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
232.1% overvalued intrinsic discount
30.00%
Revenue growth p.a.
4.2k
users have viewed this narrative
13users have liked this narrative
0users have commented on this narrative
30users 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
98.5% undervalued intrinsic discount
3.3k
users have viewed this narrative
15users have liked this narrative
7users have commented on this narrative
36users have followed this narrative
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LCID logo
Lucid Group

Positioned for Long-Term Success with a Fair Value of $12

Lucid Group Inc. (LCID), currently trading at $2.76 per share, has faced significant challenges, including a 2.12% decrease in revenue to $595.27 million in 2023 and a 116.8% increase in losses, totaling $2.83 billion.Read more

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471
users have viewed this narrative
7users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
US$11.75
5.3% undervalued intrinsic discount
M_Kabesh's Fair Value
Revenue
156.7% p.a.
Profit Margin
5.95%
Future PE
17.15x
Price in 2029
US$19.68
AUTO logo
AutoStore Holdings

AutoStore: A Warehouse Automation Leader with 20% Upside Potential - if growth comes.

Q1 2025 Update Very weak quarter both in terms of order intake 142 mUSD (also including about 30 mUSD for "as a service" orders) vs 182 last Q!, no implications for long term valuation. No need to rush in to this stock.Read more

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196
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
NOK 10.5
2.4% undervalued intrinsic discount
Mandelman's Fair Value
Revenue
10% p.a.
Profit Margin
23%
Future PE
25x
Price in 2030
NOK 14.89
COL logo
Coles Group

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.Read more

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2.4k
users have viewed this narrative
7users have liked this narrative
2users have commented on this narrative
22users have followed this narrative
AU$22
0.9% undervalued intrinsic discount
Robbo's Fair Value
Revenue
8.72% p.a.
Profit Margin
2.49%
Future PE
24.51x
Price in 2030
AU$30.79
FTNT logo
Fortinet

The silent guardian of the internet and one of the most profitable names in cybersecurity.

1. Cybersecurity Is Non-Negotiable Fortinet isn’t optional.Read more

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162
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$108
26.5% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
8.2% p.a.
Profit Margin
30.6%
Future PE
43.56x
Price in 2030
US$158.06
OTB logo
On the Beach Group

Sunny Returns with On the Beach

As of 2024, On The Beach (OTB) holds an estimated market share of approximately 3.5% of the UK's online travel agency (OTA) market. This figure is based on the company's reported Total Transaction Value (TTV) of £1.2 billion for the fiscal year 2024 and the broader UK online travel market size of approximately £34 billion (converted from USD 42.6 billion).Read more

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38
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
UK£3.33
29.9% undervalued intrinsic discount
TibiT's Fair Value
Revenue
10% p.a.
Profit Margin
22.3%
Future PE
15x
Price in 2030
UK£4.8
UBER logo
Uber Technologies

Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.

1. Platform Model: Mobility, Delivery & Logistics Uber operates a global two-sided marketplace , connecting riders, couriers, and freight shippers with independent drivers without owning vehicles or inventory.Read more

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105
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
US$90
12.1% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
5.83% p.a.
Profit Margin
27.07%
Future PE
15.52x
Price in 2030
US$129.22
MSFT logo
Microsoft

The tech giant that’s so deeply embedded in modern life, you probably interacted with it before your first cup of coffee today.

1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.Read more

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114
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
US$600
20.6% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
11.51% p.a.
Profit Margin
35.79%
Future PE
39.23x
Price in 2030
US$879.7
META logo
Meta Platforms

The company that made stalking your ex socially acceptable owns your aunt’s favourite app (Facebook) and your WhatsApp group chats

1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.Read more

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373
users have viewed this narrative
2users have liked this narrative
1users have commented on this narrative
67users have followed this narrative
US$850
23.6% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
10.79% p.a.
Profit Margin
39.11%
Future PE
26.9x
Price in 2030
US$1.23k
XOM logo
Exxon Mobil

Exxon in Guyana 5 year forecast Low $135 to High $189

Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.Read more

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2.1k
users have viewed this narrative
6users have liked this narrative
4users have commented on this narrative
25users have followed this narrative
US$174
32.5% undervalued intrinsic discount
Agricola's Fair Value
Revenue
12.97% p.a.
Profit Margin
9.73%
Future PE
14.39x
Price in 2030
US$237.32