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Recently
Updated Narratives
CO
composite32
on Freehold Royalties
·
Updated
about 7 hours ago
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
intrinsic discount
5
followers
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
users have liked this narrative
UN
unknown
on Gold Fields
·
Updated
about 9 hours ago
Beyond the "Value Trap"—Defending the $50 Intrinsic Floor
Fair Value:
US$64.2
19.8% undervalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
users have liked this narrative
UN
unknown
on Taiwan Semiconductor Manufacturing
·
Updated
about 9 hours ago
The "Geopolitical Discount" vs. The Monopolistic Floor: The Two Narratives of TSM
Fair Value:
US$428
14.9% undervalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
users have commented on this narrative
0
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Popular Narratives
DA
davidlsander
on Ubisoft Entertainment
·
Updated
14 days ago
Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share
Fair Value:
€33.8
87.4% undervalued
intrinsic discount
9.7k
views
users have viewed this narrative
59
followers
users have followed this narrative
5
comments
users have commented on this narrative
25
likes
users have liked this narrative
TA
Talos
on Tesla
·
Updated
18 days ago
The "Physical AI" Monopoly – A New Industrial Revolution
Fair Value:
US$665.36
38.3% undervalued
intrinsic discount
7.1k
views
users have viewed this narrative
45
followers
users have followed this narrative
19
comments
users have commented on this narrative
22
likes
users have liked this narrative
AN
AnalystConsensusTarget
on Microsoft
·
Updated
14 days ago
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Fair Value:
US$603.22
34.2% undervalued
intrinsic discount
5.3k
views
users have viewed this narrative
1278
followers
users have followed this narrative
2
comments
users have commented on this narrative
9
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Trending Discussion
TI
TickerTickle
on Figma
·
Updated
6 days ago
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.
1
|
0
US
User
on CSG
·
Updated
31 minutes ago
Are you referring to the signed $630 million contract with the DoD?
0
|
0
US
User
on Inotiv
·
Updated
about 1 hour ago
Why did I recieve this recommendation? The stock is worthless with no future?
0
|
0
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