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NE
Nenad
Community Contributor
Followers
32
Total number of followers
Comments
0
Total number of comments
Member Since
2022
Date joined
Oracle
NE
Nenad
Community Contributor
Oracle to Transform into a Cloud-First and AI-Driven Enterprise IT Leader
Current Business (Present Narrative): Oracle is a leading provider of enterprise IT solutions, focusing on databases, cloud computing, and enterprise software. Its primary revenue streams include: Cloud Services (Oracle Cloud Infrastructure - OCI): Competing directly with AWS, Azure, and Google Cloud, OCI is growing rapidly, driven by its ability to handle enterprise workloads effectively.
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US$212.00
FV
28.2% undervalued
intrinsic discount
14.39%
Revenue growth p.a.
Set as Fair Value
3
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
3 months ago
author updated this narrative
DigitalOcean Holdings
NE
Nenad
Community Contributor
DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition
1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.
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US$50.00
FV
26.2% undervalued
intrinsic discount
18.62%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative
OMV
NE
Nenad
Community Contributor
OMV aims to be a global leader in sustainable materials and energy
Narrative-Based Investing for OMV Stock 1. Current Business (Present Narrative): OMV is a vertically integrated energy and chemicals company based in Austria, with operations in exploration, production, refining, and chemicals.
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€50.00
FV
9.0% undervalued
intrinsic discount
14.57%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative