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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.
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US$9.21
FV
33.9% undervalued
intrinsic discount
64.98%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
New
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.
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US$73.83
FV
26.5% undervalued
intrinsic discount
14.51%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
24 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.
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US$67.5
FV
2.3% undervalued
intrinsic discount
5.23%
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
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.
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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
49
users have followed this narrative
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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.
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US$131.5
FV
14.1% 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
New
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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.
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US$32.8
FV
12.0% 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
New
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Micron Technology
BL
BlackGoat
Community Contributor
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.
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US$203.92
FV
23.1% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
New
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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.
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US$1.19k
FV
39.9% undervalued
intrinsic discount
20.00%
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
New
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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.
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US$240.06
FV
15.8% undervalued
intrinsic discount
14.00%
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
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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.
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US$50
FV
343.2% 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
New
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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.
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US$116.35
FV
20.3% 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
New
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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.
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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
New
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Softlogic Life Insurance
KA
kalindu
Community Contributor
Embrace the Growth of Softlogic Life with a Strong Buy at LKR 76.10 ⭐⭐⭐⭐⭐
Softlogic Life Insurance PLC (AAIC) – Strong Buy Recommendation Softlogic Life (AAIC) is a classic Fast Grower in Sri Lanka’s underpenetrated life insurance market. Gross Written Premiums (GWP) have grown 10x in the last decade , with a 29% YoY increase in 1H 2025 , far outpacing the industry.
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LK₨240
FV
68.3% undervalued
intrinsic discount
35.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
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