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
TELUS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Strong Customer Growth And Diversification Will Drive Future Success
Key Takeaways Strong customer growth in mobility and fixed services, coupled with low churn, suggests positive future revenue and earnings growth. Diversification through health and agriculture sectors, alongside strategic investments and cost efficiencies, supports margin expansion and long-term profitable growth.
View narrative
CA$22.78
FV
0.7% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
124
users have followed this narrative
6 days ago
author updated this narrative
WSP Global
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Successful Integration Of POWER Engineers Will Generate Significant Synergies
Key Takeaways Strong growth momentum is driven by a robust backlog and opportunities in North America, supporting ongoing revenue expansion. Strategic focus on megatrends and successful integrations could generate significant revenue synergies and enhance earnings.
View narrative
CA$304.67
FV
7.5% undervalued
intrinsic discount
-0.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
Société Générale Société anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Transformation And ESG Focus Will Drive European Expansion
Key Takeaways Digital transformation and cost-cutting initiatives are driving greater efficiency, client acquisition, and profitability across core retail and digital banking operations. Strong ESG focus and business diversification enhance client retention, revenue stability, and reduce earnings volatility across geographic and business segments.
View narrative
€51.68
FV
2.9% undervalued
intrinsic discount
3.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
6 days ago
author updated this narrative
China Tower
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding Two Wings And Smart Tower Businesses Will Improve Future Operational Efficiency
Key Takeaways Expansion into Two Wings business and Smart Tower growth indicates strategic diversification to drive future revenue beyond core offerings. Emphasis on technological innovation and resource coordination suggests improved efficiencies, potential earnings growth, and competitive advantage.
View narrative
HK$13.17
FV
9.2% undervalued
intrinsic discount
4.48%
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
Compagnie Générale des Établissements Michelin Société en commandite par actions
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Partnerships And Cutting-Edge Products Will Shape The Future Of B2B Markets
Key Takeaways Expansion into services and experiences, and strategic partnerships are likely to boost revenue by diversifying offerings beyond traditional tire sales. Focus on innovative polymer solutions and high-margin products is expected to enhance revenue, net margins, and operating income.
View narrative
€35.65
FV
9.1% undervalued
intrinsic discount
2.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Kraft Heinz
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Rising Middle Class And Urban Lifestyles Will Expand Markets
Key Takeaways Increased investment in marketing, innovation, and digital tools aims to drive stronger brand performance and adapt products to evolving consumer tastes. Expanding in international and emerging markets leverages growing demand for affordable, trusted foods, supporting long-term revenue and margin growth.
View narrative
US$45.67
FV
37.0% undervalued
intrinsic discount
1.62%
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
Advanced Info Service
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
AI-driven Data Consumption Will Rise 15% Annually, Creating New Opportunities
Key Takeaways AIS's focus on AI-driven data consumption and IT integration is expected to boost revenue through increased ARPU and enhanced operational efficiency. Strong financial health, improved sales margins, and exceeding synergy goals with Triple T Broadband support earnings growth and profitability.
View narrative
฿312.02
FV
6.4% undervalued
intrinsic discount
2.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Microchip Technology
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Industrial Automation And IoT Trends Will Ignite Expansion
Key Takeaways Efficiency initiatives and inventory reduction are expected to drive stronger margins, financial flexibility, and enable greater returns to shareholders as market conditions recover. Expansion in advanced microcontrollers, AI tools, and key end-markets positions Microchip for above-industry growth, durable revenue streams, and improved valuation multiples.
View narrative
US$90.00
FV
16.4% undervalued
intrinsic discount
23.69%
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
Mitsui Fudosan
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Equity Reduction And Share Buyback Will Improve Capital Efficiency By 2026
Key Takeaways Mitsui Fudosan's strategic equity reduction and share repurchase program aim to improve capital efficiency and enhance earnings growth through increased EPS. Strong performance in property sales and leasing segments suggests robust revenue growth, driven by contracted inventory and improved operations.
View narrative
JP¥1.68k
FV
21.8% undervalued
intrinsic discount
2.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Value any company in seconds
Popular companies