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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
23
users have liked this narrative
3
users have commented on this narrative
61
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
64
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
4
users have liked this narrative
4
users have commented on this narrative
16
users have followed this narrative
Updated
narrative
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Synsam
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EyeView Rollout To Reduce Waiting Times And Costs By 2025
Key Takeaways Synsam's subscription model and store expansion in new regions can drive growth, improve revenues, and enhance customer retention. Investments in technology and store upgrades aim to reduce costs and enhance customer experience, potentially boosting profitability and earnings.
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SEK 66.33
FV
20.6% undervalued
intrinsic discount
6.99%
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
4 days ago
author updated this narrative
Radiant Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Navegate And Acquisitions Will Improve Operational Efficiency In Logistics
Key Takeaways Strategic acquisitions and technology integration aim to boost revenue, enhance margins, and improve operational efficiency through synergies and expanded capabilities. Strong financial position and potential stock buybacks could stabilize earnings and provide shareholder value amidst market challenges.
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US$9.33
FV
37.3% undervalued
intrinsic discount
5.68%
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
4 days ago
author updated this narrative
Renew Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Focusing On Engineering Services Will Capitalize On Expanding Onshore Wind Markets
Key Takeaways Strategic focus on engineering services and expansion into new markets enhances revenue growth opportunities in onshore wind and transmission sectors. Robust M&A strategy and operational improvements position Renew Holdings for increased profitability and enhanced earnings through innovation and efficiency.
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UK£12.63
FV
34.7% undervalued
intrinsic discount
6.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Tegma Gestão Logística
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Paulo Franceschini Will Drive Service Expansion In Brazil's Growing Automotive Logistics Market
Key Takeaways New leadership in Integrated Logistics aims to renew contracts and expand client services, enhancing revenue through diversification and client engagement. Automotive sector growth and tariff adjustments in Automotive Logistics are expected to drive revenue growth and increase market share.
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R$39.85
FV
6.6% undervalued
intrinsic discount
9.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Ibstock
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Factories And Product Innovation Will Drive Future Success
Key Takeaways Strategic investments in new products and capital projects are poised to enhance operational leverage and drive significant revenue and earnings growth. Favorable market conditions, supported by government initiatives and strong cash flow, position Ibstock for future earnings expansion and increased shareholder returns.
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UK£1.95
FV
23.9% undervalued
intrinsic discount
9.07%
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
4 days ago
author updated this narrative
Net Insight
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Media Streaming And 5G Sync Will Unlock New Markets
Key Takeaways Accelerated adoption of IP and cloud-based solutions, alongside growth in software and service revenues, is expanding the company's addressable market and boosting margins. Strategic R&D, innovation, and targeted cost reductions are improving competitiveness, profitability, and diversification across media and telecom infrastructure markets.
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SEK 7.25
FV
43.9% undervalued
intrinsic discount
15.11%
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
4 days ago
author updated this narrative
Paradox Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisitions Of Haemimont Games And Alien Dawn Will Diversify Portfolio
Key Takeaways Expanding into new game segments and strategic DLC packaging aim to boost player engagement and drive diverse revenue growth. Improved development efficiency and strategic release scheduling during sales periods could enhance cash flow and bolster future earnings growth.
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SEK 192.80
FV
15.2% undervalued
intrinsic discount
10.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
oOh!media
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Partnerships With Petbarn, Officeworks, And Australia Post Will Unlock New Revenue Streams
Key Takeaways Structural growth in Out of Home advertising and new partnerships are expected to drive oOh!media's revenue growth and unlock new streams. Cost reduction and restructuring efforts are projected to improve margins and enhance market share through efficient asset deployment.
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AU$1.81
FV
2.5% undervalued
intrinsic discount
6.48%
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
4 days ago
author updated this narrative
FibraHotel
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Mexico City Tourism And Renovations Will Drive A Bright Future
Key Takeaways RevPAR growth in urban centers, property renovations, and brand partnerships are strengthening revenue, pricing power, and operational efficiencies for sustainable earnings. Disciplined debt management and increased sustainability efforts enhance margins, institutional appeal, and position the company for selective expansion and long-term revenue growth.
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Mex$9.50
FV
6.9% undervalued
intrinsic discount
8.00%
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
4 days ago
author updated this narrative
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