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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.
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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
172
users have followed this narrative
15 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.
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US$40.73
FV
18.7% 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
19
users have followed this narrative
8 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....
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US$10.00
FV
38.0% 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
8 days ago
author updated this narrative
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International Consolidated Airlines Group
PI
PierreDMA
Community Contributor
Reasons to Buy IAG Shares in 2025
International Airlines Group (IAG) currently presents a strong investment opportunity supported by solid operational, financial, and strategic fundamentals. The key reasons include: Sustained Demand Recovery : The group is benefiting from a robust rebound in international travel, with increasing capacity and high load factors, especially on key routes such as North America, Latin America, and Southern Europe.
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€7.14
FV
38.6% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
Unity Software
AN
andreas_eliades
Community Contributor
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully.
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US$38.48
FV
11.0% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
2 days ago
author updated this narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.9% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 days ago
author updated this narrative
Realty Income
AN
andre_santos
Community Contributor
A reliable dividend payer with a slower dividend growth
Introduction Realty Income (O) is a Real Estate Investment Trust (REIT) known for its consistent monthly dividends. It has increased its dividend for 30 consecutive years , reflecting a stable and predictable income stream.
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US$61.26
FV
5.6% undervalued
intrinsic discount
2.26%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
2 days ago
author updated this narrative
Poh Kong Holdings Berhad
HA
Haha94
Community Contributor
Poh Kong Holdings Berhad Shares Trading at Enticing 1.32 RM Fair Value (Jul 2025)
Company Background An investment holding company, manufactures, trades in, and retails jewelry, bullion, precious and semi-precious stones, and gold ornaments primarily in Malaysia. Their product range includes gold bars, notes, and coins; rings, couple rings, bracelets, pendants, necklaces, bangles, and earrings; white and rose gold, diamonds, pearls, jades, and personalized and fine jewelry.
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RM 1.23
FV
17.1% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
2 days ago
author updated this narrative
Naim Holdings Berhad
HA
Haha94
Community Contributor
NAIM Fundamentals Suggest Deep Value
Company Background An investment holding company, operates in the property development and construction businesses in Malaysia and Fiji. The company is divided into three segments: Property Development, Construction, and Others.
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RM 1.71
FV
47.1% undervalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
2 days ago
author updated this narrative
Procter & Gamble
AN
andre_santos
Community Contributor
Procter & Gamble: A Dividend Giant Facing Slowing Growth
🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.
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US$119.81
FV
32.1% overvalued
intrinsic discount
4.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
2 days ago
author updated this narrative
CRCL
Circle Internet Group
BL
BlackGoat
Community Contributor
Circle: Powering the Digital Dollar
Circle is building the payment rails for the digital dollar era, in a world where Bitcoin is the new gold. Company Overview Circle is the issuer of USDC, the world’s second-largest stablecoin.
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US$326.46
FV
39.3% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
2 days ago
author updated this narrative
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