Plus: 💻 Why Microsoft’s story is much simpler than the headlines suggest.
Narratives you
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- What Tesla's business model signals when looked at through an academic lens.
- Why Microsoft’s story stands out for its simplicity, turning complex financials into an easy, engaging read.
- How Eli Lilly’s narrative flows from business to pipeline to valuation, making the upside feel clear and easy to follow.
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| The academically fascinating Tesla |
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Why this Narrative made this week’s picks |
This takes a genuinely unique, academic angle on one of the market’s most talked-about stocks. Instead of arguing for or against it, the author steps back and explores the bigger picture on a stock that tends to bring the emotions out of its investors. It makes you think differently about the whole story. It feels more like a case study than a typical stock pitch. |
Author’s valuation assumes ~28% p.a. revenue decline for 5 years. |
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Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop. |
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Why this Narrative made this week’s picks |
This one hooks you immediately with a contrarian angle and then backs it up with deep, original research. The author cuts through the headlines and walks you through the financials in a way that feels both rigorous and easy to follow. It’s a great example of turning market fear into a clear, well-reasoned narrative. |
Author’s valuation assumes ~10.6% p.a. revenue growth for 5 years. |
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A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth |
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Why this Narrative made this week’s picks |
This narrative is just really clean, structured storytelling. The author walks you through the business, the pipeline, and the valuation in a way that’s incredibly easy to follow. If there’s a dream structure for building an investment narrative, this is probably it. Everything builds naturally so the upside feels logical rather than forced. |
Author’s valuation assumes 18% p.a. revenue growth for 5 years. |
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Simply Wall St has no position in any of the companies mentioned. These narratives are general in nature and reflect the authors’ own opinions only. They do not represent the views of Simply Wall St and do not constitute a recommendation to buy or sell any stock. Any scenarios or fair value estimates discussed are exploratory only, are not indicative of the company’s future performance, and do not take into account your objectives or financial situation. The authors’ analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this email/website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. |
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