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WA
WallStreetWontons
Community Contributor
Followers
188
Total number of followers
Comments
1
Total number of comments
Member Since
2023
Date joined
Progressive
WA
WallStreetWontons
Community Contributor
PGR: Pricing Flexibility and First-Mover Telematics Innovation Offers Steady Growth and Competition
Catalysts The Progressive Corporation (PGR) has several products and services that could significantly impact its sales and earnings: Personal Auto Insurance : This remains a core product for Progressive, contributing substantially to its revenue. Special Lines Products : These include insurance for motorcycles, ATVs, RVs, watercraft, and snowmobiles.
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US$399.21
FV
31.5% undervalued
intrinsic discount
13.10%
Revenue growth p.a.
Set as Fair Value
4
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 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
19.0% undervalued
intrinsic discount
2.27%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 months 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
15.1% overvalued
intrinsic discount
5.39%
Revenue growth p.a.
Set as Fair Value
0
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
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
97.6% overvalued
intrinsic discount
100.00%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
8 months ago
author updated this narrative
Vita Coco Company
WA
WallStreetWontons
Community Contributor
Vita Coco Company: Strong Growth Trajectory Driven by Coconut Water Success
Catalysts New product innovation: The beverage market is competitive and constantly evolving. Vita Coco could develop new and innovative beverage products that appeal to consumer trends.
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US$29.10
FV
20.8% overvalued
intrinsic discount
11.74%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 months 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
72.4% undervalued
intrinsic discount
26.00%
Revenue growth p.a.
Set as Fair Value
8
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
6 months ago
author updated this narrative
Coca-Cola Consolidated
WA
WallStreetWontons
Community Contributor
COKE: Exclusive Brand Moat with Well-Established Distribution Networks
Catalysts Products or Services Impacting Sales or Earnings Coca-Cola Consolidated (COKE) primarily distributes and markets nonalcoholic beverages, including products from The Coca-Cola Company, Keurig Dr Pepper, and Monster Energy. Key products that could significantly impact sales or earnings include: Sparkling Beverages : Coca-Cola, Diet Coke, Sprite, and Fanta.
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US$1.57k
FV
15.3% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set as Fair Value
4
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 months ago
author updated this narrative
Super Micro Computer
WA
WallStreetWontons
Community Contributor
SMCI: an "AI winner" with servers housing AI chips
Catalysts Robust Revenue Growth : In the third quarter of 2024, SMCI reported impressive revenue growth. Their revenue reached $3.85 billion, which represents a remarkable 200% year-on-year increase .
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US$145.34
FV
72.4% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set as Fair Value
3
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
6 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
0.1% overvalued
intrinsic discount
13.05%
Revenue growth p.a.
Set as Fair Value
2
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 months ago
author updated this narrative
American Express
WA
WallStreetWontons
Community Contributor
AXP: Key Acquisitions and Enhanced Membership Models Sustains an Incredible Moat
Catalysts New Products or Services Impacting Sales or Earnings American Express has been actively enhancing its product offerings and making strategic acquisitions to drive sales and earnings growth. Here are some key points from recent earnings calls and reports: Product Innovations and Refreshes : American Express is on track to refresh approximately 40 products globally by the end of the year, including a refreshed US consumer gold card [source].
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US$308.19
FV
12.2% undervalued
intrinsic discount
10.81%
Revenue growth p.a.
Set as Fair Value
6
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 months ago
author updated this narrative
PDD Holdings
WA
WallStreetWontons
Community Contributor
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.
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US$163.07
FV
22.8% undervalued
intrinsic discount
-10.27%
Revenue growth p.a.
Set as Fair Value
9
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 months ago
author updated this narrative
T-Mobile US
WA
WallStreetWontons
Community Contributor
TMUS: Fairly Priced with Growing Margins Among its Peers, Verizon and AT&T
Catalysts Products or Services Impacting Sales or Earnings T-Mobile (TMUS) has several key products and services that could significantly impact its sales and earnings: 5G Network Expansion : T-Mobile’s aggressive rollout of its 5G network is a major growth driver. The company has been leading in 5G coverage and performance, which attracts more customers and increases service revenues.
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US$201.69
FV
28.5% overvalued
intrinsic discount
4.30%
Revenue growth p.a.
Set as Fair Value
4
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 months ago
author updated this narrative