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CO

composite32

Freehold: Offers a fantastic growth-income intersection up to $50 WTI. Below $50 WTI, it may offer historic opportunities in terms of ROI.

Fair Value: CA$19.38 11.9% undervalued

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UN

unknown

Beyond the "Value Trap"—Defending the $50 Intrinsic Floor

Fair Value: US$64.2 19.8% undervalued

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unknown

The Concentration Trap: Why the S&P 500 Is No Longer a 'Safe' Diversifier

Fair Value: US$589 15.9% overvalued

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Popular Narratives

DA

davidlsander

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Fair Value: €33.8 87.4% undervalued

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TA

Talos

The "Physical AI" Monopoly – A New Industrial Revolution

Fair Value: US$665.36 38.3% undervalued

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AN

AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 26.9% undervalued

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Trending Discussion

TI

TickerTickle

Figma is still deeply embedded as the default design system in big companies, and the ecosystem (Buzz, Slides, Sites, Make) is clearly the strategic play rather than a one‑off product bet. None of those qualitative assumptions have really broken yet, the bigger change has been sentiment toward growth/AI software in general, not Figma’s product reality. Assuming ~30% annual growth, margins stepping up to 25%, and a 40x PE in 2030 with an 8.4% discount rate is too optimistic now considering how the broader market is now pricing similar SaaS names, which means you can believe in the long term thesis and still accept that the stock might chop sideways or even drift lower while expectations and multiples reset. I will be sharing an update soon.

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TH

It is. Elons sold the dream.

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TH

Other cars can do that too

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