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Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
8.5% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
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6
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
Updated
narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$26.07
FV
11.6% undervalued
intrinsic discount
60.00%
Revenue growth p.a.
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6
users have liked this narrative
1
users have commented on this narrative
42
users have followed this narrative
Updated
narrative
Palantir Technologies
JO
Joethereal
Community Contributor
Palantir Technologies will drive revenue growth by 50% over the next 5 years
Unique “boots on the ground” software integration strategy by deploying engineers on site to ensure adoption and synergies are achieved. This is also accomplished through the 500+ AIP bootcamps offered by Palantir to ensure operational on-boarding and user engagement.
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US$699.78
FV
77.4% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
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1
users have liked this narrative
2
users have commented on this narrative
9
users have followed this narrative
15 days ago
author updated this narrative
Accenture
FC
FCruz
Community Contributor
Accenture's Revenue to Climb 5% with a Promising 11% Profit Margin Boost
Fundamental 1) Valuation & Quality Multiples: TTM P/E ~20.3x , Forward P/E ~18.1x , EV/EBITDA ~13.3x , P/S ~2.36x , P/B ~5.21x (all trending well below 2024 peaks). Scale & Efficiency: Revenue (TTM) ~US$68.5B , Operating margin ~16.8% , Net margin ~11.6% , ROE ~26.9%.
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US$202.38
FV
26.6% overvalued
intrinsic discount
5.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
17 days ago
author updated this narrative
Microsoft
PI
PicaCoder
Community Contributor
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
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US$500.00
FV
1.9% overvalued
intrinsic discount
6.75%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
12
users have commented on this narrative
31
users have followed this narrative
17 days ago
author updated this narrative
Fortinet
BL
BlackJesus
Community Contributor
The Architect of Integrated, High-Performance Security
When compared to other competitors, Fortinet's valuation makes a lot of sense. Fortinet is a model of profitability and operational efficiency.
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US$99.03
FV
19.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
17 days ago
author updated this narrative
Fortinet
CO
codepoet
Community Contributor
The silent guardian of the internet and one of the most profitable names in cybersecurity.
1. Cybersecurity Is Non-Negotiable Fortinet isn’t optional.
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US$108.00
FV
26.6% undervalued
intrinsic discount
8.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
22 days ago
author updated this narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
13.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
4
users have commented on this narrative
66
users have followed this narrative
22 days ago
author updated this narrative
Microsoft
AN
andre_santos
Community Contributor
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
☁️ Business Overview Founded in 1975, Microsoft began as a personal computing software pioneer but has since undergone a profound transformation. Once defined by Windows and Office , the company has strategically reinvented itself through bold investments in cloud computing, AI infrastructure, and platform ecosystems like GitHub and LinkedIn. Today, Microsoft’s core growth engine is Azure , its cloud platform, which—alongside enterprise SaaS products like Office 365 and Dynamics —is driving both scalability and profitability.
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US$494.83
FV
3.0% overvalued
intrinsic discount
11.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
27 days ago
author updated this narrative
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