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CO
Ramelius: Beyond the definition of a safe haven in the current macroeconomic context.
Fair Value: AU$4.85 14.8% undervalued intrinsic discount
1 followerusers have followed this narrative
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Nike will leverage its dominant market position and brand recognition to drive future growth
Fair Value: US$43.01 53.3% overvalued intrinsic discount
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Alphabet (GOOGL): When Scale Meets Intelligence at the Infrastructure Level
Fair Value: US$192.54 70.7% overvalued intrinsic discount
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AG
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
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Early mover in a fast growing industry. Likely to experience share price volatility as they scale
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NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
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