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andreas_eliades
Community Contributor
Followers
10
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Member Since
2021
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Zalando
AN
andreas_eliades
Community Contributor
A Top Pick In A Struggling Industry
Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.
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€41.58
FV
22.4% undervalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
0
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2
users have followed this narrative
5 months ago
author updated this narrative
Unity Software
AN
andreas_eliades
Community Contributor
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully.
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US$38.48
FV
52.7% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
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0
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6
users have followed this narrative
6 months 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$4.25
FV
21.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 months ago
author updated this narrative