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Biochemist trying to learn from the stock market

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Accenture

Accenture at $143 is a Coiled Spring

Wall Street fears companies will cut tech spending and that new tools will make consulting less needed, but Accenture could be in a stronger spot than the mood suggests. If businesses still need help putting new tech into real-world use, Accenture’s push into security, cloud, and buybacks could make today’s worries look overdone.Read more

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US$280
33.2% undervalued intrinsic discount
Fair Value
Revenue
10.84% p.a.
Profit Margin
11%
Future PE
20x
Price in 2029
US$372.44
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AeroVironment

The U.S. government's massive push for thousands of low-cost drones provides a massive floor for AVAV's valuation

Catalysts The bull case for AVAV isn't just about drones; it’s about ubiquity. In 20th-century warfare, air superiority required multi-million dollar jets and years of pilot training.Read more

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US$280
47.3% undervalued intrinsic discount
Fair Value
Profit Margin
8.65%
Future PE
51.27x
Price in 2031
US$404.72