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Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
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US$12.00
FV
51.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 38.04
FV
24.6% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
30
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
53.6% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
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Strategy
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.
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US$663.00
FV
47.0% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
15
users have commented on this narrative
184
users have followed this narrative
about 2 months ago
author updated this narrative
Pro Medicus
RO
Robbo
Community Contributor
Great Company.... but so expensive!
Pro Medicus (ASX: PME) is an Australian company that develops medical imaging software under its Visage product range. Leading medical institutions including NYU Langone, UCSF, and Mass General Brigham have publicly or semi-publicly praised the platform—often via PME-issued press releases or interviews.
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AU$133.68
FV
128.9% overvalued
intrinsic discount
-9.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 2 months ago
author updated this narrative
Tesla
BL
BlackGoat
Community Contributor
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.
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US$359.72
FV
2.2% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
23
users have commented on this narrative
91
users have followed this narrative
about 2 months ago
author updated this narrative
Guaranty Trust Holding
WA
WaneInvestmentHouse
Community Contributor
GTCO Delivers Resilient Q1 2025 Earnings Amid Non-Recurring Fair Value Headwinds
Guaranty Trust Holding Company Plc (GTCO) has reaffirmed its status as a leader in the Nigerian financial services sector, reporting a robust ₦300.4 billion profit before tax for the first quarter ended March 31, 2025. The result underscores strong core operating performance despite the absence of the ₦331.6 billion fair value gain that bolstered Q1 2024 earnings.
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₦78.33
FV
25.1% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
14
users have followed this narrative
about 2 months ago
author updated this narrative
Hims & Hers Health
BL
BlackGoat
Community Contributor
Hims: The Platform Powering Personalised Healthcare
Summary Platform Play, Not a Pill Company: Hims is building the infrastructure for personalised, direct-to-consumer healthcare across diagnostics, treatment, and prevention, similar to what Amazon did for retail and Spotify for music. Strong Fundamentals with Operating Leverage: The company is growing fast, generating free cash flow, and scaling efficiently, with rising margins, high retention, and zero debt.
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US$86.09
FV
47.3% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
9
users have commented on this narrative
135
users have followed this narrative
about 2 months ago
author updated this narrative
Chellarams
WA
WaneInvestmentHouse
Community Contributor
Chellarams Plc Q1 2025 Delivers 150%+ Return in Under 4 Months — A Rare Financial Breakthrough
Chellarams Plc has delivered an equity market performance that borders on the exceptional—transforming a N100,000 investment into N354,320 in just under 120 days. That’s a return of over 150% , eclipsing the typical 10–20% annual yields of traditional blue-chip stocks by more than 2.5x in a fraction of the time.
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₦10.47
FV
0.3% overvalued
intrinsic discount
-6.38%
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
about 2 months ago
author updated this narrative
Boss Energy
RO
Robbo
Community Contributor
Long term play for the global energy transition
Despite its somewhat cringe worthy name—ironically the kind Peter Lynch often sought in his hunt for undervaluation—Boss Energy has emerged as a key player in Australia's uranium sector. With macroeconomic trends pointing towards a global pivot away from fossil fuels over coming decades, uranium is well-positioned to benefit.
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AU$3.95
FV
51.1% undervalued
intrinsic discount
99.94%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 2 months ago
author updated this narrative
Games Workshop Group
RO
Robbo
Community Contributor
For the Emperor: Why Games Workshop Could Be a Star Investment
Let me preface this article by admitting my bias: I’m a big fan of Games Workshop. While I’ve never personally gotten into the tabletop game, I’m deeply drawn to the incredible sci-fi and fantasy universes the company has built.
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UK£160.00
FV
2.5% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
3
users have commented on this narrative
37
users have followed this narrative
about 2 months ago
author updated this narrative
Ford Motor
BA
Bailey
Equity Analyst
Rising Labor Costs, Tight Competition And Stricter Credit Conditions Put Pressure On EBIT
Key Takeaways Ford’s failure to launch a meaningful EV campaign will see them lose out in Europe and Asia. Increase labor costs following Union strikes will put pressure on Automotive EBIT margins Strict credit conditions over the next few years will hurt Ford’s sales volumes and financing margins Catalysts Rising Competition In EV Market Will Limit Sales Growth Trajectory Ford was one of the many manufacturers that have had to realign their focus with climate action in mind.
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US$9.70
FV
22.1% overvalued
intrinsic discount
3.50%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
10 months ago
author updated this narrative
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