Unbelievable numbers. Be very careful!

Are the official reports and nubers even credible? I found are multiple stories in the German news (links below) about alleged insolvency and customers and stake holders not getting the money the company owes them - allergedly only when the court orders TPG to pay it's due.Read more

€26.83

96.9% undervalued

MontyNorman's

Fair Value

Revenue

260% p.a.

Profit Margin

5.73%

Future PE

0.39x

Price in 2029

€36.15

SPX Technologies

I Fell in Love With a Data-Center Cooling Stock. Then I Opened the Filings.

A 114-year-old piston-ring company just became one of the sexiest names in AI infrastructure. Here's the whole seduction — and the cold shower that followed.Read more

US$203

6.2% overvalued

John_Eric's

Fair Value

Revenue

14.88% p.a.

Profit Margin

11.51%

Future PE

37.64x

Price in 2031

US$305.52

Workday

Workday's Backlog Just Grew Faster Than Its Revenue.The Market Shrugged.

Workday’s business signals look stronger even as the stock keeps sliding, with customers committing to future use and more companies turning on its built-in AI tools instead of walking away. See what that could mean for future sales and profits—and what signs would show the worry about AI replacing Workday is starting to come true.Read more

US$550.1

67.3% undervalued

John_Eric's

Fair Value

Revenue

69.77% p.a.

Profit Margin

8.6%

Future PE

12.1x

Price in 2031

US$841.57

Fonterra Shareholders Fund

Fonterra Shareholders Fund Will See a 74% Revenue Boom in 5 Years

Products & Services Driving Growth: Key revenue drivers include the expansion of flagship offerings into new geographic markets and the adoption of high-margin enterprise tiers. Scaling higher-margin service lines will be critical to accelerating top-line growth and expanding operational margins.Read more

NZ$154.56

95.5% undervalued

henry_l27fc's

Fair Value

Profit Margin

16%

Future PE

23x

Price in 2031

NZ$222.4

Lincoln Minerals

Asymmetric potential

Lincoln, a very small market cap Mining explorer with lots of potential. Lincoln Minerals (ASX: LML) is an Australian exploration and development company focused on critical minerals projects in South Australia’s Gawler Craton / Eyre Peninsula region.Read more

AU$0.002

250.0% overvalued

Blaxland's

Fair Value

Profit Margin

13.73%

Future PE

17.37x

Price in 2031

AU$0

Oscar Health

7/8/26 — Oscar Health: Trading 95.4% below Fair Value with +2070.2% Upside Potential

Every so often, a ticker flashes on my screen that makes me stop and rub my eyes. It is the kind of numbers that look like a mistake - like you thought you were getting clothes on Christmas Day when you were but a small boy, but then your parents surprise you by hiding the PlayStation 2 you've been wanting for months behind the living room chair.Read more

US$583.34

95.2% undervalued

J_Tyrader's

Fair Value

========================================== INTRINSIC VALUE (DCF) CALCULATION BREAKDOWN — NYSE:OSCR Target Fair Value: USD 583.34 Current Stock Price: USD 26.88 Market Assessment: 95.4% Undervalued / +2070.2% Upside Potential ========================================== 1. MARKET METRICS RECONCILIATION * Undervaluation Formula: (Fair Value - Current Price) / Fair Value (583.34 - 26.88) / 583.34 = 0.9539 -> 95.4% * Upside Potential Formula: (Fair Value - Current Price) / Current Price (583.34 - 26.88) / 26.88 = 20.7016 -> +2070.2% ========================================== 2. DISCOUNT RATE / COST OF EQUITY (CAPM + SIZE) * Formula: Risk-Free + (Beta * ERP) + Size Premium * Currency: USD — the rate is chosen on the currency the accounts are reported in, so cash flow and discount rate are denominated alike. * Inputs: Risk-Free Rate = 4.25% (USD 10-year, stated) Beta = 0.86 (regressed against ^GSPC) raw slope +0.79, R-squared 0.02 ERP = 5.00% (USD mature + country) Size Premium = 1.00% (market-cap band, additive) * Calculation: 4.25% + (0.86 * 5.00%) + 1.00% = 4.25% + 4.30% + 1.00% = 9.55% Rate used: 9.55% (inside the stated 6.5%-20.0% bounds, unclamped). ========================================== 3. 10-YEAR CASH FLOW FORECAST ARCHITECTURE * Base Year Free Cash Flow (FCF0): USD 4.38B (USD 16.4720 per share) * Shares Outstanding: 265.90m (Market Cap 7.15B / Price 26.88) * FCF Margin: 28.6% * Growth Rate Fading Schedule: - Year 1: +25.00% FCF USD 5.47B - Years 2-10: Linear reduction from +25.00% down to +2.50% - Year 10: +2.50% FCF USD 15.57B - Year 11+: +2.50% (Terminal Perpetual Growth Rate) ========================================== 4. MATHEMATICAL STEPS TO INTRINSIC VALUE * Step A: Present Value of Discrete Cash Flows (Years 1 to 10) PV_Cash_Flows = Sum [ FCF_t / (1 + 0.0955)^t ] for t = 1 to 10 PV_Cash_Flows = USD 64.25B * Step B: Terminal Value (Gordon Growth Model at Year 10) TV_10 = [ FCF_10 * (1 + 0.0250) ] / (0.0955 - 0.0250) TV_10 = [ 15.57B * 1.0250 ] / 0.0705 = USD 226.27B * Step C: Discount the Terminal Value to Present Day PV_TV = 226.27B / (1 + 0.0955)^10 = 226.27B / 2.4903 PV_TV = USD 90.86B * Step D: Equity Value and Fair Value per Share Equity Value = 64.25B + 90.86B = USD 155.11B Fair Value = 155.11B / 265.90m = USD 583.34 ========================================== 5. FUTURE P/E MULTIPLE BLENDED BENCHMARK * Formula: Sum of (Multiple * Re-normalized Weight) * Inputs: Forward Multiple: 18.3x @ 45% Weight Current Multiple: 19.6x @ 20% Weight * Calculation: (18.3 * 0.45) + (19.6 * 0.20) = 8.237 + 3.926 = 12.163 / 0.65 = 18.713x (Rounded to 18.7x)

Vistra

Vistra's data centers + AI

Teza inwestycyjna: Vistra to jeden z najlepiej ustawionych konkurencyjnych generatorów w USA na wzrost popytu na energię (szczególnie data centers + AI). Posiada solidną skalę, wartościowe aktywa nuklearne, zintegrowany model z retailem oraz atrakcyjniejszą wycenę niż najwyższej jakości peer (Constellation).Read more

US$170.91

17.7% undervalued

Dzitkowskik's

Fair Value

Revenue

10% p.a.

Profit Margin

11%

Future PE

24x

Price in 2031

US$251.21

Starfighters Space

The 1960s Fighter Jet That Could Crack Open a $20 Billion Satellite Market

A small aerospace company is trying to turn vintage fighter jets into a reusable launch platform for small satellites, aiming for quicker and cheaper trips to space than traditional rockets. The idea looks promising on paper, but it hinges on proving the tech can turn into real customers before cash needs and tough competition catch up.Read more

US$5

20.2% undervalued

Rick_Orford's

Fair Value

See narrative.

Dr. Sulaiman Al Habib Medical Services Group

Dr. Sulaiman Al Habib Medical worth it or not ?

Dr. Sulaiman Al Habib Medical Services Group (Tadawul: 4013) Price: ~235 SAR | Market Cap: 82.0 Billion SAR | Enterprise Value (EV): 90.2 Billion SAR | Shares Outstanding: 350 Million Data as of early August 2026 close, post-Q2 2026 results. 01 — Insight: What is the market missing?Read more