Iโve given ValuationBot a fresh new look.
The product is still the same at its core, but the experience should now feel cleaner, easier to scan, and simpler to use.
Take a look the next time you log in.
Iโve given ValuationBot a fresh new look.
The product is still the same at its core, but the experience should now feel cleaner, easier to scan, and simpler to use.
Take a look the next time you log in.
16/ Resources and downloads:
- Excel model: https://t.co/lcxoc72a5g
- Full PDF report: https://t.co/AUYHKJHG2P
- Full blog post: https://t.co/ObjB0cZPwX
1/ Alibaba $BABA shares look undervalued.
At Rmb992 the share price implies a dull, capital-hungry future.
My intrinsic value is about Rmb1,245, or 26% upside.
Hereโs the logic. ๐
15/ What would change my view:
cloud staying margin-dilutive while capex stays high, competition forcing structurally higher subsidies, or a material policy tightening.
At Rmb992, Iโd buy.
The price assumes none of the upside shows up.
1/ I reckon Stellantis $STLA shares are undervalued.
At โฌ6.60, the company is priced for a future where profits stay broken.
I think thatโs too bleak.
At this level I see about 315% upside if it merely returns to โnormalโ not โgreatโ.
๐ Hereโs the logic.