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Recently
Updated Narratives
ON
Ontological
on Lotus Technology
·
Updated
8h ago
Lotus Tech, Finloop and FOMO Pay Collaborate to Explore Vehicle Tokenization
Fair Value:
US$2.4
63.7% undervalued
intrinsic discount
1
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1
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0
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NE
newsfinder11221
on Robo.ai
·
Updated
9h ago
Robo.ai (NASDAQ: AIIO): Building the Infrastructure Behind the AI Revolution
Fair Value:
US$5
39.3% undervalued
intrinsic discount
1
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3
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0
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EU
European_Hidden_Gem_Stocks
on MINT Société anonyme
·
Updated
10h ago
Mint SA: A French Micro-Cap Energy Retailer Worth Watching
Fair Value:
€11
53.1% undervalued
intrinsic discount
1
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Popular Narratives
CU
CubanEros
on Microsoft
·
Updated
25d ago
A wonderful business at reasonable price.
Fair Value:
US$419.91
6.3% undervalued
intrinsic discount
528
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users have viewed this narrative
89
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OS
oscargarcia
on NVIDIA
·
Updated
2mo ago
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
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intrinsic discount
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benjamin_lvieq
on PayPal Holdings
·
Updated
13d ago
PayPal: PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
Fair Value:
US$65
10.3% undervalued
intrinsic discount
6.6k
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73
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Trending Discussion
DE
derek_3wsdg
on Teladoc Health
·
Updated
3d ago
You’ve overlooked the activist investor factor. Travis Cocke’s Voss has announced 5% ownership through a 13G filing. They’ve added to that 5% since, and in doing so, have created a structural trap door for 27.42 Million Shares actively sold short. Chuck will announce lots of positives on July 29 but it’s what Voss announces shortly after that will rock the overextended Teledoc shorts. The Walmart partnership is the tip of the iceberg. The market is missing the sheer regulatory and enterprise friction of modern corporate healthcare. Teladoc isn't a "consumer app"; it is the primary digital infrastructure integrated directly into the legacy backends of Tier-1 insurance companies and fortune 500 employers, covering 105 million+ lives. Teladoc is acting as the digital top-of-funnel engine for the world's largest retailer. If Voss pushes the narrative that Teladoc is effectively the outsourced digital brain of Walmart's entire healthcare footprint, the fair value shifts from a basic health multiple to an enterprise distribution premium. Additionally , we are in a structural gold rush for high-quality, legally compliant, longitudinal medical data to train vertical healthcare AI models. Large technology hyperscalers and pharmaceutical giants cannot simply scrape the internet for this; they need structured clinical inputs. Teladoc sits on one of the largest de-identified virtual medical datasets on earth. From the activist playbook , we’ll see Voss demand the immediate creation of a Data & Diagnostics Licensing Division, transforming a legacy liability into an incredibly high-margin, pure-software data asset that requires zero human clinician hours to scale. Chuck is doing great work and deserves credi5 for the Teledoc turnaround but it will be Travis Cocke who will be responsible for a share price way beyond your $15 valuation.
1
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0
DA
danny_loui_y9htd
on Lotus Technology
·
Updated
3h ago
Interesting move by Lotus. Exploring tokenisation and digital payments could open up a whole new side of the business beyond just selling cars.
0
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0
WI
william_5vi8g
on Weebit Nano
·
Updated
4h ago
The "hype" article you published recently has been like a British man o war brosdside as far as weebit is concerned. You are free to take that down any time you feel up to the task. Everyone has read it 10 times. Give the market a chance to make it's own judgment.
0
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0
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