Community Contributor
Member since 2023
Views
6.6k Total number of views
Fair Values Set
78 Total number of fair values set
Comments
13 Total number of comments
Followers
0 Total number of followers

Portfolio Manager sharing my Investment Insights .

https://x.com/SuEricGP
EVO logo
Evolution

King of the Live Casino

Evolution Gaming - King of the Live Casino Evolution Gaming is the leading B2B provider of live casino solutions. They power the online games you love!Read more

View narrative
312
users have viewed this narrative
4users have liked this narrative
2users have commented on this narrative
11users have followed this narrative
SEK 1.96k
69.3% undervalued intrinsic discount
Fair Value
Revenue
20% p.a.
Profit Margin
48%
Future PE
18x
Price in 2030
SEK 2.62k
PYPL logo
PayPal Holdings

Buybacks, Cash Flow, and Growth Potential Amidst Rate Cuts

PayPal exhibits a robust financial position with a substantial cash reserve and consistent profitability. The company's strong balance sheet enables investments in growth initiatives, irrespective of the prevailing economic conditions.Read more

View narrative
3.4k
users have viewed this narrative
31users have liked this narrative
4users have commented on this narrative
48users have followed this narrative
US$189.96
76.2% undervalued intrinsic discount
Fair Value
Revenue
11.13% p.a.
Profit Margin
18%
Future PE
20x
Price in 2029
US$241.56
MNSO logo
MINISO Group Holding

Top Pick for Multi-bagger

Strong Q1 2024 Performance In Q1 2024, $MNSO revenue surged 26% year-on-year to $515.7 million, with adjusted EBITDA margin expanding by 200 basis points to 25.9%. This growth was fueled by a robust strategy of opening new stores globally.Read more

View narrative
2.8k
users have viewed this narrative
9users have liked this narrative
19users have commented on this narrative
25users have followed this narrative
US$44.06
64.1% undervalued intrinsic discount
Fair Value
Revenue
20% p.a.
Profit Margin
18%
Future PE
20x
Price in 2030
US$70.95