Global Community

Our community narratives are driven by numbers and valuation.

Community Investing Ideas

Global Weekly Picks

RKLB logo
Rocket Lab

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

$RKLB Investment Thesis: early mover in a fast growing industry. Likely to experience share price volatility as they scale $RKLB is a top play for exposure to a vertically integrated space company; a lot rides on the success of the Neutron rocket The Bull Case: Neutron Unlocks Scale The current Electron rocket gives $RKLB a reliable, high-cadence launch with a track record (74+ flights) and market credibility.
View narrative
US$16.25
FV
268.7% overvalued intrinsic discount
30.00%
Revenue growth p.a.
4.2k
users have viewed this narrative
13users have liked this narrative
0users have commented on this narrative
30users have followed this narrative
EXN logo
Excellon Resources

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Excellon Resources Inc. is a Toronto-based mineral exploration and development company focused on silver and gold projects in Peru, the United States, and Germany.
View narrative
CA$31.8
FV
98.5% undervalued intrinsic discount
3.3k
users have viewed this narrative
15users have liked this narrative
7users have commented on this narrative
37users have followed this narrative
Load previous narratives
PLTR logo
Palantir Technologies

Palantir: Redefining Enterprise Software for the AI Era

Company Overview Founded in 2003 by Peter Thiel, Alex Karp, Stephen Cohen, Joe Lonsdale, and Nathan Gettings, Palantir Technologies emerged from the shared vision of transforming how data could be used to solve complex problems. Peter Thiel, a co-founder of PayPal and a prominent venture capitalist, brought his knack for identifying transformative opportunities.Read more

View narrative
3.1k
users have viewed this narrative
15users have liked this narrative
6users have commented on this narrative
193users have followed this narrative
US$153.97
20.6% overvalued intrinsic discount
BlackGoat's Fair Value
Revenue
39% p.a.
Profit Margin
38%
Future PE
92x
Price in 2030
US$214.78
SNA logo
Snap-on

Snap-on: A Century-Old Business Still Holding Its Edge

Over the past two to three decades, Chinese manufacturing has supplied the world with cheap and generally reliable tools. For an American business to not only survive this period but prosper is impressive—and worth a closer look.Read more

View narrative
107
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$279.41
23.8% overvalued intrinsic discount
Robbo's Fair Value
Revenue
2.9% p.a.
Profit Margin
19.83%
Future PE
17.57x
Price in 2030
US$414.73
HELE logo
Helen of Troy

Helen of Troy (HELE): A $70 Balance Sheet in a $26 Dress

Helen of Troy remains an oversold gem. A seller of a variety of home and cleaning products, the company has pulled back over the course of 2025 from the $60 range to less than $26 per share.Read more

View narrative
299
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
US$70
71.7% undervalued intrinsic discount
woodworthfund's Fair Value
Revenue
8.61% p.a.
Profit Margin
6.51%
Future PE
16.03x
Price in 2030
US$125.16
NVO logo
Novo Nordisk

Novo Nordisk will thrive with a 34.7751% profit margin boost

23-apr-2025 Novo Nordisk will face competition in the obisitas and diabetes space. Regulation and insurances may impact its growth.Read more

View narrative
126
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
US$65.5
27.3% undervalued intrinsic discount
Silvester's Fair Value
Revenue
15.81% p.a.
Profit Margin
34.78%
Future PE
17.14x
Price in 2030
US$126.83
KDK logo
Kodiak AI

Kodiak AI - a potential 100 bagger opportunity?

Kodiak AI - a potential 100 bagger opportunity? Investment Analysis: Kodiak AI, Inc.Read more

View narrative
10.3k
users have viewed this narrative
10users have liked this narrative
21users have commented on this narrative
114users have followed this narrative
US$14
33.3% undervalued intrinsic discount
davidlsander's Fair Value
Revenue
N/A
Profit Margin
7.39%
Future PE
15.76x
Price in 2030
US$0
ABI logo
Abcourt Mines

A Case for CAD 3.53 (X35) before the end of 2028

Abcourt Mines Inc. is a Canadian gold exploration and development company focused on properties in northwestern Quebec.Read more

View narrative
466
users have viewed this narrative
5users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
CA$3.53
97.2% undervalued intrinsic discount
Agricola's Fair Value
Revenue
379.26% p.a.
Profit Margin
8%
Future PE
20.54x
Price in 2035
CA$7.78
MU logo
Micron Technology

Micron's New Supercycle: Riding the High-Bandwidth Memory Wave

Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.Read more

View narrative
944
users have viewed this narrative
7users have liked this narrative
7users have commented on this narrative
53users have followed this narrative
US$203.92
21.9% overvalued intrinsic discount
BlackGoat's Fair Value
Revenue
14% p.a.
Profit Margin
20%
Future PE
30x
Price in 2030
US$333.15
AFT logo
AFT Pharmaceuticals

Expansion or Overextension? The Risks Behind AFT’s Global Push.

AFT Pharmaceuticals is a New Zealand-based pharmaceutical business with global ambitions. The company has publicly set a goal of achieving NZ$300 million in revenue by the end of 2027—a target repeated in its 2025 annual report, market release, shareholder letter, and chairman’s address.Read more

View narrative
114
users have viewed this narrative
0users have liked this narrative
2users have commented on this narrative
8users have followed this narrative
NZ$2.8
27.5% overvalued intrinsic discount
Robbo's Fair Value
Revenue
7.05% p.a.
Profit Margin
5.75%
Future PE
24.37x
Price in 2030
NZ$3.91
LFMD logo
LifeMD

LifeMD is a diamond in the making

Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.Read more

View narrative
424
users have viewed this narrative
5users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
US$30.3
89.3% undervalued intrinsic discount
MathieuMRoy's Fair Value
Revenue
21% p.a.
Profit Margin
14.71%
Future PE
31.41x
Price in 2030
US$43.86