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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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IG Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Freetrade Acquisition And International Expansion Will Strengthen Market Position
Key Takeaways Acquisition of Freetrade and improved product offerings may enhance customer base and revenue through diversified self-directed investment options. Focus on efficiency, cost reduction, and international expansion aims to improve margins and drive revenue and earnings growth.
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UK£12.33
FV
9.6% undervalued
intrinsic discount
3.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
6 days ago
author updated this narrative
Technip Energies
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investing In Decarbonization And TPS Will Open New Market Opportunities
Key Takeaways Focus on high-margin segments and strategic investments in decarbonization can drive growth and improve earnings through proprietary solutions. Robust commercial pipeline and strategic acquisitions support revenue visibility and enhance earnings potential.
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€34.50
FV
7.5% overvalued
intrinsic discount
7.44%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Steadfast Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In InsurTech And International Expansion Will Improve Operational Efficiency
Key Takeaways Competitive pricing, premium rate increases, and strategic acquisitions in international markets bolster revenue growth and operational efficiencies. Technology investments and management strengthening are anticipated to improve net margins through streamlined operations and enhanced risk management.
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AU$6.73
FV
12.2% 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
13
users have followed this narrative
6 days ago
author updated this narrative
Aspen Pharmacare Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Commercial Pharma And GLP-1 Expansion Will Empower Future Progress
Key Takeaways Steady commercial pharma growth through strategic market focus in China and Russia enhances revenue stability. GLP-1 and insulin manufacturing expansion offers substantial long-term revenue and margin growth potential.
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R122.06
FV
0.9% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
Neoenergia
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Renewables Will Drive Growth Amid Operational Risks
Key Takeaways Neoenergia's focus on renewable expansion and grid modernization aligns with global decarbonization trends, supporting long-term growth and improved operational efficiency. Regulatory clarity, organic customer growth, and disciplined deleveraging strengthen earnings predictability and enhance shareholder returns.
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R$31.35
FV
25.0% undervalued
intrinsic discount
-3.19%
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
6 days ago
author updated this narrative
Valmet Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Operating Model Reforms And Biomaterial Focus Will Unlock Efficiency
Key Takeaways Simplified structure, local accountability, and digitalization initiatives are set to improve margins, stability, and recurring high-margin service revenues. Strategic focus on circularity, sustainability, and automation positions Valmet for long-term growth and expanding high-margin order backlog.
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€28.59
FV
9.2% overvalued
intrinsic discount
2.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
26
users have followed this narrative
6 days ago
author updated this narrative
Logista Integral
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Pharma Italia Integration And SGEL Libros Acquisition Drive Growth, But Declining Tobacco Sales Pose Risks
Key Takeaways Logista's diversification strategy and acquisitions in sectors like pharmaceuticals could drive future revenue growth and strengthen its market position. Effective management of tobacco-related factors and a robust dividend policy suggest stable shareholder returns and potential attractiveness despite external economic challenges.
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€31.63
FV
12.6% undervalued
intrinsic discount
-48.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
SCHOTT Pharma KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
High Demand For GLP-1 Drug Storage Will Spur Future Expansion
Key Takeaways Strong focus on higher-value solutions and expansion projects are key to boosting revenue, margins, and production capacity. Strategic partnerships and demand for drug containment solutions drive revenue growth, with recovery in core markets supporting earnings and cash flow.
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€30.04
FV
15.3% undervalued
intrinsic discount
10.81%
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
Vibra Energia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations
Key Takeaways Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness. Strategic cost reductions and efficiency improvements will likely boost earnings, cash flow, and financial stability.
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R$26.21
FV
19.8% undervalued
intrinsic discount
3.15%
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
6 days ago
author updated this narrative
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