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Recently Updated Narratives
MA
Centum Investment - Buying the Discount, Not the Business (For Now)
Fair Value: KSh28.72 51.9% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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HU
Lagenda Continues To Offer Earnings Visibility Backed By Strong Sales Pipeline
Fair Value: RM 2.03 28.1% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
RO
Alkane Resources, Record Production, A$374M Cash and a Giant Copper-Gold Project
Fair Value: AU$8.54 82.2% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Popular Narratives
GO
QuantumScape: A Mispriced Deep‑Tech Inflection Point With Multi‑Billion‑Dollar Optionality
Fair Value: US$85 90.4% undervalued intrinsic discount
13.7k viewsusers have viewed this narrative
115 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
32 likesusers have liked this narrative
AN
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
Fair Value: US$268.61 19.8% undervalued intrinsic discount
13.8k viewsusers have viewed this narrative
1193 fair values setusers have set this as their fair value
7 commentsusers have commented on this narrative
34 likesusers have liked this narrative
TR
Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point
Fair Value: US$220 42.2% undervalued intrinsic discount
7.4k viewsusers have viewed this narrative
27 fair values setusers have set this as their fair value
6 commentsusers have commented on this narrative
31 likesusers have liked this narrative
