Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Sparc AI
41.0% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Copart
38.9% undervalued intrinsic discount
Copart’s Share Price Fell. Its Moat Did Not.
View narrativeWE
Published 15 Jul
ASML Holding
16.9% undervalued intrinsic discount
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
View narrativeIV
Published 2 Aug
Universal Music Group
37.2% undervalued intrinsic discount
Universal Music Group: The Market Is Pricing the Quarter, Not the Catalogue
View narrativeFU
Published 24 Aug
Fonterra Shareholders Fund
95.0% undervalued intrinsic discount
Fonterra Shareholders Fund Will See a 74% Revenue Boom in 5 Years
View narrativeHE
Published 7 Aug
Air New Zealand
28.3% undervalued intrinsic discount
Air New Zealand (NZX:AIR)
View narrativeZA
Published 8 Mar
Auckland International Airport
34.2% overvalued intrinsic discount
Auckland International Airport (AIA) - Quality is not the question, price is.
View narrativeAN
Published 24 Jun
AFT Pharmaceuticals
54.3% overvalued intrinsic discount
Expansion or Overextension? The Risks Behind AFT’s Global Push.
View narrativeRO
Published 29 Sep 2025
PaySauce
80.0% undervalued intrinsic discount
Paysauce has got the 'Sauce' in 2025
View narrativeFO
Updated 24 Mar 2025
Fisher & Paykel Healthcare
Fairly Valued intrinsic discount
Analysts Hold Price Target for Fisher and Paykel Healthcare as Valuation Inputs Remain Stable
View narrativeAN
Updated 5 Sep
EBOS Group
29.7% undervalued intrinsic discount
Renewed Distribution And Digital Adoption Will Improve Healthcare Supply Chains
View narrativeAN
Updated 3 Sep
Spark New Zealand
6.8% overvalued intrinsic discount
Core Connectivity Focus And Cost Savings Will Shape A Cautious Long Term Outlook
View narrativeAN
Updated 3 Sep
Fletcher Building
22.7% undervalued intrinsic discount
Urban Quarry And Circular Construction Tailwinds Will Support A Stronger Long-Term Outlook
View narrativeAN
Published 3 Sep
