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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
31.8% 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
51
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
44.7% 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
57
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
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
40.9% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
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Oil States International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
International Offshore Projects And Batam Facility Will Expand Global Markets
Key Takeaways Robust international project backlog and deepwater expertise support long-term growth, with specialization enabling higher margins compared to less differentiated industry peers. Diversified operations and domestic sourcing protect cost structure from tariffs, while investments and buybacks enhance efficiency and shareholder returns.
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US$6.88
FV
27.4% undervalued
intrinsic discount
4.24%
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
8 days ago
author updated this narrative
1-800-FLOWERS.COM
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI Powered Digital Ecosystem Will Enrich Gifting Experiences
Key Takeaways Enhanced digital ecosystem and AI-driven personalization are expected to boost customer engagement, order frequency, and recurring revenues through improved loyalty and analytics. Leadership focused on digital transformation and cost reduction, paired with new category expansion, aims to drive operational efficiency, margin growth, and profitability.
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US$9.00
FV
34.3% undervalued
intrinsic discount
-0.28%
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
8 days ago
author updated this narrative
Quad/Graphics
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI, Google Cloud And Print Services Will Unlock Future Value
Key Takeaways Expansion into tech-enabled marketing services and AI-driven personalization is shifting Quad toward higher-margin, stable revenue streams beyond traditional print. Operational efficiencies, strategic partnerships, and print's continued relevance are supporting improved profitability, cash flow, and sustained client demand.
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US$9.45
FV
43.6% undervalued
intrinsic discount
-7.24%
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
8 days ago
author updated this narrative
SDA
SunCar Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation And AI Will Expand Chinese Auto Insurance
Key Takeaways Robust digital platform and strategic partnerships position SunCar to capitalize on accelerating online adoption and digitalization in the auto insurance and gas vehicle markets. Growth in high-margin, technology-driven service offerings and deepening industry collaborations support revenue diversification and sustained improvement in profitability.
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US$9.17
FV
75.7% undervalued
intrinsic discount
19.00%
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
8 days ago
author updated this narrative
Lesaka Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Rapid Digitalization In Southern Africa Will Expand Mobile Payments
Key Takeaways Expanding digital payments, strategic acquisitions, and platform upgrades are driving higher transaction volumes, operating leverage, and margin improvements. Growing high-margin services and a diversified revenue base position the company to outpace market growth and benefit from digital transformation in Southern Africa.
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US$8.00
FV
43.8% undervalued
intrinsic discount
8.63%
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
8 days ago
author updated this narrative
Cytek Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
APAC Markets And Recurring Revenues Will Support Life Sciences
Key Takeaways Growth in Asia-Pacific and strong recurring revenues from services and reagents offset weaker performance in the US and Europe, supporting long-term stability. Product innovation and an expanding global customer base drive sustainable top-line growth, improved margins, and resilience against supply chain or geopolitical risks.
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US$5.75
FV
37.4% undervalued
intrinsic discount
6.47%
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
8 days ago
author updated this narrative
Zhihu
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
AI Integration And Premium Content Will Expand Engagement In China
Key Takeaways AI-driven engagement and premium content expansion are expected to boost user retention, advertiser appeal, and shift revenue mix toward higher-margin streams. Rising digital literacy and an evolving vocational training model position Zhihu to benefit from the secular growth in knowledge-based content consumption.
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US$5.68
FV
25.5% undervalued
intrinsic discount
2.15%
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
8 days ago
author updated this narrative
Orion Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Shipbuilding And Sunbelt Construction Trends Will Unlock Opportunities
Key Takeaways Federal investment in shipbuilding and infrastructure, along with data center growth, is expanding Orion's project pipeline and supporting higher order activity across key segments. Operational improvements, diversified contracts, and effective risk management are enhancing efficiency, margin stability, and future earnings visibility.
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US$11.13
FV
33.4% undervalued
intrinsic discount
4.99%
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
8 days ago
author updated this narrative
Claros Mortgage Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urban Asset Repositioning Will Secure Lasting Stability
Key Takeaways Portfolio shift toward resilient multifamily assets and active REO repositioning support earnings stability, improved recoveries, and margin expansion amid urban housing demand. Enhanced liquidity and disciplined credit management reduce risk and enable new high-yield originations, positioning for revenue growth as real estate market fundamentals strengthen.
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US$3.25
FV
12.3% undervalued
intrinsic discount
132.97%
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
8 days ago
author updated this narrative
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