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DM

DMXS

The African Alpha: Re-Rating Coca-Cola HBC for 2026

Fair Value: €57 6.7% undervalued

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composite32

This strategic transformation of TTE? Significant re-rating potential

Fair Value: €68.5 6.2% undervalued

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MA

MarkoVT

Mixed signals; potential hints of year end miss

Fair Value: JP¥1.58k 2.1% undervalued

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Popular Narratives

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 17.2% undervalued

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DA

davidlsander

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

Fair Value: €33.8 87.7% undervalued

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AN

AnalystConsensusTarget

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Fair Value: US$603.22 33.0% undervalued

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Trending Discussion

US

When was the last time that Tesla delivered on its promises? Lets go through the list! The last successful would be the Tesla Model 3 which was 2019 with first deliveries 2017. Roadster not shipped. Tesla Cybertruck global roll out failed. They might have a bunch of prototypes (that are being controlled remotely) And you think they'll be able to ship something as complicated as a robot? It's a pure speculation buy.

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US

This article completely disregards (ignores, forgets) how far China is in this field. If Tesla continues on this path, they will be fighting for their lives trying to sell $40000 dollar robots that can do less than a $10000 dollar one from China will do. Fair value of Tesla? It has always been a hype stock with a valuation completely unbased in reality. Your guess is as good as mine, but especially after the carbon credit scheme got canned, it is downwards of $150.

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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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