SU
SuEric
SuEric
Community Contributor
Member since 2023
Views6.5kTotal number of views
Followers78Total number of followers
Comments13Total number of comments

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

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SEK 1.96k
72.5% undervalued intrinsic discount
SuEric's 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

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US$189.96
75.1% undervalued intrinsic discount
SuEric's 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

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US$44.06
56.1% undervalued intrinsic discount
SuEric's Fair Value
Revenue
20% p.a.
Profit Margin
18%
Future PE
20x
Price in 2030
US$70.95