ValuationBot

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I’ve 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: valuationbot.ai/api/blog-files… - Full PDF report: valuationbot.ai/api/blog-files… - Full blog post: valuationbot.ai/blog/i-reckon-…

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, I’d buy. The price assumes none of the upside shows up.

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. Here’s the logic. 👇

15/ Or read the full post here: valuationbot.ai/blog/a-scaled-…

14/ Resources & downloads: - STLA_StellantisNV_19Feb2026_model.xlsx: valuationbot.ai/api/blog-files… - STLA_StellantisNV_19Feb2026_report.pdf: valuationbot.ai/api/blog-files…

1/ I reckon Stellantis $STLA shares are undervalued. At €6.60, the company is priced for a future where profits stay broken. I think that’s too bleak. At this level I see about 315% upside if it merely returns to “normal” not “great”. 👇 Here’s the logic.