Australian Market Community
Our community narratives are driven by numbers and valuation.
Australian Investing Ideas
Global Weekly Picks
Sparc AI
30.5% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Archrock
30.4% undervalued intrinsic discount
AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis
View narrativeCO
Updated 8 Sep
Advanced Energy Industries
55.2% undervalued intrinsic discount
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
View narrativeJO
Published 31 Aug
Lam Research
36.5% undervalued intrinsic discount
New
The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves
View narrativeIS
Published 10 Sep
Red Mountain Mining
49.1% undervalued intrinsic discount
This $10m miner is drilling two critical metals and markets haven't noticed it yet
View narrativeCE
Published 8 Sep
Qualitas
43.9% undervalued intrinsic discount
This company finances 1 out of 10 apartment builds in Australia. Many investors have never heard of it
View narrativeCE
Published 22 Jul
Dusk Group
10.6% overvalued intrinsic discount
Dusk Group (ASX: DSK) — FY26: A Better Business With Less Money. No Margin of Safety at Current Price
View narrativeAN
Published 20 Aug
Omni Bridgeway
73.5% undervalued intrinsic discount
Omni Bridgeway – A Quality Legal-Assets Platform At A Sector-Reset Price
View narrativeHE
Published 4 Sep
Resonance Health
27.7% undervalued intrinsic discount
Resonance Health will triple revenue growth to 30.83% in five years
View narrativeDA
Published 29 Aug
Objective
23.2% undervalued intrinsic discount
The Boring Monopoly That Governments Can't Uninstall
View narrativeTR
Updated 13 Aug
Lynas Rare Earths
21.8% overvalued intrinsic discount
Should we LYC Lynas? A Rare Opportunity?
View narrativeJA
Published 12 Jul
GQG Partners
80.2% undervalued intrinsic discount
Structural Resilience and Alpha Architecture: Why GQG Partners Represents an ASX Blue Chip Stock of the Future
View narrativeTH
Published 28 Aug
