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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
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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
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Aurinia Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Academic Medical Centers Will Expand Lupus Care Opportunities
Key Takeaways Expansion into medical centers and new treatment guidelines may drive higher prescriber engagement and revenue for LUPKYNIS. Pipeline progression and improved lupus nephritis care could boost future growth, positively impacting revenue and margins.
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US$11.57
FV
9.3% undervalued
intrinsic discount
14.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
NovoCure
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Multi-indication Oncology Trials Will Open European Treatment Opportunities
Key Takeaways Expanded market potential from successful oncology trials and regulatory approvals could significantly boost NovoCure's revenue through increased patient reach. Enhanced operational efficiencies via improved reimbursement and app-based tools may positively affect net margins by lowering costs and improving adherence.
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US$27.19
FV
58.4% undervalued
intrinsic discount
11.07%
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
Updated
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Porch Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Fee-Based Model Transition And Data Expansion Will Shape Our Future
Key Takeaways Porch Group's shift to a fee-based insurance model and formation of PIRE create a higher-margin, more predictable earnings structure. Strategic investments in software, data, and new geographies aim to boost future revenue and EBITDA growth, leveraging products like Home Factors.
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US$14.00
FV
12.1% undervalued
intrinsic discount
4.14%
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
Updated
narrative
RailTel Corporation of India
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Competing Telecom And Rail Projects Will Yield Mixed Outcomes
Key Takeaways Low profit margins and competition in telecom hinder RailTel's future growth, especially in the telecom and RailWire segments. Dependencies on project execution and Ministry of Railways decisions pose risks to future revenue and earnings.
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₹247.50
FV
43.0% overvalued
intrinsic discount
19.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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Calumet
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sustainable Aviation Fuel Expansion Will Capture Future Market Opportunity
Key Takeaways Accelerated renewables expansion and regulatory tailwinds drive higher margins, premium pricing, and stronger earnings outlook, particularly for sustainable aviation fuel and renewable diesel. Operational cost reductions, deleveraging, and flexible manufacturing support resilient cash flow, margin stability, and increased equity value amid evolving market trends.
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US$18.80
FV
17.5% undervalued
intrinsic discount
1.09%
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
Updated
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fuboTV
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Pay TV And Sports Offerings Will Expand Competitive Reach
Key Takeaways Strategic partnerships, diverse content offerings, and cost-effective sports programming aim to boost subscriber growth, engagement, and competitive positioning in the pay TV market. Financial discipline and cost management lead to cash flow improvements, projecting a solid trajectory toward profitability within the next few years.
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US$5.08
FV
26.2% undervalued
intrinsic discount
3.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
Updated
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Veris Residential
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Jersey City Asset Sales And Rebranding Will Create Synergies
Key Takeaways Strategic asset sales and integration efforts aim to improve financial health, reduce debt, and enhance operational efficiencies and revenue. Northeast market fundamentals and technology adoption are expected to drive rental income growth and boost property and engagement values.
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US$18.00
FV
23.1% undervalued
intrinsic discount
-0.32%
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
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MaxLinear
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Data Centers, Broadband And Wireless Advances Will Open Future Markets
Key Takeaways Strong progress in data center products and new market applications positions MaxLinear for significant revenue growth in the future. Broadband and wireless infrastructure advancements, alongside operational efficiencies, enhance revenue potential and improve net margins through higher-value product cycles.
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US$19.35
FV
21.4% undervalued
intrinsic discount
18.45%
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
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PagerDuty
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Automation Expansion Will Drive Future Adoption And Efficiency
Key Takeaways Strategic shifts towards multiyear platform partnerships and enhanced sales models are expected to drive revenue growth and improve margins. New AI monetization strategies and a share repurchase program signal confidence in financial position, potentially boosting revenue and earnings.
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US$19.63
FV
21.3% undervalued
intrinsic discount
6.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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