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
21users 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
19users have followed this narrative
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AMD logo
Advanced Micro Devices

A formidable player in AI and enterprise computing.

1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.Read more

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6.7k
users have viewed this narrative
13users have liked this narrative
6users have commented on this narrative
89users have followed this narrative
US$270
22.5% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
19.11% p.a.
Profit Margin
8.03%
Future PE
114.31x
Price in 2030
US$425.72
ADBE logo
Adobe

Adobe Stock: AI-Fueled ARR Growth Pushes Guidance Higher, But Cost Pressures Loom

Adobe (NASDAQ: ADBE) delivered another record quarter, signaling that its transition into an AI-powered creative and document platform is translating into real financial performance. For the third quarter of fiscal 2025, revenue rose 11 percent year over year to $5.99 billion , while diluted earnings per share came in at $4.18 on a GAAP basis and $5.31 on a non-GAAP basis.Read more

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245
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$391.25
11.1% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
8.23% p.a.
Profit Margin
30.01%
Future PE
19.67x
Price in 2030
US$590.45
PLTR logo
Palantir Technologies

AIP Powering Palantir's Unstoppable Growth

Palantir Technologies (PLTR) continues to hold its lead in megamarkets of data analytics and AI with strong financial performance and value creation through strategic developments. In Q3 2024, Palantir reported a record net income of $144 million , the highest quarterly profit since its founding.Read more

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3.2k
users have viewed this narrative
8users have liked this narrative
4users have commented on this narrative
78users have followed this narrative
US$66
184.5% overvalued intrinsic discount
yiannisz's Fair Value
Revenue
11.95% p.a.
Profit Margin
18.01%
Future PE
314.38x
Price in 2029
US$91.97
ORK logo
Orkla

Orkla's Potential for 13% Upside Amid Strategic Transformation

Vad är den ytterligare uppsidan i värderingen med en omstöpningsplan? Orkla befinner sig mitt i ett stort strategiskt skifte - att bryta upp sin konglomeratstruktur och fokusera på kärntillgångarna.Read more

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71
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
NOK 130
14.3% undervalued intrinsic discount
MrMoneyMan's Fair Value
Revenue
15.07% p.a.
Profit Margin
8.57%
Future PE
19.82x
Price in 2030
NOK 241.08
GOOGL logo
Alphabet

Alphabet's Growth to Surge with Revenue Up 9%

Mi valoración sobre Alphabet, considerando los datos financieros y operativos específicos, se fundamenta en varios puntos clave. Se proyecta un crecimiento estimado del 10% anual durante los próximos tres años, lo cual sugiere una expectativa de expansión constante del negocio principal y las iniciativas emergentes de la compañía.Read more

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35
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
US$213.62
43.5% overvalued intrinsic discount
weldcoin's Fair Value
Revenue
10% p.a.
Profit Margin
33%
Future PE
25x
Price in 2028
US$338.39
TWLO logo
Twilio

Overvalued

Warren Buffett would likely not invest in Twilio Inc. at its current stage.Read more

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182
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$68
102.2% overvalued intrinsic discount
WBIN's Fair Value
Revenue
24.14% p.a.
Profit Margin
7.61%
Future PE
21.41x
Price in 2030
US$100.02
PLTR logo
Palantir Technologies

Palantir: Redefining Enterprise Software for the AI Era

Company Overview Founded in 2003 by Peter Thiel, Alex Karp, Stephen Cohen, Joe Lonsdale, and Nathan Gettings, Palantir Technologies emerged from the shared vision of transforming how data could be used to solve complex problems. Peter Thiel, a co-founder of PayPal and a prominent venture capitalist, brought his knack for identifying transformative opportunities.Read more

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3.1k
users have viewed this narrative
15users have liked this narrative
6users have commented on this narrative
193users have followed this narrative
US$153.97
21.9% overvalued intrinsic discount
BlackGoat's Fair Value
Revenue
39% p.a.
Profit Margin
38%
Future PE
92x
Price in 2030
US$214.78
NVO logo
Novo Nordisk

Novo Nordisk will thrive with a 34.7751% profit margin boost

23-apr-2025 Novo Nordisk will face competition in the obisitas and diabetes space. Regulation and insurances may impact its growth.Read more

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126
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
US$65.5
25.3% undervalued intrinsic discount
Silvester's Fair Value
Revenue
15.81% p.a.
Profit Margin
34.78%
Future PE
17.14x
Price in 2030
US$126.83
SNA logo
Snap-on

Snap-on: A Century-Old Business Still Holding Its Edge

Over the past two to three decades, Chinese manufacturing has supplied the world with cheap and generally reliable tools. For an American business to not only survive this period but prosper is impressive—and worth a closer look.Read more

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107
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$279.41
24.7% overvalued intrinsic discount
Robbo's Fair Value
Revenue
2.9% p.a.
Profit Margin
19.83%
Future PE
17.57x
Price in 2030
US$414.73