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Global Community
Our community narratives are driven by numbers and valuation.
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GXAI
Gaxos.ai
Sponsored
content by Gaxos.ai
JO
Jolt_Communications
Community Contributor
Gaxos.ai: Early-Stage AI Innovator in Gaming & Health
Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$24k in H1 2025 revenue, mainly from wellness pilot programs.
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US$2.21
FV
50.2% undervalued
intrinsic discount
119.00%
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
New
narrative
Microsoft
PI
PicaCoder
Community Contributor
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
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US$500.00
FV
3.4% overvalued
intrinsic discount
6.75%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
1.4% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
New
narrative
Verve Group
TI
TibiT
Community Contributor
Verve Group: A Tale of Three Futures
Verve Group stands at a critical juncture. After a history of explosive growth, the company has been hit by significant operational headwinds, primarily the difficult and costly migration to a unified technology platform and unfavorable currency exchange rates.
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€4.02
FV
52.2% undervalued
intrinsic discount
8.50%
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
Updated
narrative
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SBC Medical Group Holdings
MR
mrbensonv
Community Contributor
Hidden Gem (NASDAQ: SBC), Empowering the Growth of Aesthetic Medicine
Hidden Gem (NASDAQ: SBC), Empowering the Growth of Aesthetic Medicine SBC Medical Group Holdings ( NASDAQ: SBC ) is making waves in the aesthetic medicine industry with its dynamic growth strategy and robust franchise model. Analysts at Zacks have set a target price of $15.40, reflecting confidence in SBC's ability to scale its operations and expand internationally.
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US$4.64
FV
8.6% undervalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
11
users have followed this narrative
9 months ago
author updated this narrative
Exxon Mobil
ST
StjepanK
Equity Analyst and Writer
Wrong Side Of Energy Transition and Other Headwinds Will Erode Revenues and Earnings
Key Takeaways Exxon is on the wrong side of secular market trends that favor sustainable energy investing. Revenues are reliant on fossil fuels and are vulnerable to industry headwinds and a potential recession.
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US$78.00
FV
36.8% overvalued
intrinsic discount
-1.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
7
users have commented on this narrative
6
users have followed this narrative
about 1 year ago
author updated this narrative
Alphabet
NA
NateF
Community Contributor
GOOGL Market Outlook
Alphabet Inc. (GOOGL), the parent company of Google, presents a compelling investment opportunity over the next 1 to 3 years, balancing significant growth prospects with notable challenges.
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US$239.26
FV
14.9% undervalued
intrinsic discount
9.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
8 months ago
author updated this narrative
Proximus
AX
Axano
Community Contributor
Proximus, transferring money from the impatient to the patient investor
Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.
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€16.62
FV
57.2% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
2
users have commented on this narrative
44
users have followed this narrative
7 months ago
author updated this narrative
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights
Net Income: BRL97.5 million for the first quarter. Adjusted EBITDA: BRL170 million from operational revenues.
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US$4.22
FV
11.6% undervalued
intrinsic discount
6.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
5 months ago
author updated this narrative
Crocs
JO
Joey8301
Community Contributor
Predicting a Steady Future for Crocs with Modest Growth and a 10% Discount Rate
Catalysts International Expansion - Crocs continues to see growth in Asia and Europe, with opportunities to further penetrate emerging markets. Margin Improvement - Increased direct-to-consumer (DTC) sales internationally could enhance profitability by reducing reliance on wholesale channels.
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US$151.43
FV
45.3% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
16
users have followed this narrative
6 months ago
author updated this narrative
Bintai Kinden Corporation Berhad
ON
Ontological
Community Contributor
Construction and Engineering Excellence-Bintai Kinden (6998)
Bintai Kinden Berhad (Bursa Malaysia: 6998), a prominent player in the engineering services sector of Malaysia. The company specialises in engineering services and has expanded its operations through various subsidiaries, including Kejuruteraan Bintai Kindenko Sdn Bhd and Johnson Medical International Sdn Bhd.
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RM 0.11
FV
36.4% undervalued
intrinsic discount
60.00%
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
8 months ago
author updated this narrative
CVS Health
YI
yiannisz
Community Contributor
Why CVS’s Valuation Signals Opportunity
CVS Health has just faced a stock decline of about 10% after its preliminary Q3 earnings miss, which made the entire market aware. The decline is contributed largely to a $1.1 billion charge connected with its Medicare and Individual Exchange businesses and a whopping $1.2 billion restructuring charge for store closures.
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US$103.00
FV
31.9% undervalued
intrinsic discount
18.02%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
9
users have commented on this narrative
99
users have followed this narrative
10 months ago
author updated this narrative
Ulta Beauty
N3
n385903
Community Contributor
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
Ulta, the other company I was thinking of cutting, has a surprisingly favorable relative valuation in the beauty retail space. It has decent margins and actually is able to direct decent amounts of buybacks.
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US$427.41
FV
20.9% overvalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 months ago
author updated this narrative
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