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.
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US$16.25
FV
232.1% 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
27users 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.
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CA$31.8
FV
98.5% undervalued intrinsic discount
3.3k
users have viewed this narrative
14users have liked this narrative
7users have commented on this narrative
31users have followed this narrative
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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

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299
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
US$70
70.7% 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
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

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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
37.4% 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

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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

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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
10.6% 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

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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
27.1% 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
TALK logo
Talkspace

Intervalo de avaliação de $2,06 a $3,80. Insiders compraram recentemente a $2,86

No modelo DCF a avaliação atual varia entre $2,06 com WACC 9,31% com taxa terminal de 2% (conservadora) O modelo de avaliação por comparação com os pares aponta para $2,29 O modelo Simply Wall Street com as mesmas premissas que utilizado no moderno DCF: WACC= 9,31% avalia a ação em $3,80 O PEG fwd aponta para PE =69X para 2025 e taxa crescimento EPS a médio prazo de 40% está um pouco sobrevalorida PEG=1,74. Para PEG=1 a ação estaria a cotar no 2,80 o que coincide com a cotação atual.Read more

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11
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$3.71
7.0% undervalued intrinsic discount
TechGrowthInvestor's Fair Value
Revenue
16.62% p.a.
Profit Margin
0.61%
Future PE
391.75x
Price in 2030
US$5.98
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

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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
PNR logo
Pantoro Gold

Gold producer with strong balance sheet and good upside

Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).Read more

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243
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AU$1.83
160.1% overvalued intrinsic discount
TP88's Fair Value
Revenue
17.95% p.a.
Profit Margin
9.3%
Future PE
16.4x
Price in 2030
AU$2.65
AAPL logo
Apple

Navigating Tariff Turbulence with Resilience and AI-Driven Growth

As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.Read more

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1.1k
users have viewed this narrative
10users have liked this narrative
4users have commented on this narrative
48users have followed this narrative
US$275
1.1% undervalued intrinsic discount
M_Kabesh's Fair Value
Revenue
12.78% p.a.
Profit Margin
24.3%
Future PE
30.96x
Price in 2030
US$400.68