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Top Authors
30d
All time
Author
Views
TR
tripledub
16.2k
RO
Robbo
7.7k
SI
SimpleMan887
7.1k
KI
Kingman1152
5.9k
AG
Agricola
5k
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Recently
Updated Narratives
WH
Whiskas24
on Objective
·
Updated
8h ago
High-quality GovTech with a real moat but not enough upside yet
Fair Value:
AU$15.1
21.5% undervalued
intrinsic discount
1
fair value set
users have set this as their fair value
0
comments
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0
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RO
Robbo
on HiTech Group Australia
·
Updated
9h ago
A baby being thrown out with the AI bathwater?
Fair Value:
AU$1.75
41.7% undervalued
intrinsic discount
1
fair value set
users have set this as their fair value
0
comments
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0
likes
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SO
sorkdhkddlek
on Intuitive Machines
·
Updated
22h ago
Strategic Expansion Meets Valuation Reality at $23
Fair Value:
US$23
11.0% overvalued
intrinsic discount
2
fair values set
users have set this as their fair value
0
comments
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0
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Popular Narratives
TR
tripledub
on Microsoft
·
Updated
27d ago
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
Fair Value:
US$395
7.5% overvalued
intrinsic discount
9.7k
views
users have viewed this narrative
52
fair values set
users have set this as their fair value
3
comments
users have commented on this narrative
43
likes
users have liked this narrative
KI
Kingman1152
on NVIDIA
·
Updated
10d ago
NVIDIA will see a profit margin surge of 55% in the next 5 years
Fair Value:
US$305.2
31.8% undervalued
intrinsic discount
5.9k
views
users have viewed this narrative
65
fair values set
users have set this as their fair value
1
comment
users have commented on this narrative
22
likes
users have liked this narrative
AN
AnalystConsensusTarget
on Microsoft
·
Updated
8d ago
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Fair Value:
US$579.57
26.7% undervalued
intrinsic discount
8.1k
views
users have viewed this narrative
1387
fair values set
users have set this as their fair value
2
comments
users have commented on this narrative
11
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Trending Discussion
TA
Taurustunez88
on Dangote Sugar Refinery
·
Updated
5d ago
With the N500b rights issue, I believe Dangote sugar refinery’s loss due to FX pressures will be dra...
1
|
0
SI
Simply Wall St User
on Black Diamond Group
·
Updated
17h ago
I'm guessing but is ATCO the only other Canadian competitor? And who in the US?
0
|
0
CR
crackerbuzz
on NVIDIA
·
Updated
17h ago
Nice report, but i disagree with buy in needing to be $150.00. The multiple will grow into itself ne...
0
|
0
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