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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.
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US$663.00
FV
36.2% 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
163
users have followed this narrative
12 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.
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US$40.73
FV
22.0% 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
14
users have followed this narrative
5 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....
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US$10.00
FV
46.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
5 days ago
author updated this narrative
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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....
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US$10.00
FV
46.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
5 days ago
author updated this narrative
Naim Holdings Berhad
HA
Haha94
Community Contributor
NAIM Fundamentals Suggest Deep Value
Company Background An investment holding company, operates in the property development and construction businesses in Malaysia and Fiji. The company is divided into three segments: Property Development, Construction, and Others.
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RM 1.71
FV
45.6% undervalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Geregu Power
WA
WaneInvestmentHouse
Community Contributor
Geregu Power Plc Q2 - Delivers Strong Revenue Growth Amid Mounting Cost Pressures
Geregu Power Plc reported a notable 85% year-on-year revenue growth for the three months ended 30 June 2025, reaching ₦55.87 billion compared to ₦30.25 billion in Q2 2024. This reflects increased generation output and higher dispatch levels, underscoring the company’s operational leverage in Nigeria’s power generation space.
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₦871.70
FV
31.0% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
AB9
ABO Energy GmbH KGaA
KA
kapirey
Community Contributor
ABO Wind AG will capitalize on Europe's green transition with projected €50 million profit by 2027
1. Overview of ABO Wind AG ABO Wind AG is a German company specializing in the development of renewable energy projects, primarily wind and solar.
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€75.31
FV
42.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Poh Kong Holdings Berhad
HA
Haha94
Community Contributor
Poh Kong Holdings Berhad Shares Trading at Enticing 1.32 RM Fair Value (Jul 2025)
Company Background An investment holding company, manufactures, trades in, and retails jewelry, bullion, precious and semi-precious stones, and gold ornaments primarily in Malaysia. Their product range includes gold bars, notes, and coins; rings, couple rings, bracelets, pendants, necklaces, bangles, and earrings; white and rose gold, diamonds, pearls, jades, and personalized and fine jewelry.
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RM 1.23
FV
18.7% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
ZCCM Investments Holdings
BE
Bernd
Community Contributor
ZCCM-IH: Undervalued African Investment Holding
ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.
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€2.60
FV
30.0% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
8 days ago
author updated this narrative
Himax Technologies
WA
WaneInvestmentHouse
Community Contributor
Q1 Result short note
Himax Technologies’ first quarter was met with a positive market reaction, as the company outperformed Wall Street’s revenue and profit expectations despite typical seasonality. Management attributed the results to ongoing momentum in automotive display ICs, with CEO Jordan Wu highlighting nearly 20% year-over-year automotive IC sales growth and robust design-win pipelines.
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US$9.88
FV
3.7% undervalued
intrinsic discount
6.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
10 days ago
author updated this narrative
Saul Centers
WA
WaneInvestmentHouse
Community Contributor
Saul Centers' Q1 2025: Twinbrook Phase I Weighs on Earnings Despite Core Strength
Saul Centers, Inc. (NYSE: BFS) reported mixed results for Q1 2025, highlighting a strategic inflection point as the company absorbs near-term headwinds tied to the initial operations of its Twinbrook Quarter Phase I development.
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US$36.04
FV
8.8% undervalued
intrinsic discount
-4.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
10 days ago
author updated this narrative
Merck
WA
WaneInvestmentHouse
Community Contributor
Acqusition and awaiting analysis
Merck & Co., Inc. (NYSE:MRK) shares have moved higher as investors cheered a key FDA filing and strategic acquisition, while digesting trimmed earnings forecasts.
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US$74.00
FV
8.1% overvalued
intrinsic discount
2.84%
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
10 days ago
author updated this narrative
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