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WA
WallStreetWontons
Community Contributor
Followers
279
Total number of followers
Comments
1
Total number of comments
Member Since
2023
Date joined
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Hims & Hers Health
WA
WallStreetWontons
Community Contributor
Hims & Hers are taking grip on Telemedicine
Catalysts Financial Performance : In 2023 , Hims & Hers reported impressive financial results: Revenue : Reached $872.0 million , reflecting a 65% year-over-year increase. Net Income : Achieved $1.2 million in Q4 2023.
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US$17.15
FV
163.0% overvalued
intrinsic discount
100.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
about 1 year ago
author updated this narrative
Molina Healthcare
WA
WallStreetWontons
Community Contributor
MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations
Catalysts Membership Growth : MOH has seen a 9% increase in members year over year, reaching approximately 5.7 million members as of March 31, 2024. This growth is driven by new contract wins, acquisitions, and expansion.
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US$411.65
FV
58.9% undervalued
intrinsic discount
7.42%
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
10 months ago
author updated this narrative
e.l.f. Beauty
WA
WallStreetWontons
Community Contributor
ELF: Popular beauty brand among younger demographics has great growth and profitability
Catalysts e.l.f. Beauty has experienced tremendous growth in recent years, and several key catalysts have contributed to this success. Here are some of the most significant factors driving the company's expansion: Strong Brand Positioning and Product Innovation: e.l.f. Beauty has established itself as a leading brand in the masstige beauty category, offering high-quality products at affordable prices.
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US$251.03
FV
50.7% undervalued
intrinsic discount
16.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 1 year ago
author updated this narrative
UnitedHealth Group
WA
WallStreetWontons
Community Contributor
UNH: Valuations Seem Lofty for this Managed Healthcare Giant
Catalysts Products and Services: In 2021, products contributed $34.4 billion in revenues, while services brought in $24.6 billion. Approximately 79% of UnitedHealth Group’s revenue is generated from premiums.
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US$486.86
FV
36.6% undervalued
intrinsic discount
9.81%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
60
users have followed this narrative
about 1 year ago
author updated this narrative
Fiverr International
WA
WallStreetWontons
Community Contributor
Fiverr: Freelancing faces slowing growth despite steps taken into AI
Catalysts Products or Services Impacting Sales and Earnings : Fiverr’s first-quarter 2024 results are expected to show year-over-year revenue growth of 4-6%. Here are some factors contributing to this growth: Complex Services : Fiverr’s expansion into more complex services, such as mobile app development, e-commerce management, and financial consulting, likely boosted profitability during Q1 2024.
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US$21.45
FV
10.1% overvalued
intrinsic discount
8.03%
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 1 year ago
author updated this narrative
Taiwan Semiconductor Manufacturing
WA
WallStreetWontons
Community Contributor
Semiconductor Demand will likely persist from the likes of AI, IoT, and 5G
Catalysts AI Chip Boom : TSMC’s quarterly revenue surged at its fastest pace in over a year, thanks to the global boom in AI development. The demand for high-end chips and servers, particularly those used in AI applications, has been a major driver of TSMC’s sales growth.
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US$629.70
FV
61.7% undervalued
intrinsic discount
26.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
19
users have followed this narrative
11 months ago
author updated this narrative
Uber Technologies
WA
WallStreetWontons
Community Contributor
UBER: Expanding Autonomous Ride-Hailing with Waymo
Catalysts Products and Services Impacting Uber’s Sales and Earnings Uber has several key products and services that could significantly impact its sales and earnings: Ride-Hailing Services : This remains Uber’s core revenue generator. The company continues to innovate and expand its ride-hailing services globally.
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US$72.92
FV
28.9% overvalued
intrinsic discount
13.05%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
11 months ago
author updated this narrative
General Mills
WA
WallStreetWontons
Community Contributor
A Top Consumer Staples Compounder and at a Fair Price and Dividend Yield
Catalysts: Stable Demand for Packaged Foods : General Mills operates in the consumer foods sector, which has seen consistent demand for packaged foods. The company’s diverse product portfolio, including ready-to-eat cereals, snacks, and baking mixes, positions it well to benefit from this trend.
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US$73.07
FV
32.5% undervalued
intrinsic discount
2.27%
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
about 1 year ago
author updated this narrative
Automatic Data Processing
WA
WallStreetWontons
Community Contributor
Despite growing competition and AI-integrated competitors, ADP still hold reign on HCM.
Catalysts Robust Financial Performance : In the third quarter of fiscal year 2024, ADP reported impressive results: Revenue : Reached $5.3 billion, a 7% increase year-over-year, surpassing estimates. Net Income : Grew 14% to $1.2 billion, exceeding estimated figures.
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US$259.70
FV
16.5% overvalued
intrinsic discount
5.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
11 months ago
author updated this narrative