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
241.5% overvalued intrinsic discount
30.00%
Revenue growth p.a.
1.1k
users have viewed this narrative
8users have liked this narrative
0users have commented on this narrative
18users 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
98.8% undervalued intrinsic discount
544
users have viewed this narrative
6users have liked this narrative
1users have commented on this narrative
15users have followed this narrative
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KO logo
Coca-Cola

Iconic Coke is a bit overpriced and needs to appeal to people trying to get healthy

I think it is a great stock with an invaluable brand, but I am skeptical that it will do well in the next few years. Coke is fighting all the weight loss peptides developed by Lilly and Novo Nordisk.Read more

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59
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
US$60
17.3% overvalued intrinsic discount
User's Fair Value
Revenue
2.06% p.a.
Profit Margin
22.92%
Future PE
28.58x
Price in 2029
US$79.52
VIRT logo
Virtu Financial

A Good Solid Cimpanywith a solid foundation

VIRT "stock ticker name" or better known as Vertiv Holdings. Is one of them companies, that is continually making Global Headlines.Read more

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34
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
US$10.71
216.1% overvalued intrinsic discount
DailyInvestors's Fair Value
Revenue
-6.76% p.a.
Profit Margin
9.76%
Future PE
15.99x
Price in 2029
US$31.57
CMCSA logo
Comcast

Broadband Giant is Significantly Undervalued

Catalysts Total Revenue Growth : In Q1 2024, Comcast’s total revenue increased by 1% to $30.1 billion. This growth is a positive sign for the company.Read more

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168
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$68.19
56.4% undervalued intrinsic discount
WallStreetWontons's Fair Value
Revenue
14.07% p.a.
Profit Margin
12.35%
Future PE
9.77x
Price in 2028
US$100.02
MGN logo
Magnora

Investment Case Magnora ASA

Key Takeaways Magnora ASA, a company listed on the Oslo Stock Exchange, has been actively transitioning its legacy royalty business towards renewable energy development projects and companies. Their diverse portfolio includes investments in entities such as Helios Nordic Energy AB, Kustvind AB, and Magnora Offshore Wind AS, reflecting a strategic pivot to sustainable energy solutions.Read more

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27
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
NOK 57.55
66.0% undervalued intrinsic discount
Bonywall's Fair Value
Revenue
37.85% p.a.
Profit Margin
78%
Future PE
12.64x
Price in 2034
NOK 124.95
FVI logo
Fortuna Mining

$100 silver, $4,000 gold

To estimate the potential stock price of Fortuna Mining based on a predicted silver price of $100 per ounce, we can follow a systematic approach, focusing on their silver production and how the higher silver price could impact their revenue. Key Financial Metrics Current Production : Gold Production : 325,000 oz Silver Production : 6.5 million oz Total Production for 2024 : 475,000 oz AUEQ Revenue Contribution : Approximately 2/3 of revenue comes from gold and 1/3 from silver.Read more

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80
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
CA$31
57.7% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
N/A
Profit Margin
N/A
Future PE
N/A
Price in 2029
CA$12.34
CTO logo
Costco Wholesale

Kaufempfehlung zum Preis von 610

Costco Wholesale Corporation (COST) ist ein amerikanisches multinationales Unternehmen, das eine Kette von Mitgliederclubs betreibt, die eine breite Palette von Waren zu relativ niedrigen Preisen anbieten. Potenzielle Katalysatoren für Umsatz- und Ertragswachstum: Expansion in neue Märkte: Costco expandiert weiter in neue Märkte, insbesondere in Asien und Europa.Read more

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70
users have viewed this narrative
3users have liked this narrative
2users have commented on this narrative
2users have followed this narrative
€610
19.2% overvalued intrinsic discount
Maritta's Fair Value
Revenue
1.08% p.a.
Profit Margin
2.83%
Future PE
52.1x
Price in 2034
€934.54
ADMA logo
ADMA Biologics

Valuation analysis

11-NOV-2024 Actual company guidance: 2024: 415 MUSD revenue (S24) and net income 120 MUSD (E24), 2025: 465 MUSD (S25), 165 MUSD net income (E25) Market cap of 5.35 BUSD (P) at 22.62/share: P/S24 = 12.9, P/E24 = 44.6, P/S25 = 11.5 and P/E25 = 32.4) My assumptions: ADMA will be highly profitable due to high ratio of hyperimmunes (maybe eventually they will only manufacture hyperimmunes if S. pneumonia is successful and provided they can source the required amount of hyperimmune plasma).Read more

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245
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
US$20.93
8.4% undervalued intrinsic discount
pizzitaxi's Fair Value
Revenue
26% p.a.
Profit Margin
30%
Future PE
26x
Price in 2029
US$29.36
AMD logo
Advanced Micro Devices

Hardware Efficiency And Pricing Strategies To Bolster Revenue Growth

Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.Read more

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1.6k
users have viewed this narrative
45users have liked this narrative
3users have commented on this narrative
48users have followed this narrative
US$180.1
16.1% overvalued intrinsic discount
Bailey's Fair Value
Revenue
16.5% p.a.
Profit Margin
18%
Future PE
50x
Price in 2029
US$282.95
EXLS logo
ExlService Holdings

Evaluacion 04-2024

reportan 3 segmentos: Insurance (seguros); Health (isapres, proveedores de salud, farmacias, farmaceuticas); Emerging (deportes, retail, bancos y muchos otros). ¿potencial de crecimiento en que segmento?Read more

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11
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
US$12.7
229.0% overvalued intrinsic discount
Esteban's Fair Value
Revenue
-11.9% p.a.
Profit Margin
11.32%
Future PE
25.52x
Price in 2029
US$17.66