Community
Our community narratives are driven by numbers and valuation.
Value any stock for free in seconds
Get alerts and valuation updates
Participate in discussions
Weekly Picks
CH
ChadWisperer
Community Contributor
Priced for AI perfection - cracks are emerging
Update 27th Jan 2025 My original narrative was primarily based on Aswath Damodaran's Nvidia narrative and valuation. The recent news from DeepSeek further supports this narrative.
View narrativeUS$90.15
FV
47.3% overvalued intrinsic discount15.93%
Revenue growth p.a.
39users have liked this narrative
0users have commented on this narrative
67users have followed this narrative
14 days ago author updated this narrative
NA
NateF
Community Contributor
NVDA Market Outlook
NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.
View narrativeUS$341.12
FV
61.1% undervalued intrinsic discount25.46%
Revenue growth p.a.
14users have liked this narrative
0users have commented on this narrative
47users have followed this narrative
8 days ago author updated this narrative
ST
StockMan
Community Contributor
Karoon Energy (ASX:KAR) - Buy Baby Buy 🚀
Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.
View narrativeAU$5.10
FV
70.9% undervalued intrinsic discount9.30%
Revenue growth p.a.
42users have liked this narrative
0users have commented on this narrative
61users have followed this narrative
6 days ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
Surpassing 1 Gigawatt In Operating Assets May Improve Efficiency, But Incentive Uncertainties Could Pose Challenges
Key Takeaways Expansion in solar projects and community solar enhances revenue through increased power generation, sales, and customer diversification. Incentives and innovative financing strategies optimize growth opportunities, capital structure, and earnings potential.
View narrativeUS$5.31
FV
8.3% undervalued intrinsic discount18.77%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Expanding Big Tech Partnerships Will Boost Generative AI Advancements
Key Takeaways Expanding partnerships with Big Tech firms and advancements in generative AI solutions are projected to significantly drive Innodata's revenue growth. New platform developments and strategic co-location of staff on customer sites are expected to boost customer trust and service differentiation.
View narrativeUS$46.75
FV
9.2% undervalued intrinsic discount30.58%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Integration With Vendmanager And International Expansion Will Improve Future Customer Satisfaction
Key Takeaways Integration with SB Software and expansion in U.K./EMEA and LAC are forecasted to enhance revenue through cross-selling and international growth. Innovation in product offerings and focus on operational efficiencies aims to boost customer satisfaction, transaction revenues, and net margins.
View narrativeUS$11.50
FV
8.4% undervalued intrinsic discount15.71%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Project Trinity Investments Will Optimize Operations And Customer Experience By 2025
Key Takeaways Strategic initiatives in preneed cemetery sales are bolstering future growth, helping boost revenue with a strong foundation in a high-margin segment. Efficient pricing and supply chain strategies improve margins, while disciplined capital allocation and debt reduction enhance net income and growth potential.
View narrativeUS$49.00
FV
16.2% undervalued intrinsic discount4.89%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Full Client Integration With Intellify Will Improve Client Retention
Key Takeaways Increased demand and strategic investments in Travel Nursing and Physician Staffing segments drive significant revenue and growth potential. Expansion of home care and technology integrations enhances margins and client retention, supporting long-term financial stability and growth.
View narrativeUS$17.46
FV
4.5% overvalued intrinsic discount-5.72%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Iconic Catalog Deals And Emerging Market Investments Will Drive Future Success
Key Takeaways Acquisitions of iconic catalogs and artist deals could enhance long-term revenue through new releases and high-demand track synchronization. Investment in emerging markets like the Middle East and North Africa offers potential revenue growth amid US streaming saturation.
View narrativeUS$13.50
FV
40.1% undervalued intrinsic discount5.90%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Political Ad Gains And New Sports Ventures May Balance Risks Of Digital Shift
Key Takeaways Anticipated strong political ad revenue and double-digit digital sales growth could significantly boost Gray Television's revenues and marginal profits. Cost savings, debt reduction, and new local sports broadcasts may enhance margins and foster future growth opportunities.
View narrativeUS$5.80
FV
26.4% undervalued intrinsic discount-0.48%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
New Eco-Friendly Products And Online Expansion Will Unlock Future Market Opportunities
Key Takeaways Strategic growth in online and eco-friendly product sales positions Karat Packaging to enhance revenue and improve market penetration. Expansion into supermarkets and geographic areas offers diversification and increased sales volume potential.
View narrativeUS$33.00
FV
8.1% undervalued intrinsic discount6.34%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
13 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Deepening Presence In New Verticals Will Drive Future Market Expansion
Key Takeaways MoneyLion's strategic expansion into new verticals and effective customer acquisition strategies are expected to significantly enhance its market reach and revenue opportunities. Enhanced personalized offerings and integration capabilities through MoneyLion Checkout are anticipated to boost earnings, expand revenue, and improve margins.
View narrativeUS$105.00
FV
17.4% undervalued intrinsic discount24.40%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
13 days ago author updated this narrative