Global Community

Our community narratives are driven by numbers and valuation.

Community Investing Ideas

Global Weekly Picks

AMZN logo
Amazon.com

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.
View narrative
US$234.75
FV
2.9% undervalued intrinsic discount
13.60%
Revenue growth p.a.
8users have liked this narrative
1users have commented on this narrative
11users have followed this narrative
New narrative
M8G logo
Verve Group

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.
View narrative
€4.02
FV
47.4% undervalued intrinsic discount
8.50%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
Updated narrative
Load previous narratives
META logo
Meta Platforms

Regulatory risk has increased and is not reflected in forward narrative

Q1 25 RESULTS - CFO mentioned regulatory risk in Europe. "In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.
View narrative
US$496.65
FV
51.3% overvalued intrinsic discount
10.84%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
4 months ago author updated this narrative
WRLG logo
West Red Lake Gold Mines

If gold reaches $4,000 per oz

To calculate the stock price of West Red Lake Gold Mines if gold reaches $4,000 per oz, we need to estimate their potential free cash flow (FCF) based on the projected production and costs. Here’s how to approach it: ### Assumptions 1.
View narrative
CA$28.00
FV
97.0% undervalued intrinsic discount
0%
Revenue growth p.a.
0users have liked this narrative
2users have commented on this narrative
5users have followed this narrative
11 months ago author updated this narrative
4481
Base

Goals for 2025 Profit attributable to owners of parent 11.5%

How does Base make money? Base offers software implementation and generation services, they are specialized in SAP.
View narrative
JP¥3.78k
FV
0.03% undervalued intrinsic discount
12.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
5 months ago author updated this narrative
PLTR logo
Palantir Technologies

Palantir Technologies will boost profits with 16% margin gains

To Understand this stock and its potential valuation, one needs to also understand Military Maths. I won't go into huge detail - but the likes of Lanchaster and Helmbold have built models to try and explain how they would expect battles to pan out given force sizes and capability.
View narrative
US$176.05
FV
10.4% undervalued intrinsic discount
25.00%
Revenue growth p.a.
2users have liked this narrative
1users have commented on this narrative
52users have followed this narrative
3 months ago author updated this narrative
JIN logo
Jumbo Interactive

Undervalued lottery company with strong fundamentals

Jumbo Interactive presents a compelling investment opportunity, with several key metrics indicating that the current share price may be undervalued. Notably, it boasts a strong Joel Greenblatt score of 34 and an attractive dividend yield of 5.4%.
View narrative
AU$15.00
FV
28.9% undervalued intrinsic discount
24.34%
Revenue growth p.a.
5users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
3 months ago author updated this narrative
BALD B logo
Fastighets AB Balder

Balder's Urban Expansion to Boost 22% Profit Margin in Future

Catalysts That Could Drive Value Urbanization Trends: As more people move to cities, demand for Balder's residential and commercial properties is likely to increase. Economic Recovery: Post-pandemic economic growth can boost occupancy rates and rental incomes.
View narrative
SEK 88.31
FV
23.6% undervalued intrinsic discount
1.26%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
6 months ago author updated this narrative
LULU logo
lululemon athletica

Bullish case for Lululemon Athletica (LULU)

Lululemon (LULU) appears to be undervalued based on current analysis. The stock is trading around $281.35, with analysts predicting a consensus price target of $354.94, indicating about a 26% upside potential.
View narrative
US$225.76
FV
12.4% undervalued intrinsic discount
10.00%
Revenue growth p.a.
2users have liked this narrative
1users have commented on this narrative
11users have followed this narrative
3 months ago author updated this narrative
MDA logo
MDA Space

MDA Space - All-round solutions for space

Key takeaways The main source of income is the market for Low Earth Orbit (LEO) and Medium Earth Orbit Satellites (MEO) with a revenue share of almost 60%. The space industry is currently experiencing strong growth and is expected to grow by an average of 9% per year until 2035.
View narrative
CA$44.08
FV
1.5% overvalued intrinsic discount
26.42%
Revenue growth p.a.
3users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
3 months ago author updated this narrative