Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
Our community narratives are driven by numbers and valuation.
Create a narrative
Weekly Picks
MicroStrategy
BL
BlackGoat
Community Contributor
MicroStrategy: Volatile Gamble or Golden Opportunity?
Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.
View narrative
US$663.00
FV
35.7% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
15
users have commented on this narrative
172
users have followed this narrative
15 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
View narrative
US$40.73
FV
18.7% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
8 days ago
author updated this narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
View narrative
US$10.00
FV
38.0% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
8 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
AerSale
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AerAware's Flight Vision System Expected To Offer High Margins Upon Market Acceptance
Key Takeaways Expansion of the lease pool and MRO facilities is anticipated to drive stable revenue growth and improved net margins. New product and program monetization, such as 757 P2F and AerAware, are expected to boost earnings and revenue significantly.
View narrative
US$8.43
FV
29.1% undervalued
intrinsic discount
13.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Ultra Clean Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sub-fab Expansion And China Localization Will Transform Production Operations
Key Takeaways Strategic investments in operational efficiencies, capacity, and vertical integration aim to enhance profitability and improve net margins as demand recovers. The China for China strategy and lithography portfolio expansion are poised to drive steady revenue growth and increased market share, safeguarding earnings and net margins.
View narrative
US$30.25
FV
20.8% undervalued
intrinsic discount
3.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Jubilant Ingrevia
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And New Vitamin B3 Facility Will Boost Presence In High-Value Products
Key Takeaways Specialty Chemicals and Nutrition & Health segments are poised for growth, boosting revenue and margins through high-margin chemicals and vitamin B3 production. Expanded global presence and cost efficiency initiatives aim to diversify revenue streams and enhance overall financial health.
View narrative
₹868.33
FV
5.7% undervalued
intrinsic discount
17.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
TBC Bank Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking Expansion Will Unlock Opportunities In Georgia And Uzbekistan
Key Takeaways Strong digital adoption and expansion into underbanked Central Asian markets drive long-term growth, diversified revenues, and higher margins. Macroeconomic stability and product innovation ensure earnings resilience while reducing dependence on traditional interest income and the Georgian market.
View narrative
UK£57.27
FV
15.1% undervalued
intrinsic discount
25.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
6 days ago
author updated this narrative
Aramex PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Nearshoring Trends And Warehouse Optimization Will Improve Future Supply Chain Resilience
Key Takeaways Nearshoring and warehousing capabilities could boost regional sales, decreasing transit times and enhancing supply chain resilience. Volume growth in Domestic Express and freight optimization may improve profitability through economies of scale and targeting profitable routes.
View narrative
د.إ3.22
FV
13.3% undervalued
intrinsic discount
6.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Just Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In Technology And DB Market Opportunities Will Strengthen Future Prospects
Key Takeaways Strategic focus on Defined Benefit and Defined Contribution markets positions Just Group for revenue growth through new business sales and market capture. Investments in technology and asset origination bolster competitive pricing, aiding in cost control and enhancing profit margins over time.
View narrative
UK£1.89
FV
29.7% undervalued
intrinsic discount
49.75%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
Peoplein
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project UNITE And Sector Diversification Will Strengthen Future Prospects
Key Takeaways Strategic client mix shift and cost efficiencies enhance profitability despite fewer billed hours, optimizing revenue growth. Expansion into high-margin permanent recruitment and strategic projects strengthen future revenue growth and diversification.
View narrative
AU$1.05
FV
35.0% undervalued
intrinsic discount
1.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
BILL Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
AI Platform Upgrades And New Products Will Strengthen Fintech's Market Position
Key Takeaways Strategic partnerships and AI-enhanced platforms aim to boost revenue and margins through improved customer acquisition, retention, and core revenue growth. Product launches and mid-market expansion target increased monetization and transaction volume, enhancing revenue and earnings potential.
View narrative
US$75.20
FV
38.7% undervalued
intrinsic discount
16.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
EFC (I)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Ventures In Real Estate, Education, And Healthcare Will Mitigate Risks And Improve Stability
Key Takeaways Strategic expansion in leasing and robust project pipelines in design and build promise strong revenue growth and enhanced profitability. Diversification across industries is poised to stabilize revenue streams and mitigate economic risks, bolstering long-term earnings stability.
View narrative
₹465.00
FV
25.1% undervalued
intrinsic discount
39.93%
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
6 days ago
author updated this narrative
Value any company in seconds
Popular companies