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andre_santos
Community Contributor
Followers
43
Total number of followers
Comments
1
Total number of comments
Member Since
2025
Date joined
🇵🇹 A portuguese investor focused primarily on value and fundamentals.
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Microsoft
AN
andre_santos
Community Contributor
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
☁️ Business Overview Founded in 1975, Microsoft began as a personal computing software pioneer but has since undergone a profound transformation. Once defined by Windows and Office , the company has strategically reinvented itself through bold investments in cloud computing, AI infrastructure, and platform ecosystems like GitHub and LinkedIn. Today, Microsoft’s core growth engine is Azure , its cloud platform, which—alongside enterprise SaaS products like Office 365 and Dynamics —is driving both scalability and profitability.
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US$494.83
FV
2.1% overvalued
intrinsic discount
11.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
about 1 month ago
author updated this narrative
Realty Income
AN
andre_santos
Community Contributor
A reliable dividend payer with a slower dividend growth
Introduction Realty Income (O) is a Real Estate Investment Trust (REIT) known for its consistent monthly dividends. It has increased its dividend for 30 consecutive years , reflecting a stable and predictable income stream.
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US$61.26
FV
5.7% undervalued
intrinsic discount
2.26%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 1 month ago
author updated this narrative
Procter & Gamble
AN
andre_santos
Community Contributor
Procter & Gamble: A Dividend Giant Facing Slowing Growth
🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.
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US$119.81
FV
31.9% overvalued
intrinsic discount
4.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
about 1 month ago
author updated this narrative
Amazon.com
AN
andre_santos
Community Contributor
From Retail to Cloud: Valuing Amazon’s Transformation
️Business Overview Founded in 1994 as an online bookstore, Amazon has grown into a global tech powerhouse. Its business is now highly diversified, with improving margins largely driven by the rapid expansion of Amazon Web Services ( AWS ), its high-margin cloud segment.
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US$217.95
FV
3.4% overvalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
19
users have followed this narrative
about 1 month ago
author updated this narrative