U.K. Market Community
Our community narratives are driven by numbers and valuation.
U.K. Investing Ideas
Global Weekly Picks
Sparc AI
41.1% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Archrock
31.9% undervalued intrinsic discount
AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis
View narrativeCO
Updated 8 Sep
Advanced Energy Industries
55.9% undervalued intrinsic discount
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
View narrativeJO
Published 31 Aug
Lam Research
36.1% undervalued intrinsic discount
New
The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves
View narrativeIS
Published 10 Sep
Sylvania Platinum
56.7% undervalued intrinsic discount
A Debt-Free PGM Producer Trading at 2x EBITDA With a 10% Dividend Yield Nobody Is Talking About
View narrativeIM
Published 4 Jun
Chemring Group
15.8% undervalued intrinsic discount
New
Chemring remains a strong long term defence holding
View narrativeEV
Published 16 Sep
Tufton Assets
3.1% undervalued intrinsic discount
Tufton Assets: High-Yield, Deep-Value Shipping with a Built-In Exit 28% NAV Discount
View narrativeZE
Updated 3 Sep
Taylor Wimpey
23.1% undervalued intrinsic discount
Million-Home Hope for Taylor Wimpey?
View narrative13
Updated 3 Aug
B&M European Value Retail
56.7% overvalued intrinsic discount
New
BME.L - My first writing on the stock :)
View narrativeZE
Published 14 Sep
Rolls-Royce Holdings
2.8% overvalued intrinsic discount
A company I wrote off that quietly turned itself around
View narrativeCA
Published 5 Jun
Virgin Wines UK
55.3% undervalued intrinsic discount
Virgin Wines UK aims for a sparkling revenue growth
View narrativeBA
Published 2 Sep
Rainbow Rare Earths
81.3% undervalued intrinsic discount
Only for the Patient...
View narrativeMA
Updated 20 Jul
Tristel
17.0% undervalued intrinsic discount
Updated
Tristel's US Expansion Could Spark a 286% Revenue Surge
View narrativeBR
Updated 14 Sep
