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MA
mauro
Community Contributor
Followers
29
Total number of followers
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0
Total number of comments
Member Since
2020
Date joined
No bio added yet
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DroneShield
MA
mauro
Community Contributor
Capitalizing on Global Security and Defense Trends
1. Company Overview DroneShield is a leader in counter-drone technology, specialising in developing and deploying solutions to detect, track, and mitigate drone threats.
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AU$1.21
FV
0.8% undervalued
intrinsic discount
32.00%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
25
users have followed this narrative
7 months ago
author updated this narrative
Super Micro Computer
MA
mauro
Community Contributor
Some growth left for SMCI?
Investment Thesis for Super Micro Computer, Inc. (SMCI) 1.
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US$1.16k
FV
97.4% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
4
users have followed this narrative
10 months ago
author updated this narrative
Meta Platforms
MA
mauro
Community Contributor
Strong AI and Ad Growth Amid Regulatory and Competitive Challenges
1. Catalysts Products and Services: Artificial Intelligence: Meta's continued investment in AI, particularly with the launch of Meta AI and Llama 3, is expected to enhance user engagement and ad targeting, driving revenue growth.
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US$739.41
FV
32.3% 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
2
users have followed this narrative
7 months ago
author updated this narrative