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JO
Jonh
Community Contributor
Followers
29
Total number of followers
Comments
0
Total number of comments
Member Since
2025
Date joined
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Netflix
JO
Jonh
Community Contributor
Netflix Will Boost Revenue by 22% with Ad-Supported Tiers and Gaming Strategy
Key Takeaways Strategic investments in diverse content, ad-supported tiers, and live events support subscriber growth, retention, and revenue enhancement. Video game strategy leveraging existing IP aims to increase engagement, acquisition, and growth in the gaming market.
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US$1.17k
FV
2.4% undervalued
intrinsic discount
12.00%
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
about 2 months ago
author updated this narrative
Rheinmetall
JO
Jonh
Community Contributor
Rheinmetall will soar as revenue grows by 30% annually riding a defense wave
Key Takeaways Strategic alliances and joint ventures are set to amplify technological advancements, revenue, and profitability. Robust backlog and defense focus are likely to sustain profitability and enhance future revenue streams.
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€2.64k
FV
35.8% undervalued
intrinsic discount
19.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
28 days ago
author updated this narrative
Lifco
JO
Jonh
Community Contributor
Lifco's Expansion Will Thrive Despite Current Market Headwinds
Key Takeaways Strategic acquisitions and financial flexibility are key drivers of Lifco's growth, boosting both organic and inorganic expansion. Efficient cash flow and inventory management aid profitability, enhancing operational efficiencies and supporting future dividend growth.
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SEK 396.55
FV
2.0% undervalued
intrinsic discount
12.00%
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
about 2 months ago
author updated this narrative
EQT
JO
Jonh
Community Contributor
EQT's Private Market Strategy Will Transform Revenue for 12.6% Growth
Key Takeaways Strategic focus on private markets and new investment strategies in healthcare and infrastructure align with global trends, boosting revenue and diversification. Leading role in private market expansion and tech-driven efficiencies enhances deal activity, margins, and EBITDA growth.
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SEK 389.20
FV
27.9% undervalued
intrinsic discount
12.64%
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
about 2 months ago
author updated this narrative
Oracle
JO
Jonh
Community Contributor
Oracle is set to capitalize on 13.1938% revenue growth driven by cloud and AI expansion
Key Takeaways Strategic investments in cloud services and collaborations are likely to drive revenue growth and expand Oracle's customer base. Oracle's advancements in AI infrastructure and efficient cloud scaling are expected to enhance earnings and improve margins.
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US$170.68
FV
11.9% undervalued
intrinsic discount
13.19%
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
about 2 months ago
author updated this narrative