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Updated Narratives
AG
Agricola
on Guanajuato Silver
·
Updated
42 minutes ago
After the Bolanitos acquisition, market moves of the past 7 months I've updated my analysis on this stock.
Fair Value:
CA$18
96.5% undervalued
intrinsic discount
17
followers
users have followed this narrative
2
comments
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0
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HE
HedgeY
on Prysmian
·
Updated
about 4 hours ago
Is Prysmian still “just a cable manufacturer”?
Fair Value:
€115
9.0% undervalued
intrinsic discount
2
followers
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
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HE
HedgeY
on Applied Optoelectronics
·
Updated
about 4 hours ago
The Company Powering AI’s Data Traffic, Not Its Headlines
Fair Value:
US$78
10.7% overvalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
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0
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Popular Narratives
YA
Yang_
on SoFi Technologies
·
Updated
24 days ago
SoFi Technologies: The Apex Aggregator and the Infrastructure of the Modern Financial System
Fair Value:
US$22.98
32.0% undervalued
intrinsic discount
7.3k
views
users have viewed this narrative
51
followers
users have followed this narrative
0
comments
users have commented on this narrative
36
likes
users have liked this narrative
PD
pdixit1
on Vertiv Holdings Co
·
Updated
about 1 month ago
The Infrastructure AI Cannot Be Built Without
Fair Value:
US$408.64
36.5% undervalued
intrinsic discount
6k
views
users have viewed this narrative
39
followers
users have followed this narrative
3
comments
users have commented on this narrative
18
likes
users have liked this narrative
RO
Robbo
on Tesla
·
Updated
5 days ago
The academically fascinating Tesla
Fair Value:
US$30
1.2k% overvalued
intrinsic discount
5k
views
users have viewed this narrative
31
followers
users have followed this narrative
7
comments
users have commented on this narrative
26
likes
users have liked this narrative
Trending Discussion
OG
OGM
on Tesla
·
Updated
1 day ago
Robbo'sFair Value US$30 1.1k% overvalued Either this article is clickbait, or the author hasnt a sco...
2
|
0
SA
sarometal
on Tesla
·
Updated
1 day ago
This kind of analysis may be suitable for a traditional steel or consumer goods company with predict...
2
|
0
HA
HarishPK
on Microsoft
·
Updated
1 day ago
Buffet would be proud of you and Charlie Munger and Graham and Dodd nod in their graves appreciative...
2
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0
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