Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
Global Weekly Picks
Draganfly
Sponsored
content by Draganfly
JO
Jolt_Communications
Community Contributor
America Wants Homegrown Drones — Draganfly Is Ready to Deliver
Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.
View narrative
US$9.21
FV
27.4% undervalued
intrinsic discount
64.98%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
11 days ago
author updated this narrative
Cheesecake Factory
ZW
Zwfis
Community Contributor
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.
View narrative
US$73.83
FV
25.8% undervalued
intrinsic discount
14.51%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
28 days ago
author updated this narrative
Coca-Cola
AL
AllTrades
Community Contributor
Coca-Cola’s Intrinsic Value Set to Rise with Fed Rate Cut
The Federal Reserve’s recent 25 basis point cut may appear modest, but for Coca-Cola (NYSE: KO), it carries meaningful implications for valuation. As a consumer staples giant with steady free cash flows and a reputation as a dividend aristocrat, KO is highly sensitive to discount rates in long-term models.
View narrative
US$67.5
FV
2.7% undervalued
intrinsic discount
5.23%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
New
narrative
1911 Gold
RO
RockeTeller
Community Contributor
Fully Permitted Gold Mine with 50 Baggers Potential
1911 Gold – Updated Snapshot (September 2025) Latest verified facts The company commenced a PEA on the True North restart in late August 2025 with AMC Consultants; a short trial mining campaign (3–5 months) is planned to validate methods and economics ahead of a bulk sample. Newswire+1 Corporate presentation (Sept 9, 2025) shows 262.32M shares outstanding (296.19M fully diluted) and ~C$15.2M cash including a recent financing.
View narrative
CA$41
FV
98.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
4
users have commented on this narrative
54
users have followed this narrative
Updated
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Visa
QU
QuanD
Community Contributor
Stable growth fintech safe bet
At the core of Visa's strength is its vast and resilient global payments network. This network connects millions of merchants with thousands of financial institutions and their cardholders, creating a powerful moat that deters competition.
View narrative
US$463.49
FV
27.2% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
10 days ago
author updated this narrative
Netflix
DO
DownUnder
Community Contributor
Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin
About Netflix Q2 2025 results Netflix's second-quarter 2025 performance demonstrated a successful strategic shift towards mature, profitable growth. The company reported a 16% year-over-year revenue increase to $11.1 billion and a 46% surge in net income to $3.1 billion.
View narrative
US$1.83k
FV
33.7% undervalued
intrinsic discount
10.87%
Revenue growth p.a.
Set Fair Value
2
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
Walt Disney
CA
Cashflow_Queen
Community Contributor
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.
View narrative
US$131.5
FV
13.7% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
2
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
GigaCloud Technology
RO
RobMorgan3
Community Contributor
GigaCloud's Ambitious Path to $5-10B Revenue in Five Years Revealed
Catalysts Strong Growth Momentum GigaCloud’s marketplace GMV has grown rapidly, now surpassing US$10B annually, with revenue maintaining double-digit growth. 2024 revenue was about US$1.16B , up ~65% YoY.
View narrative
US$32.8
FV
9.6% undervalued
intrinsic discount
10.00%
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
Eli Lilly
EA
eat_dis_watermelon
Community Contributor
Eli Lilly's Future Growth Driven by Tirzepatide and Favorable Market Conditions
Catalysts Mounjaro/Zepbound: Lilly’s tirzepatide franchise is the engine of growth. Mounjaro (for type 2 diabetes) and Zepbound (obesity) each grew rapidly in 2024.
View narrative
US$1.19k
FV
39.1% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
2
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
Palo Alto Networks
MA
martyw
Community Contributor
Palo Alto Networks: Platform Consolidation in a Zero-Trust World
Investment Thesis Palo Alto Networks represents the clearest beneficiary of cybersecurity's inevitable platform consolidation. As the world's largest cybersecurity company ($130B market cap, $9B+ revenue), PANW has successfully transformed from a firewall vendor into a comprehensive security ecosystem that customers increasingly view as essential infrastructure.
View narrative
US$240.06
FV
15.7% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
10 days ago
author updated this narrative
Snowflake
BR
Brogers
Community Contributor
The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all
The cloud data warehouse space is heating up, and Snowflake Inc. (NYSE: SNOW) sits right in the middle of it all.
View narrative
US$50
FV
349.3% overvalued
intrinsic discount
14.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
10 days ago
author updated this narrative
PepsiCo
AS
AshleighG
Community Contributor
What on earth are 'Functional Sodas', and are they the way forward?
The company is at an inflection point. After years of flat revenue at around $91B , it faces mounting pressure from shifting consumer preferences, health trends, and affordability concerns.
View narrative
US$116.35
FV
20.7% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
10 days ago
author updated this narrative
Block
PT
PTrain
Community Contributor
Block is Set to Rebound from Regulatory Challenges with 6% Revenue Growth
Summary Block, Inc. is trading at ~16-17x earnings, well below its 12-month average of ~30x.
View narrative
US$97.93
FV
24.8% undervalued
intrinsic discount
6.00%
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