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
66users 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
70.4% undervalued intrinsic discount9.30%
Revenue growth p.a.
42users have liked this narrative
0users have commented on this narrative
58users have followed this narrative
6 days ago author updated this narrative
JO
Jonataninho
Community Contributor
PGE: Overlooked Polish Powerhouse
PGE Polska Grupa Energetyczna S.A. Is Poland’s largest power producer, however, historically reliant on coal-based energy. In recent years, PGE has embarked on a significant transformation towards renewable energy, aiming for climate neutrality by 2050.
View narrativezł32.54
FV
79.2% undervalued intrinsic discount15.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
8 days ago author updated this narrative
WA
WaneInvestmentHouse
Community Contributor
Wema Bank records N14.53bn in FX revaluation gains amid Capital Raising - Recapitalization exercise
Wema Bank has seen its income from foreign exchange revaluation increase to N14.53bn at the end of 2024 from N13.60bn in 2023, indicating a 6.78 per cent increase. This was revealed in its unaudited financial statement for the fourth quarter of 2024, which was filed with the Nigerian Exchange Limited on Thursday.
View narrative₦11.00
FV
3.2% overvalued intrinsic discount116.57%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
9 days ago author updated this narrative
WA
WaneInvestmentHouse
Community Contributor
Full Year 2024 Unaudited Report: Unilever Nigeria records 44% growth in Turnover
In a related development, Unilever Nigeria Plc, has released its unaudited interim report for the 12 months period ended 31st December 2024. In the report, the company recorded turnover of N149.8 billion in the period under review which represents 44 per cent topline growth compared to N103.9 billion Turnover recorded in the corresponding period in 2023.
View narrative₦36.00
FV
5.0% overvalued intrinsic discount22.48%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
9 days ago author updated this narrative
WA
WaneInvestmentHouse
Community Contributor
Announced its half year unaudited financial results for the period ended 31 December 2024
Guinness Nigeria Plc, has announced its unaudited financial results for the six months ended 31 December 2024, showcasing impressive resilience and strategic growth in a challenging macroeconomic environment. According to the report, the company recorded an 82.2 per cent revenue increase, growing from N142.60 billion in H1’24 to N259.60 billion in H1’25.
View narrative₦82.00
FV
6.1% undervalued intrinsic discount-8.70%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
9 days ago author updated this narrative
WA
WaneInvestmentHouse
Community Contributor
BUA Foods posts N275bn profit
BUA Foods Plc has reported a profit after tax soaring by 145.3 per cent to N274.95bn in the fiscal year 2024. In a statement made available to our correspondent on Sunday, the company’s gross profit grew by 107.9 per cent to N541.71bn, further demonstrating its operational efficiency.
View narrative₦375.00
FV
10.7% overvalued intrinsic discount21.96%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
9 days ago author updated this narrative
WA
WaneInvestmentHouse
Community Contributor
Aradel triples profit position in first post-listing financial - Company with great management
Aradel Holdings Plc has announced its audited financial results for the year ending on December 31, showing resilience in bottom-line and top-line metrics. It was the first financial statement since its going public last year, which saw it adding N3.4 trillion to the market capitalisation.
View narrative₦659.95
FV
13.7% undervalued intrinsic discount42.51%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
9 days ago author updated this narrative
TH
ThewealthyinvestorbyDSAB
Community Contributor
Indoco Remedies Will Benefit from India's Healthcare Growth
Indoco Remedies presents a compelling investment opportunity due to its balanced business model, focusing on both domestic strength and international expansion. The company is well-positioned to benefit from: India’s growing healthcare ecosystem , driven by higher spending, population growth, and rising disease burden.
View narrative₹380.00
FV
32.2% undervalued intrinsic discount-6.53%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
9 days ago author updated this narrative
AL
Albin
Community Contributor
Nordea ökar långsiktigt efter kortsiktigt sänkt räntenetto
Framtid omsättning Jag bedömer det sannolikt att Riksbanken kommer hålla styrräntan på ungefär samma nivå som idag. Det leder till att bolåneräntan kommer sjunka från.
View narrativeSEK 123.10
FV
7.7% overvalued intrinsic discount9.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
9 days ago author updated this narrative
AL
Albin
Community Contributor
Swedbank kommer öka långsiktigt tack vare högkonjuktur
Framtid omsättning Jag bedömer det sannolikt att Riksbanken kommer hålla styrräntan på ungefär samma nivå som idag. Det leder till att bolåneräntan kommer sjunka från.
View narrativeSEK 213.52
FV
16.9% overvalued intrinsic discount6.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
9 days ago author updated this narrative