigating Pharmaceutical Frontiers Amidst Patent Challenges
Executive Summary: Merck & Co., a pharmaceutical powerhouse, faces a pivotal moment balancing its innovative strengths against looming patent expirations. This analysis delves into the company's strategic positioning and its implications for investors.
View narrativeUS$112.55
FV
23.1% undervalued intrinsic discount5.25%
Revenue growth p.a.
1users have liked this narrative
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6users have followed this narrative
6 months ago author updated this narrative
BU
Community Contributor
Continuing market dominance, long lasting tailwinds, great optionality, exceptional management and continuous innovation.
Shopify will continue to grow into this ever growing market cementing itself as the go to option to start up an online presence. E-commerce as a whole will continue to grow ~8-10% as consumers switch from in store to online experiences.
View narrativeUS$111.86
FV
10.0% undervalued intrinsic discount19.00%
Revenue growth p.a.
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3users have followed this narrative
6 months ago author updated this narrative
MA
Community Contributor
Strong AI and Ad Growth Amid Regulatory and Competitive Challenges
1. Catalysts Products and Services: Artificial Intelligence: Meta's continued investment in AI, particularly with the launch of Meta AI and Llama 3, is expected to enhance user engagement and ad targeting, driving revenue growth.
View narrativeUS$739.41
FV
21.0% undervalued intrinsic discount12.00%
Revenue growth p.a.
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1users have followed this narrative
6 months ago author updated this narrative
MS
Community Contributor
Overvalued HBAN
Huntington Bancshares (HBAN) is currently trading around $14.56, with analysts offering a consensus 12-month price target of $15.59, suggesting a potential upside of around 7%. The stock has been rated as a "Moderate Buy" by most analysts, with 12 out of 19 giving it a "Buy" or "Strong Buy" recommendation.
View narrativeUS$10.11
FV
50.4% overvalued intrinsic discount1.00%
Revenue growth p.a.
2users have liked this narrative
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3users have followed this narrative
6 months ago author updated this narrative
SU
Community Contributor
Buybacks, Cash Flow, and Growth Potential Amidst Rate Cuts
PayPal exhibits a robust financial position with a substantial cash reserve and consistent profitability. The company's strong balance sheet enables investments in growth initiatives, irrespective of the prevailing economic conditions.
View narrativeUS$189.96
FV
64.7% undervalued intrinsic discount11.13%
Revenue growth p.a.
30users have liked this narrative
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38users have followed this narrative
6 months ago author updated this narrative
BA
Equity Analyst
Competition And Production Cost Blowouts Will Hurt Cash Flows
Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.
View narrativeUS$95.94
FV
2.0% overvalued intrinsic discount4.60%
Revenue growth p.a.
12users have liked this narrative
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13users have followed this narrative
6 months ago author updated this narrative
BA
Equity Analyst
Increasing Total Addressable Market Through AI Will Strengthen Revenue Growth
Key Takeaways Adopting new technology like AI, AR/VR and browser-first cloud software will keep Adobe on top of the creative industry. AI Integration will empower commercial users and help onboard new users by making workflows simpler.
View narrativeUS$705.22
FV
45.3% undervalued intrinsic discount16.70%
Revenue growth p.a.
35users have liked this narrative
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6users have followed this narrative
6 months ago author updated this narrative
BA
Equity Analyst
Slow Innovation Will Hurt Revenue Growth in Global Markets
Key Takeaways Shrinking stock buybacks will turn away investors who are seeking guaranteed capital returns. Caterpillar being late to electrify and automate their heavy machinery could see customers shift to more technologically advanced competitors.
View narrativeUS$319.93
FV
4.6% overvalued intrinsic discount6.09%
Revenue growth p.a.
1users have liked this narrative
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7users have followed this narrative
6 months ago author updated this narrative