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Updated Narratives
VE
Vestra
on Lumentum Holdings
·
Updated
10 minutes ago
Lumentum Holdings (LITE): The Optical Kingpin – Orchestrating the 1.6T AI Networking Revolution
Fair Value:
US$853.38
17.9% undervalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
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AB
Abhishekgarg
on Pidilite Industries
·
Updated
about 7 hours ago
High quality compounder, but current valuation leaves limited margin of safety.
Fair Value:
₹1.23k
21.0% overvalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
users have liked this narrative
VE
Vestra
on EchoStar
·
Updated
about 21 hours ago
EchoStar Corporation (SATS): The Spectrum Sovereign – Orchestrating the Great Satellite-to-5G Pivot
Fair Value:
US$124.29
7.0% undervalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
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0
likes
users have liked this narrative
Popular Narratives
DA
davidlsander
on Ubisoft Entertainment
·
Updated
3 days ago
Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share
Fair Value:
€33.8
87.7% undervalued
intrinsic discount
10.5k
views
users have viewed this narrative
65
followers
users have followed this narrative
5
comments
users have commented on this narrative
28
likes
users have liked this narrative
AN
AnalystConsensusTarget
on Microsoft
·
Updated
10 days ago
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Fair Value:
US$596
34.1% undervalued
intrinsic discount
6.1k
views
users have viewed this narrative
1298
followers
users have followed this narrative
2
comments
users have commented on this narrative
10
likes
users have liked this narrative
AN
AnalystConsensusTarget
on NVIDIA
·
Updated
2 months ago
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
Fair Value:
US$253.02
30.0% undervalued
intrinsic discount
11.4k
views
users have viewed this narrative
1097
followers
users have followed this narrative
6
comments
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33
likes
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Trending Discussion
US
User
on 1911 Gold
·
Updated
6 days ago
I like the slow ramp up, self funding model. I bought a very small amount and will wait to see what the drill finds.
1
|
0
US
User
on TotalEnergies
·
Updated
about 2 hours ago
Quelles sont les conséquences sur les cours dé Totalenergie si le régime iranien tombe ?
0
|
0
US
User
on Ferrari
·
Updated
about 2 hours ago
Si le régime iranien quelles seront les conséquences sur les coups ?
0
|
0
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