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AN
AnimalDoctorKwon
on Kuros Biosciences
·
Updated
2h ago
How a Mispriced Medtech Engine is Disrupting $5,000 Bone Graft Giants.
Fair Value:
US$342.18
92.5% undervalued
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European_Hidden_Gem_Stocks
on Rezolve AI
·
Updated
3h ago
⚡ Two-Minute Drill: Rezolve AI - The AI That Doesn't Recommend Products. It Buys Them.
Fair Value:
US$80.78
97.2% undervalued
intrinsic discount
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European_Hidden_Gem_Stocks
on Netcall
·
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3h ago
⚡ Two-Minute Drill: Netcall PLC - This £200M AI Stock Is Already Running the NHS
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CU
CubanEros
on Microsoft
·
Updated
22d ago
A wonderful business at reasonable price.
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on NVIDIA
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Updated
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Trending Discussion
DE
derek_3wsdg
on Teladoc Health
·
Updated
1d ago
You’ve overlooked the activist investor factor. Travis Cocke’s Voss has announced 5% ownership through a 13G filing. They’ve added to that 5% since, and in doing so, have created a structural trap door for 27.42 Million Shares actively sold short. Chuck will announce lots of positives on July 29 but it’s what Voss announces shortly after that will rock the overextended Teledoc shorts. The Walmart partnership is the tip of the iceberg. The market is missing the sheer regulatory and enterprise friction of modern corporate healthcare. Teladoc isn't a "consumer app"; it is the primary digital infrastructure integrated directly into the legacy backends of Tier-1 insurance companies and fortune 500 employers, covering 105 million+ lives. Teladoc is acting as the digital top-of-funnel engine for the world's largest retailer. If Voss pushes the narrative that Teladoc is effectively the outsourced digital brain of Walmart's entire healthcare footprint, the fair value shifts from a basic health multiple to an enterprise distribution premium. Additionally , we are in a structural gold rush for high-quality, legally compliant, longitudinal medical data to train vertical healthcare AI models. Large technology hyperscalers and pharmaceutical giants cannot simply scrape the internet for this; they need structured clinical inputs. Teladoc sits on one of the largest de-identified virtual medical datasets on earth. From the activist playbook , we’ll see Voss demand the immediate creation of a Data & Diagnostics Licensing Division, transforming a legacy liability into an incredibly high-margin, pure-software data asset that requires zero human clinician hours to scale. Chuck is doing great work and deserves credi5 for the Teledoc turnaround but it will be Travis Cocke who will be responsible for a share price way beyond your $15 valuation.
1
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GL
glen_qh36z
on CSL
·
Updated
19h ago
This needs cleaning up. Especially around the roofing segment.
0
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0
AU
Aurelius
on Greatland Resources
·
Updated
20h ago
For the 2026 financial year (FY26), Greatland Resources exceeded the upper limit of its annual gold production guidance by 18,986 ounces, which is exactly 6% above the top end of its expected range.
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