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
Community Investing Ideas
Global Weekly Picks
Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
View narrative
US$120.72
FV
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
62
users have followed this narrative
New
narrative
ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
View narrative
US$1.00k
FV
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
6
users have commented on this narrative
93
users have followed this narrative
Updated
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
View narrative
US$105.80
FV
20.6% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
14
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Bristol-Myers Squibb
EV
Evangelos
Community Contributor
Bristol Myers Squibb (BMY): Undervalued Opportunity or Value Trap? A Deep Dive into 2024 Earnings and Fair Value
Fourth Quarter 2024 Highlights: Total Revenues: $12.3 billion, an 8% increase from the same period in 2023. GAAP Earnings Per Share (EPS): $0.04, a significant decrease from $0.87 in Q4 2023.
View narrative
US$65.00
FV
29.3% undervalued
intrinsic discount
2.43%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 months ago
author updated this narrative
Guinea Insurance
WA
WaneInvestmentHouse
Community Contributor
Guinea Insurance Delivers Resilient Q1 2025 Results with Triple-Digit Growth in Core Earnings
Guinea Insurance Plc kicked off 2025 with a solid first-quarter performance, posting a 39.5% increase in profit after tax to ₦130.3 million , supported by strong underwriting and investment income growth. The result reflects the company’s improving fundamentals, balance sheet strength, and strategic focus on income diversification.
View narrative
₦0.65
FV
95.4% overvalued
intrinsic discount
37.96%
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
4 months ago
author updated this narrative
Southern Silver Exploration
RO
RockeTeller
Community Contributor
$100 Silver/oz
Southern Silver Exploration: Valuation and Upside Analysis Key Metrics: Cerro Las Minitas (CLM) Project: Resource Size: 300M oz AGEQ (275 gpt), including: 125M oz silver (100 gpt). 2B lbs of zinc.
View narrative
CA$24.00
FV
99.1% undervalued
intrinsic discount
0%
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
8 months ago
author updated this narrative
West Vault Mining
RO
RockeTeller
Community Contributor
50 Baggers at Best!
West Vault Mining Summary (2025) Projects : Hasbrouck and Three Hills (Nevada) Ownership : Acquired from Allied Nevada in 2014 PFS (2023) : Production: 70,000 oz/year for 8 years Capex: $66M After-tax IRR: 80% at $2200 gold Development Plan : Phase 1: Three Hills (shovel-ready, 12-month build) Phase 2: Hasbrouck (18-month build) Combined Reserves: ~725,000 oz (175K TH, 550K Hasbrouck) Strong exploration potential with high-grade intercepts Status : Development on hold, waiting for higher gold prices Burning ~$1M/year (conservative spend) Cash: ~$2.5M Announced share buyback: up to 3% Additional Assets : 60% interest in 11 Nevada properties (300K acres, from Newmont/Rubicon) 25K acres in Quebec (between two 4Moz deposits) Market Cap : ~$43M (fully diluted) — very low for a near-term 70K oz producer Risk/Reward : Upside: 10x potential at $4000 gold if mine built and extended Risk: May sell project instead of building Insiders/Ownership : Sun Valley Gold: 46% Ruffer: 17% Eric Sprott: 5% Konwave AG: 3% Management/Insiders: 1.5% Total Insider Ownership: ~70% CEO Quote (2/18/2025) : “We see building Hasbrouck as a viable way to unlock value, but we’re cautious of being a single-project company. Our market cap must be significantly above initial capex before we build — to allow room if things go wrong.” Key Assumptions Annual Production : 70,000 oz Mine Life : 8 years (likely to extend with exploration) Gold Price : $4,000/oz AISC (All-in Sustaining Cost) : Assume $1,200/oz (to be conservative) Free Cash Flow (FCF) per ounce = $4,000 - $1,200 = $2,800 Annual FCF = 70,000 oz × $2,800 = $196,000,000 Valuation Multiple : 10x–15x FCF (common for miners with solid assets) Market Cap Range : Conservative (10x) : $1.96B Optimistic (15x) : $2.94B Shares Outstanding (FD) : ~70 million (estimate) At $4,000 gold , West Vault Mining could be worth: $28.00/share (10x FCF) $42.00/share (15x FCF) Current stock price is under $1 , so this is a potential 30-40x return if the mine is built and production is realized.
View narrative
CA$59.00
FV
97.6% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 months ago
author updated this narrative
Dedicare
BO
Bonywall
Community Contributor
Staff Shortages and Demographic Shifts Could Drive Revenue Higher Despite Competition and Regulatory Challenges
Key Takeaways Dedicare holds a robust market position within a steadily expanding market. Continued revenue growth is supported by the persistent need for skilled health professionals.
View narrative
SEK 82.20
FV
42.5% undervalued
intrinsic discount
9.72%
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
about 1 year ago
author updated this narrative
Acrow
DR
DrBioHacker
Community Contributor
Undervalued Growth Stock with 6% Yield and Expansion Potential
1. Business Overview and Market Scope What the Business Does: Acrow is a Sydney-based provider of support services for the construction industry.
View narrative
AU$1.24
FV
17.3% undervalued
intrinsic discount
9.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
6 months ago
author updated this narrative
Talisker Resources
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Talisker Resources' stock price if gold reaches $4,000 per oz, let's consider several key factors like production ramp-up, resource base, and potential profitability. Since Talisker is in early stages and lacks formal studies (PEA/PFS), we'll use rough estimates for production and profitability based on available information.
View narrative
CA$6.00
FV
90.2% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
10 months ago
author updated this narrative
Cerrado Gold
RO
RockeTeller
Community Contributor
125 Baggers at Full Potential !
Cerrado Gold Summary (April 2025) Current Production : Don Nicholas mine in Argentina producing ~50,000 oz/year. Breakeven cost (FCF) around $1,900/oz.
View narrative
CA$52.00
FV
98.2% undervalued
intrinsic discount
105.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
5
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
Oncopeptides
DA
DailyInvestors
Community Contributor
Oncolytics Biotech: A Beacon of Hope in Cancer Treatment
Oncolytics Biotech: A Beacon of Hope in Cancer Treatment In the ever-evolving landscape of oncology, Oncolytics Biotech® Inc. (NASDAQ: ONCY) (TSX: ONC) is emerging as a company demonstrating significant promise.
View narrative
SEK 2.56
FV
91.8% overvalued
intrinsic discount
47.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
6 months ago
author updated this narrative
Value any company in seconds
Popular companies