DI
Diablo
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Member since 2022
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Xero will multiply its profitability with a 25% net profit margin
Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.Read more
KI
AU$133.38
40.3% undervalued intrinsic discount
Fair Value
Revenue
18% p.a.
Profit Margin
25%
Future PE
35x
Price in 2031
AU$195.99
SoundHound’s Moat And Diversified Revenue Strategy Make It A Voice AI Leader
Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.Read more
ST
US$28.58
70.6% undervalued intrinsic discount
Fair Value
Profit Margin
12.92%
Future PE
32.92x
Price in 2029
US$43.04