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Updated Narratives
MR
MRT23
on G-III Apparel Group
·
Updated
36 minutes ago
Fair Value of $40 for G-III Apparel Group Anticipated Over 5 Years
Fair Value:
US$40
32.8% undervalued
intrinsic discount
1
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users have followed this narrative
0
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0
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MR
MRT23
on Permian Resources
·
Updated
about 1 hour ago
PR is a low-cost Delaware Basin consolidator offering investors a capital-efficient, growing free cash flow stream with conservative leverag
Fair Value:
US$25
14.2% undervalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
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0
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MR
MRT23
on Fiserv
·
Updated
about 2 hours ago
Fiserv is a high-switching-cost payments infrastructure business at fair value under even pessimistic assumptions.
Fair Value:
US$115
51.7% undervalued
intrinsic discount
1
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0
comments
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Popular Narratives
YA
Yang_
on SoFi Technologies
·
Updated
18 days ago
SoFi Technologies: The Apex Aggregator and the Infrastructure of the Modern Financial System
Fair Value:
US$22.98
30.9% undervalued
intrinsic discount
7k
views
users have viewed this narrative
49
followers
users have followed this narrative
0
comments
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36
likes
users have liked this narrative
PD
pdixit1
on Vertiv Holdings Co
·
Updated
29 days ago
The Infrastructure AI Cannot Be Built Without
Fair Value:
US$408.64
38.2% undervalued
intrinsic discount
5.8k
views
users have viewed this narrative
39
followers
users have followed this narrative
3
comments
users have commented on this narrative
18
likes
users have liked this narrative
ZA
ZayaanS
on Pro Medicus
·
Updated
26 days ago
Pro Medicus: The Market Is Confusing a Lumpy Quarter With a Broken Business
Fair Value:
AU$196.78
39.3% undervalued
intrinsic discount
4.8k
views
users have viewed this narrative
33
followers
users have followed this narrative
7
comments
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21
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Trending Discussion
VA
ValueInvestor_2026
on VeriSign
·
Updated
1 day ago
I have forwarded your request to the team responsible for conducting interviews with current employe...
1
|
0
DS
dsfaggafgafg
on Micron Technology
·
Updated
about 19 hours ago
This is truly one of the worst predictions of all time. Its forward PE is 3.9x.
0
|
0
NU
Nunquam
on AngloGold Ashanti
·
Updated
1 day ago
I was a Centain shareholder, bought by AGA last year, AGA bought quite cheap in my view, Centamin Bo...
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0
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