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
Weekly Picks
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.
View narrative
US$663.00
FV
36.2% 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
167
users have followed this narrative
14 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.
View narrative
US$40.73
FV
22.0% 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
16
users have followed this narrative
6 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....
View narrative
US$10.00
FV
46.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
6 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Neimeth International Pharmaceuticals
WA
WaneInvestmentHouse
Community Contributor
Neimeth Pharmaceuticals Delivers Robust 86% Revenue Growth in Q1 2025—Profit Surges Amid Cost Pressures
Neimeth International Pharmaceuticals Plc – Capital Raise Signals a Strategic Reset and Growth Potential Neimeth International Pharmaceuticals Plc has entered a new growth phase following shareholder approval to raise up to ₦20 billion in fresh capital through diverse mechanisms including public offering, rights issue, private placement, and strategic allotment. This move coincides with efforts to restructure its balance sheet and restore profitability, triggering increased investor confidence and a share price rally from ₦3.70 to ₦5.94 within a week.
View narrative
₦4.03
FV
99.8% overvalued
intrinsic discount
18.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
C & I Leasing
WA
WaneInvestmentHouse
Community Contributor
C&I Leasing Plc Sustains Positive Earnings Momentum in Q1 2025 with Strong Top-Line and Balance Sheet Expansion
C&I Leasing Plc Sustains Positive Earnings Momentum in Q1 2025 with Strong Top-Line and Balance Sheet Expansion C&I Leasing Plc delivered a solid performance in the first quarter of 2025, sustaining its earnings momentum with notable growth in gross earnings , net profit , and balance sheet strength. The group’s unaudited financials for the period ended 31 March 2025 show significant year-on-year and quarter-on-quarter improvements across key financial metrics.
View narrative
₦6.58
FV
20.1% overvalued
intrinsic discount
17.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
Caverton Offshore Support Group
WA
WaneInvestmentHouse
Community Contributor
Caverton Posts Q1 Profit After Heavy FY Loss, Driven by FX Gains and Cost Cuts
Caverton Offshore Support Group Plc has staged a sharp earnings reversal in Q1 2025, posting a profit after tax of ₦1.64 billion , compared to a loss of ₦1.81 billion in the same period last year. This marks a major turnaround for the company, which reported a ₦50.53 billion loss for FY 2024.
View narrative
₦5.80
FV
11.4% overvalued
intrinsic discount
0.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
5
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Ellah Lakes
WA
WaneInvestmentHouse
Community Contributor
Ellah Lakes Plc – Capital Raise and Strategic Debt Conversion Signal a Bold Turnaround Play
Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.
View narrative
₦7.60
FV
42.1% overvalued
intrinsic discount
32.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
BETA
Beta Glass
WA
WaneInvestmentHouse
Community Contributor
Beta Glass Delivers Explosive Earnings Growth in Q1 2025 on Soaring Domestic Sales
Beta Glass Plc – Sustained Growth Backed by Strategic Expansion and Operational Excellence Strengths Explosive Earnings Growth: Q1 2025 PAT rose nearly 600% YoY , driven by transformation strategies implemented since early 2023. Demonstrates strong demand resilience and earnings scalability.
View narrative
₦250.19
FV
33.5% overvalued
intrinsic discount
15.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
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.
View narrative
€7.14
FV
38.5% 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
New
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.
View narrative
US$38.48
FV
4.5% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
New
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.
View narrative
AU$2.10
FV
4.8% 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
New
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.
View narrative
US$61.26
FV
7.8% 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
4
users have followed this narrative
New
narrative
Value any company in seconds
Popular companies