Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
Our community narratives are driven by numbers and valuation.
Create a narrative
Weekly Picks
MicroStrategy
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.
View narrative
US$663.00
FV
35.7% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
15
users have commented on this narrative
168
users have followed this narrative
14 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
View narrative
US$40.73
FV
20.5% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
View narrative
US$10.00
FV
25.2% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
7 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
United Utilities Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Implementing Satellite Imaging And AI Will Reduce Costs And Improve Environmental Compliance
Key Takeaways Investment in technology and pollution prevention enhances efficiency, reduces costs, and improves margins by lowering operational expenses and regulatory penalties. Significant capital investment and community engagement projects are expected to drive future growth, boost revenue, and support sustainable long-term dividends.
View narrative
UK£12.36
FV
7.8% undervalued
intrinsic discount
10.99%
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
5 days ago
author updated this narrative
Toray Industries
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Key Takeaways Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations. Accelerated capital efficiency efforts and demand recovery in key segments position the company for sustained revenue growth and improved earnings.
View narrative
JP¥1.13k
FV
13.8% undervalued
intrinsic discount
4.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
2883
KGI Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Geopolitical Uncertainties And Market Volatility Will Hamper Taiwan's Financial Sector
Key Takeaways KGI Financial Holding's strategic shifts towards diversified investment income and asset management indicate a potential boost in earnings and net margins. Expansion in Hong Kong and focus on high-margin services suggest growth in international revenue and income diversification.
View narrative
NT$20.03
FV
23.4% undervalued
intrinsic discount
-53.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Oil India
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New Petrochemical Capacity At NRL Will Expand Future Product Offerings
Key Takeaways Expanded capacity and product diversification at NRL could boost revenue and margins through increased crude processing and higher-value petrochemical products. Enhanced exploration and production efforts, including reducing gas flaring and targeting high-potential areas, could drive earnings and reserve growth.
View narrative
₹548.62
FV
17.4% undervalued
intrinsic discount
-11.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
5 days ago
author updated this narrative
Thai Beverage
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
IBIL's Increased Stake In Fraser And Neave Will Expand Future Market Reach
Key Takeaways Improved operational efficiencies and reduced costs in the beer business are expected to enhance profitability and increase net margins. Successful marketing and strategic expansions in nonalcoholic beverages could significantly boost sales volumes and revenue growth.
View narrative
S$0.65
FV
27.5% undervalued
intrinsic discount
3.84%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
Stantec
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Strong Backlog And Upcoming Projects Will Drive Future Opportunities In Water Business
Key Takeaways Record backlog growth in Water business and strong AMP8 program positioning drive future revenue and earnings growth. Robust M&A pipeline and operational efficiency improvements contribute to potential revenue and earnings enhancement.
View narrative
CA$153.82
FV
0.6% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
5 days ago
author updated this narrative
Far EasTone Telecommunications
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focus On 5G And AI Will Improve Future Operational Efficiency
Key Takeaways Strategic 5G expansion, merger synergies, and ICT projects boost revenue growth and operational efficiency, enhancing EBITDA and net margins. Diversification into Smart Cities and AI adoption increases revenue opportunities and efficiency, improving long-term growth and financial performance.
View narrative
NT$100.26
FV
17.9% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
GMRA
GMR Airports
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Airport Expansions At Hyderabad And Mopa Will Increase Future Passenger Traffic
Key Takeaways Expansion projects and improved tariffs at key airports likely enhance revenue and earnings growth for GMR Airports. Non-aero revenue and reduced debt costs position the company for stronger profitability.
View narrative
₹89.17
FV
4.8% overvalued
intrinsic discount
20.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
1050
Banque Saudi Fransi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The 2030 Strategy Will Broaden Retail And Digital Opportunities
Key Takeaways The bank's strategy to enhance retail features and upgrade digital infrastructure aims to boost growth, improve efficiency, and strengthen revenue streams. Diversifying through nontraditional products and maintaining strong risk management practices support earnings stability and profitability.
View narrative
ر.س19.56
FV
9.9% undervalued
intrinsic discount
12.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Value any company in seconds
Popular companies