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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$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
53
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
58
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
3
users have liked this narrative
4
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
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Theravance Biopharma
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Clinical Milestones And Patent Extensions Will Secure Future Expansion
Key Takeaways Accelerating demand for key respiratory therapies and strong royalty income support sustained revenue growth and improved earnings visibility. Strategic focus on targeted therapies, intellectual property protection, and operational efficiency boosts margins and long-term earnings stability.
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US$17.20
FV
36.6% undervalued
intrinsic discount
26.70%
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
9 days ago
author updated this narrative
Global Medical REIT
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Outpatient Property Acquisitions Will Fuel US Healthcare Demand
Key Takeaways Strategic acquisitions of high-quality outpatient properties and diversified hospital-affiliated tenants align with demographic healthcare trends, supporting long-term revenue and asset growth. Conservative leases, disciplined financial management, and strong healthcare partnerships help stabilize income, reduce risk, and enable ongoing portfolio improvement.
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US$9.09
FV
25.8% undervalued
intrinsic discount
2.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
9 days ago
author updated this narrative
ZKH Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
China Digital Procurement And AI Adoption Will Expand Global Markets
Key Takeaways Digital platform strategy and AI-driven solutions drive efficiency, strengthen customer retention, and enable higher-margin sales, supporting robust earnings and margin expansion. Expansion into international and high-growth sectors diversifies revenue, enhances operational scale, and reduces risk, providing a foundation for sustained, profitable growth.
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US$4.23
FV
29.1% undervalued
intrinsic discount
10.48%
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
9 days ago
author updated this narrative
AlTi Global
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Allianz X And German Expansion Will Shape Future Wealth Management
Key Takeaways Expansion through acquisitions and partnerships supports access to ultra-wealthy markets, differentiated offerings, and recurring fee-based revenue growth. Technology upgrades and focus on core wealth management unlock operational efficiency, margin improvement, and capital for targeted growth initiatives.
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US$9.00
FV
56.7% undervalued
intrinsic discount
14.93%
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
9 days ago
author updated this narrative
Auna
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
High-Efficiency Healthcare Model And Demographic Trends Will Shape Future Landscape
Key Takeaways Operational challenges in Mexico are being addressed, while strong performance in Peru showcases the potential of Auna's value-based, integrated care model. Investments in specialty services and payer diversification are expected to drive long-term revenue growth, higher margins, and stable, predictable cash flows.
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US$12.37
FV
50.1% undervalued
intrinsic discount
7.29%
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
9 days ago
author updated this narrative
Marcus
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Premium Cinema Experiences And Hotel Renovations Will Expand Experiential Markets
Key Takeaways Enhanced cinema experiences, hotel renovations, and digital upgrades are driving increased guest spend, repeat attendance, and operational efficiency, supporting revenue and net margin growth. Rising demand for experiential entertainment and group travel is generating incremental revenue streams, aided by appealing film slates and recovering hotel group bookings.
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US$24.50
FV
39.3% undervalued
intrinsic discount
5.84%
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
9 days ago
author updated this narrative
Clearfield
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Government Funding Will Fuel Fiber Connectivity Expansion
Key Takeaways Substantial broadband funding and rising demand for high-speed connectivity are projected to drive sustained revenue growth and margin expansion for Clearfield. Diversified manufacturing, innovative labor-saving products, and a robust customer base enhance operational resilience and position the company for improved earnings leverage.
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US$46.00
FV
4.8% undervalued
intrinsic discount
10.12%
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
9 days ago
author updated this narrative
Enhabit
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Home Health Demand And Value-Based Care Will Create Future Opportunities
Key Takeaways Structural trends and targeted expansion in underserved markets are driving sustained revenue growth and building a reliable recurring revenue base. Operational efficiency from technology adoption and payer innovation contracts is expanding margins and improving cash flow, enhancing flexibility for future acquisitions and consolidation.
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US$10.25
FV
36.4% undervalued
intrinsic discount
4.91%
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
9 days ago
author updated this narrative
Axogen
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
BLA Approval Will Secure 12-Year Exclusive Market Position
Key Takeaways Anticipated product approval and targeted commercial expansion are driving increased market share, revenue growth, and improved profitability potential. Strategic investments in clinical data, physician education, and operational efficiencies are expected to enhance margins and broaden customer reach.
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US$24.29
FV
47.8% undervalued
intrinsic discount
16.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
9 days ago
author updated this narrative
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