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Agricola

PEA Released on 1911 Confirms Analysis

Fair Value: CA$3.7 74.9% undervalued

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CO

composite32

Freehold: Offers a fantastic growth-income intersection up to $50 WTI. Below $50 WTI, it may offer historic opportunities in terms of ROI.

Fair Value: CA$19.38 11.9% undervalued

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UN

unknown

Beyond the "Value Trap"—Defending the $50 Intrinsic Floor

Fair Value: US$64.2 19.8% undervalued

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Popular Narratives

DA

davidlsander

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

Fair Value: €33.8 87.4% undervalued

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TA

Talos

The "Physical AI" Monopoly – A New Industrial Revolution

Fair Value: US$665.36 38.3% 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 34.2% undervalued

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Trending Discussion

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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TH

Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.

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DO

High bankruptcy probability - definitely wouldn't buy. I am surprised that this popped up in my mail today.

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