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Updated Narratives
CO
composite32
on TAV Havalimanlari Holding
·
Updated
7 minutes ago
TAV Havalimanlari Holding will soar with €2.5 billion investments fueling future growth
Fair Value:
₺475.51
30.1% undervalued
intrinsic discount
3
followers
users have followed this narrative
0
comments
users have commented on this narrative
0
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IN
InvestingNurse
on Lexaria Bioscience
·
Updated
about 9 hours ago
Lexaria Bioscience's Breakthrough with DehydraTECH to Revolutionize Drug Delivery
Fair Value:
US$5.55
85.3% 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
AC
AceRoth
on Sirios Resources
·
Updated
1 day ago
SIrios Resources (SOI) is significantly undervalued on a risk-adjusted basis.
Fair Value:
CA$3.35
93.0% undervalued
intrinsic discount
2
followers
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
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Popular Narratives
WE
WealthAP
on PayPal Holdings
·
Updated
29 days ago
The "Sleeping Giant" Stumbles, Then Wakes Up
Fair Value:
US$82
31.0% undervalued
intrinsic discount
10.7k
views
users have viewed this narrative
82
followers
users have followed this narrative
6
comments
users have commented on this narrative
35
likes
users have liked this narrative
OO
OOO97
on Neo Performance Materials
·
Updated
25 days ago
Undervalued Key Player in Magnets/Rare Earth
Fair Value:
CA$25.33
22.3% undervalued
intrinsic discount
6.7k
views
users have viewed this narrative
67
followers
users have followed this narrative
0
comments
users have commented on this narrative
17
likes
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AN
AnalystConsensusTarget
on NVIDIA
·
Updated
about 1 month ago
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
Fair Value:
US$253.02
26.3% undervalued
intrinsic discount
10.5k
views
users have viewed this narrative
1036
followers
users have followed this narrative
6
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Trending Discussion
HO
Holger
on IREN
·
Updated
2 days ago
<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.
1
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0
HE
Hemingway
on Aeva Technologies
·
Updated
about 2 hours ago
NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (just announced) European carmaker agreement (which is believed to be Mercedes-Benz). Underneath all of this, AEVA has a pre-existing agreement with Daimler truck. So business seems to be booming, especially with really big name brands…which tends to bring in more brand nanes (and more agreements/contracts/announcements, etc). This often creates more coverage from analysts (often with upside stock upgrades) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). Anyway, just my opinion , so please do your own due diligence. Disclaimer: I DO trade in this stock from time to time and I may have a position currently
0
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DO
doncarletto
on Worldline
·
Updated
about 3 hours ago
ok, if the downward trend keeps on people are distressed and cannot assess the general standing of this company. Yes, it plunged from about € 80 to 1 and a half. The personal losses and the general trend depict a detrimental development. However, the core figures of the decade long grown structure (WLN) is quite sound. Except they have far too many employees. A reduction would help, but is not so easy in France. This is a genuine case of restructuring a high tech company. It will take some 2 - 5 years. However, the firm itself and its business model is fine. The CEOs are attempting to get it on track. The valuation of the peer group can only help to image the possibilies and potentials of this enterprise. As the firm is thorougly probed and investigated, a wirecard case can be excluded. A range from 1.3 to 2 can be assumed as a bottom. Some turn around traders may see this as a decade chance.
0
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0
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