Global Community

Our community narratives are driven by numbers and valuation.

Community Investing Ideas

Global Weekly Picks

RKLB logo
Rocket Lab

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

$RKLB Investment Thesis: early mover in a fast growing industry. Likely to experience share price volatility as they scale $RKLB is a top play for exposure to a vertically integrated space company; a lot rides on the success of the Neutron rocket The Bull Case: Neutron Unlocks Scale The current Electron rocket gives $RKLB a reliable, high-cadence launch with a track record (74+ flights) and market credibility.
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US$16.25
FV
334.0% overvalued intrinsic discount
30.00%
Revenue growth p.a.
5.4k
users have viewed this narrative
13users have liked this narrative
0users have commented on this narrative
38users have followed this narrative
EXN logo
Excellon Resources

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Excellon Resources Inc. is a Toronto-based mineral exploration and development company focused on silver and gold projects in Peru, the United States, and Germany.
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CA$31.8
FV
98.5% undervalued intrinsic discount
4.6k
users have viewed this narrative
14users have liked this narrative
7users have commented on this narrative
45users have followed this narrative
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DOCN logo
DigitalOcean Holdings

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.Read more

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3.8k
users have viewed this narrative
3users have liked this narrative
3users have commented on this narrative
35users have followed this narrative
US$50
5.0% undervalued intrinsic discount
Nenad's Fair Value
Revenue
18.62% p.a.
Profit Margin
10.86%
Future PE
39.22x
Price in 2029
US$58.47
LCID logo
Lucid Group

Positioned for Long-Term Success with a Fair Value of $12

Lucid Group Inc. (LCID), currently trading at $2.76 per share, has faced significant challenges, including a 2.12% decrease in revenue to $595.27 million in 2023 and a 116.8% increase in losses, totaling $2.83 billion.Read more

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471
users have viewed this narrative
7users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
US$11.75
0.6% overvalued intrinsic discount
M_Kabesh's Fair Value
Revenue
156.7% p.a.
Profit Margin
5.95%
Future PE
17.15x
Price in 2029
US$19.68
AUTO logo
AutoStore Holdings

AutoStore: A Warehouse Automation Leader with 20% Upside Potential - if growth comes.

Q1 2025 Update Very weak quarter both in terms of order intake 142 mUSD (also including about 30 mUSD for "as a service" orders) vs 182 last Q!, no implications for long term valuation. No need to rush in to this stock.Read more

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196
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
NOK 10.5
0.9% undervalued intrinsic discount
Mandelman's Fair Value
Revenue
10% p.a.
Profit Margin
23%
Future PE
25x
Price in 2030
NOK 14.89
AMZN logo
Amazon.com

Why Amazon?

Why Amazon? Amazon revolutionized the way consumers shop.Read more

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102
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
US$232.22
2.1% undervalued intrinsic discount
DrBaraa_Alnahal's Fair Value
Revenue
9.49% p.a.
Profit Margin
8.04%
Future PE
46.26x
Price in 2029
US$324.77
COL logo
Coles Group

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.Read more

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2.4k
users have viewed this narrative
7users have liked this narrative
2users have commented on this narrative
22users have followed this narrative
AU$22
2.1% undervalued intrinsic discount
Robbo's Fair Value
Revenue
8.72% p.a.
Profit Margin
2.49%
Future PE
24.51x
Price in 2030
AU$30.79
FTNT logo
Fortinet

The silent guardian of the internet and one of the most profitable names in cybersecurity.

1. Cybersecurity Is Non-Negotiable Fortinet isn’t optional.Read more

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163
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$108
25.7% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
8.2% p.a.
Profit Margin
30.6%
Future PE
43.56x
Price in 2030
US$158.06
UBER logo
Uber Technologies

Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.

1. Platform Model: Mobility, Delivery & Logistics Uber operates a global two-sided marketplace , connecting riders, couriers, and freight shippers with independent drivers without owning vehicles or inventory.Read more

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107
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
US$90
11.9% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
5.83% p.a.
Profit Margin
27.07%
Future PE
15.52x
Price in 2030
US$129.22
OTB logo
On the Beach Group

Sunny Returns with On the Beach

As of 2024, On The Beach (OTB) holds an estimated market share of approximately 3.5% of the UK's online travel agency (OTA) market. This figure is based on the company's reported Total Transaction Value (TTV) of £1.2 billion for the fiscal year 2024 and the broader UK online travel market size of approximately £34 billion (converted from USD 42.6 billion).Read more

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38
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
UK£3.33
31.2% undervalued intrinsic discount
TibiT's Fair Value
Revenue
10% p.a.
Profit Margin
22.3%
Future PE
15x
Price in 2030
UK£4.8
NVDA logo
NVIDIA

Nvidia Is Always a favorite stock

Why I Like Nvidia Revenue growth has been outstanding over the past five years, suggesting that the company is capturing significant market share during this period. Earnings per share (EPS) have significantly outperformed competitors, with an annual increase of 86% over the last five years.Read more

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75
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
US$169
7.1% overvalued intrinsic discount
DrBaraa_Alnahal's Fair Value
Revenue
10.19% p.a.
Profit Margin
55.69%
Future PE
53.38x
Price in 2029
US$233.09