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Recently
Updated Narratives
AN
andre_santos
on LVMH Moët Hennessy - Louis Vuitton Société Européenne
·
Updated
about 13 hours ago
LVMH - A Fundamental and Historical Valuation
Fair Value:
€586.4
0.5% overvalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
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0
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VA
ValueInvestor_2026
on VeriSign
·
Updated
about 16 hours ago
Bad management practices jeopardize long-term future of VRSN
Fair Value:
US$165
51.3% overvalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
users have commented on this narrative
0
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AN
andre_santos
on Hims & Hers Health
·
Updated
1 day ago
Hims & Hers Health - Valuation
Fair Value:
US$34.85
14.8% undervalued
intrinsic discount
3
followers
users have followed this narrative
0
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0
likes
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Popular Narratives
WE
WealthAP
on PayPal Holdings
·
Updated
about 1 month ago
The "Sleeping Giant" Stumbles, Then Wakes Up
Fair Value:
US$82
32.3% undervalued
intrinsic discount
10.9k
views
users have viewed this narrative
82
followers
users have followed this narrative
6
comments
users have commented on this narrative
35
likes
users have liked this narrative
OO
OOO97
on Neo Performance Materials
·
Updated
26 days ago
Undervalued Key Player in Magnets/Rare Earth
Fair Value:
CA$25.33
21.9% undervalued
intrinsic discount
7.3k
views
users have viewed this narrative
70
followers
users have followed this narrative
0
comments
users have commented on this narrative
18
likes
users have liked this narrative
AN
AnalystConsensusTarget
on NVIDIA
·
Updated
about 1 month ago
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
Fair Value:
US$253.02
25.5% undervalued
intrinsic discount
10.6k
views
users have viewed this narrative
1041
followers
users have followed this narrative
6
comments
users have commented on this narrative
31
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Trending Discussion
HO
Holger
on IREN
·
Updated
4 days ago
<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.
1
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0
WI
windows96
on Oracle
·
Updated
5 days ago
45x is exactly what NVDA is trading at right now... if the data centre hype comes true, could happen
1
|
0
EL
El_Vikingo
on 01 Quantum
·
Updated
about 21 hours ago
Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.
0
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0
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