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Recently
Updated Narratives
AN
ANTONI0
on Centuria Capital Group
·
Updated
2h ago
Centuria Capital Group (ASX:CNI). Let's Look A Little Deeper Under The Hood
Fair Value:
AU$1.4
3.9% overvalued
intrinsic discount
1
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0
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0
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AN
ANTONI0
on Abacus Group
·
Updated
3h ago
Abacus Group's Tuesday's result: the NTA discount isn't enough!
Fair Value:
AU$0.8
3.8% overvalued
intrinsic discount
1
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0
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AN
ANTONI0
on Lendlease Group
·
Updated
5h ago
Lendlease (ASX: LLC) at $2.80 — Cheap on Assets, But Is the Return Attractive Enough?
Fair Value:
AU$2.4
16.7% overvalued
intrinsic discount
1
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0
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Popular Narratives
OS
oscargarcia
on NVIDIA
·
Updated
3mo ago
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
Fair Value:
US$280
21.5% undervalued
intrinsic discount
2.9k
views
users have viewed this narrative
321
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9
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16
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CU
CubanEros
on Microsoft
·
Updated
2mo ago
A wonderful business at reasonable price.
Fair Value:
US$419.91
14.7% overvalued
intrinsic discount
787
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176
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KI
KiwiInvest
on Amazon.com
·
Updated
3mo ago
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
Fair Value:
US$475.09
45.4% undervalued
intrinsic discount
1.5k
views
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200
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1
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Trending Discussion
JA
james_rxfd8
on Starfighters Space
·
Updated
6d ago
How is this different to Virgin Orbit, which didn’t seem to work out, with a very similar plan?
4
|
2
MA
matt_pb36k
on ZoomInfo Technologies
·
Updated
2h ago
Stocks are about finding bottlenecks and Zoominfo is the bottleneck for accurate, go-to-market marketing and intent data. While AI companies are competing with each other they all need reliable data to cement trust and minimize hallucinations which is why all of them are partnering with Zoominfo including AWS Quicksuite. It makes no sense to spread this layer across different companies and Zoominfo is it. They are “the verified data foundation that grounds AI agents across the go‑to‑market ecosystem.” The transition from software to data is tricky and there will be bumps but at the end of the day the product and methodology are solid and proven. This is the most undervalued stock on the Nasdaq.
0
|
0
JO
AINF
johnk72
on Global X AI Infrastructure ETF
·
Updated
2h ago
Great picks & shovels investment. I hold 3,000 units with a plan to hold until the end of 2028
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