Global Community

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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
375.0% overvalued intrinsic discount
30.00%
Revenue growth p.a.
5.8k
users have viewed this narrative
14users have liked this narrative
0users have commented on this narrative
43users 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
98.4% undervalued intrinsic discount
5k
users have viewed this narrative
15users have liked this narrative
7users have commented on this narrative
50users have followed this narrative
V logo
Visa

Visa Stock: The Toll Booth at the Center of Global Commerce

Visa (NYSE: V) is often misunderstood as a financial company exposed to credit cycles or consumer defaults. In reality, Visa operates a fundamentally different model.Read more

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0
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1users have followed this narrative
US$429.73
17.8% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
9.66% p.a.
Profit Margin
49.63%
Future PE
33.91x
Price in 2030
US$613.67
ADP logo
Automatic Data Processing

ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin Resilience

Automatic Data Processing, Inc. (NASDAQ: ADP) remains one of the most reliable pillars in human capital management, blending predictable cash flows with an expanding suite of digital HR solutions.Read more

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1.7k
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
US$387.77
33.7% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
13.68% p.a.
Profit Margin
19.84%
Future PE
27.77x
Price in 2030
US$546.8
META logo
Meta Platforms

Meta’s Bold Bet on AI Pays Off

Meta Platforms, Inc. (META) announced very strong Q3 2024 results underlined by revenue growth and a strong commitment to AI and the metaverse.Read more

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553
users have viewed this narrative
4users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
US$723.11
8.0% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
10% p.a.
Profit Margin
35.55%
Future PE
26.02x
Price in 2029
US$1.01k
BETA logo
Betamek Berhad

Automotive Electronics Manufacturer Consistent and Stable

Automotive technology grows, develops and innovates-Betamek (KLSE: 0263) Catalysts 1. Betamek (KLSE: 0263) operates in the electronics manufacturing services for automotive markets in Malaysia where vehicle sales were up 6.6% 1H24.Read more

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102
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
RM 0.25
110.0% overvalued intrinsic discount
Ontological's Fair Value
Revenue
N/A
Profit Margin
8.8%
Future PE
9.06x
Price in 2029
RM 0.4